by Mike Walsh | Sep 4, 2015 | Salesforce Tips
Image by Joelle Diane
Salesforce is an incredibly powerful platform with some awesome functionality available out of the box. If you do Sales, Marketing, or Customer Support, much of what you need to do your job is waiting for you when you log into Salesforce for the first time. If you’re in a more specialized business, though, like healthcare or financial services, you will likely rely heavily on a Salesforce Implementation Partner and 3rd party AppExchange Applications to gain access to the core functionality critical for your day-to-day operations. Well, the people at Salesforce have heard your cry.
The lead-up to Dreamforce always brings exciting news from the Salesforce team, and this year has been no different. Last week’s announcement that Salesforce would be getting an all new UI was just the start. This week came the official announcement of the Salesforce Health Cloud, building on a few weeks ago when Salesforce announced the Financial Services Cloud, both slated to launch in February. If you are in either industry, you might want to do some reading. The Financial Services and Health Cloud pages are waiting for you. Check it out, and I look forward to chatting with you about them at Dreamforce!
-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 | Jun 29, 2015 | Blog
July 7th, 2015 at 10:00am PT
Please join DocuSign 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 sales solutions for the financial services industry
- Discover sales case studies in financial services
- See how the competition is closing more deals in less time
- Explore how DocuSign and CloudMyBiz is keeping business digital with DTM
CLICK HERE to join 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 | 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.
