The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Silverline named to Inc. Magazine’s 36th Annual List of America’s Fastest-Growing Private Companies

Silverline News

For the 4th consecutive year, Silverline appears on the Inc. 5000 list, ranking No. 2346 with Three-Year Sales Growth of 154% Inc. magazine today ranked Silverline NO. 2346 on its 36th annual Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment— its independent small and midsized businesses. Companies such as Microsoft, Dell, Domino’s Pizza,…
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How Sigstr’s Email Signature Platform is Helping Silverline Improve Communications

Tools

Awhile back, our marketing team spent a lot of time rebranding our website, presentation templates, letterhead, and more. As part of this exercise, we also wanted to make sure everyone in our company had a consistent email signature. Easy right? Not so much. We asked everyone to update their signature but still found that email signatures were surprisingly inconsistent. Right around that time, we heard about Sigstr. Their platform provides central control over your company’s…
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Your Provider Roadmap to Success: How to Manage Provider Relationships

Healthcare

Silverline is focused on helping healthcare organizations, as providers of healthcare services to patients, be successful in five key areas as healthcare reimbursement models shift from fee for service to fee for value. This article will focus on how to leverage the Salesforce platform and effectively navigate patients on their healthcare journey. The information provided is based on my twenty years’ experience in healthcare and twelve years creating and operationalizing patient journeys utilizing Salesforce for…
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Non-Profit vs. For-Profit Salesforce Implementations

Help & Training

This year, I had the opportunity to participate in a NOEW weekend growth Hackathon where Silverline helped 6 local non-profit organizations enhance their Salesforce CRM implementations, automate more business processes, and help solve the challenges they were experiencing. NOEW is a business festival that happens every year to support entrepreneurship and innovation in New Orleans. This was the seventh consecutive year Silverline sent a volunteer team of technology consultants to help local start-ups and non-profits.…
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A Day in the Life: Katrina Lent

A Day in the Life

Job Title: Director of Operations Start Date: 3/24/2014 Fun Fact: I like to practice aerial yoga! What is your position at Silverline and what do you do? I’m the Director of Operations, so I’m lucky enough to do a little bit of everything. My primary focus is supporting the rest of the organization by keeping SIlverline a great place to work; ensuring that we have the systems, tools, policies, and processes in place to operate…
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Cold Calling: A “Millennial” Perspective

Help & Training

I am a LinkedIn lurker. I rarely ever comment on things, occasionally I’ll “like” a post, and sometimes even wish someone a happy birthday, but primarily, I read. Since I got into business development I’ve joined quite a few sales/business development/best practices groups and some that are aimed exclusively at sales leadership titles. I did this because I enjoy reading the kind of questions these executives are posting, their pain points, success stories, etc. One…
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7 Favorite Features in the Salesforce Summer Release Notes ’17

Help & Training

Summer is upon us which means the world’s #1 CRM platform has become even better.  The release has been live for a few weeks now, and here are some of the new features we felt are noteworthy. 1. Improved Migration Assistant (applies to Classic) Restyled and even easier to use, the Lightning Experience Migration Assistant makes the transition from Classic to Lightning easier than ever.  Coupled with the Switch User to Lightning Experience tool (shown…
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Pardot Summer ‘17 Release Updates

Marketing

While Pardot doesn’t quite follow Salesforce’s release schedule, there are still quite a few notable updates everyone should be aware of. Most of these were driven by user request so you may have spent some time wishing for a few of the following… Automation Rule Repeat Prospects may now run through the same automation rule multiple times. A simple checkbox controls this functionality on each individual rule. This opens up a wide range of possibilities…
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A Day in the Life: Chelsea A. Peterson

A Day in the Life

Job Title: Executive Assistant Start Date: 6 March 2017 Fun Fact: I came to Silverline through an assistant swap! More on that later… What is your position at Silverline and what do you do? I am Executive Assistant (EA) to Rich and Gireesh, our co-founders. This means I play organizational Tetris – arranging schedules and corresponding with a myriad of people to ensure Rich and Gireesh are maximizing their productivity while aligning with our clients,…
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What Salesforce Summer ’17 has in store for Marketing Cloud

Marketing

It’s time for another Salesforce release and you know what that means, lots of cool new features and updates to multiple clouds!  The new updates went into effect in June so let’s dive into what Marketing Cloud has to offer with the new additions from the Summer ’17 release. Some of the features I’m most excited about include: Send Email Activity: This now is supported for Content Builder emails. The addition of Subject and Preheader…
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