by Mike Walsh | Jul 20, 2016 | Salesforce Tips
One of the most underutilized features of Salesforce is its ease of integration. If you’ve been a Salesforce customer for a while, you’re probably leveraging simple integrations with tools like Conga and DocuSign to streamline document generation and get back signatures at a rapid pace. You may also be integrated with a CTI tool to connect Salesforce data with your phone bank. But Salesforce can do so much more!
If your business needs to pull credit or research companies and individuals for crediting decisions, identity verification, or any other reason, there’s some fantastic tools on the AppExchange like LASER Credit, Experian FusionIQ, and LexisNexis for Salesforce. You can integrate with eFax solutions to get docs out fast without ever having to print or leave your desk. SMS integrations let you easily send text messages to customers and prospects and log those communications within the system. If you have an in-house dev team or a trusted Salesforce partner at your disposal, you can integrate with nearly any tool with available APIs surprisingly easily within the Salesforce platform. And if you want to get really creative but don’t have the resources at your disposal to build that crazy, custom integration, like with an internal database, powerful middleware tools like Jitterbit are available to make your integration dreams come true! If you’re spending too much time in external systems and 3rd party portals, it’s time to integrate! So hop on the AppExchange or contact us today.
-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 14, 2016 | Blog, Salesforce-Apps-AppExchange
For over two years, we’ve been sharing exciting new apps with you every week. Occasionally, we find a gap in the offerings on the AppExchange, and build our own tool. This week’s app is just such a tool. A number of our clients, across many different industries, rely on data from LexisNexis for identity verification and risk management. Until now, running LexisNexis searches required leaving Salesforce or building a complicated and expensive custom integration. Today, we’re excited to announce that we have just launched a new app, LexisNexis for Salesforce by the team at CloudMyBiz!
LexisNexis Accurint® for Salesforce provides access to the most widely accepted locate-and-research tool available to government, law enforcement, and commercial customers directly within Salesforce. Streamline searches by leveraging Salesforce data. Store, review, and print reports directly within your CRM. LexisNexis for Salesforce puts your most important data at your fingertips.
Save time and streamline your risk management and identity verification processes with LexisNexis for Salesforce. Contact CloudMyBiz today for more information!
About LexisNexis Risk Solutions
LexisNexis Risk Solutions (www.lexisnexis.com/risk) is a leader in providing essential information that helps customers across all industries and government assess, predict and manage risk. Combining cutting-edge technology, unique data and advanced analytics, LexisNexis Risk Solutions provides products and services that address evolving client needs in the risk sector while upholding the highest standards of security and privacy. LexisNexis Risk Solutions is part of RELX Group plc, a world‐leading provider of information and analytics for professional and business customers across industries.
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.
