877.703.4488 info@cloudmybiz.com
Unique Business Tasks to Automate

Unique Business Tasks to Automate

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

Salesforce Mobile App Upgrades for Spring ‘20

Salesforce Mobile App Upgrades for Spring ‘20

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

 


 

Want to get started with Salesforce?

Need custom development or consulting to enhance the Salesforce you already have?

Contact Us to Learn More

AI for Lending

AI for Lending

big data, AI for Lending

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

CRM Predictions for 2020

CRM Predictions for 2020

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

Will Google buy Salesforce?

Will Google buy Salesforce?

Over the last month there has been some serious speculation that Google will attempt to pull off a behemoth of a deal and acquire Salesforce. Kicked off by the RBC Capital Markets prediction that Salesforce could be purchased for around $250B, and backed up with the Google’s Cloud services not so private announcement last year that they are aiming to become at least the #2 Cloud by 2023. What better way to jump start that than by acquiring Salesforce?

A number of online sites and pundits have pointed out that while this acquisition would certainly jump Google into the #2 spot, comparing Google Cloud and Amazon Web Services (AWS) to Salesforce, isn’t exactly apples to apples. AWS, the leading cloud services provider, enables developers and businesses to build their own services and applications, while Salesforce, is a CRM solution that provides solutions, based on their own proven infrastructure.

What that all means for the potential acquisition is that Google might have more to consider than just Salesforce’s cloud ranking. The synergies that could be realized by having Google and Salesforce under one roof could be very powerful, but at the same time, Google would need to be careful to preserve what makes Salesforce so powerful, namely, it’s passionate focus on building the world’s best CRM.

 

-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