A Beginner’s Guide to Agentforce Contact Center
In the past, delivering a modern customer service experience meant stitching together multiple applications and tools: CRM, telephony, AI assistants, automation, knowledge, and...
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Dreamforce It’s Not Just the Right Thing to Do, It’s the Smart Thing to Do
Earlier this year, Salesforce announced that they took action on paying equally for equal work. Equality is one of their core values and an important part of their culture. So of course, one of the big themes around Dreamforce...
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Advisory 10 Keys to Successful Digital Transformation: Human Centered
In any digital transformation, there are three key elements present: the people, the business, and the technology. Companies in every industry are searching for ways to leverage the newest technologies and transform their...
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Financial Services Dreamforce 2018 for Financial Services: Unify the Experience, Unlock Loyalty
There are incredible opportunities in the Financial Services space right now, and we had a chance to see the best of what Salesforce has to offer now and going into 2019. The amount of disruption and the overall pace of...
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Advisory 10 Keys to Successful Digital Transformation: Data Obsessed
When we refer to data obsession, we’re referring to key data requirements relating to data quality, mastering of data, and change management centered around master data activities. The goal is to prepare your data to be moved,...
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Provider Care Management on Health Cloud: Bariatric Surgery Journey
Silverline believes in taking a patient journey approach to Weight Loss/Bariatric Surgery. Weight Loss/Bariatric Surgery is a growing use case within healthcare organizations as the US population struggles with obesity. Weight...
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Help & Training Salesforce Winter ‘19 Release for Financial Services Cloud: Changes to Be Aware of for Referral Record Type
The Winter ‘19 release is right around the corner and brings with it new features and new things to prepare for. If you are a Financial Services Cloud user, there is a change introduced in Winter ‘19 that you should be aware...
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Client Services Using Data to Grow Your Business: The Concentric Circle of CRM
Whether you’re already invested in a CRM like Salesforce or you’re interested in developing a new roadmap to success, a data plan is important in order to build a robust platform that accomplishes your goals and objectives and...
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Financial Services 3 More Reasons to Connect With Silverline’s Financial Services Team at Dreamforce
This year, Dreamforce has over 350 sessions geared directly to Financial Services customers and prospects. While you may be learning cutting-edge CRM trends and brainstorming innovative solutions to industry challenges, make...
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Client Services Turn Your Data Strategy Into Your Most Valuable Asset
Don’t let the vicious cycle of data take you by storm. Your data is crucial to the effectiveness of your CRM platform. It’s important to take advantage of the information available to you to build a robust picture of your...
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Provider Patient Access on Health Cloud: Appointment Scheduling
Scheduling clinical appointments can be a tough challenge for hospitals, practices, and clinics. From multiple scheduling systems to the need for self-service options, healthcare organizations struggle to find the right mix of...
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Healthcare & Life Sciences Gain Valuable Insight from Silverline on Provider Trends at Dreamforce
Dreamforce 2018 is around the corner, and the Silverline Healthcare Practice team is ready to address some of the most pressing concerns in today’s healthcare provider environment. Schedule a meeting in the Silverline Lounge to...
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Provider Care Management on Health Cloud: Managing Gaps in Care
According to the National Committee for Quality Assurance (NCQA), “the Healthcare Effectiveness Data and Information Set (HEDIS) is a tool used by more than 90 percent of America’s health plans to measure performance on...
