Setting a new Salesforce Org can be a very exciting time! So many possibilities and opportunities at your fingertips. Maybe its the start of a new venture, or just a way to improve your business organization. Either way, you want to get started on the right foot. So, we put together a quick but effective […]
This weeks app is part app, part workflow solution. With the recent release of Spring 2019, and the enhanced Lightning Flows – a new section has appeared on the Salesforce AppExchange – Flow Solutions. Flow solutions help companies, through either pre-built templates or customized flow options in the flow builder, to empower businesses to connect […]
It’s one thing to get some good momentum and motivation going internally within a company. It’s another thing to keep it going and adopt a series of best practices to ensure it never leaves. On February 7th, 2019, CloudMyBiz partnered with Hoopla – a leader in employee motivation and engagement to put on a free […]
Every so often, we run into a client or potential client who has real hesitations about moving their data onto the Salesforce cloud. Usually, these are businesses who have been using in house servers and data storage for quite a while and the idea of having their most sensitive data floating around “in the cloud” […]
Feeling bogged down moving files and data between systems? Is setting up the file transfers complicated, and error-prone? With Jitterbit Data Loader for Salesforce, you can dramatically reduce the time and effort required to automate the import and export of critical business data from Salesforce CRM, force.com and all business-critical databases and files – whether […]
Quality workflows are one of the things that makes Salesforce so useful. A good admin should be able to take just about any routine process and streamline it via a workflow. As we reviewed in this previous post, the flow builder is an intuitive and visual way of automating processes, saving time and money, all […]
When you are working hard to bring in new business and close sales, the last thing you want is to hold up or even lose a deal because of issues or deals with your contract management software. While it is safe to say that most companies have switched to digital contract management systems, the question […]
Salesforce is just continuing to grow and grow. Officially announced last month, Salesforce broke the news that it will be acquiring roundCorner, an enterprise CRM platform for non-profits and other impact sectors. The acquisition is sure to bolster the Salesforce Non-Profit cloud and breathe new life and functionality to those businesses already on board. roundCorner […]
While there are all sorts of apps on the AppExchange that provide tools or powerful additions to your Salesforce org, accounting has been a notoriously difficult one to find. For too many companies, they have to use at least two systems and be switching back and forth between them. This is wasted time and money […]
AgileCap was able to move their systems onto a single platform, and process each deal significantly faster than before!
