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Healthcare & Life Sciences Healthcare Solutions: Surpassing Brand Management to Deliver Patient Engagement
While patient engagement has always been a goal of healthcare networks and individual providers, within the last few years engagement has become even more important as a measure of patient health and overall provider performance. The industry has shifted, and hospitals and integrated delivery...
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Tips & Tricks How Sigstr’s Email Signature Platform is Helping Silverline Improve Communications
Awhile back, our marketing team spent a lot of time rebranding our website, presentation templates, letterhead, and more. As part of this exercise, we also wanted to make sure everyone in our company had a consistent email signature. Easy right? Not so much. We asked everyone to update their...
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Help & Training Non-Profit vs. For-Profit Salesforce Implementations
This year, I had the opportunity to participate in a NOEW weekend growth Hackathon where Silverline helped 6 local non-profit organizations enhance their Salesforce CRM implementations, automate more business processes, and help solve the challenges they were experiencing. NOEW is a business...
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Help & Training 7 Favorite Features in the Salesforce Summer Release Notes ’17
Summer is upon us which means the world’s #1 CRM platform has become even better. The release has been live for a few weeks now, and here are some of the new features we felt are noteworthy. 1. Improved Migration Assistant (applies to Classic) Restyled and even easier to use, the Lightning...
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Marketing Pardot Summer ‘17 Release Updates
While Pardot doesn’t quite follow Salesforce’s release schedule, there are still quite a few notable updates everyone should be aware of. Most of these were driven by user request so you may have spent some time wishing for a few of the following… Automation Rule Repeat Prospects may now run...
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Marketing What Salesforce Summer ’17 has in store for Marketing Cloud
It’s time for another Salesforce release and you know what that means, lots of cool new features and updates to multiple clouds! The new updates went into effect in June so let’s dive into what Marketing Cloud has to offer with the new additions from the Summer ’17 release. Some of the...
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Healthcare & Life Sciences Salesforce 2017 Connected Patient Report: Patient/Member Communities
In May 2017, Salesforce commissioned its 2017 Connected Patient Report survey to understand how “Americans communicate with their healthcare providers, insurance payers, and pharmaceutical Firms.” I recently discussed the overall results in the context of the Silverline Healthcare Accelerator...
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Financial Services The DOL Fiduciary Rule is on its way!
It’s official, the Department of Labor (DOL) will proceed with a June 9th implementation date for the fiduciary rule. With the date right around the corner, advisors may be concerned with how to comply. According to DOL.gov, DOL in supporting its mission to “protect, educate, and empower retirement...
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Financial Services Using Your CRM to Maximize Your Relationships
Pam Hannett, Banking & Wealth Management Practice Director at Silverline, recently appeared on a BankOnPurpose webinar hosted by PrecisionLender to discuss Using Your CRM to Maximize Your Relationships. Check out the webinar today! Banks must take advantage of every opportunity to engage with...
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Help & Training Salesforce Pardot or Marketing Cloud … How do I pick?
I’ve been working with marketing automation tools for a little over 5-years and have had exposure to several tools, each with unique pros and cons. One question I am most often asked is “what is the difference between Marketing Cloud and Pardot?” I thought I would take some time and write-up one...
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Help & Training Tips on How to Prepare for the Marketing Cloud Email Specialist Exam
I have been working with Marketing Cloud (aka ExactTarget) for about 5 years and decided it was finally time to take my Marketing Cloud Email Specialist exam, but had no idea where to start. While Salesforce provides great materials for those who choose to take the exam, most people find that...
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Salesforce Platform Salesforce DX & Lightning API
Recently, Salesforce (SF) introduced two new features that will become part of a developer’s arsenal, SF DX & The Lightning API. While Salesforce’s main focus is to improve and create new features on the Salesforce platform itself, it also makes the effort to make custom development easier and...
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