Customer Relationship Management software has developed from a technology that assisted sales representatives store customer data to a multifunctional center that drives a whole company's technology stack. CRM implementation also refers to adopting CRM software...
Keys to Successful CRM Implementations
Customer Relationship Management software has developed from a technology that assisted sales representatives store customer data to a multifunctional center that drives a whole company's technology stack. CRM implementation also refers to adopting CRM software...
CRMs for Dummies
Every business needs some way to manage relationships with customers and potential customers. Without an effective system, companies lose out on opportunities to build and nurture customer relationships. Fortunately, there is modern software available, such as...
3 Key Salesforce Licenses
What Are Licenses? When setting up Salesforce, a first major step is to purchase licenses. This needs to be done so that you and other users may use the features in the Salesforce system. Licenses and the permissions of a user go hand-in-hand, because once you...
Taking Your Business to the Cloud: Top Integrations for Salesforce
For decades, Salesforce has been the most extensively utilized CRM in the corporate sector. Salesforce allows companies to manage all parts of their client interaction and trace the whole customer experience with their product. Even better, companies can add...
Top 4 Tips for Customizing Your Salesforce CRM Environment
If your business is looking to do more with Salesforce, customizing your Salesforce CRM environment can build on the power of the platform and offer improved and extended functionality. Every business is unique, and while Salesforce is a powerful tool off the shelf,...
Tip of the Week – Understanding Sandbox Types
For just about every installation of Salesforce, a Sandbox will be used. What is a Sandbox? It is a copy of your organization in a separate environment that can be used for a variety of purposes (such as testing and training) without compromising the data and...
Auto-Response Rule vs. Workflow Email Alert in Salesforce
Automatic notifications save your team time and boost your overall customer experience. Salesforce CRM solutions give users several options for sending automated emails, which have their own benefits. Two of those options are auto-response rules and workflow email...
Managing Report Subscriptions in Salesforce
Disorganized data can dismantle even the most organized strategy. This is why it’s essential to make sure that your reports in Salesforce are current and get to the people who need them. Reports help your team stay on task, find the information they need, and monitor...
Manage Report Subscriptions in Salesforce
Disorganized data can dismantle even the most organized strategy. This is why it’s essential to make sure that your reports in Salesforce are current and get to the people who need them. Reports help your team stay on task, find the information they need, and monitor...
Change Standard Object and Field Names in Salesforce – CloudMyBiz
What makes it possible for businesses across so many industries to all use Salesforce? The answer is customization. Lenders, doctors, restaurants, and clothing stores can all use the same software because it adapts to their unique operations. Changing standard object...
CloudMyBiz Podcast – SaaS Marketing Tips with Nicole Alvarez
On CloudMyBiz podcast our marketing manager, Nicole Alvarez, touches on the subject of how to stand out as a SaaS company. Audio transcript: Camille: Welcome to CloudMyBiz Podcast, where we give insights on the latest trends within the SAS and lending industries. My...
A Guide to Selecting the Best Loan Servicing Software
Regardless of the size of your business operation, it is crucial to have a quality software system that manages your loan portfolio. A proper suite to manage this aspect of your business will inevitably save the business a lot of time and energy in the long run....
Why Your Business Should Use SOPs and What Results to Expect
Having a suitable, standard operating procedure (SOP) is crucial for efficiently running any business. If your business doesn’t have a simple structure to handle the simple tasks, then creating SOPs must be prioritized. Business owners often make the mistake of...
5 Tips – How Your MCA Company Can Pass A Scrutiny Test
According to the managing attorney for Empire Recovery Services in Manhattan, a merchant cash advance business that offers customers debt recovery services, Steven Zakharyayev; “Every aspect of the industry is under scrutiny right now. Syndication agreements,...
Leadership is a Skill, Not a Trait: 7 Tips for Success
What is the one most potent drive that humans have? Is it physical survival? To a degree, yes. But if we need only to address our basic needs to live, why do we strive for something more? There is a secondary drive in humans that at times overrides even our physical...
Salesforce Consultant or Internal Admin? Here’s What to Consider.
When used as loan management software, Salesforce automates business tasks, organizes processes, and provides data insights you might be missing. As many alternative lenders find themselves at a pivot point between in-person and digital lending, more have decided to...
Quick Tips on Using Salesforce for Lenders
By this point, you know your business should be propelled by the need to get ahead, not just the need to keep up. For many lenders, this means integrating technology into your business’s operations. Using a CRM to unify your processes and data can help you achieve...
SBFA Responds to New York’s APR Disclosure Bill
Following the vague terms of bill A10118A/S5470B, which would require New York lenders to provide certain uniform disclosures, it’s no surprise that industry leaders are reacting with frustration. Steve Denis, Executive Director of the Small Business Finance...
Consumer Expectations Will Set the New Lending Standard
Changing times result in changing industries. With stiff competition among businesses, the new standards for success are being set by customer expectations. Industries from education to lending are learning fast that to stay in business, they must remain highly...