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Unique Business Tasks to Automate

Unique Business Tasks to Automate

We all know that companies can automate all sorts of processes to save time, empower employees and generally become more successful. From things like adding leads, scheduling emails or generally streamlining business processes, most companies have little bits and pieces set up to help themselves out.

However, there are a number of lesser talked about tasks that can absolutely give you an unexpected boost! Take a look at this brief list and see how they can help your company.

Marketing: Researching relevant topics using Google Alerts.

  • Marketers need to stay on top of industry trends and changes in order to best connect with their customers. Why spend time every week, month or day looking up and browsing through mountains of content. Let the content come to you through custom created alerts!

Customer Support/Relationships: Personalized emails

  • Little gestures can go a long way, such as sending out personalized birthday or anniversary emails. Schedule them in advance, or, if you have an advanced CRM and marketing platform connector, such as Pardot and Salesforce, you can have those emails go out automatically on the relevant date, with custom email templates that pull customer information from the record.

Admin: Invoices & Bill Pay

  • Whether you have a long list of customer invoices to collect on, or your own bills to pay, it can be a bit overwhelming and certainly time consuming. There are a plethorea of apps out there that can help you out with automated payments, automated invoice reminders and more! Of course, if you have Salesforce, choose one of the various integrated apps from the AppExchange, and you will have even more customer access and data at your fingertips.

 

Click here to read the full list!

-Ryan and the CloudMyBiz Team


 

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App of the Week – Sage Business Cloud People

App of the Week – Sage Business Cloud People

sage people

HR and workforce management can become a real bottleneck to growing companies. After all, it isn’t always easy to manage all of the various people oriented aspects of a business. Luckily, there are tools out there like Sage Business Cloud People. Some key benefits include instant workforce visibility, automated processes and policies to improve HR productivity and delivery of great workforce experiences to employees

A global, end to end HR and People system for mid-size organizations, transforming the acquisition, engagement, management and development of people.

Check it out here!

 

Custom Notifications in Salesforce Summer ‘19

Custom Notifications in Salesforce Summer ‘19

As one of the simpler but nonetheless powerful additions to Salesforce as of the Summer ‘19 release is the ability to create, automate and send Custom Notifications to different users, at different times.

Best Practices for Salesforce

Previously, you could send only standard notifications for use cases predefined by Salesforce. However, Notification Builder puts you in control of who needs to know what and when. Admins can now setup custom notifications to go out for just about anything, from either standard or custom objects. Some examples include: sending a notification to the Sales Management Team when a new deal is closed or sending a notification to support when a high priority case is received.

All of this is done quickly and easily, directly in the Salesforce Process Builder. All you have to do now, is create an Action, and select action type of Send Custom Notification and define your message. Simple as that!

Click here for more details

 

-Ryan and the CloudMyBiz Team

 


Want to get started with Salesforce? 

Need some custom consulting or development to enhance the Salesforce you already have?

Contact us