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Prioritize Patient Experiences with EHR CRM Integration
Reading time: 3 minutes
...management (CRM) and electronic health records (EHR). The two are complementary systems, but there is often confusion about how they can work together to support providers and help them prioritize... -
Podcasts Dreamforce 2023 Preview (Feat. Jill Harrison and Danielle Laffey)
...Francisco conference. Jill Harrison, Capital Markets and Asset Management Managing Director at Silverline, and Danielle Laffey, Salesforce MVP and Insurance Principal Consultant at Silverline, discuss this year’s overarching themes of...
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Page Availability Scheduling with CalendarAnything
Availability Scheduling empowers you to set the availability of any object within Salesforce, streamlining the appointment booking process.
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Podcasts Critical FSC Tools and Practices (Feat. Michael Shirrell)
“When I first started in Salesforce, Person Accounts was like a dirty word. You didn’t want to touch that capability.” And how times have changed! In this week’s super-sized episode,...
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Podcasts Accelerate Transformation with Salesforce for Investment Banking
Reading time: 5 minutes
...extend their business model into other areas such as high net worth wealth management and alternative lending. Transactions become full white-glove client service with executives and management teams. While the... -
Page Slack Consulting Services
With the help of Silverline’s Slack consulting services, supercharge your business with Slack and Salesforce.
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Page Ensuring Greater Visibility for The MBS Group’s Stage and Studio Scheduling
Reading time: 3 minutes
...from the Salesforce AppExchange allows for the printing of schedules. Improved visualization streamlines schedule management Silverline provided The MBS Group with the ability to conduct scheduling within Salesforce in a... -
Clients The MBS Group
...and view objects by predefined criteria. Integration with Conga from the Salesforce AppExchange allows for the printing of schedules. Improved visualization streamlines schedule management Silverline provided The MBS Group with...
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Clients How Silverline’s Digital Account Opening Accelerator Automates Onboarding
Reading time: 4 minutes
...faster innovation for clients and partners. The Foundry team has built over 200 robust accelerators, AppExchange apps, and Lightning components. The Silverline Foundry took a design-centered approach to build the... -
Clients Don’t Miss These Dreamforce 2022 Financial Services Sessions
Reading time: 4 minutes
...City View at Metreon How to Win in Wealth & Asset Management: Modernize Your Firm Innovation for the win! Wealth and asset management firms are often held back by legacy... -
Clients Powering the Productivity and Growth of Canadian Capital Markets
Reading time: 5 minutes
...the last portfolio valuation happened. Investment Summaries As investment banks and asset managers grow, they naturally extend their business model into other areas such as high net worth wealth management... -
Page Salesforce Media Cloud
Our Salesforce Media Cloud consultants help media and entertainment companies streamline ad sales and improve subscriber management.