by Mike Walsh | Oct 4, 2018 | Blog, Salesforce-Apps-AppExchange
Losing your data can be extremely upsetting. Even disastrous. If your company keeps all of its data in the cloud, you may not think about data safety, but you do still need to make sure you have securities and backup strategies in place to protect yourself. OwnBackup for Salesforce gives you full control of your data and guards against any mishap, no matter how small or large. Easy file restoration and tracking make it an essential safety net. This is one of the best-reviewed apps out there… plus you can get a free trial with just a click!
OwnBackup provides automated, daily backups, compare and restore for disaster recovery, sandbox seeding and replication, GDPR compliance, and secure key management.
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 | Apr 28, 2017 | Blog, Salesforce-Apps-AppExchange
Swiftype gives users something they always knew they would want, but for some reason didn’t exist. With just one search, a user can find everything relevant to the task at hand: Accounts in Salesforce, Gmail conversation threads, Documents on Google G Suite, Dropbox or Office 365 and more! Rather than spending time searching for bits of separate information across multiple platforms and databases, now a single search bar can access it all.
Swiftype’s AI-powered Enterprise Search Platform™ allows employees to seamlessly access the data they need, from any device, across the many applications their jobs require
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 | Oct 15, 2013 | Blog, Salesforce-Apps-AppExchange
Your meeting went great and you took all sorts of important notes. Your client can’t wait to purchase your product, and even gave you a dollar amount and a follow-up date. But how much did they say? And was that next Tuesday or Wednesday? It’s in Evernote, but now you need to copy all that information into Salesforce. Now with Evernote Business for Salesforce, all your team’s notes are just a click away!
See notes your team members have linked about a contact or an opportunity and have shared with your business through Related Notes
Collect information on leads and contacts and then connect any relevant Evernote notes to a Salesforce record by linking them together with a single click
Access and add to all your notes within Evernote at client meetings, even when you’re offline
Leverage the work of your colleagues and avoid doing research others have already completed
Read more about it here and check out the app today!
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.
