Venture Home Optimizes Salesforce Scheduling with CalendarAnything
Learn how Venture Home uses CalendarAnything to visualize their Salesforce data and allow customers to self-schedule their consultations.
Read more
Learn how Venture Home uses CalendarAnything to visualize their Salesforce data and allow customers to self-schedule their consultations.
Read moreMining Salesforce, your next insurance agent candidates may already be contacts in your database. Building a contact conversion capability can easily make any contact in Salesforce into a candidate for hire. It is important to build a new workflow so as to not confuse your relationship or put a...

Employing Salesforce as your framework for delivering solutions has many benefits, made especially apparent as we’ve seen the impact of the COVID-19 Pandemic and return-to-work needs. A benefit of particular note during times of constant change, is that the agility of a technology platform allows...

To say that this global pandemic changed our ways of working seems like a bit of an understatement. The popular Change Management book, Switch, by Chip and Dan Health, dives into many topics surrounding people’s ability to manage change, but a key theme that resonates during this pandemic is that...

No matter your target hire, to activate your strategy and identify and attract talent, digital tools and intelligent network mining will play critical roles. An appropriate attraction strategy must include social and mobile/SMS strategies to reach and engage key target resources. Your recruiting...

BCU is a full-service, not-for-profit, $4B+ financial institution providing SEG and community banking to over 260,000 members across the United States and Puerto Rico. As a credit union, BCU has set new standards in bringing together technology and member service in the ever-evolving world of...

In May 2020, McKinsey issued a report about the future of work in the wake of coronavirus, making key observations about firms effectively carving out a competitive edge in this market by changing the way they look at their data. Opportunities abound to mine the mountain of data on which most firms...

In a 360 ecosystem of care, time spent with consumers is just the beginning of the story, and often not even the beginning of their healthcare journey. With new tools, technology, and processes implemented to manage a consumer’s well-being before, during, and between visits, healthcare...

Last week, as a part of our WFH series, Silverline hosted a webinar to discuss the top 2020 insurance industry trends industry and the impact that COVID-19 has had on those trends. Our panel for this discussion included the insights of Doug Stitzer, Global Director of Insurance at Salesforce,...

A portable, kid-size town with real shops visited Pueblo, Colorado this Spring semester to deliver a hands-on lesson in financial education to local fifth graders. Through Young AmeriTowne On the Road, a program by Young Americans Center for Financial Education, students learned the basics of...

Picture this: You’re an accomplished, experienced and certified Salesforce Administrator. You know your team needs to be able to quickly and accurately generate quotes for orders within Salesforce. You’ve worked tirelessly to vet business requirements and selected Salesforce as your Configure Price...

It’s time to fix the Marketing vs. Sales dynamic once and for all. For the near 20 years that I have been involved in Life Sciences as a marketer, everyone in the industry has discussed, analyzed, and problem-solved the dynamics of marketing and sales roles in engaging Health Care Professionals...

Building a 360 ecosystem of care is no small undertaking. Once you’ve improved on your past standards and expanded your network of consumers and peers, it’s important to ensure your newfound relationships start and stay strong. Elevated experiences through higher engagement Going to the doctor,...
