by Mike Walsh | Aug 15, 2019 | Blog, Salesforce-Apps-AppExchange
If you have a wide customer/client base and are regularly on the road visiting current and prospective accounts, proper scheduling and planning can be quite a challenge. Not only do you have multiple schedules to juggle, but you also have to figure out the most efficient route to take to get to everyone! Well, Map Plotter is here to help you figure out that geography part. This app allows you to beyond just reading your Salesforce data, and helps you visualize it.
Visualize your Salesforce data with Map Plotter. Take a look at where your customers are located to manage customer visits. You can also optimize your travel routes and vastly improve your marketing campaigns.
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 | Aug 1, 2019 | Blog, Salesforce-Apps-AppExchange
Scheduling and prioritization are probably one of the most overlooked factors of success. Sure, we all know that scheduling is important and that it can be super stressful if your schedule isn’t balanced, but the real question is, how do you get it on track? One answer is with the DayBack Calendar. This app for Salesforce gives users and admins amazing options, such as drag and drop functionality to help you balance your workload and the ability to see multiple calendars side by side.
The leading calendar for Apple’s FileMaker database, DayBack is now available for Salesforce: a multi user calendar that’s Lightning Ready!
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 27, 2018 | Salesforce-Apps-AppExchange
Proper time management and scheduling can be the difference between a productive week where you get a lot done, and one of those weeks where nothing seems to really happen. Think of how much better your day could be if you were able to remove all the time spent trying to book meetings or chasing down contacts? Well, you would have a better day that’s what! If you are in the market for a better scheduling solution, take a look at this week’s App!
Automate the scheduling process by including web conferencing info, booking conference rooms, and synchronizing with calendar systems—including the Salesforce calendar—as well as easily rescheduling meetings, adding invitees, and managing changes.
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 | 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!
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 30, 2017 | Blog, Salesforce-Apps-AppExchange
Eventbrite is an social platform to coordinate, yep, you guessed it, events! It can handle any sort of gathering, from meetings to company picnics (if you are into that sort of thing). Their always growing technology not only schedules and coordinates events, but allows people to discuss and share the happenings they are excited about. EventbriteSync is a custom way to combine the scheduling platform of Eventbrite and your Salesforce Organization.
The EventbriteSync app provides a seamless and customizable integration between Eventbrite and Salesforce to sync all your event data between platforms.
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.
