by Mike Walsh | Nov 14, 2019 | Blog, Salesforce-Apps-AppExchange
Have you wanted to make your content more engaging and personal to your customers? One way to do it is with video! However, we aren’t all videographers or filmmakers, so how can you make effective sales and marketing video without hiring an expensive firm. OneMob gives you a wide variety of essential tools, functionality and features, all native to with their Salesforce app.
OneMob makes content (videos, docs, etc.) creation, sending and tracking easy for any professional. Use videos to personalize and document tracking to engage your customers and employees, all while gaining insights from real-time tracking in 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 | Nov 8, 2019 | Blog, Salesforce-Apps-AppExchange
If you process financial transactions online, and via Salesforce, take a look at this feature app. The PaymentConnect app gives you a wide range of payment features, such as: taking credit card and ACH (echeck) payments over the phone or on the Web, and managed subscriptions and recurring billing. 100% native to Salesforce and with 100+ 5star reviews, this one is a definite business booster.
“Connects Salesforce to the top processors in the industry and enables your Salesforce account for eCommerce and order management.
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 | Oct 30, 2019 | Blog, Salesforce Tips
Salesforce Mobile is the latest branch of the Salesforce UI to get a significant face lift. As many of you know, Salesforce is making a large push to get all of their users onto Lightning. And for good reason. The interface is more user friendly and the workflows and layouts have been improved. Of course, Salesforce Classic will no longer be getting the newest features, support and upgrades, so it only makes sense to make the jump to lightning.
That is where the new Salesforce Mobile App comes in. The mobile version of Salesforce has been a bit behind for some time now, and was in need of some love. The latest upgrades have made the mobile app completely in sync with Lightning, giving users an extremely similar experience.
If you are a Lightning user, the above screenshot should look pretty familiar to you. The end result of these upgrades:
- Users can have a smoother transition from desktop to phone, and can see the same screens and components on either
- You can set up different pages, templates, or components to show as default, depending on which type of device is being used (desktop, tablet, phone)
So, for any remote sales teams, or regular mobile users, the Salesforce Mobile App should be much improved and better enable you to grow your business.
Click here for a short guide on setting up and using the new Mobile App
-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.
by Mike Walsh | Oct 24, 2019 | Blog, Salesforce-Apps-AppExchange
For anyone using Salesforce, many of your favorite apps are probably all about functionality and getting things done. However, some apps are simple organizational items, that make getting things done quicker and easier. Meet the Dashboard Pal from Salesforce Labs. This lightweight app simply allows users a faster and better way to select which dashboards they would like to have displayed, and then saves their individual preferences, so that they always get the most relevant dashboards for themselves.
The Dashboard Pal component allows users to display different dashboards available in an org and is available on all lightning pages.
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 | Oct 11, 2019 | Blog, Salesforce-Apps-AppExchange
Why does booking travel and tracking expenses have to be complicated? When your regular business day is highly automated and just about everything from your documents to your email to your calendar is integrated, why should your travel and expenses be done with frustrating and time consuming reporting practices. SalesTrip gives a better expense management system, directly in Salesforce.
Employees book trips and submit claims driven by dynamic CRM data, increasing sales productivity, actionable travel insights and ROI for your business.
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.