![App of the Week – LeanData Revenue Ops Platform – Routing, Matching & Attribution]()
by Mike Walsh | Feb 13, 2020 | Blog, Salesforce-Apps-AppExchange
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!
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.
![App of the Week – Customer Experience Accelerator (Bolt Solution / Community Template)]()
by Mike Walsh | Feb 7, 2020 | Blog, Salesforce-Apps-AppExchange
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!
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.
![App of the Week – PeopleImport – Ultimate Data Loader]()
by Mike Walsh | Jan 31, 2020 | Blog, Salesforce-Apps-AppExchange
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!
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.
![App of the Week – Asana for Salesforce]()
by Mike Walsh | Jan 23, 2020 | Blog, Salesforce-Apps-AppExchange
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!
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.
![App of the Week – Arxxus Lead Assigner]()
by Mike Walsh | Jan 9, 2020 | Blog, Salesforce-Apps-AppExchange
Need a good lead assignment tool? Maybe one that has an easy to use interface, so that you can customize and configure different rules and users? Well who doesn’t? The Arxxus Lead Assigner might just be what you have been looking for. You have created weighted lead assignment rules to maximize your round robin, and improve turnaround times.
Arxxus Lead Assigner is simple to use rule engine to distribute generated leads evenly among the desired users. It provides simple interface to configure different rules and associate users to whom leads needs to be assigned in round robin fashion.
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.
