by Mike Walsh | Apr 3, 2020 | From Around the Web
Sourced through Scoop.it from: www.gartner.com
As the stay at home orders are showing us, having flawless, reliable communication technology is essential going into the future!
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 | Nov 14, 2019 | Blog, Salesforce-Apps-AppExchange
Have you wanted to make your content more engaging and personal to your customers? One way to do it is with video! However, we aren’t all videographers or filmmakers, so how can you make effective sales and marketing video without hiring an expensive firm. OneMob gives you a wide variety of essential tools, functionality and features, all native to with their Salesforce app.
OneMob makes content (videos, docs, etc.) creation, sending and tracking easy for any professional. Use videos to personalize and document tracking to engage your customers and employees, all while gaining insights from real-time tracking in Salesforce.
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 8, 2019 | Blog, Salesforce-Apps-AppExchange
This weeks app is part app, part workflow solution. With the recent release of Spring 2019, and the enhanced Lightning Flows – a new section has appeared on the Salesforce AppExchange – Flow Solutions. Flow solutions help companies, through either pre-built templates or customized flow options in the flow builder, to empower businesses to connect to third-party systems without additional code or integrations. This week’s Flow solution, Vidyard, allows users to embed videos directly into Salesforce, and then create an automated workflow dependant upon how users interact with the video.
“You’ll now know if a viewer has skipped over your demo, or watched the entire thing. Use this new-found knowledge to serve up appropriate reminders, and identify your most engaged customers. The possibilities are limitless!”
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 5, 2019 | Event
It’s one thing to get some good momentum and motivation going internally within a company. It’s another thing to keep it going and adopt a series of best practices to ensure it never leaves.
On February 7th, 2019, CloudMyBiz partnered with Hoopla – a leader in employee motivation and engagement to put on a free webinar regarding exactly this topic.
During the webinar we discussing motivation in the workplace. What is it? How it works? And how can you use that knowledge to apply solutions that keep everyone motivated and ready to tackle anything that comes next!
We’ll also discussed practical applications for departments across financial organizations, leaving our participants with knowledge that they could apply right away. The feedback was great and overall, resulted in a very successful webinar.
Did you miss it? Well do not fear, we have a recording available for anyone who is interested!
Watch the recording here!
Want to learn how CloudMyBiz and FUNDINGO can help your company fund more deals faster?
Contact us to get started!
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.
