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.
Aaron Patzer is likely best known as the founder of Mint.com, a personal financial management tool, but today he’s lending his tech expertise to another concern: the COVID-19 pandemic. …
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.
Facebook, Google to be stronger after Virus Crisis
Cathie Wood, chief executive officer of Ark Investment Management, discusses her views on how the coronavirus outbreak is affecting U.S. technology giants.
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.
Choosing new lending software is extremely important for any broker, lender or funder. After all, the system you use will likely have a significant effect on the short term and long term success of your business.
Some essential items to consider when looking for new lending software are:
Short and long-term business needs
Cloud-based, or on-premises
Comprehensive, integrated origination and servicing functionality
At CloudMyBiz, we built our Loan Management Solution, FUNDINGO, on the Salesforce CRM platform. Salesforce, as the world’s #1 CRM provides us almost limitless flexibility in addition to powerful automations and built-in scalability.
For more information or details on how our solution aligns with the above points, and if it will meet your specific business needs, feel free to drop us a line.
-Ryan and the CloudMyBiz Team
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Need some custom consulting or development to enhance the Salesforce you already have?
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.
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.
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.
