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 […]
Tag Archives | Conga Composer
We love Conga Composer! It’s basically awesome! Conga does more than you could ever imagine. If you missed our webinar last month, you should check out the video below to hear about a few Conga success stories from CloudMyBiz clients!
Sept 17 2014 at 9:00 am MT (GMT – 6) Join Conga and CloudMyBiz for a live webinar to learn how to maximize your Salesforce and Conga Composer investments. Click here to join us!
Whether you’re new to Salesforce or it’s all old hat to you, you’ve probably come up against some requirement where you needed to take information from Salesforce and put it on a PDF, Word Doc, or other document. Whether you use Salesforce Mail Merge, Conga Composer (our App of the Year pick for 2013), or […]
You’ve done your due diligence, your client is excited about your product, and all you need is a signature to close the deal and take home your commission. You thought the hard part was over, but now you have to chase down the client to print, sign, scan, email, fax, and your done deal is […]
Writing contracts got you down? Sending quotes, proposals, and invoices taking up all your time? Spending hours prepping that quarterly report for your executive staff? No matter how tedious and time consuming, these tasks are crucial to your business and so you put in hours every week to make sure they get done. But wouldn’t […]