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Provider Mitigating Referral Leakage with Provider Referral Patterning
According to an industry report, 78% of healthcare services and delivery leaders say the COVID-19 pandemic, and its transition to an endemic, has made controlling patient leakage a higher priority. The continuing lag in...
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CalendarAnything Sync Outlook Calendar with Salesforce Using CalendarAnything
...looking to increase Salesforce adoption. A client change management challenge we often see at Silverline is teams forced...
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Managed Services Why Salesforce Managed Services is an Admin’s Best Friend
...and leadership teams have access to strategists and change management specialists will be a game-changer for the business....
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Five Star Bank
...Director of Corporate Strategy at Five Star Bank. Change management was a significant piece of the Salesforce solution...
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Banking Unlocking the Potential of a Bank’s Digital Front Door
The key to a bank’s success may be rooted in its ability to deliver positive experiences to its customers. According to McKinsey, more than 70% of senior banking executives rank customer experience as a top priority over the...
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Salesforce Platform Managed Services: What Happens After Go-Live
We’re continuing our coverage of common myths about managed services and providing you with all the info you need to take the next step to Salesforce success. Last time we learned that managed services is more than staff...
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Salesforce Platform Managed Services: Going Beyond Staff Augmentation
Still thinking about managed services after our last post? You’re in luck! We know your full-time job consumes enough of your day, let alone trying to stay up to date with all of the requests coming from users, or staying on...
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Banking Forging the Right Path for Customers in Salesforce Journey Builder
When Gartner asked their clients about the most critical priority facing marketing leaders, the overwhelming answer was customer journey orchestration. Gartner defines the customer journey as “a tool that helps marketers...
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Insurance How to Improve the Claims Management Process
What does your claims process look like? Most insurance carriers typically have confusing multi-tiered processes that the average customer struggles to figure out and ignores the emotional journey the claimant is most likely...
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Media & Entertainment How Salesforce Streamlines Production Operations
M&M’s (WARNING: ABSOLUTELY NO BROWN ONES) That detail was part of the concert rider for Van Halen’s 1982 world tour. The request to remove all the brown M&Ms seems ridiculous and is just one more story about the...
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Insurance Top Insurance Highlights from the Salesforce Spring ’23 Release
...Salesforce is emphasizing the need for thoughtful change management. Rather than going on each Lightning page and turning...
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Insurance Insurance Industry Trends 2023: Talent Shortages and Climate Change
In the first part of our look at 2023 insurance trends, we covered how inflation and interest rates are impacting insurance. Now we turn to other trends we are seeing around talent shortages and climate change. We’ll also take...
