by Mike Walsh | Nov 22, 2016 | Blog, Salesforce-Apps-AppExchange
The holidays are nigh upon us, and that means it’s time for the mass vacation exodus. It’s also the end of the year, meaning business trips, dinners with clients, and all the other stuff you do to close out those last few contracts. If you don’t have a system for keeping track of vacation, expenses, and all the other stuff that’s coming your way, it’s going to be a long couple of months. Wouldn’t it be great if you could track everything in Salesforce alongside the rest of your work? Well, you can with Vaykay!
Vaykay is a Force.com application that takes the hassle out of submitting and approving your employees’ time off requests and expense reports, which results in less paperwork, faster processing, and better tracking.
Vaykay is a cool, low-cost app. Check it out 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 | Dec 19, 2014 | Blog, Salesforce-Apps-AppExchange
We’re always looking for apps that will save you time, especially when it’s in short supply. There are some great tools for automating emails to your clients, but if your company prefers the personal touch of greeting cards, then tis the season for long nights in the office, one and all. There’s just no way to automate sending personalized cards to clients…or is there? Seven Interactions for Salesforce might just give you one more reason to celebrate this holiday season.
Seven Interactions is a marketing and communications product that creates “Relationship Advantage” by allowing companies to send personalized, custom printed premium branded greeting cards and gift cards directly from their Salesforce.com platform.
Bring that personal touch to your business and save time in the process with Seven Interactions for Salesforce!
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 12, 2014 | Blog, Salesforce Tips
It’s that time of year again. Funny sparkling trees are being erected in the strangest of places. Every store and radio station is playing the exact same music. There are unexpectedly good sales on everything from electronics to poultry. And, I hear that in some places, strange white stuff is blanketing the world and flowing down “like lace upon the sky”. That’s right, its holiday season: a time to reflect on the year that’s past and all the things and people we’re grateful for in our lives.
While you’re thanking mom for listening to your relationship woes and appreciating dad’s amazing glazed ham (or whatever special holiday delicacies you enjoy), showing gratitude to your country, your siblings, your boss, coworkers, and friends, don’t forget to say a big thank you to Salesforce. Check out this great post of the Top 10 reasons you should be grateful for 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 | Nov 21, 2014 | Salesforce Tips
Customer relations is central to any CRM implementation, and happy clients tend to mean more revenue. You work hard all year to make your customers feel good about your products and the services you provide, but with the winter holidays approaching, the task of reaching out to all your clients to wish them a happy holiday season can seem daunting. How do you keep track of who’s been called, emailed, visited? Who’s getting a card or gift? Not to fear, Salesforce can help!
The simple solution to your holiday metrics needs is Campaigns. Create a Campaign called 2014 Holiday Outreach, then create separate child Campaigns for each of your holiday initiatives (such as Christmas Cards, Chocolate Boxes, or Holiday Email). Once you’ve set these up, you can go ahead and add your campaign members to the appropriate campaigns and track their status (Email Sent, Turkey Cooked, Santa fed). You can even mass email your pretty holiday email template with 4 easy steps. Now you can keep track of costs, contacts made, and not miss making that powerful connection in this time of thankfulness, family, and friends.
Special credit to one of our awesome clients who recommended this week’s holiday tip!
-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.
