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Salesforce Platform Customer 360 Audiences: What You Need to Know
The concept of a 360 degree view of a customer seems like it’s always been around. We all know it as a single view of the customer: understanding who they are, what they do, when they do it, and ultimately what drives them to...
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Financial Services Salesforce Spring ‘21 Features: Interaction Summaries and Branch Management
Salesforce launched Financial Services Cloud (FSC) in March of 2016, and since that day, they have continued to introduce new features and improvements with each release. The Spring ‘21 release is no exception and comes packed...
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Banking Leveraging Salesforce for Community Bank Mergers and Acquisitions
Bank mergers and acquisitions are a big undertaking for financial institutions. They take months to years of planning and coordination that requires significant resourcing dedication that could potentially slow down other...
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Provider Realizing the Benefits of Care Coordination
The number of Americans with at least one chronic health condition is rising. These patients have higher than average healthcare utilization rates, making the management of their care particularly vital, yet complicated. The...
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Banking Growing Deposits with Salesforce Tools
I hear from clients all the time that their focus is growing their business, but when I ask how, they often say, “Acquiring new customers.” Acquisition can absolutely grow your business, no doubt about it. But if you’re not...
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Financial Services How CAP COM Uses FSC and nCino to Stay Community-Focused
CAP COM, an Albany, NY-based credit union, knows that a credit union isn’t really about the money — it’s about what you do with it. Their affordable financial services are locally owned by members, focusing on a community-led...
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Vlocity Salesforce Recognizes Nicole McGuire as Vlocity SME
We are proud to celebrate the accomplishment of Silverline Senior Director Nicole McGuire, who recently became a Vlocity SME. “Nicole’s knowledge of Vlocity’s toolset and real world project experience has been critical to our...
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Salesforce Hyperforce, Einstein, and Slack — Oh my! Unpacking the Dreamforce to You Keynote
A lot happened in the wider world of Salesforce last week. From acquisition announcements to innovative launches, the Dreamforce to You keynote left viewers with much to be excited about, besides James Corden’s cold open....
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Capital Markets You’re Invited: Capital Markets & FinTech Innovation Summit
Join us at the forefront of innovation this Thursday, December 3, 2020 from 12-5 EST. Silverline is hosting a Capital Markets & FinTech Innovation Summit that you just won’t want to miss. We are inviting the brightest...
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Healthcare & Life Sciences Operating Efficient Payer Call Centers with Salesforce
With the challenges payers have faced this year, your call center is likely busier than ever. At many call centers, the ability to effectively serve customers is negatively impacted by the agent’s need to access multiple legacy...
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Financial Services 3 Wealth Management Trends to Focus on in 2021
2020 changed every industry, and wealth management is no exception. Wealth management faces significant disruption on several fronts — primary among them are increasing customer expectations, demographic shifts, and a rise in...
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Healthcare & Life Sciences 4 Ways Salesforce Improves your Team’s Medical Device Sales Process
The medical devices industry is complex in more ways than one. With complicated instrumentation and devices for diagnosis, monitoring, or working with diseases and disabilities, as well as juggling regulations, providers,...
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