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Financial Services What is Salesforce Marketing Cloud Personalization?
Today, we experience personalization in many areas of our lives, from customizing furniture fabrics to adding heated seats to a new car. So why shouldn’t your marketing messages also be tailored to customer preferences? Personalization makes us feel acknowledged and understood by treating...
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Insurance 7 Strategies for Enhancing Insurance Agent Recruitment
Recruiting and onboarding new insurance agents can be a challenging process for insurance companies. It requires a careful balance between attracting top talent and ensuring that the agents feel engaged and supported from day one. By implementing effective strategies to better engage insurance...
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Banking Optimize Mortgage Processes with Encompass Salesforce Integration
Encompass is an industry-leading digital mortgage solution that addresses the challenge of fragmented data and inefficient processes within mortgage companies. It streamlines and centralizes data management, allowing mortgage lenders to integrate various aspects of their operations, from policy...
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Media & Entertainment A Beginner’s Guide to Salesforce Media Cloud
We often talk about the Salesforce journey. You start off with a basic version of a product, roll it out, and add on a more advanced version of the product. You expand, scale, and grow your Salesforce ecosystem from a crawl to a walk to a run. But what if you’re just at the start […]
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Provider Prioritize Patient Experiences with EHR CRM Integration
EHR, PHI, SDOH, HIPPA – the healthcare world is full of acronyms. Maybe because it’s such a fast-paced, constantly changing environment, we need quick letters just to keep up. But acronyms can also lead to some blurring of the lines between what is what in healthcare. This is the case when it comes...
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CalendarAnything CalendarAnything Transforms a Sales Team’s Efficiency
Founded in 2007, Jacaruso Enterprises provides remote hotel sales service and training that gives small to medium-sized hotels an affordable and flexible solution for increasing revenue. Jacaruso’s customers include approximately a thousand major hotels and boutique properties in the U.S., Canada,...
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Provider The Future of AI for Healthcare Providers
The security of health records is a source of some concern for Americans, according to a Pew Research Center survey exploring public views on AI in health and medicine. The survey found that 37% think using AI in health and medicine would make the security of patients’ records worse, compared with...
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Salesforce Elevate Your Digital Experience with Salesforce OmniStudio
In today’s digital era where innovation and insights go hand in hand, the world of digital transformation comes alive with stories. As a Specialty Director involved in Silverline’s solution and technical innovation, I deeply understand functional business requirements and ensure that...
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Wealth How to Automate the Wealth Management Questionnaire for Prospects
According to the Salesforce Connected Financial Services Report, over a third of customers switched their wealth managers in the last year, with the top reason for switching being a desire for a better digital experience. Wealth management customers want to be able to access routine investment...
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Salesforce The New Einstein 1 Platform: What You Need to Know
One of the major announcements at Dreamforce was the news that the new Einstein 1 Data Cloud natively integrates with the Einstein 1 Platform. Users can now connect any data to create a unified profile of their customer and infuse AI, automation, and analytics into every customer experience. This...
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Healthcare & Life Sciences 4 Ways MuleSoft Integrates Data for Healthcare Organizations
Healthcare organizations must connect various disparate systems – EHRs, practice management systems, LIM systems, ERPs, and medical devices – to deliver the positive experiences that patients want and expect. Interoperability in healthcare is necessary for a cohesive, patient-centric approach that...
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Financial Services Implementation Success: LPL’s Managed Package for ClientWorks Integration
One of the United States’ top 30 credit unions was going through a merger where the wealth teams were required to come together and operate as one team. This meant the credit union had to move all its wealth advisors to one system – LPL ClientWorks. There was just one problem. The LPL standalone...
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