For anyone who has looked around our site, or shopped for any software solution (ex. Salesforce) in recent years, this post is for you. The question of whether or not to post prices has come up a ton in this industry, with varying viewpoints on the benefits and drawbacks. By and large, most software and […]
Tag Archives | Consulting
A question that every company who uses Salesforce asks, at some point in their growth is, “should we hire a Salesforce admin?” While this is a pretty important question to ask, unfortunately, there is no cut and dry answer. It’s different for every company, based on their individual needs. However, with that being said, let’s […]
Pardot B2B Marketing for Salesforce is an extremely powerful tool. You can link thousands of prospects and leads to your CRM and engage with them in all sorts of ways. However, with great power comes great… confusion? Specifically, how do you know which automation tool to use for each situation? Pardot features a couple of […]
AgileCap was able to move their systems onto a single platform, and process each deal significantly faster than before!
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 […]
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 […]
Digital forms are a very simple but important part of online business. In fact, they are one of those small things that many of us really don’t give a second thought to. But we should! After all, it’s our forms that capture all that essential data about our leads, clients, and prospects. When it comes […]
Are you considering a new Salesforce implementation? Or maybe you just implemented Salesforce. Great! But before you continue with business as usual, there are a few things you should consider. Salesforce, like most major investments, takes a little bit of love, practice and know how to get the most out of. From a high-performance […]
CloudMyBiz Breaking Every Company Record A Fantastic 2017 Sets the Stage for an Even Better 2018 LOS ANGELES, April 5, 2018 – The results are in: 2017 was the best year in the history of CloudMyBiz. For the Los Angeles based Salesforce consulting firm, last year was full of growth, development and groundbreaking ideas that […]
Following the CMB custom integration of Salesforce, Lucky Strike no longer had significant performance issues and were able to fully adopt Tripleseat, making their internal processes faster, smoother and smarter.