After finalizing a quote, the goal is typically to create an accurate and professional quote document to customers. But without the right processes in place, quoting can be challenging, time-consuming, and prone to errors. Thankfully, Salesforce CPQ (Configure, Price, Quote) helps with the configuration and management of quote documents, streamlining the process and making quotes […] The post How to Create Dynamic CPQ Quote Templates in Salesforce appeared first on CloudKettle ..read more

Salesforce is a powerful CRM that helps businesses manage customer relationships and streamline their sales processes. One of the cornerstone elements of Salesforce is the Lead object, which allows companies to track potential customers and move them through a qualification process at the top of the sales funnel. While a staple of the enterprise sales […] The post Don’t Eliminate the Lead Object appeared first on CloudKettle ..read more

Purchasing Salesforce Unlimited is a significant investment in your day-to-day business operations. This post will dive into how you can make the most of your new investment (or one you’ve already made) and what makes Salesforce Unlimited stand out from Salesforce Enterprise Edition. Sales Cloud and Productivity Features One of Sales Cloud Unlimited Edition’s key […] The post Getting the most value out of your Salesforce Unlimited Investment appeared first on CloudKettle ..read more

Streamlining document generation is a pivotal aspect of ensuring efficient business operations. Salesforce OmniStudio provides a robust solution through its Document Generation feature, offering organizations the capability to effortlessly create personalized, professional documents without using code. In this blog post, we will delve into the concept of Document Generation, illustrate a practical business scenario, and […] The post Document Generation in OmniStudio appeared first on CloudKettle ..read more

At CloudKettle, we have a lot of clients with significant resources who can facilitate the creation of the most complex, custom attribution models possible. And that is amazing. We’re fortunate to get to work with them as they hammer out incremental 1% improvements in performance week after week after week. But a model that complex […] The post Single-Touch and Multi-Touch Attribution (and why you need both) appeared first on CloudKettle ..read more

Another year. Another batch of stats to share with you! Mostly good, a couple areas to work on… but in the spirit of ongoing transparency (one of the main pillars of our organization), we are determined to share the real numbers and the actual data on how 2023 unfolded at CloudKettle. So, here we go! […] The post CloudKettle: Year 9 By the Numbers appeared first on CloudKettle ..read more

What is the new Google/Yahoo anti-spam upgrade? Google and Yahoo are aiming to improve security and reduce the amount of spam received by their users by upgrading their defence system, in what they are calling “one of the largest defence upgrades in recent years”. This upgrade uses AI to detect and flag spammy emails, which […] The post The New 2024 Anti-Spam Regulations appeared first on CloudKettle ..read more

Journey Builder Custom Activities for Salesforce Marketing Cloud enable you to extend the platform capabilities by creating highly configurable interfaces which call externally-hosted endpoints when a Contact arrives at a custom activity in a published Journey. There are several dependencies required by custom activities, which include Postmonger — a lightweight messaging Javascript utility for cross-domain […] The post Using Entry Source Data in Journey Builder Custom Activities appeared first on CloudKettle ..read more

As a business grows and its Salesforce org matures, the number of Profiles and Permission sets can start to increase. If there is no process in place, managing profiles and permission sets in a Salesforce org can become a complex and challenging task for an admin, especially when there are a large number of them […] The post Optimizing Profiles and Permission Sets in your Salesforce Org appeared first on CloudKettle ..read more

Your CRM can either be a roadblock impeding your go-to-market team, or an engine that accelerates their efforts. While good systems can help identify high-value opportunities and reduce time-to-close, a poor system will have users spending time on manual busywork rather than on generating and closing opportunities. For most startups, the two major CRM options […] The post Hubspot to Salesforce: A Step-by-Step Migration Guide appeared first on CloudKettle ..read more