by Mike Walsh | Apr 30, 2018 | Blog, Salesforce-Apps-AppExchange
The Clutch app is perfect for any company that tracks repeat customer business through a loyalty program. Loyalty programs are shown to increase annual spend, drive engagement and impact purchase behavior. Clutch provides real-time customer data in Salesforce, enhancing marketing, communications and helping you generate a better customer experience.
Clutch Loyalty powers highly personalized, scalable loyalty programs that leverage real-time and unified customer data from across Salesforce clouds, as well as any third party data system including point of sale.
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 | Mar 21, 2018 | Success Stories
Thriving at the bustling intersections of live music, chef-driven cuisine, nightlife and bowling, Lucky Strike has emerged as an industry leader in entertainment. Through timeless friendly service, one-of-a-kind atmosphere, superb food & drink, and industry leading bowling, Lucky Strike has crafted an immersive and unforgettable experience.
The Challenge
Since they opened in 2003, the Lucky Strike bowling alley has grown to a 20 location, nationwide events chain. However, as they grew, their Salesforce integrated event management system could not adequately keep up with their expanding needs and processes. There was little flexibility and significant slowdown and headaches for their team.
Lucky Strike determined the best solution was to switch from their legacy system to Tripleseat, a strong and scalable event management solution.
The challenge was that Tripleseat did not have a ready-made integration for Salesforce. In order to continue growing, Lucky Strike needed a custom built integration for Tripleseat and Salesforce.
Why CloudMyBiz?
CloudMyBiz, a leader in the world of cloud based technology for business, develops custom business solutions, built on the Salesforce platform, and helps companies upgrade their systems for a fraction of the cost. Through its team of Salesforce development and implementation experts, CloudMyBiz had the tools and experience to craft a seamless integration and help solve Lucky Strike’s challenge. Further, CloudMyBiz had been maintaining Lucky Strike’s previous event system and so was the natural choice for the implementation project.
The Result
CloudMyBiz successfully replaced the legacy Salesforce integration with Tripleseat, immediately improving the quality and reliability of the management system. The Tripleseat integration with Salesforce was completely custom, and built from the ground up. CloudMyBiz was able to reuse existing objects, workflows, and fields from the client’s previous system, effectively minimizing the impact of the switch.
Custom objects and features, such as events, locations and accounts were given new functionality to make bookings faster and more transparent. The end result was that Lucky Strike no longer had significant performance issues and were able to fully adopt Tripleseat, making their internal processes faster, smoother and smarter. Following the development and implementation, Lucky Strike has utilized CloudMyBiz maintenance services to continue maximizing their Tripleseat integration and ensure continuous growth.
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 | Mar 13, 2018 | Blog, Salesforce-Apps-AppExchange
It’s no secret that when it comes to online content, video is rapidly growing and is one of the best ways to get a message across. From training to promotional content, a well done video is hard to beat. The NativeVideo app helps you engage with the growing video trend through easy to use video recording and creating features. More importantly, this app lets you do all of this from inside Salesforce. You can record, share and watch videos as native Salesforce objects!
Salesforce users can record, browse and share videos directly inside their Salesforce Org and enable video functionalities for both internal and external use cases
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 | Jan 23, 2018 | Salesforce Tips
If you are a Salesforce user, you probably have a lot of pages to navigate every day. And if you are like most users of Salesforce Classic, you have probably customized your navigation bar to give you easy access to your most commonly used apps and screens. Unfortunately for anyone whose company already has, or will soon make the switch from Classic to Lightning, that custom navigation bar you spent so much time on will not carry over to Lightning … Until Spring that is!
Coming as part of the Spring ‘18 release, Lightning users will gain the long awaited ability to customize their navigation. Stay tuned to the CloudMyBiz blog over the next few months for a more details on making these time saving adjustments. In the meantime, Salesforce admins have provided a simple but effective workaround. The Favorites tool! Simply add the pages you want to save to your Favorites list, and access them later from the drop down menu at the top of your screen.
Click here to see Favorites in action!
-Ryan and the CMB Team
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 | Jan 4, 2018 | Blog, Salesforce-Apps-AppExchange
Slack is one of the most common messaging tools out there. Primarily used by businesses, the app is being used by over 6 million people a day and growing. Woobot, an app available on the Salesforce AppExchange, allows your Sales team to access their Salesforce pipeline directly from Slack. Easy access to the sales pipeline means more sales and faster customer service.
Woobot lets your sales team access and manage their Salesforce.com pipeline in real-time from any channel in Slack so they can focus on closing more deals. Keep your sales cycles moving forward from any device, anytime, anywhere your team has Slack installed.
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.
