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App of the Week – Opportunity Merge Component

App of the Week – Opportunity Merge Component

Dealing with duplicate leads can certainly be challenging, but what about similar or duplicate opportunities? Duplicate opportunities can be just as much of a problem, if not more so, because you run all sorts of billing and contractual risks. This lightweight component allows you to combine opportunities related to a single account, keeping your sales organized, and your pipeline clean and fresh.

Opportunity Merge merges identical Opportunities of an Account and helps in cleaning up duplicate Opportunities. It allows users to select one opportunity as Master Opportunity out of the two selected records.

Check it out here!

 

App of the Week – LeanData Revenue Ops Platform – Routing, Matching & Attribution

App of the Week – LeanData Revenue Ops Platform – Routing, Matching & Attribution

LeanData

Often times in this blog we highlight smaller apps, often with a small price tag, that can provide nice little tweaks and additions to your business. That isn’t to say that some of the bigger and more robust apps aren’t worthwhile. For example, the LeanData Platform is a fantastic offering for companies who want a powerful platform that connects sales and marketing in a streamlined way, and provides valuable insights!

LeanData helps the fastest growing companies improve the buyer experience, accelerate time-to-revenue and increase operational alignment. The LeanData Revenue Ops Platform automates a variety of GTM strategies to accelerate productivity and growth.

Check it out here!

 

App of the Week – Customer Experience Accelerator (Bolt Solution / Community Template)

App of the Week – Customer Experience Accelerator (Bolt Solution / Community Template)

The digitization of the consumer experience is not limited to tech companies with thousands of products, seemingly unending profitability, and the budgets to match. As these companies create more engaging and delightful experiences for their customers, the expectation rises for every other proprietor.

The Customer Experience Accelerator is a pre-built, pre-configured, and highly customizable template for a customer community. Clients experience near-immediate return on their investment in a digital community when customer affinity, service request deflection, and revenue increases are quantified after implementation.

Check it out here!

App of the Week – PeopleImport – Ultimate Data Loader

App of the Week – PeopleImport – Ultimate Data Loader

PeopleImport

 

Importing leads and contacts into Salesforce can be quite the hassle. Whether you are working in marketing or sales, having a large list imported accurately into the system is absolutely critical. However, if you don’t have the right controls ready to go, you can unfortunately end up causing extra work for yourself by creating duplicates. Even more challenging is what you do with that list after it is imported, and how you connect those leads and contacts to your campaigns, and leave them in an actionable state to follow up on! With all of these considerations, you need to make sure you have a quality data importer to make the process as easy and efficient as possible.

With PeopleImport you can import lists into Salesforce without creating dupes, update existing records, create new ones only when you want, and automatically link Leads and Contacts to Campaigns and assign Tasks.

Check it out here!

 

App of the Week – Asana for Salesforce

App of the Week – Asana for Salesforce

Familiar with Asana, the project management and collaboration platform? If you aren’t it is one of the more popular sales enablement and collaboration tools on the market, helping create tasks and streamline messaging between sales, marketing and delivery. Released only a few months ago, this app allows you to use the Asana collaboration tools directly in Salesforce!

Asana for Salesforce allows you to drive seamless collaboration between sales and other teams so you can deliver amazing customer experiences

 

Check it out here!

 

How Salesforce is Approaching AI

How Salesforce is Approaching AI

It was a big part of Dreamforce 2019. It was the subject of a handful of keynotes. And it is slowly creeping into everyday aspects of our lives. The “It” is AI.

AI, in the form of Einstein, is quickly growing in role and importance inside the Salesforce platform. However, the AI of Salesforce isn’t exactly the AI that is more commonly thought of by most people. In general, AI simply refers to a machine that is able to have experiences, process them, learn from them, and change its future behavior based upon that growing body of knowledge.

In regard to Salesforce, the company isn’t looking to build a walking, talking robot that can pass for a human (or at least they haven’t told us about it yet). Instead, they have set their sights on something simpler and with directly tangible benefits, namely, getting better insights and results from your CRM data and leaving the creation of Skynet to Google or Amazon.

Practically speaking, this means that the Salesforce AI will begin influencing many many aspects of the platform, delivering analysis recommendations, helping you find data or results faster and generally doing complex data crunching tasks with ease. The idea isn’t to replace workers, but to enable them to do their jobs better and faster.

For a bit more on Salesforce and AI, see the link below and hear from the Salesforce’s Chief Scientist

 

Click to learn more!

-Ryan and the CloudMyBiz Team

 


 

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