by Mike Walsh | Jun 19, 2018 | Salesforce-Apps-AppExchange
If your team is struggling with adoption and engagement, maybe you need to try a new strategy? Spinify Lively Leaderboards is an interactive scoreboard for your sales reps. The system runs in real time with progress bars, achievements, and leaderboards. Not only can it add in a little bit of healthy competition and fun, but it allows your team an easy to way keep track of their targets and KPI’s resulting in better overall results.
Every time a rep ie player changes a Salesforce record associated with a Spinify leaderboard the changes are instantly updated on the Spinify TV. No more looking at reports once a month and trying to determine what to fix.
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 | Apr 16, 2018 | Salesforce Tips
Opportunity splits are an easy and effective way to share credit among your sales teams. Not every deal is the work of a single person, or even one single sales team. The Opportunity Splits allow everyone involved to get credit for their work, and show it on their revenue reports. Opportunity Splits have been around for quite a while in Salesforce Classic, but just came out for the Lightning Experience with the Spring ‘18 Release
To set up Opportunity splits, an administrator will need to enable them in your system. Once enabled, sharing credit is easy. Simply navigate to the Opportunity Splits section on an Opportunity and fill out the fields. You can credit team members who are directly responsible for opportunity revenue with revenue splits, which always total 100% of the opportunity amount or you can credit supporting team members with overlay splits, which can total any percentage of the opportunity amount, including percentages over 100%.
Considerations for Creating Opportunity Splits
-Ryan and the CloudMyBiz 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 | Mar 6, 2018 | Blog, Salesforce-Apps-AppExchange
Knowing your competition is half the battle toward being successful in business. It is pretty hard to stay a step ahead, if you don’t know what everyone else is doing. SalesCAT from Salesforce is a sales analysis tool for you to monitor and track what your competitors are doing, and just how effective they are being. Use that market information to keep yourself competitive and ahead of the game.
Use SalesCAT to track your competition and gain instant insights on win rates to make sure you can move with the market and stay a step ahead
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 9, 2018 | Salesforce Tips
Being on the Salesforce AppExchange is one of the hottest tickets in town (for technology solutions companies that is). After all, Salesforce is a pretty big deal. With almost 4 million users worldwide, Salesforce occupies almost 20% of the worldwide CRM market! That’s an astounding number! So if you are a company that gets your app listed with the 3000 or so other apps already on the AppExchange, you will get access to a very desirable market.
However, getting listed isn’t as easy as just filling out your name and email. Salesforce has a thorough system in place to vet potential Applications. You will need to create a profile, build a product, submit a business plan, and have your plan and product reviewed by a Salesforce rep. Not to worry, it’s a friendly process, just thorough. Of course, like most things Salesforce, they have broken down all the steps onto a simple trailhead page: making your journey to joining the AppExchange a little bit easier.
Click here to see the AppExchange Trailblazer Checklist
-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.
