by Mike Walsh | Feb 19, 2018 | Blog, Salesforce-Apps-AppExchange
How can you improve your invoice process so you can spend more time on more important things? Well that is exactly what Invoices for Salesforce does, through automation and harnessing the data already in your system. This app streamlines the process, so you can send out invoices and store them as PDF’s with just a few clicks. Not enough? Bulk jobs are available for those who need to really speed up their process.
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.
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 | Jan 16, 2018 | Blog, Salesforce-Apps-AppExchange
Sales tax is mandatory in the US. Properly managing sales tax can be complex and costly for businesses. Avalara AvaTax aims to save you time, money and effort, by automating your tax management process. The system is an end-to-end solution, helping and automating the process from the initial calculation to electronic filing and payment.
Avalara AvaTax is the leading cloud-based transactional tax compliance solution, Salesforce-ready and only a mouse-click away.
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 19, 2017 | Blog, Salesforce-Apps-AppExchange
In the business world, there are inherent risks in every deal or transaction. The larger the deal, the more precautions you want to take, which is where Onfido Identity Verification comes in. This simple Salesforce app is Lightning ready and not only uses a secure API to digitally verify identities, but also stores that verified data directly in your Salesforce org.
Onfido builds trust in an online world by helping businesses digitally verify people’s identities. Using machine learning technology, Onfido validates a user’s identity document and compares it with their facial biometrics. The identity can then be cross-referenced against international credit and watchlist databases.
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 12, 2017 | Blog, Salesforce-Apps-AppExchange
Maintaining a full and organized schedule can be a full time job all by itself. If every minute of your time is valuable, why not automate the time scheduling process? SUMO Scheduler is built natively on Salesforce, and can take care of all of you and your team’s scheduling needs.
Manually scheduling appointments is a waste of time and resources, ripe for human error, a source of lost revenue, and customer attrition. By helping our clients offer online scheduling automation 24/7 365 on any device, SUMO has helped organizations increase appointment volume, revenue, and customer satisfaction.
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 | Sep 25, 2017 | Salesforce Tips
Salesforce reporting gives users an easy and effective way to keep informed of the metrics that matter to them the most. But did you know that you can set up your reporting to be delivered to you automatically? That’s right, instead of having to manually run reports, you either subscribe or schedule, and those customized reports will be delivered automatically to your inbox.
But which should you use? Scheduled Reports or Report Subscriptions? Don’t be fooled by their similar sounding names, there are significant differences between the two. If you want a report to run itself daily, weekly, or even monthly, and to have the results sent automatically, then Scheduled Reports are for you. However, maybe you prefer to receive reports only when specific metrics meet certain conditions, for example, being notified each morning if there are 25 or more open issues. If this sounds like you, check out Report Subscriptions, where you can set your own customized triggers and get notified only when your attention is needed.
-Ryan and the CMB Team
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.
