Three Steps to Prepare Your Data for AI Activation
The final part of our Tableau Next series outlines a crawl/walk/run action plan to build the data infrastructure needed for AI activation.
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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 technology and process challenges that are preventing progress. At the...
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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 great news, but it peaked at 9.2% around June of last year. Add in that the...
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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 average customer spends 67% more in the 31st-36th months of their...
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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 recovery and recuperation to reach normalized pre-pandemic new patient volumes...
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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 moment the alarm goes off in the morning to lights out at […]
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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 deals and staffing assignments, a balance sheet from a portfolio...
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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 back and ask yourself the hard-hitting questions like, “Do […]
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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 questions about what to do when your company is ready to bring its Salesforce...
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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 quote. So that quote needs to provide more than just numbers, it needs to...
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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 coming years. Companies that effectively organize and manage customer...
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Life at Silverline Creating a More Sustainable Future with Silverline and Salesforce
With each passing year, Earth Day becomes a more and more important event. Started in 1970 to encourage environmental preservation and protection, Earth Day asks us to look at how we are impacting the natural world around us and make changes that can benefit everyone — not just as individuals, but...
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Salesforce Platform Managed Services: What Happens After Go-Live
We’re continuing our coverage of common myths about managed services and providing you with all the info you need to take the next step to Salesforce success. Last time we learned that managed services is more than staff augmentation. It’s innovative solutions and scalable, ongoing support tailored...
