A Beginner’s Guide to Agentforce Contact Center
In the past, delivering a modern customer service experience meant stitching together multiple applications and tools: CRM, telephony, AI assistants, automation, knowledge, and...
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Healthcare & Life Sciences Why Member Services is the Key to Your Payer Strategy
On an episode of Curb Your Enthusiasm, the self-deprecating Larry David said, “You’re nothing without your health. Some people are nothing even with their health. I fall in that category, sometimes.” For many of your...
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Banking Managing Relationships with nCino Pricing and Profitability
When it comes to hitting profitability targets, it’s important to understand that relationship profitability is just as important as loan profitability. You might issue an unprofitable loan to keep a profitable relationship...
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Media & Entertainment How 3 Media Companies Used Salesforce to Transform Their Operations
Many media organizations have an ongoing struggle to keep up with the fast pace of industry change, whether they are adapting to multiple channels or adjusting to a new toolbox of advertising options. They are stuck with...
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Healthcare & Life Sciences 3 Health Insurance Technology Trends for 2022 and Beyond
Your members expect more of you than ever. They’re looking for a streamlined shopping experience, guidance when it comes to enrolling into the right plan, and that you’ll meet them where they are — not the other way around. ...
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Media & Entertainment 5 Ways to Make Your Advertising Business Bulletproof
Over the last ten years, we’ve seen the rise of a completely new way of thinking about advertising as a business. Gone are traditional channels like print and television. Today, it’s all about digital first. One of the key...
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Uncategorized How CalendarAnything LWC Saves Teams More Time
With remote work blurring the line between home and the office, you have to be especially mindful of how you’re managing time for your team members. CalendarAnything is the #1 calendar app on Salesforce’s AppExchange because...
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Banking A Beginner’s Guide to Salesforce OmniStudio
As we all adjust to a digital-first, work-from-anywhere environment, how can we help teams better collaborate and stay connected? We’ve helped countless leaders get started with their Salesforce journey, and we know firsthand...
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Media & Entertainment Why It’s Time to Reimagine Digital Ad Sales
When we talk about the selling motion changing, we used to call it simplified selling. You bought print, digital, or out of home in a simple way. But multiple technologies are required to support that “simple” model, making it...
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Salesforce The Top Salesforce Trends for 2022
If you’re one of the many companies around the world acclimating to a new digital-first, work-from-anywhere landscape, then you know firsthand the challenges of managing systems and facilitating collaboration outside of the...
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Media & Entertainment A Data-Driven Ads Strategy Starts with Knowing Your Data
Do you know your media data? If you’re anything like most digital ad companies today, you’re probably looking at multiple databases and platforms, each housing critical pieces of information: audience demographics here, website...
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Media & Entertainment The Secret to Better Advertising? Better Relationships
Who do you trust more, a billboard or a friend? That’s a trick question. It’s obviously the billboard. (Sorry, I couldn’t help it.) Today’s consumers are more media-savvy than ever. The average person sees between 6,000 and...
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Salesforce A Beginner’s Guide to Salesforce CDP
84% of customers say that being treated like a person, not a number, is very important to winning their business, according to Salesforce’s “State of the Connected Customer” report. Today’s customers expect personalization,...
