Cloudy’s Favorite Apps: SyncApps by Cazoomi
So your Salesforce org is up and running, and you are starting to think about how to connect it to other systems. If you are like many others, Email Integration is ...
Cloudy’s Favorite Apps: MORE from Apsona!
One of Cloudy's Favorite Apps just keeps getting better! Apsona has long been one of Cloudy's top picks for enabling all kinds of easy data management tasks in salesforce.com. ...
Big Data – Small Business : Part III
Big Data means bringing all the parts of your business into one place. If you have followed along with Part I and Part II of this series, you are beginning ...
Big Data – Small Business : Part II
Last week we discussed what Big Data means to your small business or nonprofit. It is now commonly touted that "90% of all the data in the world has ...
Big Data – Small Business : Part I
What does Big Data mean for your Small Business or Nonprofit? Big Data simply means bringing ALL the parts of your business into ONE PLACE. No matter the size of ...
Cloudy’s Favorite Apps: Mass Edit + Mass Update + Mass Delete
What do you do when you want to edit the addresses of a couple dozen contacts? Or what if you need to update the Stage of numerous Opportunities at once? Or might ...
Cloudy’s Chalkboard: Tracking the stars in your salesforce universe – Part 2
Last week we started creating a complex dashboard table that could help a nonprofit keep tabs on its most important donors. We created the report that will be the ...
Cloudy’s Chalkboard: Tracking the stars in your salesforce universe – Part 1
Who are your STAR clients? Are any of those relationships at risk? If you are using salesforce.com CRM, you understand the idea of Customer Relationship Management: you want to ...
Cloudy’s Chalkboard: Use a Workflow to send an Email
Using workflows in salesforce.com to automate your business processes saves you time, money and frustrating busywork. Today, we will set up a workflow to send an email. Emails can be ...
Cloudy’s Chalkboard: Email Template Pro Tips!
In Cloudy's last two posts, you learned how to set up salesforce.com email letterheads and templates. Once you get started with email templates, you won't want to quit! The possibilities for ...
