by Mike Walsh | Feb 28, 2020 | Blog, Salesforce Tips, Salesforce-Apps-AppExchange
As the year continues to roll along, we are already beginning to look back on the the Salesforce Spring ‘20 release and the improvements it contained. Released on February 17th, this update is further helping users power their entire business – on Salesforce Mobile. Some improvements include:
- Increased productivity with enhanced navigation and custom notifications
- Improved AI integrations
- Better unification between Desktop and Mobile experiences
Click here to learn more!
-Ryan and the CloudMyBiz Team
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Need custom development or consulting to enhance the Salesforce you already have?
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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 | Feb 28, 2020 | Blog, Salesforce-Apps-AppExchange
If you regularly browse the Salesforce AppExchange to see the latest and greatest applications and functionalities available out there, like we do here at CloudMyBiz, then you will most likely have run across the Salesforce Labs Solutions once or twice. The Labs Solutions are add on apps, created by Salesforce themselves. They provide powerful functionality, and act as both a testing ground for improvements Salesforce are considering adding to the base package of their platform, as well as giving user some powerful functionality that can boost their org.s right away, for free
Well there are quite a few of these Labs Solutions available, and as part of the 2020 rollout, Salesforce has put together a handy guide to their Labs 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.
![AI for Lending]()
by Mike Walsh | Feb 20, 2020 | Blog, Salesforce Tips
As AI continues to penetrate deeper into just about every industry and vertical, it comes as no surprise that it is also beginning to make its presence felt in Alternative lending and finance. However, when it comes to AI and Machine Learning, there are many myths out there that make the technology sound too complex for smaller companies. Some of these myths include:
- AI is Always a Black Box
- Datasets Must be Prepared by Data Scientists
- AI Costs a Fortune
- Risk Experts Don’t Need AI
AI for lending is a powerful tool, and if you had ever thought it was beyond your reach due to one of the above reasons, you might be able to think again. Especially if your loan management system is built on Salesforce, then you have the option to utilize the fantastic power of the Salesforce Einstein AI, and unlock deep insights into your business.
Click to learn about AI for Salesforce
-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.
![App of the Week – Opportunity Merge Component]()
by Mike Walsh | Feb 20, 2020 | Blog, Salesforce-Apps-AppExchange
Dealing with duplicate leads can certainly be challenging, but what about similar or duplicate opportunities? Duplicate opportunities can be just as much of a problem, if not more so, because you run all sorts of billing and contractual risks. This lightweight component allows you to combine opportunities related to a single account, keeping your sales organized, and your pipeline clean and fresh.
Opportunity Merge merges identical Opportunities of an Account and helps in cleaning up duplicate Opportunities. It allows users to select one opportunity as Master Opportunity out of the two selected records.
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.
![CRM Predictions for 2020]()
by Mike Walsh | Feb 13, 2020 | Blog, Salesforce Tips
Wow! Are we are already mid-February, 2020? As the year is moving so fast, we thought it would be the right time to talk a bit about the Salesforce trends and things to watch for in the rest of the year.
In no particular order, here are a headlines of some Customer Relationship Management trends for 2020:
- Marketing teams will begin to understand the customer identity problem
- AI impacts will begin to significantly increase
- Voice technology will begin to revolutionize the sales process
- Customer service agents take on elevated mandates
- Cross-company integrations bring it all together
Also, a nice quick read from Salesforce has a number of Executives Predicting the Future of Business in 2020 and Beyond!
-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.
