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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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Knowledge Center CA LWC 1.114 Release Notes
...We are excited to introduce the latest enhancement to our application — a highly customizable Kanban View. This new view provides greater flexibility in data visualization and management, offering a...
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Knowledge Center Optimize Mortgage Processes with Encompass Salesforce Integration
Reading time: 3 minutes
...Salesforce integration: Seamless data exchange: Experience automated, seamless operations with fluid data transfer between systems, simplifying the process of data exchange and operational flow. Streamlined pipeline management: Opportunities initiated in... -
Knowledge Center The Future of AI for Healthcare Providers
Reading time: 4 minutes
...of sources — such as a health information exchange, EHR application, or claims management system — or use tools that have integrations with third-party data providers to embed in Salesforce... -
Knowledge Center 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... -
Knowledge Center 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... -
Page Retail Media Networks
Manage ad planning and execution across retail media.
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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 My Salesforce Journey: Sixteen Years of Leading and Learning
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...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 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 SalesConnect Salesforce Integration
Integrating SalesConnect with your Salesforce platform empowers your asset managers to take advisor relationships to the next level.
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News & Press Silverline Announces Strategic Partnership with Bridge Connector
...and Accountable Care Organizations (ACO) relationship management, referral management, integrated nurse triage, specialty care, and patient onboarding and journeys. Silverline continues to enhance its Fullforce Solution with additional capabilities, including...
