by Mike Walsh | Sep 6, 2019 | Blog, Salesforce-Apps-AppExchange
When you are doing business on the go, or under a short deadline, you may need to quickly transfer physical elements of the deal to the digital. While there are all sorts of apps and programs out there that can transfer your documents, images, attachments, etc. what about a person’s handwritten signature? Signature Capture does just that, allowing anyone to create a digital signature and store it in Salesforce, directly on the related object so it can be re-accessed at any time.
Signature Capture is a Lightning Component that allows signing via a browser or mobile device and stores the captured signature as a Salesforce attachment or Salesforce file (Salesforce files added in July 2017 update)
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 | Aug 30, 2019 | Blog, Salesforce-Apps-AppExchange
Calculating commissions can be a tricky and sensitive task. Especially for companies with lots of sales reps. After all, a salesperson who doesn’t get paid their commissions on time is not a happy rep. So why deal with manual processes, and siloed software that makes for a time-consuming process. QCommission works to alleviate these problems with a fully thought out system that lets you build incentives, payees, products, quotas and more!
QCommission is a powerful, flexible sales commission software. It provides a flawless solution to manage your incentive compensation on the cloud.
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 | Aug 22, 2019 | Blog, Salesforce-Apps-AppExchange
Do you have multiple salespeople working with the same clients or accounts? Or maybe you have deal terms regularly changing and so end up creating lots of opportunity records in Salesforce. Either way, the Opportunity Merge app will save you a lot of time and headache. With this app from the AppExchange, you can quickly merge multiple Opportunity records and keep a much cleaner and better system of record.
“Opportunity Merge merges identical Opportunities of an Account and helps in cleaning up duplicate Opportunities and allows users to select one opportunity as Master Opportunity out of the two selected records.”
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 | Aug 15, 2019 | Blog, Salesforce-Apps-AppExchange
If you have a wide customer/client base and are regularly on the road visiting current and prospective accounts, proper scheduling and planning can be quite a challenge. Not only do you have multiple schedules to juggle, but you also have to figure out the most efficient route to take to get to everyone! Well, Map Plotter is here to help you figure out that geography part. This app allows you to beyond just reading your Salesforce data, and helps you visualize it.
Visualize your Salesforce data with Map Plotter. Take a look at where your customers are located to manage customer visits. You can also optimize your travel routes and vastly improve your marketing campaigns.
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 | Aug 8, 2019 | Blog, Salesforce-Apps-AppExchange
Assignment Rules are easy to create and maintain in Salesforce. But if you’ve got complex routing requirements, or if you want to use assignment rules for objects other than Leads or Cases, you’re going to have to build something very custom and very complicated. Instead of trying to build and maintain a bunch of custom code to manage your assignment rules, check out the powerful Distribution Engine! The Distribution Engine features weighting, skill routing, load balancing, and more.
Distribution Engine is an easily configurable, intelligent, rules-based lead assignment engine that ensures your Leads, Opportunities, Contacts (any standard or custom SFDC object) are automatically distributed to the right team member at the right 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.
