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CalendarAnything How to Maximize Your Salesforce Resource Calendar
By Janel Bromberek and Tsvety Giordano 2020 has put the spotlight on inefficiencies, lack of technology, and gaps in process with virtually everyone working remotely. Gone are the days of walking over to a coworkers desk to ask if they are available for a client discovery next Thursday at 2:00 p.m....
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Capital Markets Trend Report: Private Equity Outlook and the Race for Data
This is part four in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, and three from the head of our Capital Markets practice. As Private Equity firms look to optimize operations and plan for more effective...
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Capital Markets Trend Report: Private Equity Outlook and Smarter Integration Planning
...Equity clients, from integration budget planning to change management and everything in between. The bottom line is firms...
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Managed Services What Do Salesforce Solution Architects Do, Anyway?
It’s a complicated role. Salesforce Solution Architects (SAs) live in a complex world of acronyms, systems, lifecycles, processes, user stories, relationships, and politics. Solution Architects need to lead successful implementations of Salesforce and system integrations that leverage on-premise...
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Healthcare & Life Sciences Webinar Recap: Intelligence-Oriented Outreach: Healthcare AI for Enterprise CRM
...digital transformation. An important aspect will be your change management strategy, which impacts your messaging and purpose...
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CalendarAnything Creating a Custom Campaign Calendar in Salesforce
While marketing has always been about digital transformation, 2020 has forced teams to innovate much quicker than anticipated. This has created a backlog of content that is constantly moving in priority, campaigns that flex with the needs of the market, and an overall frenzy for marketing teams...
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Salesforce Salesforce Record Access: Who Sees What and Why
Data security is a top priority, The stakes are high, your company’s reputation and your customer’s trust are on the line. Users should have all the data they need, but shouldn’t have access to data they don’t need to see. So let’s dive in and explore how to leverage Salesforce Record Access...
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Healthcare & Life Sciences Returning to Work Safely: How Salesforce Can Help
Employing Salesforce as your framework for delivering solutions has many benefits, made especially apparent as we’ve seen the impact of the COVID-19 Pandemic and return-to-work needs. A benefit of particular note during times of constant change, is that the agility of a technology platform allows...
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Managed Services Change Management as a Constant in the New Normal
...seems like a bit of an understatement. The popular Change Management book, Switch, by Chip and Dan Health, dives into many...
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Insurance Why Should Insurance Carriers Integrate Their ATS with Salesforce?
No matter your target hire, to activate your strategy and identify and attract talent, digital tools and intelligent network mining will play critical roles. An appropriate attraction strategy must include social and mobile/SMS strategies to reach and engage key target resources. Your recruiting...
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Capital Markets AI Journeys and Einstein Insights with Stonebriar CTO Steve Siler
In May 2020, McKinsey issued a report about the future of work in the wake of coronavirus, making key observations about firms effectively carving out a competitive edge in this market by changing the way they look at their data. Opportunities abound to mine the mountain of data on which most firms...
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Insurance Webinar Recap: 2020 Insurance Industry Trends
Last week, as a part of our WFH series, Silverline hosted a webinar to discuss the top 2020 insurance industry trends industry and the impact that COVID-19 has had on those trends. Our panel for this discussion included the insights of Doug Stitzer, Global Director of Insurance at Salesforce,...
