by Mike Walsh | May 1, 2020 | From Around the Web
Sourced through Scoop.it from: www.desynit.com
Been said before but saying it again, Salesforce has some serious success stories!
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 | Apr 17, 2020 | From Around the Web
Sourced through Scoop.it from: admin.salesforce.com
Great video and content! Building quality reports and dashboards is so essential to having a thriving Salesforce business
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 | Apr 17, 2020 | From Around the Web
Sourced through Scoop.it from: blog.dropbox.com
Great to see cooperation and leadership in these challenging times!
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.
![CRM Predictions for 2020]()
by Mike Walsh | Feb 13, 2020 | Blog, Salesforce Tips
Wow! Are we are already mid-February, 2020? As the year is moving so fast, we thought it would be the right time to talk a bit about the Salesforce trends and things to watch for in the rest of the year.
In no particular order, here are a headlines of some Customer Relationship Management trends for 2020:
- Marketing teams will begin to understand the customer identity problem
- AI impacts will begin to significantly increase
- Voice technology will begin to revolutionize the sales process
- Customer service agents take on elevated mandates
- Cross-company integrations bring it all together
Also, a nice quick read from Salesforce has a number of Executives Predicting the Future of Business in 2020 and Beyond!
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need custom development or consulting to enhance the Salesforce you already have?
Contact Us to Learn More
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 11, 2019 | Blog, Salesforce Tips
As a certified Salesforce Partner and cloud consultant, at CloudMyBiz we are in the business of revamping and improving the system that our clients run their business on. However, it sometimes happens that clients come to us wanting to improve without really thinking about what all that means. You can’t always improve your business if you don’t look at what is working and what doesn’t, and then be willing to let go of what doesn’t work.
The folks at Salesforce know this better than anyone, as the CRM platform is specifically designed to be the single, lifetime solution that a business can be built on. Salesforce is so much more than just a Sales tool. With all of the various integrations, products and platforms, such as Pardot for B2B marketing or Einstein for AI analytics, you can do it all on Salesforce.
With all of that in mind, it bears repeating that if you are going to make the switch and investment in Salesforce, you may want to spend a bit of time thinking about how to adjust your practices for the better. After all, if you are getting a clean start on a new system, why would you want to import over all of your bad habits and ineffective practices?
The following blog post on the Salesforce Admin site, gives a quick and easy breakdown of the process: Build the Vision, Shape the Environment, Deliver the Results. While this article is aimed at Salesforce Admins, the general principles apply to anyone looking to improve their business process. Of course, if you would like to work with a Salesforce consultant to give you a more detailed vision of what you life could be with Salesforce (or how your could improve your current Salesforce) feel free to drop us a line and we would be happy to talk to you!
Click here to read the blog post!
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need custom development or consulting to enhance the Salesforce you already have?
Contact us
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.
