Email integration with any Salesforce object? Including custom objects? It might sound too good to be true, but this app is 100% real. With this handy app you can setup sales automation (Email to Lead or Opportunity); support automation (Email to Custom Case; Create IT Support Requests Automatically; Raise trouble tickets for a Salesforce Helpdesk) […]
Happy New Year to everyone! 2018 is in the books and 2019 is officially here. It’s been a big year for Salesforce, and of course, for us Salesforce experts and consultants. As always, the platform is growing to service a bigger audience but also working to provide better solutions and functionality for those already using […]
Using your customer data is very important. However, not all companies have the tools that can really give them significant benefits. The D&B Optimizer works to give you better account and lead data. With this data in hand, you can efficiently prioritize accounts based on critical data insights, align territories, segment markets, and identify […]
Proper lead management often requires more planning and detail work than most people realize. Doing it the right way is much more than a “set it and forget it” type of mentality. However, when done properly, a few simple best practices can really boost your company and help you keep a pipeline full of qualified, […]
Sales and service calls come with their share of built-in challenges and stresses. From calling leads to dealing with current customers, it can be challenging enough to properly solve the issues at hand. So why would you use a dailer and call service that only makes it more challenging? With the InGenius app, you get […]
With the December 14th deadline for Salesforce Certification Maintenance tests very, very near, it is worth discussing the recent changes to the maintenance test. Specifically, that the tests have moved over to Salesforce Trailhead! First though, for those who aren’t familiar, Salesforce Certifications (for Administrators, Developers, etc.) require users to pass regular exams to […]
One of the many benefits of Salesforce is the reporting metrics that come built in. The dashboard feature gives you at-a-glance overviews so you can track all sorts of essential business details. So wouldn’t it be great if you could have these powerful dashboards updating in real time? By default you can only update the […]
At CloudMyBiz, we are in the business of providing the best possible solution to our clients for the best possible price. That usually means one of two things. First is that for any client who has a specific need, particularly in the niche market of Alternative Lending, the best solution may be to build out […]
Any app or tool that can help a salesperson contact more leads and increase conversions is a good thing. How do you do that though? One way is with a Sales accelerator like Ring DNA. Ring DNA is a predictive dialer, that helps you quickly cycle through call lists, automate voicemail, and prioritize better leads. […]
When you are a Salesforce Certified Partner and Consultant, there is no shortage of events and activities available to you. At CloudMyBiz, we always make it a priority to attend as many as we can, not only to connect with the community but to continue learning about the platform and to keep up with the latest […]
