This past week, New York hosted the single largest gathering of Merchant Cash Advance and business loan brokers. The deBanked Broker Fair, was held on May 6th with the idea of capturing the spirit of the industry in the very city that makes it hum. CloudMyBiz, as a Salesforce Partner specializing in solutions for MCA […]
When considering taking on the initiative to implement a new CRM for your business, it is always a good idea to consider the many factors that combine to form the “True Cost of Ownership”. When most people think of the cost of ownership, they will often consider only the upfront price of the software or […]
Visibility into your sales pipeline and performance is no joke. After all, if you don’t know why you were successful in the past, how can you tell if you are going to be a success in the future. Which Salesforce does come equipped with the ability to create custom reports and dashboards, they may not […]
Salesforce has put a lot of energy into promoting Einstein Analytics in 2019. And for good reason, the predictive AI software is pretty powerful and integrated with Salesforce, it can give a big boost to your company. Einstein can be applied to many areas of CRM, from analyzing your pipeline to automating workflows. A less […]
One of the big changes that Lightning brought to Salesforce was the removal of a traditional folder system and the introduction of Salesforce files/libraries. Of course, when changing anything that people are used to, this was met with either raving support or significant resistance. So, for those of you who miss the old days of […]
For this weeks’ blog post, we would like to help you add some lighthearted fun to your Salesforce org. With just a few easy steps, you can add custom, fun sounds to play when a big deal closes! So let’s get into it. There are 4 primary steps needed to setup your custom sounds. Rather […]
Do you and your sales team have trouble determining if you are going to make your sales goals? How many meetings do you sit through, worrying about your projected revenue? And the problem is that you don’t have much insight into past years of sales as well as a lack of insight into the current […]
Automation is the name of the game when it comes to getting the most out of Salesforce. Capturing lead information with the handy web-to-lead functionality is one of the core elements for enabling Sales teams. Not only is the information the lead entered from the web form stored directly onto a lead page in Salesforce, […]
Round robin assignment is nothing new, and there are plenty of apps out there that either feature assignments, or are devoted specifically to them. However, this is the only one that comes directly from Salesforce. Built by Salesforce Labs, the Round Robin Assigner can take any object and assign it in order, to your group. […]
For anyone who has looked around our site, or shopped for any software solution (ex. Salesforce) in recent years, this post is for you. The question of whether or not to post prices has come up a ton in this industry, with varying viewpoints on the benefits and drawbacks. By and large, most software and […]
