by Mike Walsh | Jun 13, 2019 | Blog, Salesforce-Apps-AppExchange
Looking for a different call center and dialer option for your company? Take a look at Natterbox. Natterbox is a global business phone system, embedded and managed entirely within Salesforce. Accessed from one single app, Natterbox features CTI, click-to-dial, screen pop, dialer, call recording & call routing, and more. Starting at £15 per user per month, you can get great functionality at an affordable price.
Natterbox has delivered at least an hour a day in productivity gains for each user. This equates to estimated £4,000 savings per user and a £200,000 annual saving across the business. All this for a solution that cost no more than our previous telephony system which delivered a fraction of the benefits.
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 | May 2, 2019 | Blog, Salesforce Tips
For this weeks’ blog post, we would like to help you add some lighthearted fun to your Salesforce org. With just a few easy steps, you can add custom, fun sounds to play when a big deal closes! So let’s get into it.
There are 4 primary steps needed to setup your custom sounds. Rather than re-invent the wheel and type up the whole process, we have some fantastic resources from Salesforce to guide you through it from start to finish.
As for the sounds themselves – there are plenty of websites databases with free sound files to download. This blog post lists some of the best options for researching the perfect sound effects for you and your team.
That should be everything you need to add sound effects to your Salesforce Org, just keep it work appropriate ok? If this works for you, reply below. We would like to see what you come up with! Happy noisemaking!
-Ryan and the CloudMyBiz Team
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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 2, 2019 | Blog, Salesforce-Apps-AppExchange
Do you and your sales team have trouble determining if you are going to make your sales goals? How many meetings do you sit through, worrying about your projected revenue? And the problem is that you don’t have much insight into past years of sales as well as a lack of insight into the current pipeline. This free app from InsightSquared is an easy way to get a handle on some of these essential metrics!
Improve your sales performance by visualizing your pipeline history and pipeline growth to understand if you will hit your goals. This free app by InsightSquared allows you to compare past revenue to past pipeline volume and view pipeline value by sales stage so you can forecast accurately and drive more business.
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 | Apr 26, 2019 | Blog, Salesforce-Apps-AppExchange
Round robin assignment is nothing new, and there are plenty of apps out there that either feature assignments, or are devoted specifically to them. However, this is the only one that comes directly from Salesforce. Built by Salesforce Labs, the Round Robin Assigner can take any object and assign it in order, to your group. Perfect for lead and case assignment, or any other object that you need to be handled.
With the Round Robin Assigner, from Process Builder or Flows, assign any object sequentially and evenly to members of a public group
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 | Apr 19, 2019 | Blog, Salesforce-Apps-AppExchange
Would you like to have an automated system that pre-qualifies prospects in your CRM, based on the technologies they are already using? What if it even identified additional sales opportunities that weren’t part of your initial target? Most likely, you have already said yes. This solution is the HG Insights for Salesforce App. It pulls from a huge database and analyzes prospects and leads, giving you deep insights to be leveraged by sales and marketing.
HG Insights allows you to see the technologies your customers and prospects use, so you can create more effective sales and marketing campaigns, score and prioritize your prospects, and find new companies using competitive or complementary solutions.
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.
