by Mike Walsh | Oct 3, 2019 | Blog, Salesforce-Apps-AppExchange
So there you are, using Salesforce the right way and connecting with various departments and team members via Chatter on your leads. You do some great teamwork and convert the lead. So when you then go into the newly created Opportunity or Contact what do you see? Not your Chatter comments. All of the discussion relevant to that Lead has simply vanished, and now you are at a disadvantage… unless you install the Lead Convert for Chatter app!
Move Chatter from leads to contacts, accounts, and opportunities! All posts, comments, likes, links, and files are migrated for you when your leads are converted.
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 | Sep 27, 2019 | Blog, Salesforce-Apps-AppExchange
Ever wish that you could get totally clutter-free page layout in Salesforce. You know, pages where each and every field gets used with some regularity, and nothing extraneous? Well you can with Field Trip. Once installed, simply name your trip, select an object (e.g. Accounts) and, optionally add a filter (for record subsets). Then you will receive a report detailing field usage (or lack thereof), available for simple export.
Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which field are important to your organization.
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 | Sep 19, 2019 | Blog, Salesforce-Apps-AppExchange
While there are many different Learning Management Systems (LMS) out there, our App of the Week this week is focused on LearnTrac. When you think of a LMS, you want to have a wide range of features, such as quizzes, scoring, gamification, leaderboards, instructor led sessions plus catalogs and calendars. Well Learn Trac has all of this, plus the added benefit of being built directly on Salesforce, so all of the data is synced. This means that you can sync up Trailhead, Einstein, Reports and Dashboards, as well as enable notifications and Chatter to enhance your LMS experience!
LearnTrac helps you train your employees/customers/partners, increase engagement, and gain valuable insights to change behavior and drive results – all from within 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 | Sep 12, 2019 | Blog, Salesforce-Apps-AppExchange
Are you ready for a new way to submit Merchant Cash Advance deals? Pearl Capital has developed the first Salesforce App for the MCA industry this year, allowing its ISO Partners to submit and track the status of deal submissions 24/7.
Pearl has been working on improving all aspects of the Merchant Cash Advance process for its ISO Partners and this Salesforce App is the newest part of its growing suite of technologies.
Since being founded in 2010, Pearl has provided over 23,000 financings to small businesses across the country. Now, Pearl’s partners will have a whole new way to submit and get even more MCA deals funded than before. Best of all, deal submission will be faster than ever.
Click here to sign up!
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 | Sep 6, 2019 | Blog, Salesforce-Apps-AppExchange
When you are doing business on the go, or under a short deadline, you may need to quickly transfer physical elements of the deal to the digital. While there are all sorts of apps and programs out there that can transfer your documents, images, attachments, etc. what about a person’s handwritten signature? Signature Capture does just that, allowing anyone to create a digital signature and store it in Salesforce, directly on the related object so it can be re-accessed at any time.
Signature Capture is a Lightning Component that allows signing via a browser or mobile device and stores the captured signature as a Salesforce attachment or Salesforce file (Salesforce files added in July 2017 update)
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 | Aug 30, 2019 | Blog, Salesforce-Apps-AppExchange
Calculating commissions can be a tricky and sensitive task. Especially for companies with lots of sales reps. After all, a salesperson who doesn’t get paid their commissions on time is not a happy rep. So why deal with manual processes, and siloed software that makes for a time-consuming process. QCommission works to alleviate these problems with a fully thought out system that lets you build incentives, payees, products, quotas and more!
QCommission is a powerful, flexible sales commission software. It provides a flawless solution to manage your incentive compensation on the cloud.
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.
