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Financial Services Unpacking Marketing Cloud’s Financial Services Benefits: Data Management
The first part of our deep dive into Salesforce Marketing Cloud’s financial services value focused on personalization. Now let’s take a few steps back and take a look at data. For financial services marketers to achieve deeper personalized engagement and drive long-term value, they need data to...
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Insurance 13 Insurance Highlights from Salesforce’s Winter ’23 Release
Salesforce’s Winter ’23 release notes offer high-level descriptions of new features and enhancements. We’ve combed through the hundreds of pages to share highlights that are especially relevant for insurance industry users so you can review and quickly start benefiting from the new functionality....
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Managed Services Silverline Academy Transforms Wild Roots People’s Clinic Processes and Systems
Wild Roots People’s Clinic provides donation-based herbalism services to those with financial challenges in Omaha, Nebraska, and its surrounding communities, regardless of age, sexual orientation, or race. These services include wellness appointments with professional and student herbalists, free...
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Wild Roots People’s Clinic
“Wild Roots is not only a non-profit, but a start-up non-profit,” said Melissa Nelson, Silverline’s Chief Value Officer and a Wild Roots volunteer. “They don’t have a lot of money and no full-time employees. They’re all doing this in their spare time, and have built a true clinic for herbal...
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CalendarAnything Implementing CalendarAnything Helps Vogelzang Law Organize Important Dates
Vogelzang Law is a Chicago-based law firm dedicated to representing and advocating for individuals diagnosed with cancer as a result of asbestos exposure. With 20 years of experience in asbestos and mesothelioma litigation, Vogelzang Law has the specialized knowledge and resources needed to...
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Media & Entertainment Data and Media: How to Excel in the Modern Age
Let’s say you’re tired of shoveling all that snow, and it’s time to buy a snow blower. You hop online and start visiting a few home improvement store websites, read reviews on a home magazine’s site, and compare prices across a few local big box stores. You finally find your perfect snow blower and...
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Vogelzang Law
Keeping track of many dates is a challenge The nature of Vogelzang Law’s business means there are lots and lots of calendar dates constantly in circulation. But keeping the dizzying amount of data on dates organized had been a real challenge. Vogelzang Law’s Salesforce environment is...
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Insurance Insurtech Challenges and Solutions Uncovered at ITC Vegas 2022
...focus on ensuring adoption, which requires a clear change management strategy to figure out the right path forward. In...
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Digital Transformation Why Organizational Change Management is All About People
...between a quality solution and benefits realization. Change management is the thoughtful framework of processes and tools...
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Salesforce 6 Innovative Ways to Transform Work with Slack’s Partner Ecosystem
The easiest way to maximize business outcomes with Slack? Tap into the expertise and apps across the Slack partner ecosystem. At Dreamforce 2022, the sessions were rife with stories about the fresh ways Slack partners and customers are using the technology to boost productivity and improve...
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Capital Solutions Provider
...from the old system to the new Salesforce system. Change management and training were conducted to help with the transition....
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Media & Entertainment Empower Your Clients with a Media Self-Service Portal
The origins of the term “white-glove service” can be traced back to the mid-20th century and comes from the uniform traditionally worn by English butlers and footmen (think Downton Abbey). White-glove service refers to providing an elevated level of care and attention to detail. It...
