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 […]
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 […]
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 […]
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, I take Priligy with Viagra by advice of https://dapodrug.com/ online drugstore. […]
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 […]
When writing marketing emails, it can be pretty common to re-use certain details and bits of content not only throughout the email, but across various emails within a certain campaign. The more emails you are creating, the more you will use these pieces of content, and the more time you will spend on it. This […]
As a certified Salesforce Partner and cloud consultant, at CloudMyBiz we are in the business of revamping and improving the system that our clients run their business on. However, it sometimes happens that clients come to us wanting to improve without really thinking about what all that means. You can’t always improve your business if […]
One of the characteristics of modern technology is that just about everything that can be automated, is being automated. From shopping to restaurants to CRM’s, automation is one of the most common changes to come to any business. And the various branches of alternative lending, funding and fintech are no exception. An automated loan management […]
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 […]
Salesforce communities can be a huge boost for any business because it allows you to connect with your partners, customers and internal team in a curated and functional way. You can connect your Salesforce org, define exactly what data will be shown to users of the community and custom tailor it to your use case, […]
