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Author Archive | Ryan Kuhlman

CloudMyBiz Announces Launch of its One-platform Solution at Lendit USA Conference

CLOUDMYBIZ ANNOUNCES LAUNCH OF ITS ONE-PLATFORM SOLUTION AT LENDIT USA CONFERENCE New York, NY, March 6, 2017 – CloudMyBiz announced today at the LendIt USA gathering of 5,000 fintech and lending executives in New York City, that CloudMyBiz is launching its one-platform solution for Origination, Underwriting, and Servicing on the world’s #1 CRM platform, Salesforce.com. […]

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App of the Week – Increase Client Satisfaction with Intelligent Gifting from Salesforce

Many apps you find out there, whether on the app exchange or elsewhere, are often effective, functional, but somewhat dull solutions to business problems. SwagIQ is an exception to the boring app. SwagIQ is built to automate and streamline something everyone enjoys: giving and getting free stuff. Boost client engagement, increase close rates and free […]

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App of the Week – Speed Up Your Data Entry with Custom Object Lead Conversion

Frustrated by a long and tedious process of converting data and custom objects from your leads into Accounts, Contact and Opportunities? Doing all the conversion by hand can take time, or possibly require a developer to do some customized work. That is exactly what Custom Object Lead Conversion can help you avoid. The app provides […]

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CloudMyBiz Lunch ‘N Learn at Roy’s Restaurant

  – San Francisco – As a part of the Salesforce World Tour, a couple representatives from CloudMyBiz went mobile to host our semi-annual Lunch ‘N Learn. This event took place last week, at Roy’s Restaurant in SF. Attended by executives from many leading organizations in the FinTech industry, we had a great time getting to better […]

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