Invoices scattered all across your Salesforce org? The more disorganized, the worse it can be to go back and search for the various invoices. Whether it’s to verify some data or to use an old invoice to a new one, you don’t want to spend time digging and searching. Invoices for Salesforce helps clean up, […]
How many of you Salesforce users have ever experienced this: you have been in the middle of a project, or just your general day-to-day, when all of a sudden you run into an issue where the system doesn’t have the capability to do what would seemingly be a normal, basic task? You scratch you head […]
If you have ever used campaigns in Salesforce to create lists, and then use them for various activities, such as marketing, email blasts or to generally keep track of a certain group, then you might have experienced the frustration that is adding members to a campaign. As part of the standard Salesforce feature, users have […]
It’s hard to explain just how big Dreamforce is if you have never been. Salesforce’s annual conference in San Francisco is one of the biggest tech events in the world, and it is truly massive. Over 170k attendees converge on the city for a week, completely occupying San Francisco and the surrounding areas. Starbucks locations […]
Have you wanted to make your content more engaging and personal to your customers? One way to do it is with video! However, we aren’t all videographers or filmmakers, so how can you make effective sales and marketing video without hiring an expensive firm. OneMob gives you a wide variety of essential tools, functionality and […]
Just because you and your team have, or are going to, implement Salesforce, doesn’t mean all of your business problems will be instantly fixed. At the end of the day, user adoption is absolutely critical to establishing a working business process on a powerful CRM like Salesforce. It doesn’t matter how much you spent on […]
If you process financial transactions online, and via Salesforce, take a look at this feature app. The PaymentConnect app gives you a wide range of payment features, such as: taking credit card and ACH (echeck) payments over the phone or on the Web, and managed subscriptions and recurring billing. 100% native to Salesforce and with […]
Salesforce Mobile is the latest branch of the Salesforce UI to get a significant face lift. As many of you know, Salesforce is making a large push to get all of their users onto Lightning. And for good reason. The interface is more user friendly and the workflows and layouts have been improved. Of course, […]
Manually importing leads from various sources can be time consuming and generally a bit of a pain. Not only can they be difficult to keep straight for what is what, but also prone to user error as well. The more you attend events like seminars and conferences, or have a variety of leads that […]
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 […]
