-
Financial Services Sales Cloud vs. Financial Services Cloud: What You Need to Know
Salesforce has been the leading CRM solution for more than a decade. Your financial services firm might already be using Salesforce. And while Sales Cloud does have plenty of benefits for any organization, specific industry...
-
Digital Transformation 7 Steps to Prep: Project Kickoff for Salesforce Implementation
...initiatives. It is also best served by a formal approach to change management. This helps employees to navigate through change and...
-
Payer 3 Effective Payer Strategies for Health Insurance Companies
When it comes to building a proper strategy for Payers in the healthcare world, there’s a lot to consider. For every segment within the Payer ecosystem or within a particular organization, there are different elements to take...
-
CalendarAnything Announcing the Next Wave of CalendarAnything
Silverline, creator of the #1 Salesforce calendar app, CalendarAnything, today announced a launch of CalendarAnything 3.0 for Salesforce on the AppExchange, bringing the app into the Lightning era as a Lightning Web Component....
-
Healthcare & Life Sciences Gaps in Care: Why They Happen and How to Close Them
As healthcare workers treat new and growing emergencies, while simultaneously working to update legacy systems, it can be difficult to stay on top of existing patients’ health status. Especially if patients themselves aren’t...
-
Healthcare & Life Sciences What is Vaccine Cloud and Why Do You Need It?
We are undergoing the most extensive and complex distribution campaigns in modern history: the COVID-19 vaccination rollout. Something so complicated will undoubtedly bring challenges. With timing and accuracy of the utmost...
-
Insurance How Legal & General America Built a Foundation for Digital Experiences at Scale
Legal & General is one of the world’s leading multinational financial services companies — and has been since 1836. Headquartered in London, the firm is the ninth-largest global insurer, with more than $1.5 trillion in...
-
Legal and General America
The company built a Direct-to-Consumer (D2C) sales center from the ground up, choosing Salesforce as its backbone. As D2C scaled up, the B2B sales team also launched Salesforce. The teams leveraged the platform to drive and...
-
Capital Markets Exploring the State of Security and Compliance in 2021
In summer 2020, Gartner forecasted worldwide security and risk management spend would approach nearly $124B as demands for security and monitoring rose to meet the needs of remote working. And after several high-profile data...
-
Healthcare & Life Sciences How to Deliver Better Behavioral Health Online
2020 put a spotlight on behavioral health. It is important to remember that a person’s mental health can change over time, depending on many factors. When the demands placed on a person exceed their resources and coping...
-
Salesforce Platform Customer 360 Audiences: What You Need to Know
The concept of a 360 degree view of a customer seems like it’s always been around. We all know it as a single view of the customer: understanding who they are, what they do, when they do it, and ultimately what drives them to...
-
Financial Services ESG in Action: How Financial Sponsors & Corporations Can Contribute
In December 2020, I had the pleasure of helping to host our first annual Silverline Capital Markets & Innovation Summit with industry thought leaders from Nasdaq, Refinitiv, Salesforce, Equilar, and more. The goal of our...
