by Mike Walsh | Dec 19, 2018 | Blog, Salesforce-Apps-AppExchange
Sales and service calls come with their share of built-in challenges and stresses. From calling leads to dealing with current customers, it can be challenging enough to properly solve the issues at hand. So why would you use a dailer and call service that only makes it more challenging? With the InGenius app, you get all sorts of features to make your calls smoother and integrates a number of the most common phone systems directly to Salesforce.
InGenius CTI helps contact centers increase productivity and provide a better customer experience with features like click-to-dial, screen pop, call logging and Omni-Channel integration.
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 | Nov 13, 2015 | Blog, Salesforce-Apps-AppExchange
Sales is no walk in the park. If you want to succeed in sales, you need good leads, and you need to act fast. Salesforce offers a number of powerful tools to help accelerate sales, including workflow automation, powerful email tools, and useful CTI integrations, but even with all the tools at your disposal, contacting and qualifying quality leads can still be a challenge. That’s where Velocify Pulse comes in.
Velocify Pulse is a new kind of sales acceleration platform in the Salesforce ecosystem. More than just a dialer, Velocify Pulse is the only full featured sales solution that optimizes every stage of the sales cycle–from prospecting to conversion.
The Velocify Pulse team practice what they preach with rapid responses to any inquiries. Check this awesome 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.
by Mike Walsh | Mar 5, 2015 | Blog
Mar 11th, 2015 at 11:00am PT
Please join Insidesales.com and CloudMyBiz for an insightful review of today’s most pressing sales issues and the technology solutions in the financial services industry. In this webinar you will:
- Learn the top 9 sales solutions for the financial services industry
- Discover sales case studies in financial services
- Find highest sales results through lead response best practices
- Learn the top sales blind spots in the financial industry
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 2, 2015 | Salesforce Tips
It’s a new year and a great time to start looking at the future of your CRM. There are a lot of fantastic enhancements which can really improve your process workflow and take you to the next level. One which we find is universally powerful is implementing a CTI solution. CTI, or computer telephony integration, allows your telephone and Salesforce systems to talk to each other to accomplish some incredible tasks like making phone calls straight from Salesforce (and even autodialing hundreds of numbers in sequence), logging call times, recording calls, and even automatically opening a Salesforce record when the system recognizes the phone number of an incoming call (called “screen pops”), not to mention some incredible reporting and metrics. CTI is great for sales, support, and any team that spends a lot of time on the phone with clients.
With a number of great solutions on the market such as InsideSales, Ring Central, Dialsource, and FastCall, how do you know what’s going to give you the best bang for your buck? Start by sitting down with your team and identifying the features you need and budget considerations. To help you make the right decision, we recommend checking out this handy CTI comparison guide from Corey Crellin at American HealthCare Lending (thanks as always to the Salesforce Success Community) which will help shed some light on features, reviews, and more. Once you’ve narrowed it down to a short list, schedule a demo with each provider to go over your wish list and see what all they have to offer. When your CTI is up and running, you’re going to love your new Salesforce experience!
-Jared and the Salesforce Guys
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 26, 2014 | Blog, Salesforce-Apps-AppExchange
Each year, we like to feature one of our favorite apps, and it’s that time again! Last year, we shared our love for Conga Composer, and this year, we bring you (again) the PowerDialer by InsideSales.com. The PowerDialer lets you make and receive calls in record time with some innovative solutions that don’t even require an expensive phone system upgrade. It’s this ingenuity that gives this app its real wow-factor.
PowerDialer is the #1 rated CTI dialer in Salesforce. Call, contact, track, & sell more. Automate sales headaches and hassles & get visibility into rep metrics that drive results. Single click dial, voice mail, & email.
Check out the amazingly awesome PowerDialer by InsideSales for Salesforce today and make the New Year even better than planned!
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.
