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Webinar WFH Series: Salesforce Center of Excellence Best Practices – How to Support a Growing Backlog
Managing a successful Salesforce org can be a challenge without the right governance model. You need to focus on the big picture impacts for your stakeholders as well as the day to day bug fixes and backlog requests. With the right programs and proper training in place, you can push your...
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Webinar WFH Series: The Future of Integration and Data in Financial Services
In the last five years, Salesforce has picked up more than $6.8B in marketing automation solutions (ExactTarget, Krux, Demandware, Datorama), acquired the best-in-class API platform MuleSoft ($6.5B in 2017), and gone all-in on AI-powered Business Intelligence via their organic investment in the...
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Datasheet Modern Solutions for Private Equity
Mphasis Silverline’s Salesforce solutions for private equity span across fundraising, the investment pipeline, portfolio management, marketing, and more. Get your copy of the datasheet to learn more about the types of solutions we build for private equity firms.
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Ebook Silverline Trend Report: Private Equity Outlook
Private Equity Trends As the future and culture of finance shifts, so must the ways in which firms do business. We’ve noticed a trend of private equity firms in our portfolio looking at their innovation roadmaps through these major lenses: Productivity Integration Planning Analytics Vision...
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Datasheet Salesforce Security Risk Assessments
Businesses must enable workers to access sensitive data quickly and securely so they can perform at their best — no matter where they may be working. The amount of sensitive data stored in the cloud adds another complex layer of Salesforce security standards that need to be met and mitigated and...
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Webinar WFH Series: Agent Recruiting, Retention, and Engagement
For many insurance carriers, the process of agent acquisition is very expensive and cumbersome. Most processes are completed offline, with little line of sight for both the internal teams and the candidate to understand candidate status. We’ll discuss the ways in which you can leverage Salesforce...
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Webinar Imitation is the Sincerest Form of Flattery: How to Apply a Unique CRM Approach to Your Business
Why start from scratch when you can learn from an already solved, complicated CRM challenge to transfer to your own patient support program? Hear how Silverline created a portal that allowed doctors and nurses to register their cancer patients for therapy treatment and follow the chain of custody...
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Webinar WFH Series: Transforming your Claims Experience with Vlocity
Claims leaders are taking swift action to protect their employees, with many enabling more than 90 percent of their workers to work remotely according to a recent McKinsey report. They are also mobilizing staff in new ways as their outsourcing providers shut down, rapidly deploying automation...
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Webinar WFH Series: Axcess Financial Sees 3x Lift in Originations with Marketing Cloud and FSC
Hear directly from Axcess Financial and their Senior Director of Growth Optimization, Scott Dalton on how they are using Marketing Cloud and FSC to leverage a multimedia approach to marketing. We discuss their journey on the Salesforce platform and discuss the benefits and scale it has provided...
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Webinar WFH Series: Design Thinking Secrets for Your First Einstein Experiment
Financial Services teams across the globe are experimenting with AI and machine learning for a variety of great use cases: to source deals, to optimize middle office processes, to predict cash flow. Some of the most exciting new developments on the Salesforce platform are the tools in the Einstein...
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Ebook How Insurance Carriers Can Improve Agent Recruiting and Onboarding… and Get Results Faster
At Silverline, carriers we work with have routinely identified hiring and developing effective producers as the largest overall challenge in their business. Effective recruiting and onboarding of producing agents and reducing the time it takes for those agents to begin writing business will be...
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Webinar WFH Series: Rethinking Your Event Strategy: Digital Conferences & Client Engagement
Face-to-face events have historically been one of the most important drivers of deal-making. But 2020 has seen more than 75% in-person conferences canceled or postponed. Disruption from COVID-19 has forced banking and corporate access professionals to rethink their approach and turn to digital...
