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Webinar Supercharge CalendarAnything with LWC
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Webinar Harnessing Data to Grow your Mortgage Portfolio
Mortgage lenders can utilize AI and machine learning with the data they already have to prioritize and allocate leads, identify cross-sell/upsell opportunities, and grow their portfolio. Watch our webinar to learn how you can leverage CRM Analytics to discover new opportunities with whitespace...
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Webinar Real Estate Lunch & Learn
Learn how Salesforce powers the Real Estate sector, complements back-end property management software, and drives bottom-line growth. In this webinar, we discuss: Leveraging technology to drive adoption across leasing and property management Unlocking data from legacy systems Tenant servicing And...
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Webinar Integrate Your Client Experience and Improve Productivity with DPA
Learn how we’re helping our financial services customers automate processes to improve customer and employee experiences. Digital Process Automation (DPA) is a robust, industry automation solution enabling organizations to rapidly deliver integrated customer experiences using low code/no code...
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Webinar Harness the Power of Lightning with CalendarAnything
CalendarAnything is the #1 Salesforce calendar app, and it’s become even more powerful as a Lightning Web Component (LWC). Watch this webinar for a live demonstration of the latest CalendarAnything LWC release, with new features that make scheduling and collaboration easier than ever. We will show...
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Webinar Transform Your Member Experience and Drive Member Engagement with Silverline and Salesforce
In a highly competitive health insurance marketplace, using the right technology and providing excellent customer service are critical for payers to continually attract and engage prospects, brokers, and group administrators with their plans. We will show you how: Salesforce’s easy-to-use,...
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Webinar Extend nCino capabilities to Financial Services Cloud and use AI in your favor
McKinsey estimates the total annual value of AI and analytics for the global banking industry could reach as high as 1 trillion dollars. How much of that $1 trillion could you capture if you could get one additional product per customer with AI-powered selling? Watch this webinar to hear from guest...
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Webinar It’s Time to Reimagine Digital Ad Sales: How Publishers Can Transform Their Operations
Over the last five years, the media industry has experienced exponential growth driven by the digital transformation of ad sales. But digital ad sales teams have often failed to keep up with this transformation, often still using manual processes to manage customer relationships and inventory. The...
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Webinar Tableau CRM: Building Executive Dashboards
Watch the third webinar in our Tableau CRM series to learn how to create your Banking Executive Dashboard. We take a deep dive into best practices around your data visualization, how to enable this visibility to influence data-driven strategy, and how it can lead to a deeper understanding of your...
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Webinar Tableau CRM: Getting Started With Data Sets
The second webinar in our Tableau CRM series focuses on the data sets you need to start telling your story. We share expertise for preparing your Salesforce and external data, identifying use cases, and how to build lenses and dashboards based on those datasets. Panelists: Christopher Clark,...
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Webinar CalendarAnything Lightning
This webinar features a live demo of CalendarAnything as a Lightning Web Component. Learn how this updated, modern experience can empower teams from around the globe to collaborate more efficiently and easily. Demo highlights enhanced CalendarAnything updates including: – Full Lightning...
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Webinar Tableau CRM: What Is It Good For?
The first webinar in our three-part Tableau CRM series focuses on the basics: what is Tableau CRM and why do you need it? Hear from Tony Stegeman, Senior Data Analysis Manager and Small Business Banking at Capital One on how he uses Tableau CRM and the value it provides. This webinar features a...