by Mike Walsh | Jan 3, 2020 | Blog, Salesforce-Apps-AppExchange
The more you use Salesforce, the more you will find opportunities to work with large numbers of records at once. Whether its from a list view, a campaign or any other list of records, you will need to be efficient. One action that often comes up as desired, but is missing from Salesforce by default, is Mass Delete! With this app from Salesforce Labs, you can say goodbye to deleting records one at a time!
A set of custom list buttons that you can add to your standard list views or related lists. Users can select any number of records and delete all of them with a single click.
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.
![What Can You Do with Einstein Voice for Salesforce?]()
by Mike Walsh | Dec 20, 2019 | Blog, Salesforce Tips
Announced at Dreamforce, Salesforce is improving their Einstein Voice product with the intention to make it a central, and heavily utilized features across their entire platform. Einstein Voice was announced over a year ago, and the newest set of updates and features are known as Einstein Voice Skills – enabling admins and developers to build custom, voice-powered Salesforce apps tailored to any role or industry, giving every employee a personalized CRM guide.
Einstein Voice, similar to Google’s Alexa or Apple’s Siri, is a voice powered AI that can help users with all things Salesforce. However, with the new updates, Einstein will be more than just a voice activated search feature.
Users can update Salesforce records and create tasks using natural language requests, or tap Einstein Vice Assistant to navigate through Einstein Analytics dashboards and surface metrics like open service cases and performance guidance. You can also set it up to deliver a daily brief of “key priorities” like upcoming calendar appointments and teams pipeline updates.Finally, because Einstein is siloed and restricts data pulls to individual users’ accounts, it can be “taught” to recognize jargon, acronyms, and slang in an organization’s lexicon.
What voice activated AI would be complete without its own designated speaker device? Salesforce also unveiled its Einstein Smart Speaker, which offers tantalizing possibilities. Imagine being in a meeting room, and being able to ask, “Einstein, what is our closing ratio for this year? And how much did that improve over last year?” and rapidly getting the answer from your AI assistant!
Einstein Voice is currently in Beta, and expected to be fully released in 2021
Click to learn more!
-Ryan and the CloudMyBiz Team
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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 – Altify Opportunity Manager]()
by Mike Walsh | Dec 20, 2019 | Blog, Salesforce-Apps-AppExchange
Qualifying leads and opportunities can be an eternal struggle for Sales teams. There are a lot of complex variables to consider, and often imprecise qualification criteria. The end result can have you chasing down leads that either aren’t a good fit for you or aren’t really ready to buy. In the end, it amounts to wasted time, effort and resources. That’s why having a computerized opportunity managed can be such a help! This app’s customizable formulas, questionnaires and insights helps streamline the process, and give your reps a better path to follow.
Opportunity Manager coaches sellers in real-time to qualify effectively, research the relationship landscape, collaborate with customers, develop solutions that address business challenges, and competitive approaches that delivers a win-win outcome.
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 – Sertifi Billing for Salesforce]()
by Mike Walsh | Dec 13, 2019 | Blog, Salesforce-Apps-AppExchange
A fully featured billing, contracting and payments app can be hard to come by. The Sertifi Billing for Salesforce app gives you just about everything you could want, from eSignature and payment capture, to collaboration and markup features. It has helped companies increase revenue and increase worker productivity, which is a great benefit of any app that also gets you paid.
Sertifi helps businesses around the world to finalize their agreements securely, efficiently, and conveniently.
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 | Dec 5, 2019 | Blog, Salesforce-Apps-AppExchange
Invoices scattered all across your Salesforce org? The more disorganized, the worse it can be to go back and search for the various invoices. Whether it’s to verify some data or to use an old invoice to a new one, you don’t want to spend time digging and searching. Invoices for Salesforce helps clean up, organize and generally streamline your invoices. Invoice documents can be customized to your billing requirements regardless of your product types, sale terms, and your unique Salesforce customization. It also gives you complete control of the design, layout, and content of your invoice templates!
Your invoices are already in Salesforce, however scattered across customers and sales records. So invoicing should simply involve automatically piecing these parts together, without re-keying a thing. This is what Invoices for Salesforce does.
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.
