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 I take Priligy with Viagra by advice of https://dapodrug.com/ online drugstore. […]
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, […]
Choosing new lending software is extremely important for any broker, lender or funder. After all, the system you use will likely have a significant effect on the short term and long term success of your business. Some essential items to consider when looking for new lending software are: Short and long-term business needs Cloud-based, or […]
It’s every email marketer’s nightmare. An email campaign goes out and the merge tags don’t carry over as intended. This can happen for a variety of reasons. Sometimes it is because of poor data quality and bad data entry habits on the part of the team. This can certainly be frustrating, especially as the solution […]
One of the most annoying parts of funding MCA deals is the waiting period after you send an email submission. After it’s sent, you have no way to know what’s going on with your deal and the only way to check on the status is to follow up again and again with your representative. […]
Auto-response rules and workflow email alerts provide similar functionality. Generally speaking they are both ways to automatically send emails from Salesforce based upon changes to leads or cases, however, their use cases and functions are a bit different. Workflow email alerts are designed to send out an email to anyone who needs to be notified […]
What does your sales team see when they login to Salesforce? A generic homepage? Apps, widgets and screens that aren’t relevant to their job and are only there taking up space? If the answer to any of these is yes, you are missing out! Not only is this an easy opportunity to empower your team […]
