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 the health of their workflow. In this article, we’ll […]
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How to Change Standard Object and Field Names in Salesforce
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 and field names is one easy way for users to customize Salesforce around their needs. […]
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 name is Camille, and I’m one of the hosts. At CloudMyBiz, we […]
Your Borrowers Are a Gold Mine of Data: 5 Tips for Using It
You organized your deals in your lending platform. You set up your processes. Everything is running smoothly and you have an invaluable resource at your fingertips. Data. The question is, how can you put it to work? If you think about it, everything we do creates some form of data. Every website we visit, app […]
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. Picking the right software will require an inside-out […]
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 believing that the growth of a business depends on more advertising, but that is not […]
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, underwriting, and collections are the subject of bills in Congress and across multiple states,” Any time funding is provided […]
Billd
Billd is a material supplier who provides short-term financing for the construction industry. Their aim is helping contractors and suppliers grow their businesses with less hassle and risk. They offer credit up to 120-day terms for contractors, who usually aren’t paid until more than 90 days after purchasing materials – allowing contractors to scale their […]
Rewards Network
Rewards Network is in the business of providing working capital and marketing services to over 25,000 restaurants across the country. The IT team implemented Salesforce almost 10 years ago. Over the past few years, there have been only minimal changes to enhance the platform or to engage the users. The result is that Rewards Network […]
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 survival. Some set out […]
