by Mike Walsh | Mar 26, 2020 | Blog, Salesforce-Apps-AppExchange
Looking for a better way to manage, create and share content with your community? Well if you have a community cloud, how about adding a blog component to your community? This free app allows you and your community to create and post content, leading to better all around connection and communication.
AC Blog component allows you to simplify your content management and to engage your audience better. It encourages customers to deal with their own support issues and it empowers authors to contribute interesting content to your community.
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 20, 2020 | Blog, Salesforce Tips
Starting July 31st, 2020, Salesforce will no longer provide data backup recovery services in the case of data loss. While this is definitely a big deal for Salesforce users, don’t worry, there are plenty of options to ensure you keep your data safe in the event of catastrophe.
Our friends at SalesforceBen have put together a great overview article that explains what the data recovery service is, why you would use it, and what your options are for going forward.
In addition to the comments you can find on that site, at CloudMyBiz, we wanted to add the on that the best practice is to start planning for this change now.
- Take a look at your processes and figure out what options will best suit your needs
- Best practices include periodically exporting all of your data for backup, and also doing an export before any major development is deployed.
- When it comes to choosing a data tool, the Salesforce Data Loader is a great, native option, but we recommend each business do their own research into tools, including 3rd part options, and find the one that best suits their individual needs.
Read the Salesforce Release Notes
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need custom development or consulting to enhance the Salesforce you already have?
Contact Us to Learn More
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 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 | Mar 12, 2020 | Blog, Salesforce Tips
We all know that companies can automate all sorts of processes to save time, empower employees and generally become more successful. From things like adding leads, scheduling emails or generally streamlining business processes, most companies have little bits and pieces set up to help themselves out.
However, there are a number of lesser talked about tasks that can absolutely give you an unexpected boost! Take a look at this brief list and see how they can help your company.
Marketing: Researching relevant topics using Google Alerts.
- Marketers need to stay on top of industry trends and changes in order to best connect with their customers. Why spend time every week, month or day looking up and browsing through mountains of content. Let the content come to you through custom created alerts!
Customer Support/Relationships: Personalized emails
- Little gestures can go a long way, such as sending out personalized birthday or anniversary emails. Schedule them in advance, or, if you have an advanced CRM and marketing platform connector, such as Pardot and Salesforce, you can have those emails go out automatically on the relevant date, with custom email templates that pull customer information from the record.
Admin: Invoices & Bill Pay
- Whether you have a long list of customer invoices to collect on, or your own bills to pay, it can be a bit overwhelming and certainly time consuming. There are a plethorea of apps out there that can help you out with automated payments, automated invoice reminders and more! Of course, if you have Salesforce, choose one of the various integrated apps from the AppExchange, and you will have even more customer access and data at your fingertips.
Click here to read the full list!
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need custom development or consulting to enhance the Salesforce you already have?
Contact Us to Learn More
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 12, 2020 | Blog, Salesforce-Apps-AppExchange
HR and workforce management can become a real bottleneck to growing companies. After all, it isn’t always easy to manage all of the various people oriented aspects of a business. Luckily, there are tools out there like Sage Business Cloud People. Some key benefits include instant workforce visibility, automated processes and policies to improve HR productivity and delivery of great workforce experiences to employees
A global, end to end HR and People system for mid-size organizations, transforming the acquisition, engagement, management and development of people.
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.
