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.
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Salesforce Platform 7 Salesforce Data Cloud Best Practices
Let’s pretend we’re a contestant on Jeopardy!, and the answer is: This software company was Data Cloud customer zero, giving it access to 1.2 billion customer records. The question: What is Salesforce? Before becoming the fastest-growing home-grown product in Salesforce history, Data Cloud was...
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Banking Business Banking Marketing Strategies to Enhance Experiences
A bank’s relationship manager (RM) plays a pivotal role in helping its business customers reach their financial goals. However, according to interviews that McKinsey conducted with executives at more than 15 banks, a majority of their relationship managers are acquiring less than five new clients a...
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Media & Entertainment How Retail Media Networks Can Capture Advertising Dollars
Retail media is rapidly growing and GroupM, the world’s biggest media buyer, forecasts that advertising revenue from retail media channels will reach $160 billion by 2027. Retailers such as Walmart, Target, and Amazon are capitalizing on advertiser demand for retail media with their retail...
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Financial Services 6 Steps to a Successful Marketing Cloud Personalization Implementation
According to 2,500 global marketing decision-makers surveyed in the Salesforce Marketing Intelligence Report, the top desired improvement they want in the customer experience over the next year is more personalized content and offers. They realize the benefits that personalization brings, like more...
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Financial Services Pardot vs. Marketing Cloud: Which Solution is Right for You?
In one corner, you have Team Marketing Cloud Account Engagement, a B2B platform, and in the other, you have Team Marketing Cloud, a B2C platform. These two often battle it out for the hearts and minds of Salesforce users everywhere. However, we propose a fresh perspective where everyone can emerge...
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Financial Services What is Salesforce Marketing Cloud Personalization?
Today, we experience personalization in many areas of our lives, from customizing furniture fabrics to adding heated seats to a new car. So why shouldn’t your marketing messages also be tailored to customer preferences? Personalization makes us feel acknowledged and understood by treating...
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Insurance 7 Strategies for Enhancing Insurance Agent Recruitment
Recruiting and onboarding new insurance agents can be a challenging process for insurance companies. It requires a careful balance between attracting top talent and ensuring that the agents feel engaged and supported from day one. By implementing effective strategies to better engage insurance...
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Banking Optimize Mortgage Processes with Encompass Salesforce Integration
Encompass is an industry-leading digital mortgage solution that addresses the challenge of fragmented data and inefficient processes within mortgage companies. It streamlines and centralizes data management, allowing mortgage lenders to integrate various aspects of their operations, from policy...
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Media & Entertainment A Beginner’s Guide to Salesforce Media Cloud
We often talk about the Salesforce journey. You start off with a basic version of a product, roll it out, and add on a more advanced version of the product. You expand, scale, and grow your Salesforce ecosystem from a crawl to a walk to a run. But what if you’re just at the start […]
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Banking How to Leverage the New Financial Services Cloud Licenses
You may have heard Salesforce’s recent announcement about changes to its Financial Services Cloud licenses. Previously, Salesforce offered two licenses: Starter and Growth. That has changed to three new options: Financial Services Cloud Standard Financial Services Cloud for Sales Financial Services...
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Provider Prioritize Patient Experiences with EHR CRM Integration
EHR, PHI, SDOH, HIPPA – the healthcare world is full of acronyms. Maybe because it’s such a fast-paced, constantly changing environment, we need quick letters just to keep up. But acronyms can also lead to some blurring of the lines between what is what in healthcare. This is the case when it comes...
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Financial Services Insurtech Trends Uncovered at ITC Vegas 2023
I had the privilege of attending ITC 2023 in Las Vegas last, gathering with insurance leaders, tech entrepreneurs, investors, and clients to learn about the latest insurtech trends and how technology is helping insurers navigate industry shifts. There was amazing networking, insightful thought...
