We love Conga Composer! It’s basically awesome! Conga does more than you could ever imagine. If you missed our webinar last month, you should check out the video below to hear about a few Conga success stories from CloudMyBiz clients!
Fun and silliness at a “work conference?” Really? Ohhhhh yes… Dreamforce provides plenty of it to entice you to attend and we’re going to give you the low down. However, perhaps this wouldn’t be the best way to justify the trip to your boss (and you should probably keep quiet about it afterwards… No bragging […]
Have you ever searched for that one specific record, but couldn’t remember enough details to find it? Is keeping track of all the Leads and Contacts you saw at that tradeshow a hassle? Is this sounding familiar? If you’ve been reading our Tip of the Week for a while, you may remember my post on […]
While they can be a little finicky sometimes, Salesforce Workflow Rules are one of the most powerful tools in the arsenal of any system admin or developer. From keeping your data clean to streamlining your sales or support processes, Workflows let you build custom automation with clicks, not code. But if your process requires updates to […]
Sept 17 2014 at 9:00 am MT (GMT – 6) Join Conga and CloudMyBiz for a live webinar to learn how to maximize your Salesforce and Conga Composer investments. Click here to join us!
One of the most valuable benefits Salesforce provides is the ability to get a 360 degree view of your customers at a glance. What does this mean? With a quick look at a Contact or Account, you can see previous conversations, products purchased, interactions with customer support, and notes from your colleagues, letting you offer […]
Calling new leads is a burden, and one we’d be happy to ditch if it didn’t generate new revenue. Before you can ever pick up a phone, you have to choose leads to cold call and nurture, create and share lists, then when the day is done, check in to see which leads were missed […]
When you want to make the sale, voicemail is most certainly not your friend. If you leave your message after the tone, you never know if they’re going to call right back, start a game of phone tag, or miss it entirely, giving your competitors another opportunity to snatch your hard-earned revenue. No different with […]
At CloudMyBiz, we’re always looking for cool, new apps to inspire success in the workplace. Some focus on saving you time, others help you keep your system up to date, and some serve as a jumping off point for more great things. This one caught my eye with its title (I do write our Tip […]
Whether you’re in the field and need directions to your next appointment, are at a lunch meeting and want to present a few options for a client to review, or are sitting on the beach and want to check in on your accounts while sipping your margarita, Salesforce1 is the app for you. Salesforce1 puts […]