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Learn how Venture Home uses CalendarAnything to visualize their Salesforce data and allow customers to self-schedule their consultations.
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Blog
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Help & Training Salesforce Winter ‘19 Release for Financial Services Cloud: Changes to Be Aware of for Referral Record Type
The Winter ‘19 release is right around the corner and brings with it new features and new things to prepare for. If you are a Financial Services Cloud user, there is a change introduced in Winter ‘19 that you should be aware of. Before Winter ‘19, there was a single Lead referral record type...
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Client Services Using Data to Grow Your Business: The Concentric Circle of CRM
Whether you’re already invested in a CRM like Salesforce or you’re interested in developing a new roadmap to success, a data plan is important in order to build a robust platform that accomplishes your goals and objectives and maximizes your investment. Over 17 years spanning hundreds of data...
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Financial Services 3 More Reasons to Connect With Silverline’s Financial Services Team at Dreamforce
This year, Dreamforce has over 350 sessions geared directly to Financial Services customers and prospects. While you may be learning cutting-edge CRM trends and brainstorming innovative solutions to industry challenges, make sure you connect with Silverline’s expert team to leverage our experience...
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Client Services Turn Your Data Strategy Into Your Most Valuable Asset
Don’t let the vicious cycle of data take you by storm. Your data is crucial to the effectiveness of your CRM platform. It’s important to take advantage of the information available to you to build a robust picture of your customer with internal, social, and behavioral data. Make your CRM data work...
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Provider Patient Access on Health Cloud: Appointment Scheduling
Scheduling clinical appointments can be a tough challenge for hospitals, practices, and clinics. From multiple scheduling systems to the need for self-service options, healthcare organizations struggle to find the right mix of staffing, workflow, and service options to keep patients within their...
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Healthcare & Life Sciences Gain Valuable Insight from Silverline on Provider Trends at Dreamforce
Dreamforce 2018 is around the corner, and the Silverline Healthcare Practice team is ready to address some of the most pressing concerns in today’s healthcare provider environment. Schedule a meeting in the Silverline Lounge to connect with the team to discuss how those challenges can be addressed...
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Provider Care Management on Health Cloud: Managing Gaps in Care
According to the National Committee for Quality Assurance (NCQA), “the Healthcare Effectiveness Data and Information Set (HEDIS) is a tool used by more than 90 percent of America’s health plans to measure performance on important dimensions of care and service. Altogether, HEDIS consists of...
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Healthcare & Life Sciences Silverline’s Healthcare Practice Team is Headed to Dreamforce
Silverline’s Healthcare Practice Team: Industry Experts in Delivering Salesforce Solutions Silverline’s Healthcare Practice Team is headed to Dreamforce bringing a depth and breadth of industry knowledge and experience that drives our industry-leading solutions. Combined, Silverline’s Healthcare...
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Advisory 10 Keys to Successful Digital Transformation: Value Focused
If a tree falls in the forest and no one is around to hear it fall, does it make a sound? If you measure your CRM program and analyze the results, will you be more successful? We say yes to both which is why Value Focused is one of Silverline’s 10 Keys to Successful Digital […]
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Financial Services Silverline’s Financial Services Team is Ready to Meet You at Dreamforce
Since last year’s Dreamforce, Silverline has rolled out numerous new solutions for our clients. I’m excited to highlight some of them in this blog post and invite you to meet our Financial Services Team at Dreamforce to learn more! Schedule a meeting in the Silverline Lounge to connect with the...
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Media & Entertainment Replacing Google DSM Part 2: The ‘out of the box’ myth
Not sure what’s happing with DFP Sales Manager? Here’s what we know so far. If you’ve been frantically searching for a DFP sales solution, chances are you’ve seen someone offering an “out-of-the-box” replacement. Software vendors are spending thousands daily on search ads, hastily...
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Client Services Is Your CRM Data Working Hard Or Hardly Working?
We live in a digital world, and there is data absolutely everywhere. As a savvy Salesforce user, you’re probably capturing a ton of meaningful data. But, what data are you missing in order to build a complete picture of your customer? Capture as much data as you can to build that picture, but...
