by Mike Walsh | Mar 20, 2020 | Blog, Salesforce-Apps-AppExchange
Needing to integrate your email with Salesforce? A simple slowdown and disconnect between Salesforce and your email client can not only be a real time waster, but can actually hurt your business process and sales. A better solution will not only save you time, but will increase your Salesforce adoption. Take a look at ZynBit for Salesforce, and try it out with your first 2 users for Gmail or Outlook come free.
Increase Salesforce Adoption by 300% with ZynBit for Outlook, Gmail, and Office 365. Get Salesforce delivered inside of your email. Supports all editions; Industry Cloud, Sales Cloud, Service Cloud, Financial Services Cloud, and Community Cloud.
Check it out ZynBit 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 | Feb 12, 2016 | Blog, Salesforce-Apps-AppExchange
You’re a busy salesperson on the go. You’re an executive with important meetings all day. You’re out and about, and need a way of letting everyone back at the office know what you’re up to. Salesforce’s built-in Events are a great tool for managing your calendar, but the tools for integrating it with other calendar apps tend to fall a bit short – they only allow you to integrate with Google or Office, have limited viewing options for shared calendars, and don’t allow you to manage your Tasks or log calls in Salesforce while you’re on the go. You need a single, simple app to link your Salesforce calendar to the tool you use every day, and you need some way to easily log meeting and call notes back to Salesforce. You need ActivityHub!
ActivityHub saves you time by seamlessly combining CRM and all your calendars into one simple app. Supports calendaring in Salesforce, Google, Office 365, Exchange, Lotus Notes, Microsoft Live, and GoToMeeting.
Check out ActivityHub on the AppExchange, iTunes App Store, or Google Play 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 | Jun 29, 2015 | Salesforce Tips
A couple weeks back, we shared with you a solution for removing the pesky “from Salesforce” tag which has the nifty side-effect of dropping your emails sent from Salesforce into your Google Apps Sent folder. Since then, I keep getting the question, “how do I see the emails I sent from Salesforce in Outlook if I don’t have Google Apps?” This week’s solution won’t put the emails in your sent folder, but it takes seconds to set up and serves the purpose just as well.
It may not be as nice as having it in your Sent folder, but getting Bcc’d on emails from Salesforce allows you to keep track of communications sent from Salesforce within Outlook or your email client of choice. Depending on your org, go to either Setup -> Personal Setup -> Email -> My Email Settings or Name -> My Settings -> Email -> My Email Settings. Turn on Automatic BCC and click Save. Now you’ll be automatically copied on all emails you send from Salesforce and can add filters to move them wherever you’d like. It couldn’t be easier!
-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 | May 29, 2015 | Salesforce Tips
If you use Salesforce alongside Google Apps, you’ve probably noticed that pesky “via Salesforce” tag at the end of any email you send from Salesforce. While most people don’t care, it can become a problem if clients see it and assume your very important communication is nothing but another automated email. You don’t want critical messages to go unread – or worse, get lost in the void of someone’s spam folder! What can you do?
By using Google Apps as a relay for your Salesforce messages, you can get rid of that annoying and misleading note at the top of your emails. There are a few steps involved, but once it’s done, you’re in business. And what’s more, after this configuration is completed, you’ll see your emails sent from Salesforce in your Gmail Sent folder! Check out this post by our colleagues at Groove Labs for the step-by-step, and enjoy easier, cleaner, clearer email communications from Salesforce!
-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 | Jul 10, 2014 | Blog, Salesforce-Apps-AppExchange
With its fantastic tools and ease of use, Gmail has become one of the leading email providers for businesses worldwide, and Cirrus Insight has been working for years to make it an even more powerful engine for companies who use Salesforce. We at CloudMyBiz are big fans! I’ve written about some of their cool features in the past, and we even co-hosted a webinar with them. So when I got the email that they’ve finally released an iPhone app, I knew I had to share it with you right away! With the new Cirrus Insight Mobile app, you can experience the power of Salesforce in your mobile inbox!
- See customer context in the inbox
- See who opens your emails with real-time notifications
- Save emails to Salesforce
- Create new leads, contacts & accounts
- Set reminders to follow up
- Schedule meetings and events
- Log calls to Salesforce
- Create & update opportunities & cases
Check out Cirrus Insight Mobile and bring the power of Salesforce to your iPhone 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.
