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Banking How Financial Institutions Can Leverage Salesforce CRM Analytics
A Salesforce survey of senior financial services executives asked how their advisors use customer data to inform their interactions. The report showed that 54% of executives reported data is used only to personalize customer...
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Insurance 5 Pressures Facing Auto Insurance Companies (+ How to Deal with Them)
The cost of claims across insurance sectors have been dropping over the past few years, with automation and technology reducing the cost of claims as much as 30%. At the same time though, there’s a host of pressures on auto...
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Financial Services How to Embark on a Successful Journey with Salesforce and nCino
Silverline’s Transcending CRM Podcast explores how the Salesforce ecosystem has impacted the careers of fellow Trailblazers and the businesses that have leveraged dynamic growth from the platform. A recent episode featured...
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Wealth 4 Ways Wealth Advisors Can Capitalize on Graduation Season
One of the most traditional graduation gifts is money. And students will need it, considering that over the last 20 years, the average tuition at private schools has increased by nearly 150% and is expected to continue to...
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Simmtronic
Improving appointment organization to prevent business inefficiencies The company’s five engineering teams are made up of about 30 field engineers; the managers of these teams needed a flexible calendar solution to create the...
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Healthcare & Life Sciences Healthcare Marketing Automation: 3 Ways to Drive the Bottom Line
Today’s healthcare landscape is in flux, but why? There are several key factors driving this change. In today’s article, we will take the perspective of change being driven by two primary forces: Consumers/patients/members...
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Provider How Retail is Impacting the Healthcare Patient Experience
Now more than ever, healthcare providers must make the foundation of their patient lifecycle management systems a best-in-class patient experience. Patients continue to become savvier regarding how they spend their healthcare...
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Banking How Banks Can Benefit from Automated Treasury Management
Treasury management is often the unsung hero of a financial institution. It does so much behind the scenes to make a bank run efficiently and effectively, yet it usually doesn’t get the same spotlight as other products...
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CalendarAnything CalendarAnything Transforms a Manufacturer’s Dealer Network
CalendarAnything lets you view your business at a high level or get into the details — all on one screen. It’s completely customizable to exactly what your organization needs, whether you’re managing a team of ten or...
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Banking Driving More Value from Five Star Bank’s FSC Platform
...Director of Corporate Strategy at Five Star Bank. Change management was a significant piece of the Salesforce solution...
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Provider The Traditional vs. Modern Healthcare Marketer: 6 Key Differences
The role of a traditional marketer within a healthcare organization and today’s modern digital healthcare marketer differ significantly due to the rapid advancement of technology and changing consumer behavior. If you’re...
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Data Cloud Salesforce Data Cloud: 7 Frequently Asked Questions
According to the MuleSoft 2023 Connectivity Benchmark Report, more than two-thirds (69%) of organizations say they’re ahead of anticipated progress on their digital transformation projects. Yet IT teams continue to face several...
