Have you ever taken a good look at how many individual steps your day-to-day operations involve? How many different documents or spreadsheets do you handle a day? How many programs do you use to manage them? With the right apps and integrations, you can handle more than just loan management in Salesforce. Lenders can manage […]
When used as loan management software, Salesforce automates business tasks, organizes processes, and provides data insights you might be missing. As many alternative lenders find themselves at a pivot point between in-person and digital lending, more have decided to bring their operations online. Unfortunately, many teams are ill-equipped to handle implementation, training, and updates in […]
Image by Joelle Diane It’s hard to believe, but this week is our 99th Tip of the Week. Almost two years have gone by since we first shared with you some of our favorite Salesforce workarounds, and since then, we’ve worked hard to bring you a new tip, trick, hack, or solution for common Salesforce […]
Dreamforce… Inspiration. Imagination. Innovation. Inanition. Indisposition. Enervation. Houston… We have a problem. Dreamforce is one of the largest tech conferences in the world. Over 160,000 people attending, and a place where even the most extroverted can find themselves overwhelmed. With less than a week to go, do you have the knowledge you need to make […]
2014 has been a great year for Salesforce, with cool new tools and awesome enhancements. We’ve had a blast sharing with you our favorite tips and tricks to make your Salesforce experience easier and more enjoyable. It has been fun seeing what you loved, and sometimes you surprised us. It is my pleasure to bring […]
Thanks to Salesforce’s No Software model, updates three times a year, and the open-source approach of the Salesforce community, new features and creative solutions to daily requirements are always coming out. The CloudMyBiz team works hard to stay on the forefront of all that Salesforce has to offer, and below are our Top 10 Salesforce […]
Whether you were stuck in the office and couldn’t make it out to Dreamforce this year, or you just didn’t get to go to that big keynote or session you were excited about, you still have a chance to take part in Dreamforce ’13! The Salesforce team has uploaded a bunch of videos for you […]
Repeat customers are a great source of revenue and the bread and butter of many companies. Wouldn’t you like some pointers from the experts on how to drive future business from existing clients? Well, if you’re going to Dreamforce 2013, the team at Salesforce has you covered. Check out their session How Salesforce.com Runs Its […]
5 ways to survive networking at #DF13 “I’m not shy, I’m just holding back my awesomeness…” This year there’s going to be over 100,000 people attending Dreamforce and, if like me, you’re very good at holding back your awesomeness (and the word “networking” sends shivers down your spine), here’s a few tips to get you […]
Graphs are great for getting an idea of what’s going on with an Account or any other object in Salesforce, and they’re even better when you don’t have to go any further than the Account page to see them. But adding a chart component to a detail page involves some heavy development. That tiny little […]
