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Salesforce Platform Pardot vs. Marketing Cloud — What Should You Pick?
“What’s the difference between Marketing Cloud and Pardot?” I hear this all the time from our clients here at Silverline. Truth is, a lot has changed since Salesforce acquired Pardot in 2013 (and since its original launch in 2007!) New features, use cases, and marketing techniques mean both...
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Banking How Westfield Bank Aligns Sales and Marketing with Salesforce
Westfield Bank provides relationship-based banking services for businesses and individuals across northeast Ohio and to independent insurance agencies across the country. Customers look to Westfield Bank for personal service, local decision-making, and the convenience of online banking anytime and...
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Banking The Top 5 Banking Skills of the Future
Much has already been written on the ability of technology to transform the customer experience, introducing consumer lending portals and other tools for communication with lenders. But the truth is, consumer expectations are at an all-time high. You need to build a better lending experience or...
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Banking How 4 Banking and Lending Companies Use nCino with Salesforce Financial Services Cloud
Banking and lending is a complicated business. Teams have to juggle multiple systems to manage customer service, loan origination, email marketing, and more. nCino brings all of your legacy processes and procedures together and makes internal processes simpler, faster, and more transparent, while...
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Investment Banking Why Digital Marketing Can Be a Powerful Tool for Investment Banks
Many of the firms we work with saw 2020 as a year of reckoning for their marketing strategies. Disruption from COVID forced M&A and corporate access professionals to rethink their approach. What are the risks, and where are the major opportunities to holding events online and launching digital...
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Banking How Eastern Funding Built a Customer-Centric Experience with Salesforce FSC + nCino
Eastern Funding, a subsidiary of Brookline Bank, offers big bank strength with small firm flexibility. For over 20 years, they have financed thousands of projects across diverse industries with an unwavering commitment to building rock-solid customer relationships. But as they grew to fund...
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Banking Transforming the Lending Experience with Salesforce
Historically, loan origination workflow was paper focused and labor intensive. Measuring the efficiency and quality of work was difficult to achieve. The height of piles or folders on desks helped you know whether or not your employees were overwhelmed or had capacity. It was seemingly impossible...
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Healthcare & Life Sciences Salesforce and HIPAA Compliance: What Providers Need to Know
The 1996 Health Insurance Portability and Accountability Act (HIPAA) protects patients and patient data in the United States, which includes all electronic data managed by healthcare providers. Managing this data isn’t a nice-to-have, but a requirement — one many providers are very familiar with....
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Financial Services Sales Cloud vs. Financial Services Cloud: What You Need to Know
Salesforce has been the leading CRM solution for more than a decade. Your financial services firm might already be using Salesforce. And while Sales Cloud does have plenty of benefits for any organization, specific industry features of Financial Services Cloud make it a great choice for many...
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Digital Transformation 7 Steps to Prep: Project Kickoff for Salesforce Implementation
As an Account Executive at Silverline, one of the most common questions I receive from project sponsors at my clients is: “What can our team do before kick off to get a head start on our project?” Where to start before you start After the selection process for Salesforce and an implementation...
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Payer 3 Effective Payer Strategies for Health Insurance Companies
When it comes to building a proper strategy for Payers in the healthcare world, there’s a lot to consider. For every segment within the Payer ecosystem or within a particular organization, there are different elements to take into account. At Silverline, we like to start big and work our way down...
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CalendarAnything Announcing the Next Wave of CalendarAnything
Silverline, creator of the #1 Salesforce calendar app, CalendarAnything, today announced a launch of CalendarAnything 3.0 for Salesforce on the AppExchange, bringing the app into the Lightning era as a Lightning Web Component. This updated, modern experience empowers teams from around the globe to...
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