by Henry Abenaim | Feb 19, 2018 | Blog, Salesforce-Apps-AppExchange
How can you improve your invoice process so you can spend more time on more important things? Well that is exactly what Invoices for Salesforce does, through automation and harnessing the data already in your system. This app streamlines the process, so you can send out invoices and store them as PDF’s with just a few clicks. Not enough? Bulk jobs are available for those who need to really speed up their process.
Your invoices are already in Salesforce, however scattered across customers and sales records. So invoicing should simply involve automatically piecing these parts together, without re-keying a thing.
Check it out here!
by Henry Abenaim | Jan 16, 2018 | Blog, Salesforce-Apps-AppExchange
Sales tax is mandatory in the US. Properly managing sales tax can be complex and costly for businesses. Avalara AvaTax aims to save you time, money and effort, by automating your tax management process. The system is an end-to-end solution, helping and automating the process from the initial calculation to electronic filing and payment.
Avalara AvaTax is the leading cloud-based transactional tax compliance solution, Salesforce-ready and only a mouse-click away.
by Henry Abenaim | Jan 9, 2018 | Blog, Salesforce-Apps-AppExchange
Microsoft Excel is and has been the name to beat in spreadsheets for a long time thanks to its simple grid interface, flexible features and powerful data tools. The more you know how to use Excel, the greater the benefits. So for those users out there who would prefer to use Excel to manage their Salesforce data, this app has been made to do just that. Pull reports, work offline, update and edit, or mass merge records. This app has you covered.
XL-Connector is a data loader that provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click!
Check it out here!
by Henry Abenaim | Dec 12, 2017 | Salesforce Tips
Need a little more functionality from your Salesforce Lightning experience? We have a nifty feature where you can add an Utility Bar to any of your apps. This utility bar contains an assortment of helpful components that can be accessed directly from the bar, all without leaving your current page. A great feature to add to any of your apps!
So what exactly are the features of the utility bar? In a nutshell, the utility bar contains components from the home-page and footer of Salesforce Classic, such as chatter feed, recent items, notes and more. By sticking them on the utility bar, which, once activated, will always show up in your designated app, you will save yourself the trouble of going back to the home page!
Click here for a guide to set up your utility bar!
-Ryan and the CMB Team
by Henry Abenaim | Dec 12, 2017 | Blog, Salesforce-Apps-AppExchange
Maintaining a full and organized schedule can be a full time job all by itself. If every minute of your time is valuable, why not automate the time scheduling process? SUMO Scheduler is built natively on Salesforce, and can take care of all of you and your team’s scheduling needs.
Manually scheduling appointments is a waste of time and resources, ripe for human error, a source of lost revenue, and customer attrition. By helping our clients offer online scheduling automation 24/7 365 on any device, SUMO has helped organizations increase appointment volume, revenue, and customer satisfaction.
Check it out here!
