![App of the Week – Arxxus Lead Assigner]()
by Mike Walsh | Jan 9, 2020 | Blog, Salesforce-Apps-AppExchange
Need a good lead assignment tool? Maybe one that has an easy to use interface, so that you can customize and configure different rules and users? Well who doesn’t? The Arxxus Lead Assigner might just be what you have been looking for. You have created weighted lead assignment rules to maximize your round robin, and improve turnaround times.
Arxxus Lead Assigner is simple to use rule engine to distribute generated leads evenly among the desired users. It provides simple interface to configure different rules and associate users to whom leads needs to be assigned in round robin fashion.
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.
![Coming Soon: Einstein Opportunity Scoring for Salesforce]()
by Mike Walsh | Jan 3, 2020 | Blog, Salesforce Tips
Announced as a part of the Spring release of Salesforce for 2020, a previously paid feature of Einstein is going widespread. Einstein Opportunity Scoring will be fully available to all Salesforce Sales Cloud users who have Enterprise, Performance, or Unlimited Editions.
What does Einstein Opportunity Scoring give you? The Einstein AI essentially gives sales reps and managers an intuitive, real time rating of each opportunity based on current and previous data. Scores are on a scale of 1 – 99, with some key positives and negatives highlights.
So if your org qualifies, keep a look out for this feature once Spring ‘20 rolls out, as admins will need to activate the Einstein Scoring feature.
Click to read the release notes!
-Ryan and the CloudMyBiz Team
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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 | Sep 19, 2019 | Blog, Salesforce-Apps-AppExchange
While there are many different Learning Management Systems (LMS) out there, our App of the Week this week is focused on LearnTrac. When you think of a LMS, you want to have a wide range of features, such as quizzes, scoring, gamification, leaderboards, instructor led sessions plus catalogs and calendars. Well Learn Trac has all of this, plus the added benefit of being built directly on Salesforce, so all of the data is synced. This means that you can sync up Trailhead, Einstein, Reports and Dashboards, as well as enable notifications and Chatter to enhance your LMS experience!
LearnTrac helps you train your employees/customers/partners, increase engagement, and gain valuable insights to change behavior and drive results – all from within Salesforce.
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 | 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.
