Salesforce and CRMs

Building Halifax’s Salesforce Ohana

January 12, 2020·Over the last four years, we’ve been fortunate enough to participate and/or help lead a number of Salesforce Community events here in Halifax. We’ve learned together, had lots of fun,... Read More

by Prag Ravichandran Kamalaveni

6 Salesforce Security Best Practices

This post is for Salesforce Admins who want to learn more about advanced security best practices. If you haven’t already, we recommend you read Salesforce Security: Admin Checklist before you...

NEW eBook: Revenue Operations Playbook 2020

Insights from Enterprise Experts Our latest eBook explores how to keep each department in the go-to-market (GTM) organization driving towards the overall revenue goals of the company. In the first...

Dreamforce 2019: Sessions by the Numbers

Another Dreamforce has come and gone. This year the sessions, learnings, and celebrations were better than ever. As a Salesforce Silver Partner, Dreamforce is a marquee event for our organization,...

Catch CloudKettle at Dreamforce

It is almost time for Dreamforce 2019 and we’ve been busy preparing for this marquee event. This year, we’re excited to be speaking at six Dreamforce sessions! Catch CloudKettle at...

Salesforce Trailblazer Community Meeting

Have questions about Salesforce? Get answers at the Salesforce Trailblazer Community Meeting! Are you using Salesforce? Do you have questions about how to make changes to your instance, how to...

How to Create Campaigns in Salesforce

In today’s world, we are data rich and information poor (DRIP). The stakes for marketing and executive teams to demonstrate the ROI of marketing spend are higher than ever before....

Salesforce Winter ’20 Release: Here’s What You Need to Know

In advance of each Salesforce release, our team spends hours reviewing the new features, changes, and announcements. This year, in the spirit of Ohana, we’ve decided to share these findings...

How to Align Go-to-Market to Accelerate Growth

We sat down with Lauren Vaccarello, VP of Customer Experience at Box to talk about the Four Horses model of attribution. Lauren has a proven track record of accelerating revenue growth...

Why Performing a Revenue Operations Audit Improves Go-To-Market Results

Fast-growing companies, often have a patchwork of mismatched technologies or point solutions that were bought and implemented irrespective of other solutions or processes. A Revenue Operations Audit provides a comprehensive...

Salesforce Security: How to Spot Ghost Admins

This post discusses an important aspect of Salesforce security; Ghost Admins. In this blog, we cover: What is a Ghost Admin? Why do they compromise the security of your Org?...

The Ultimate Checklist for Marketo Landing Pages

The Top 3 Salesforce Security Threats Sales Ops are Most Concerned About

We asked Sales Ops leaders at companies with $1+ billion in revenue about their top 3 Salesforce security concerns. Here’s what they ranked most important: