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Care Management on Health Cloud: Oncology Navigation
Reading time: 3 minutes
...potential referring providers. Integration of marketing automation software allows for website tracking and targeted marketing efforts to ensure candidate patients are knowledgeable about the organization’s services. Provider Network Management Defining... -
Use Case for Apex Managed Sharing: Wealth Management
Reading time: 3 minutes
...extending object-level access: View All, Modify All A Use Case for Wealth Management Firms Financial accounts often are managed by a team of wealth management professionals, and in some cases... -
Care Management on Health Cloud: Bariatric Surgery Journey
Reading time: 3 minutes
...joint pain. The journey may start with a morbid obesity diagnosis, but often times it starts with a person being motivated to change their life because obesity is affecting their... -
3 Strategies to Personalize Subscription Lifecycle Management
Reading time: 4 minutes
...relevant experiences across their customers’ journeys with the hopes of retaining happy customers and gaining new ones. Here we share strategies for integrating personalization into subscription lifecycle management by leveraging... -
Clients Luxor
...changes, and an uptick in business, sales management knew that if they were to succeed, they would need a system that supported the company’s growth. After years of enduring the...
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Clients Using Salesforce to Energize and Connect Remote Employees
Reading time: 3 minutes
...“Walkie Talkie” conversations with their teammates Celebration: The Change Management team at Silverline collected the photos, videos, and comments shared throughout the 4 week challenge and created a video that... -
Clients Trend Report: Private Equity Outlook and Smarter Integration Planning
Reading time: 3 minutes
...portfolio. We’ve learned a lot of lessons from our best Private Equity clients, from integration budget planning to change management and everything in between. The bottom line is firms that... -
Clients Capital Solutions Provider
...the Salesforce journey to success The project involved migrating approximately 80 staff members from the old system to the new Salesforce system. Change management and training were conducted to help...
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Clients Banking on Agile Transformation
Reading time: 4 minutes
...a larger team of representatives from Compliance/Legal, Risk, Commercial Services, Retail Banking, Wealth Management or other departments that find value in the final solution. Adapting to Change Continuous planning for... -
Clients 10 Keys to Successful Digital Transformation: Vision Led
Reading time: 3 minutes
...is to see the logic behind building the end state and fully understanding what it is. To that effect, accepting change is more digestible when they know what is happening... -
Knowledge Center Printing Calendars in CalendarAnything LWC
...mode settings and dynamic CSS style changes enable you to change the appearance of a printed calendar. The changes affect output only. They do not affect how calendars appear on...
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Knowledge Center 10 Keys Series: Adoption-Driven Digital Transformation
Reading time: 4 minutes
...to change, so it’s important to meet them where they are and address their fears related to the changes heading their way. Even if the platform currently in place isn’t...