by Mike Walsh | Apr 3, 2020 | From Around the Web
Sourced through Scoop.it from: www.gartner.com
As the stay at home orders are showing us, having flawless, reliable communication technology is essential going into the future!
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.
![App of the Week – Asana for Salesforce]()
by Mike Walsh | Jan 23, 2020 | Blog, Salesforce-Apps-AppExchange
Familiar with Asana, the project management and collaboration platform? If you aren’t it is one of the more popular sales enablement and collaboration tools on the market, helping create tasks and streamline messaging between sales, marketing and delivery. Released only a few months ago, this app allows you to use the Asana collaboration tools directly in Salesforce!
Asana for Salesforce allows you to drive seamless collaboration between sales and other teams so you can deliver amazing customer experiences
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.
![What are APIs good for?]()
by Mike Walsh | Dec 13, 2019 | Blog, Salesforce Tips
APIs are something that most developers will be familiar with, but for the rest of us, they sound like just another technical acronym that we either don’t understand or have never even heard of.
An API is short for Application Programmer Interface. API simply refers to the method programmers use to interface with software, and only works via software to software. API’s are open-ended and can be built to do just about anything. For example, when you buy a movie ticket online, your card info is being sent via API.
For business purposes, API’s are a great way to send data, particularly sensitive data if you encrypt it, to another business, client or partner. Developers can craft the API for just about any business use and when you connect it to the Salesforce API’s, you can send and populate data directly into your CRM.
We came across a great article on the Salesforce blog that goes into some detail about how API’s are connecting our world in all sorts of unseen ways. For anyone who wants to dive a little deeper, and better understand the technology behind the digital web that connects us, read on:
Click to learn more!
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need custom development or consulting to enhance the Salesforce you already have?
Contact us
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 | Jun 13, 2019 | Blog, Salesforce Tips
User adoption is critical, especially for software that drives your business like Salesforce. At the end of the day, it just doesn’t make sense to be spending money on a system that your team isn’t using.
However, the importance of user adoption is more than “we bought it so use it”, rather, user adoption has been linked to all sorts of business issues, including:
Keeps Data Relevant
One of the most powerful features of Salesforce is its ability to capture, track and analyze many facets of your Sales data. However, if your users aren’t using the system or aren’t entering everything properly, you can pretty much throw all your data out the window.
Avoid Losing Leads
Proper use of Salesforce across all sales team members can provide timely, accurate and detailed information to potential consumers, encouraging higher conversion rates.
Improve the Skills of Your Sales Team
Full adoption and utilization of Salesforce helps team members grow their skills, which leads to higher conversion rates and a stronger return on investment.
Discourage Ghost Users
Ghost users are those who simply log in, and do a few things every so often to avoid being shamed. When adoption is high though, it is more difficult to hide and avoid using Salesforce without being noticed.
Encourage Collaboration
When a company has high adoption, each department can contribute their expertise to the benefit of the entire company. Conversely, when a company has low adoption – the data is unreliable and each department must work much harder to find information.
So with all of that being said, how do you increase user adoption? Well, there are a number of ways, from setting incentives to designating internal use champions to working with a consultant to help your team. This article gives a nice example of going at it from the consulting perspective.
There are quick and easy options as well, like Emojis! Emojis can be useful in more than just text messages, and can, in fact, make your org more user-friendly, fun and actually help drive user adoption.
Take a look at this article here, and remember that every bit of adoption helps, even the little things like emoji! 🙂
-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
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 4, 2019 | Blog, Salesforce Tips
Quality business partnerships between yourself and another company aren’t always easy to come by. However, when you get one that is thriving, you certainly want to keep that ball rolling.
Communication, sharing and transparency are some of the essential ingredients. So how do you enable all of these when you and your partner are looking to roll out a new product, or even a set of products? What do you do when you are diving into a new market or a new vertical, and need to lean on each other to make the venture fly? How do you manage your leads, sales, onboarding, and customer service, when these roles and responsibilities are shared?
Well if you are using Salesforce, the answer to all of this is simple…
Salesforce Partner Communities!
The Salesforce Partner Communities are the best way to handle all of the above concerns and do so in a fully branded and streamlined online environment.
For those of you who have been with Salesforce for a while now, you may have been familiar with Partner portals. These portals (discontinued in new orgs as of 2013) were essentially a stripped down version of the Partner Community, where one partner would essentially be the “host” and the other business would get login credentials to the portal.
Once there, they would have access to a curated version of the host’s Salesforce org. Including, leads, contacts, accounts, etc. The host would be able to choose exactly what the other partner would have access to – to ensure compliance and security. However, all of this is still a little lacking, so Salesforce went a step further and introduced the Partner Community.
The Partner Community is a fully shared environment – which is one of the things that makes it so great. Any number of partners can connect, and specify which of their data sets are connected. Thus, all partners get a total sharing and collaborative experience. This enables powerful lead gen and sales opportunities.
The increased transparency also ensures that no deals or opportunities fall through the cracks because of miscommunication on assignment and ownership.
The next level of partnership
Aside from the partner community being a great place to drive sales, it can also be your number one resource for knowledge and help, both internal and external.
When any partner logs in – the can access curated notifications on the home page, keeping them up to date on and new developments. If you have the time and patience to build a knowledge base, you can upload everything, so that all of your team, from marketing to sales to customer enablement can have the information they need, right at their fingertips.
The same goes for customers and customer support. If you want to have a customer facing knowledge base – boom – there you go. This can also take a real burden off of your support staff. Finally, the portal can be used as a direct way for customers to connect with your support team, ensuring a smooth and centralized process for all aspects of the partnership.
-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
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.
