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Announcing the CloudMyBiz Service Desk

As CloudMyBiz continues to grow, so are our processes. That is why we just launched our new CloudMyBiz Service Desk. The Service Desk is an easy to use customer portal that allows you to log tickets for any and all sorts of requests, from maintenance issues to new functionality ideas. Once you have completed the […]

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Essential Characteristics of a Quality Loan Origination Solution

With the continued growth of FinTech and the Alternative Lending industry, systems and solutions that are tailored to these industries have also flourished. Loan Origination, that fundamental piece to any lending business, can be one of the biggest pain points as it involves a complex sales process as well as various documents, checklists and qualifications […]

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App of the Week – Dashboard Pal

For anyone using Salesforce, many of your favorite apps are probably all about functionality and getting things done. However, some apps are simple organizational items, that make getting things done quicker and easier. Meet the Dashboard Pal from Salesforce Labs. This lightweight app simply allows users a faster and better way to select which dashboards […]

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App of the Week – SalesTrip: travel and expenses on Salesforce

Why does booking travel and tracking expenses have to be complicated? When your regular business day is highly automated and just about everything from your documents to your email to your calendar is integrated, why should your travel and expenses be done with frustrating and time consuming reporting practices. SalesTrip gives a better expense management […]

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Why Salesforce Einstein?

If you are a reader of this blog, or just generally keep up with the goings on in and around Salesforce, you have probably heard about Salesforce Einstein once or twice. Einstein, which came out a couple of years ago, is Salesforce’s highly touted AI and data analytics platform. However, unless you have really done […]

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