877.703.4488 info@cloudmybiz.com
App of the Week – FOLDERIZE

App of the Week – FOLDERIZE

One of the big changes that Lightning brought to Salesforce was the removal of a traditional folder system and the introduction of Salesforce files/libraries. Of course, when changing anything that people are used to, this was met with either raving support or significant resistance. So, for those of you who miss the old days of file folders, this app is for you! FOLDERIZE gives you a way to store your documents in that more traditional file system, even in Salesforce Lightning.

Folderize provides an alternative to Salesforce Files/Libraries, and to the Attachments related list for objects. It offers a hierarchical structure helpful for organizing many document collections.

Check it out here!

 

App of the Week – Pipeline Analytics by InsightSquared

App of the Week – Pipeline Analytics by InsightSquared

Do you and your sales team have trouble determining if you are going to make your sales goals? How many meetings do you sit through, worrying about your projected revenue? And the problem is that you don’t have much insight into past years of sales as well as a lack of insight into the current pipeline. This free app from InsightSquared is an easy way to get a handle on some of these essential metrics!

Improve your sales performance by visualizing your pipeline history and pipeline growth to understand if you will hit your goals. This free app by InsightSquared allows you to compare past revenue to past pipeline volume and view pipeline value by sales stage so you can forecast accurately and drive more business.

Check it out here!

 

App of the Week – Round Robin Assigner

App of the Week – Round Robin Assigner

Round robin assignment is nothing new, and there are plenty of apps out there that either feature assignments, or are devoted specifically to them. However, this is the only one that comes directly from Salesforce. Built by Salesforce Labs, the Round Robin Assigner can take any object and assign it in order, to your group. Perfect for lead and case assignment, or any other object that you need to be handled.

With the Round Robin Assigner, from Process Builder or Flows, assign any object sequentially and evenly to members of a public group

Check it out here!

 

App of the Week – HG Insights for Salesforce

App of the Week – HG Insights for Salesforce

Would you like to have an automated system that pre-qualifies prospects in your CRM, based on the technologies they are already using? What if it even identified additional sales opportunities that weren’t part of your initial target? Most likely, you have already said yes. This solution is the HG Insights for Salesforce App. It pulls from a huge database and analyzes prospects and leads, giving you deep insights to be leveraged by sales and marketing.

HG Insights allows you to see the technologies your customers and prospects use, so you can create more effective sales and marketing campaigns, score and prioritize your prospects, and find new companies using competitive or complementary solutions.

 

Check it out here!

 

App of the Week – Alert Message on Any Object

App of the Week – Alert Message on Any Object

Keep it simple. This can be the best advice when making sure your Salesforce system does what it needs to do. Sure, there are super complex workflow apps out there, and all sorts of beautiful automation tools, but sometimes you need a good old fashioned Alert to pop up, and stop your users from doing something they shouldn’t. With this Alert Message App, you can an alert message to any object or record you want, without any coding!

Show an alert message when the user opens a record. If a field on a record is filled in, the alert message will appear. Configure if the message should appear in the style of info, warning, error or default. You can make it stick or let it fade away. 

Check it out here!