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Planning Your Data Governance Strategy
Reading time: 5 minutes
...the top concerns of users and executives alike – and it should be! It’s one of the most important aspects of planning for your implementation. When your users and management... -
Salesforce Pardot or Marketing Cloud … How do I pick?
Reading time: 4 minutes
...up with only those meeting your ideal customer profile. Lead Generation & Management Pardot’s intuitive WYSIWYG interface makes designing and launching landing pages and forms a snap. Optimizing your landing... -
Page Conga Contracts for Salesforce
Contracts are a cornerstone of business. Now you can simplify and save time with Conga for Salesforce, and streamline your contract lifecycle management.
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Page Stop Chasing the Customer: Building Relationships with a Unified Digital Platform
Reading time: < 1 minute
...Customer and member relationship management capabilities including campaign management, customer segmentation and householding Seamless cross-sell intelligence with leads and referral A system of engagement to support internal sales management processes... -
Page Start Building Stronger Customer Relationships with Financial Services Cloud
Reading time: < 1 minute
...this solution provides banks and credit unions with proven best practices for: Customer and member relationship management capabilities including campaign management, customer segmentation and householding. Seamless cross-sell intelligence with leads... -
Page My Salesforce Journey: Sixteen Years of Leading and Learning
Reading time: 3 minutes
...CRM?” Okay, remember this was 2003; don’t judge too harshly. Discovering Customer Relationship Management Once I learned what “Customer Relationship Management” was, I started researching options, discovered Salesforce.com, and the... -
Page What is the Silverline Academy? Get to Know Our Current Class
Reading time: 6 minutes
...skills, including client and project management, solution architecture, system testing, training approaches, and design. Expert Silverline team members design the curriculum and ultimately prepare the class to become Salesforce-certified consultants.... -
Page Leveraging nCino and Financial Services Cloud for Improved Customer Relations
Reading time: 3 minutes
...and customer relationship management capabilities including: Campaign management Customer segmentation and householding Seamless cross-sell intelligence with leads and referrals An engagement system that supports internal sales management processes for pipeline... -
Clients StoneX
...risk management, and physical trading in commodities and currencies. Their 300+ broker/consultants serve a diverse customer base that includes producers, processors and end users of virtually every major traded commodity;...
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Clients Stonebriar
How Stonebriar Spurred Growth & Rounded Up Deals Many challenges, mandated changes Stonebriar had limited executive insight into their pipeline as well as the new lead qualification and loan origination...
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Page Chris Hoffmeyer’s talk at #DF19
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Page 3 Challenges Impacting Investment Bank Relationships
Reading time: 4 minutes
...of your organization’s connectivity to other people, firms, and information in the marketplace is essential to long-term growth. After a year that brought seismic changes to the way firms interact...