Blog - Page 2 of 6 - Cloud Advisory

Published On - November 12, 2020

Grace Lee UncategorizedTags: crm, infusionsoft, salesforce, salesforce marketing cloud

Salesforce vs Infusionsoft: Which is a better CRM Solution?

The number of Customer Relationship Management (CRM) solutions available now compared to ten years ago has increased at rates that will make your head spin. A CRM is defined as a platform that helps you “manage” your customers and those relationships, but the term can be loosely applied to almos...

Published On - November 2, 2020

Grace Lee Uncategorized

How To Create A Custom Object In Salesforce Lightning – Tutorial

Salesforce is a considerably vast and complicated platform. It is essential for a user to be thorough with all the nitty-gritty details of the platform for operating it the right way. The CRM platform contains a variety of tools, features, applications, and add-ons for serving different purposes. Ou...

Published On - October 23, 2020

Grace Lee Uncategorized

Salesforce Lightning vs. Classic – Which ones better?

Salesforce is always hard at work to make the user experience better with improved features that enhance efficiencies and make the product more secure. One of the most noticeable changes they released over the past few years was the Lightning framework, also known as LEX. The Classic Interface...

Published On - October 9, 2020

Grace Lee Business Plans, SalesforceTags: salesforce

5 Common Mistakes You Are Making With Salesforce & How to Fix Them

Salesforce is a great tool that can alleviate many growing pains companies experience as they expand their businesses over the next few years. The standard functionality that comes with the name brand, along with the possible customizations, make Salesforce a great fit for many companies, both big a...

Published On - January 20, 2020

admin SalesforceTags: crm

What is an Opportunity in Salesforce?

Now once you understand the concepts and distinctions between LEADs and ACCOUNT, there are core Salesforce.com concepts that center around the Account that you will want to understand: In an Account you may have multiple interactions with the client: Contacts. These are the people at an Account that...

Published On - January 20, 2020

admin SalesforceTags: crm, lead, salesforce

What is a Lead in Salesforce?

This might be the Salesforce concept that most businesses kind of dance around and they get confused about. My advice is do not try to re-create the concept and don’t ignore it. Leads have a very specific and useful purpose. A lead in Salesforce is essentially an unqualified opportunity or acc...

Published On - January 20, 2020

admin SalesforceTags: salesforce

What is an Account in Salesforce?

There are certain key concepts in Salesforce that help you managge your business. The most central concept is that of an Account. If you’re selling “B2B an Account will typically mean a company or an organization that is your customer or who you are working to acquire as a customer. An A...

Published On - January 19, 2020

admin SalesforceTags: blog, cloudify podcast, marketing cloud, pardot, salesforce

How Salesforce can help a Business Grow

As founders, there are three main business functions that we all must master to grow our business. Finding New Prospects Selling to turn prospects into Customers Keeping those customers So all those activities – finding new customers, selling to customers, keeping customers that’s really...

Published On - November 8, 2019

lalaine fukuro App Development

App Design

So you have a strategy now of how to build an engaging app. Now what? Well this is where you figure out how to lead your horse to water. What is the flow of your app. What does it do? How does the user find, use, navigate it’s parts. We usually do this like a […]...

Published On - November 8, 2019

lalaine fukuro App Development

Should I Build a Native Mobile App or Hybrid html5 App?

Should I develop a native mobile app or hybrid? You have an app idea. Now what? One of the important decisions that you will have to make is wether to invest in a Native mobile app or to have your app developed using a “hybrid” application platform allowing your “app” to work on multiple pla...

Salesforce vs Infusionsoft: Which is a better CRM Solution?

How To Create A Custom Object In Salesforce Lightning – Tutorial

Salesforce Lightning vs. Classic – Which ones better?

5 Common Mistakes You Are Making With Salesforce & How to Fix Them

What is an Opportunity in Salesforce?

What is a Lead in Salesforce?

What is an Account in Salesforce?

How Salesforce can help a Business Grow

App Design

Should I Build a Native Mobile App or Hybrid html5 App?

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