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Author Archive | Ryan Kuhlman

5 Tips for Working Remotely

Whether you are new to the at home setup, or a long time pro, we could all use some guidance for creating a better and more effective environment when working from home. So with that in mind, here are our 5 essential tips for working remotely – A guide for beginners and pros alike! Tips […]

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data, big data, data recover

Changes to Salesforce Data Recovery Plans

Starting July 31st, 2020, Salesforce will no longer provide data backup recovery services in the case of data loss. While this is definitely a big deal for Salesforce users, don’t worry, there are plenty of options to ensure you keep your data safe in the event of catastrophe. Our friends at SalesforceBen have put together […]

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Unique Business Tasks to Automate

We all know that companies can automate all sorts of processes to save time, empower employees and generally become more successful. From things like adding leads, scheduling emails or generally streamlining business processes, most companies have little bits and pieces set up to help themselves out. However, there are a number of lesser talked about […]

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App of the Week – Sage Business Cloud People

HR and workforce management can become a real bottleneck to growing companies. After all, it isn’t always easy to manage all of the various people oriented aspects of a business. Luckily, there are tools out there like Sage Business Cloud People. Some key benefits include instant workforce visibility, automated processes and policies to improve HR […]

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Salesforce Mobile App Upgrades for Spring ‘20

As the year continues to roll along, we are already beginning to look back on the the Salesforce Spring ‘20 release and the improvements it contained. Released on February 17th, this update is further helping users power their entire business – on  Salesforce Mobile. Some improvements include: Increased productivity with enhanced navigation and custom notifications  […]

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App of the Week – Salesforce Labs Solutions Guide

If you regularly browse the Salesforce AppExchange to see the latest and greatest applications and functionalities available out there, like we do here at CloudMyBiz, then you will most likely have run across the Salesforce Labs Solutions once or twice. The Labs Solutions are add on apps, created by Salesforce themselves. They provide powerful functionality, […]

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AI for Lending

As AI continues to penetrate deeper into just about every industry and vertical, it comes as no surprise that it is also beginning to make its presence felt in Alternative lending and finance. However, when it comes to AI and Machine Learning, there are many myths out there that make the technology sound too complex […]

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Astrea IT - Opportunity Merge

App of the Week – Opportunity Merge Component

Dealing with duplicate leads can certainly be challenging, but what about similar or duplicate opportunities? Duplicate opportunities can be just as much of a problem, if not more so, because you run all sorts of billing and contractual risks. This lightweight component allows you to combine opportunities related to a single account, keeping your sales […]

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