by Henry Abenaim | Sep 12, 2019 | Blog, Salesforce Tips
Choosing new lending software is extremely important for any broker, lender or funder. After all, the system you use will likely have a significant effect on the short term and long term success of your business.
Some essential items to consider when looking for new lending software are:
- Short and long-term business needs
- Cloud-based, or on-premises
- Comprehensive, integrated origination and servicing functionality
- Smart automation, proprietary credit scoring
- Easy to deploy, easy to learn
- Access to technology and customer service support
- Proven track record
- Affordable investment
Click here to read the full article!
At CloudMyBiz, we built our Loan Management Solution, FUNDINGO, on the Salesforce CRM platform. Salesforce, as the world’s #1 CRM provides us almost limitless flexibility in addition to powerful automations and built-in scalability.
For more information or details on how our solution aligns with the above points, and if it will meet your specific business needs, feel free to drop us a line.
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
by Henry Abenaim | Sep 12, 2019 | Blog, Salesforce-Apps-AppExchange
Are you ready for a new way to submit Merchant Cash Advance deals? Pearl Capital has developed the first Salesforce App for the MCA industry this year, allowing its ISO Partners to submit and track the status of deal submissions 24/7.
Pearl has been working on improving all aspects of the Merchant Cash Advance process for its ISO Partners and this Salesforce App is the newest part of its growing suite of technologies.
Since being founded in 2010, Pearl has provided over 23,000 financings to small businesses across the country. Now, Pearl’s partners will have a whole new way to submit and get even more MCA deals funded than before. Best of all, deal submission will be faster than ever.
Click here to sign up!
by Henry Abenaim | Sep 6, 2019 | Blog, Salesforce Tips
It’s every email marketer’s nightmare. An email campaign goes out and the merge tags don’t carry over as intended. This can happen for a variety of reasons. Sometimes it is because of poor data quality and bad data entry habits on the part of the team. This can certainly be frustrating, especially as the solution is a time consuming data cleanse. Alternatively, the cause may just be insufficient complexity in the merge language.
Well, if you are using Pardot for your marketing efforts, you will now be able to upgrade your merge language to “Handlebars Merge Language” and make better and more personalized emails.
How exactly does HML improve your ability to write emails? In a nutshell, it provides the ability to write “IF” statements. IF statements allow you to specify specific conditions to display content a certain way if the relevant field has dat, and then for that string of content to display completely different if that field has no data.
Previously, Pardot merge tags would simply give you the option to have the data fields populate from Salesforce, and if that field is empty, you would have to write a generic entry to fill that gap. The most common example is “Hey %%first name%%”, with a backup value of “there” for the field. So you would either get the result of “Hey John”, or “Hey there”. It works, but it certainly isn’t very personal or flexible.
With the new HML tags though, you can set up so that the first result would be the same, “Hey John”, but if the first name isn’t known, you can make the whole string completely different, such as, “To whom it may concern” or if you want to have some fun “Hello you beautiful person”.
Click here for more details and examples of how HML tags will work in Pardot.
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
by Henry Abenaim | Sep 6, 2019 | Blog, Salesforce-Apps-AppExchange
When you are doing business on the go, or under a short deadline, you may need to quickly transfer physical elements of the deal to the digital. While there are all sorts of apps and programs out there that can transfer your documents, images, attachments, etc. what about a person’s handwritten signature? Signature Capture does just that, allowing anyone to create a digital signature and store it in Salesforce, directly on the related object so it can be re-accessed at any time.
Signature Capture is a Lightning Component that allows signing via a browser or mobile device and stores the captured signature as a Salesforce attachment or Salesforce file (Salesforce files added in July 2017 update)
Check it out here!
by Henry Abenaim | Aug 30, 2019 | Blog, Salesforce Tips
One of the most annoying parts of funding MCA deals is the waiting period after you send an email submission. After it’s sent, you have no way to know what’s going on with your deal and the only way to check on the status is to follow up again and again with your representative. So without any insight or tracking on the process, you have to just sit back and hope for the best. The answer? The new Pearl Capital Salesforce App that allows you to submit via Salesforce and get real-time deal updates 24/7.
We are bringing you an exclusive early adopter opportunity to connect with Pearl Capital, and get better, faster insight and transparency into your deal submissions. The Pearl Capital Salesforce App was developed by industry experts, and tailored specifically for MCA deals.
The app is easy to set up and status update alerts are totally customizable – so you can choose when and how you want to find out about status changes. Find out more about the app and sign up to learn if it’s right for you by clicking below.
Click here to sign up!
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
