877.703.4488 info@cloudmybiz.com
App of the Week – Mass Delete from Salesforce Labs

App of the Week – Mass Delete from Salesforce Labs

The more you use Salesforce, the more you will find opportunities to work with large numbers of records at once. Whether its from a list view, a campaign or any other list of records, you will need to be efficient. One action that often comes up as desired, but is missing from Salesforce by default, is Mass Delete! With this app from Salesforce Labs, you can say goodbye to deleting records one at a time!

A set of custom list buttons that you can add to your standard list views or related lists. Users can select any number of records and delete all of them with a single click.

 

Check it out here!

 

App of the Week – Sertifi Billing for Salesforce

App of the Week – Sertifi Billing for Salesforce

A fully featured billing, contracting and payments app can be hard to come by. The Sertifi Billing for Salesforce app gives you just about everything you could want, from eSignature and payment capture, to collaboration and markup features. It has helped companies increase revenue and increase worker productivity, which is a great benefit of any app that also gets you paid.

Sertifi helps businesses around the world to finalize their agreements securely, efficiently, and conveniently.

Check it out here!

 

App of the Week – Invoices for Salesforce

App of the Week – Invoices for Salesforce

Invoices scattered all across your Salesforce org? The more disorganized, the worse it can be to go back and search for the various invoices. Whether it’s to verify some data or to use an old invoice to a new one, you don’t want to spend time digging and searching. Invoices for Salesforce helps clean up, organize and generally streamline your invoices. Invoice documents can be customized to your billing requirements regardless of your product types, sale terms, and your unique Salesforce customization. It also gives you complete control of the design, layout, and content of your invoice templates!

Your invoices are already in Salesforce, however scattered across customers and sales records. So invoicing should simply involve automatically piecing these parts together, without re-keying a thing. This is what Invoices for Salesforce does.

Check it out here!

 

 

App of the Week – Campaign Member Helper

App of the Week – Campaign Member Helper

If you have ever used campaigns in Salesforce to create lists, and then use them for various activities, such as marketing, email blasts or to generally keep track of a certain group, then you might have experienced the frustration that is adding members to a campaign. As part of the standard Salesforce feature, users have a few steps to take to add leads and contacts to a campaign: either through a list import, and by running a report. Campaign Member Helper changes that, giving you faster, easier and more options for managing your Salesforce Campaigns!

The Campaign Member Helper allows users to search for leads/contacts and add them to a campaign as campaign members. The component also supports deletion of campaign members.

Check it out here!

 

Pardot Snippets – Coming Soon to Save Marketers Time

Pardot Snippets – Coming Soon to Save Marketers Time

When writing marketing emails, it can be pretty common to re-use certain details and bits of content not only throughout the email, but across various emails within a certain campaign. The more emails you are creating, the more you will use these pieces of content, and the more time you will spend on it. This can be a drain on your time, and pose a risk of error as tedious content needs to be created over and over.

To help avoid these issues, Pardot is introducing Snippets. Pardot Snippets are basically merge tags that are specific to a certain campaign, rather than the prospect account.

For example, say you have a campaign letting customers know about a new software product you are offering, you can create Snippets of relevant content, such as, “Release Date” “Product Name” “Product Details” and “Call to Action”. This way, you only have to type these bits of info once, and then use the Snippet tag in each email campaign to insert the exact same content, every time!

Even more powerful, is that the Snippets are saved, and can be modified at a later date. Using the same example as above, say a new product is being released a few months later. The email templates have already been created, using the Snippets. Now all you need to do is go in and update the snippet content to reflect the new product details, and just like that, you have a whole new set of marketing emails ready to go!

Click here to learn more!

-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