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How Salesforce Streamlines Production Operations
Reading time: 4 minutes
...talent demands is just one part of the entertainment industry’s production operations. Here we dive into the many aspects of production management and how leveraging Salesforce tools can help streamline... -
Growing Community Banks and Credit Unions with Salesforce
Reading time: 4 minutes
...connected experience with data-driven decisions. Banks want improving growth, attrition rates, and revenue per household. But with limited reporting and pipeline management, they are seeing losses from revenue and cross-sell... -
Page Chris Hoffmeyer’s talk at #DF19
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News & Press Silverline’s Banker360 Uses Informatica Cloud to Provide Faster Time-to-Market and Strengthen Customer Relationships
...has extended its partnership with Informatica to enable banks to gain a single 360 degree view of the customer relationship with Banker360. Silverline’s Banker360 changes the way banks interact with...
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News & Press 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... -
News & Press 4 Ways Wealth Advisors Can Capitalize on Graduation Season
Reading time: 3 minutes
...the average tuition costs for a few nearby colleges to educate them about the benefits of a 529 plan. This approach changes the narrative from general information to treating the... -
News & Press 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... -
News & Press HIMSS: Silverline extends the Power of Health Cloud with Patient Contact Center
Reading time: 2 minutes
...multiple channels. Benefits include: Establishing a 360-degree view of a patient, prior interactions, and key activities to drive comprehensive dispositioning and case management. Enhancing task management capabilities across internal team... -
News & Press How Financial Institutions Can Leverage Salesforce CRM Analytics
Reading time: 4 minutes
...analyze loan performance metrics such as delinquency rates, prepayment rates, or loan loss ratios to identify patterns and trends, evaluate the effectiveness of underwriting criteria, and refine risk management strategies.... -
News & Press 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... -
News & Press Implementation Success: LPL’s Managed Package for ClientWorks Integration
Reading time: 5 minutes
...Functionality including a client web portal, mobile app, integration to WealthVision, and use cases like: Account opening Conversion of brokerage to advisory accounts Request tracking (case management), client management, and... -
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...
