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How to Boost Your Business with AI Feedback Loops
Reading time: 2 minutes
...How good is your current data quality? What KPIs can your data potentially drive? What data is missing in order to establish those metrics? What business processes need to change... -
Q&A with a Salesforce Marketing Champion: Get to know JP Owens
Reading time: 2 minutes
...excited about collaborating with this group of Marketing Champions. It is a very talented group with tons of great experience. How does being recognized in this way change your day-to-day... -
Understanding Healthcare’s Digital Front Door
Reading time: 3 minutes
...doesn’t change. Patients and customers want a personalized experience tailored to where they are in the treatment journey. And they want it delivered in a way that aligns to their... -
Structuring Connected Experiences for Banks and Credit Unions
Reading time: 2 minutes
...improve experiences Investing in banking digital transformations In order to adapt quickly and remain agile, an organization can’t just buy the latest technology and expect it to drive change. The... -
eBooks Connected Experiences Playbook for Banks and Credit Unions
...the latest technology and expect it to drive change. The people and processes matter, too. Only with all three can you receive a return on your technology investments. Get your...
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eBooks Creating a Custom Campaign Calendar in Salesforce
Reading time: 5 minutes
...to make campaign changes quickly from one screen. The above image highlights the editing functionality available right on the calendar itself. Grouping and color coding your Salesforce campaign calendar With... -
eBooks Webinar Recap: 2020 Insurance Industry Trends
Reading time: 3 minutes
...had coming into 2020, the last eight weeks have changed everything. Shifting Priorities A discussion about Insurance trends would have been different three months ago, Pre-COVID. The biggest change has... -
eBooks Salesforce + CPQ: How the Right Partner Makes All the Difference
Reading time: 4 minutes
...specialists on hand to help you make these decisions and ultimately create the change you need. User Experience You’re an #awesomeadmin who knows that reducing clicks and keeping the user... -
eBooks Axcess Financial Sees 3x Lift in Originations with Marketing Cloud and FSC
Reading time: 4 minutes
...ask and add solutions that we weren’t thinking of early on. The partnership there was fantastic.” Reach out when you’re ready to change the way you structure your engagement strategies.... -
eBooks Building a 360 Ecosystem of Care: Foster Your Network
Reading time: 4 minutes
...care team workflow.” – Shreyas Shah, SVP of Strategic Marketing, Change Healthcare Once you’ve built visibility into both your processes and your consumers, it’s easier to share information with... -
eBooks How to Build A Data Strategy for Agentforce Success
Reading time: 5 minutes
...platform, where it sits in a queue until someone gets to it. If they want to make a change to the segment, the process repeats. Data Cloud allows marketers to... -
Knowledge Center Sharing Events
...On OWD click on edit Change the Activities setting to “Controlled by The Parent” Click save Step 3: Stay on the Sharing Settings Scroll a little bit to find the...
