877.703.4488 info@cloudmybiz.com
FUNDINGO is on the Salesforce AppExchange!

FUNDINGO is on the Salesforce AppExchange!

FUNDINGO is on the Salesforce AppExchange!

 

Loan management software that allows alternative lending companies to streamline the entire process of originating, underwriting and servicing loans.

 

For some lenders, the impact of the COVID-19 pandemic means a spike in applications for business loans. That’s putting a strain on loan management systems, making it difficult to respond quickly. AppExchange partners like FUNDINGO allow employees to remotely access and manage all of the required documentation to complete funding in a timely, organized, and accurate manner.

 

FUNDINGO Loan Origination Management and Automation

FUNDINGO Loan Entry App

 

Additionally, the shutdown is creating payment challenges for many businesses that rely on merchant cash advances. According to legal experts, MCA firms may need to adjust their servicing contracts during the crisis in order to comply with government regulations. Making these adjustments manually or with outdated systems can be challenging. If your operation might benefit from a more efficient, automated solution, take a look at the FUNDINGO Loan Servicing Management and Automation solution.

Work.com

Work.com

Sourced through Scoop.it from: www.salesforce.com

For guiding businesses back to re-opening, Salesforce is always a good option. And not just because of the support options like these!

Admin Best Practices: Reports and Dashboards

Admin Best Practices: Reports and Dashboards

salesforce admins

Sourced through Scoop.it from: admin.salesforce.com

Great video and content! Building quality reports and dashboards is so essential to having a thriving Salesforce business

Segmenting Prospects From Customers in Pardot | THE DRIP

Segmenting Prospects From Customers in Pardot | THE DRIP

Sourced through Scoop.it from: www.salesforceben.com

Very helpful insights! Keeping customers distinct from prospects helps in so many ways

Salesforce Events Week in Los Angeles

Salesforce Events Week in Los Angeles

When you are a Salesforce Certified Partner and Consultant, there is no shortage of events and activities available to you. At CloudMyBiz, we always make it a priority to attend as many as we can, not only to connect with the community but to continue learning about the platform and to keep up with the latest trends and news.

This week our Sales team was able to attend two different events in Los Angeles: The Salesforce World Tour Los Angeles, and the AppExchange Partner Summit Los Angeles.

Salesforce World Tour

Like a mini Dreamforce, the world tour features a keynote speaker, breakout session, and of course, the awesome Salesforce mascots! The day was full of great sessions, many of them focused on Salesforce’s latest and greatest: Lightning Experience and Einstein AI. We learned a great deal about the future of these two products, and trust me, you will hear plenty about them in the next year as well. Additionally, we were able to connect with a number of fantastic partners, both previously established and brand new, who will be able to help us bring powerful solution options to our clients in the future.

 

 

AppExchange Partner Summit

At the AppExchange Partner Summit, it was all about learning. First and foremost, getting deeper into the how and the why of the Salesforce AppExchange. More importantly, we were able to attend a number of sessions that were all about coordinating and working with the Salesforce team, to bring our customers the best possible solutions.

All in all, we had two very different, but very good days of events. It only further re-enforces our belief that Salesforce is the best CRM platform out there, and that the best way we can help our customers, is to continually push ourselves to learn and grow along with the software and solutions that we provide.