by Mike Walsh | Nov 14, 2019 | Blog, Salesforce-Apps-AppExchange
Have you wanted to make your content more engaging and personal to your customers? One way to do it is with video! However, we aren’t all videographers or filmmakers, so how can you make effective sales and marketing video without hiring an expensive firm. OneMob gives you a wide variety of essential tools, functionality and features, all native to with their Salesforce app.
OneMob makes content (videos, docs, etc.) creation, sending and tracking easy for any professional. Use videos to personalize and document tracking to engage your customers and employees, all while gaining insights from real-time tracking in Salesforce.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Nov 8, 2019 | Blog, Salesforce-Apps-AppExchange
If you process financial transactions online, and via Salesforce, take a look at this feature app. The PaymentConnect app gives you a wide range of payment features, such as: taking credit card and ACH (echeck) payments over the phone or on the Web, and managed subscriptions and recurring billing. 100% native to Salesforce and with 100+ 5star reviews, this one is a definite business booster.
“Connects Salesforce to the top processors in the industry and enables your Salesforce account for eCommerce and order management.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Oct 30, 2019 | Blog, Salesforce-Apps-AppExchange
Manually importing leads from various sources can be time consuming and generally a bit of a pain. Not only can they be difficult to keep straight for what is what, but also prone to user error as well. The more you attend events like seminars and conferences, or have a variety of leads that come in from outside of your online web forms, the more you need a tool like Validar Lead Import.
Validar Lead Import is the premier tool for managing, categorizing and importing offline lead sources, like leads from trade show exhibits and registration kiosks.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Oct 24, 2019 | Blog, Salesforce-Apps-AppExchange
For anyone using Salesforce, many of your favorite apps are probably all about functionality and getting things done. However, some apps are simple organizational items, that make getting things done quicker and easier. Meet the Dashboard Pal from Salesforce Labs. This lightweight app simply allows users a faster and better way to select which dashboards they would like to have displayed, and then saves their individual preferences, so that they always get the most relevant dashboards for themselves.
The Dashboard Pal component allows users to display different dashboards available in an org and is available on all lightning pages.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Oct 18, 2019 | Blog, Salesforce-Apps-AppExchange
This app from Salesforce Labs helps you provide greater context on records, so your users can get a better understanding. In a nutshell, the CMTD Enhanced Related list lets you filter, define, sort, or groups different related components. You can then organize them, using a drag and drop builder, in whatever way is best for your business needs.
Don’t clutter your related records with unwanted data. Group them in this configurable component to increase users’ productivity. Built with point and click configuration in mind, this component will be ready to use in no time.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
