If you have been around any software development since the 1970’s, there is a good chance you have heard of Agile Methodology. From very large companies, such as IBM, to businesses with only 2 or 3 individuals, Agile has become one of the most common and effective methods for developing and delivering software solutions to […]
We talk a lot in our blog about the in-depth nuances and details of using Salesforce and how you can get the most from it. However, this week we thought it would be nice to step back a bit, and look at why Salesforce and workflow automation is so beneficial, specifically for Sales Teams. For […]
Salesforce has long used the idea of “a 360-degree view on the customer” to describe just how the CRM works in relationship to clients and customers. Of course, what this means is that the better the CRM, and the more data involved, the more complete a view you can get of who is […]
Happy New Year to everyone! 2018 is in the books and 2019 is officially here. It’s been a big year for Salesforce, and of course, for us Salesforce experts and consultants. As always, the platform is growing to service a bigger audience but also working to provide better solutions and functionality for those already using […]
Proper lead management often requires more planning and detail work than most people realize. Doing it the right way is much more than a “set it and forget it” type of mentality. However, when done properly, a few simple best practices can really boost your company and help you keep a pipeline full of qualified, […]
With the December 14th deadline for Salesforce Certification Maintenance tests very, very near, it is worth discussing the recent changes to the maintenance test. Specifically, that the tests have moved over to Salesforce Trailhead! First though, for those who aren’t familiar, Salesforce Certifications (for Administrators, Developers, etc.) require users to pass regular exams to […]
At CloudMyBiz, we are in the business of providing the best possible solution to our clients for the best possible price. That usually means one of two things. First is that for any client who has a specific need, particularly in the niche market of Alternative Lending, the best solution may be to build out […]
For most admins out there, encouraging and driving user adoption is a constant challenge. Especially when it comes to some of the more significant changes, such as switching from Salesforce Classic to Lightning. After all, some people just don’t want to take the time and energy to get used to new screens, new structures, and […]
Are you constantly returning to a particular list in Salesforce to get your daily tasks done, such as an open pipeline, or a list of flagged opportunities? Whatever the list may be if it is something you pull up every day you definitely want it to be easy to access and to not spend a […]
When preparing for just about any new system or a significant upgrade, doing a Business Process Review (BPR) is one of the first places to start. If you are spending a large chunk of time, energy and money, you need to be sure that your new solution will meet your needs and solve any issues […]
