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The 8 nCino Certifications You Need for Banking Success
Reading time: 4 minutes
...origination process within nCino 201 – Treasury Management Functional: Learn to navigate the treasury management sales, onboarding, and maintenance process within nCino 301 – Retail Banking Configuration: A follow-up course... -
A Beginner’s Guide to Salesforce MDM
Reading time: 3 minutes
...Master Data Management. To put it simply, it means creating a single source of truth, or one master “golden record” for all versions of a record across all systems. This... -
3 Ways to Simplify the Complexity of Cross-Channel Ad Sales
Reading time: 4 minutes
...across media, countries, IT systems, and teams. These disconnects create overly complicated order management and operational workflows at the execution stage, resulting in a lack of timely campaign optimization insights.... -
Managing Relationships with nCino Pricing and Profitability
Reading time: 5 minutes
...and making it easier for teams to understand if they are meeting the goals they’ve set. 3 ways nCino Pricing and Profitability streamlines relationship management Let’s say you’re a relationship... -
The Top Salesforce Trends for 2022
Reading time: 5 minutes
...Cloud 2.0 Over the course of the COVID-19 pandemic, Salesforce Health Cloud evolved to become a HR workforce management solution in addition to its traditional industry applications. The new Health... -
DSM/XSM Deprecation: Preparing for the end of DoubleClick Sales Manager
Reading time: 2 minutes
...CRM-backed solution that can streamline inventory management, campaign creation, and rate card management, especially if you’ve got a complex workflow. Silverline is happy to advise you on the best changes... -
Media Sellers now have an Automated and Unified way to Manage Goals
Reading time: 2 minutes
...the above. As can be imagined, this leads to challenges around goal management and goal pacing. A common complaint heard from Sellers is “I spend my whole day speaking to... -
Page Publishing
Learn more about Salesforce for publishers and how it can help keep media planning, production, and finance organized and on task.
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Webinars Capital Markets & FinTech Summit: Prompted Insights: Technology Designed to Grow the Top Line
...how capital markets-specific technologies, empowered with actionable data and integrations, can accelerate your relationship management activities to optimize every interaction, opportunity, or deal – ultimately driving the top line. Panelists:...
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Page S&P Capital IQ Salesforce Integration
The S&P Capital IQ platform helps financial professionals analyze companies, find relevant prospects, analyze transaction history, and stay abreast of the latest market news to make informed decisions.
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Page How CAP COM Uses FSC and nCino to Stay Community-Focused
Reading time: 3 minutes
...management, with no central view of what their members needed. “At CAP COM, our focus is on our members,” said Chief Technology Officer, Jason Greco. “We always want our members... -
Clients CAP COM
...and account management, with no central view of what their members needed. “At CAP COM, our focus is on our members,” said Chief Technology Officer, Jason Greco. “We always want...
