by Mike Walsh | Oct 18, 2018 | Blog, Salesforce-Apps-AppExchange
Forms are super exciting… is not a commonly said phrase. However, they are extremely useful for collecting data and generating leads. So if you are going to use forms as part of your lead generation process, you definitely need to have an app that gives you not only all the essential tools to make them look and work great, but you want the data you collect to go straight to your CRM and be easy to use. And that is exactly what you can get with 123FormBuilder.
123 Form Builder allows you to build web and mobile forms to automate workflows, increase productivity and optimize internal processes. Mobile and offline forms help optimize field work from sales to engineering. Dynamic prefill enables automatic imports of data from Salesforce.
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 | Jun 5, 2018 | Salesforce Tips
If you are like most people, then you probably have a number of passwords scattered across many different logins, and you have to remember which goes where. This can be a real headache! It is all too common to get them mixed up or to simply forget what you entered. Maybe you created something new and strange at the spur of the moment, and now you have only 3 chances to get it right before your account is locked out. We have all been there, right? Well, there is a better way to remember your Salesforce Login.
No, I’m not talking about one of the many password saving apps out there, (that is a conversation for another day) I am talking about Lightning Login. This is a handy feature created by Salesforce to help you avoid those pesky login issues. You can create more secure passwords that you won’t have to worry about remembering, and avoid getting locked out. And yes, Lightning Login is available for both Salesforce Classic and Lightning Experience!
Click here for a step-by-step guide!
-Ryan and the CloudMyBiz Team
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 | Apr 16, 2018 | Blog, Salesforce-Apps-AppExchange
Turn your mobile phone into a contact importer! This app allows any mobile device to take a picture of a business card & instantly scan it directly into Salesforce as a lead or contact. Vision-e boasts a clean and simple interface and fast upload times. Take a pic of a card to upload, or scan QR codes, bar codes or voice scan.
With the click of a button, your business cards automatically scan to Salesforce. Vision-e Scan is the fastest and best way to import business cards into Salesforce.
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 | Feb 27, 2018 | Blog, Salesforce-Apps-AppExchange
Heading to a conference and want to remember everyone you meet? Or maybe you need a better way to keep track of visitors to your office? Checkin25 is an easy way to do both. This mobile app, available for iOS and Salesforce, lets you create your own QR codes, scan and have visitors complete a full registration form. Data is saved in Salesforce and easily accessible whenever you need it.
Register all your visitors in the Checkin25 app. Pre-register your guests and allow them to check in with their QR code, or create a clean form to allow registration upon arrival.
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 | Mar 18, 2016 | Blog, Salesforce-Apps-AppExchange
You’re a busy sales rep on the run in the field. You buy your plane tickets on your phone, fly halfway across the country, order your Starbucks the second you land, and grab an Uber at the airport to whisk you away to your first meeting. You care about ease of use, simplicity, speed. If you can caffeinate and travel the world without typing a word, why can’t you keep your Salesforce records up to date with the same simplicity? Well, you can with Zero Keyboard for Salesforce!
Keep Salesforce up-to-date on the move without typing. Log activities, enter leads and contacts, record meeting memos, update opportunities and more by using gestures, voice and pictures. 100% customizable workflows to suit your sales processes.
This brand new app looks awesome, and you should 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.
