2026 Salesforce Trends Enhancing Engagement in Healthcare
2025 was a rollercoaster year for the healthcare & life sciences industry, and major shifts in the regulatory environment will have a direct impact on healthcare delivery for...
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Provider The Traditional vs. Modern Healthcare Marketer: 6 Key Differences
The role of a traditional marketer within a healthcare organization and today’s modern digital healthcare marketer differ significantly due to the rapid advancement of technology and changing consumer behavior. If you’re...
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Banking 4 Ways AI is Impacting the Banking and Lending Industry
Remember when AI was just something we saw in sci-fi movies? Now you can’t go an hour without stumbling across some mention of the latest innovation in AI. From ChatGPT to AI photo editing for social media profiles to Google...
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Data Cloud Salesforce Data Cloud: 7 Frequently Asked Questions
According to the MuleSoft 2023 Connectivity Benchmark Report, more than two-thirds (69%) of organizations say they’re ahead of anticipated progress on their digital transformation projects. Yet IT teams continue to face several...
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Banking Growing Community Banks and Credit Unions with Salesforce
The economy is in a state of constant fluctuations. The Federal Reserve is raising interest rates, which are driving inflation down. The Consumer Price Index (CPI) is declining to 6% year-over-year, which may not seem like...
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Insurance How to Improve the Customer Experience in Insurance
Growing a base of satisfied and engaged policyholders will pay significant dividends for any carrier, agency, or brokerage. A great customer experience isn’t just a nice-to-have anymore – your customers demand it. The...
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Provider Mitigating Referral Leakage with Provider Referral Patterning
According to an industry report, 78% of healthcare services and delivery leaders say the COVID-19 pandemic, and its transition to an endemic, has made controlling patient leakage a higher priority. The continuing lag in...
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CalendarAnything Sync Outlook Calendar with Salesforce Using CalendarAnything
It was Dolly Parton who said, “Don’t get so busy making a living that you forget to make a life.” But the reality is we’re all super busy, and finding that balance between work and life can be hard to achieve. From the...
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Uncategorized Accelerate Transformation with Salesforce for Investment Banking
As consumer technology trains us to expect instant results, that same mentality carries over to the workplace. Everyone wants things, and they want them now, whether that’s an interactive dashboard about the portfolio of live...
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Managed Services Why Salesforce Managed Services is an Admin’s Best Friend
Do you have a work BFF that you rely on day in and day out? A trusted friend that you can go to for advice and guidance? Think of Salesforce Managed Services as just that! Your new Salesforce BFF will get you to take a step...
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Salesforce Platform Managed Services: Addressing Agility
In this installment of our managed services series, we’re talking about the great unknown. With staff augmentation, platform and system integration, and post implementation already covered, we know that there are still...
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Insurance Digital Transformation in Insurance Quote to Issue
Now, more than ever before, prospective clients have higher expectations of Insurers. In many cases, especially in direct-to-client distribution models, the first meaningful interaction between the applicant and carrier is a...
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Banking Unlocking the Potential of a Bank’s Digital Front Door
The key to a bank’s success may be rooted in its ability to deliver positive experiences to its customers. According to McKinsey, more than 70% of senior banking executives rank customer experience as a top priority over the...
