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 […]
Last month it was announced that Salesforce is acquiring the email startup company Rebel. Rebel is an email platform that allows businesses to create interactive, next-gen emails that greatly enhances their direct marketing services. What is an interactive email? Recipients of interactive emails can shop, play interactive games, write reviews and more, all directly within […]
The Pardot Marketing platform can be one of the better additions to any company that uses Salesforce. It handles just about all of your digital marketing needs, from emails to social media to Google analytics connectors. A properly used Pardot system will give your business not only easy and efficient ways to market to […]
When did you first hear about “the cloud” for technology? What started off as a bit of a buzzword for new technology has now become pretty ubiquitous as cloud-based systems are pretty much the new standard. So when it comes to your CRM software, shouldn’t you also be in the cloud? Not everyone has switched […]
At CloudMyBiz, we like to say that we speak the language of lending. We know how the industry works from the inside, and so, we are always keeping up with the trends and news in the Alternative Lending and FinTech. This allows us to keep abreast of new developments, better understand what our clients are […]
Data Migration can be a stressful and challenging process, even for seasoned professionals. The more complex the system, and the longer you have been collecting data, the harder it can be to accurately understand, process and transfer all your essential business data. Over the years, maybe you changed some of your business processes or added […]
Here’s the situation: your business has a number of great products/services. You are doing a robust business. And you have a whole bunch of customers contacting your support team every day asking for help. Of course, you are happy to support your customers in any way you can, but the sheer volume of calls and […]
The reports and dashboards in Salesforce can be customized to show you just about anything you want to see. This can be a great benefit for any business because you can get in-depth details on your sales team and performance, marketing initiatives, overall ROI and more. Of course, becoming a master of reporting can […]
Today’s modern Salesforce administrator is someone who wears many hats. They are responsible for setting up applications, enabling new features, training users and more! Not only that, but admins are more and more filling roles that used to be filled by traditional IT departments, such as answering user questions, setting up reports and dashboards […]
