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

Author: Pam Hannett

Top 5 Dreamforce Takeaways for Banks

Banking

Last week was a whirlwind of information for everyone who attended Dreamforce in San Francisco. There was an abundance of sessions and keynotes related to the industry where we’re seeing advancements in technology and business processes. The banking industry continues to be a growing competitive landscape that’s seeing constant disruption by new financial technology entrants. Customer and member demands are rapidly growing as well as regulatory changes that never seem to end. Last week, I…
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Banking on Your Best Dreamforce Experience…Here is the 411…

Banking

Dreamforce is next week, and it’s a great experience for bankers! As banking is rapidly changing “lightening” fast within the Financial Services industry, it is a great year to attend to keep up with innovation and stay on top of those FinTech disruptors and stay competitive in the market. To help prepare you for a week of sessions, keynotes, training, and demos, here is a list of some great stuff to attend: The Intersection of…
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Don’t Keep CRM Adoption Best Practices in the Vault, Cash in with these Adoption Strategies

Banking

Most would think that adoption of a CRM platform would be considered a technology transformation when, in fact, it is a significant cultural transformation. Institutions like yours yearn for change to create more efficient process but when faced with it are apprehensive and defensive. Your institutions are successful, that is not in question. What is in question is are you using the best technology platform to drive future successes and align that to the customer…
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Banking on Agile Transformation

Banking

Have you ever gotten to the conclusion of a project and found yourself scratching your chin thinking: “this isn’t quite what we wanted or expected?” That, my friends, is a trend across the banking industry. Banks have traditionally used the Waterfall methodology which breeds scenarios like the above. Working with banks of all sizes throughout the country, I’ve noticed that many find themselves pleasantly surprised with the success when they are introduced to Agile. Our…
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Are You a Banker Heading to Dreamforce? Don’t Miss Out on these Sessions!

Banking

Dreamforce is almost here! This is going to be an awesome year for breakout sessions dedicated to banking. I remember the first time I attended Dreamforce a couple of years ago, a banker from a small town in New Hampshire at the largest technology conference on earth, that was not quite sure where to go and what was important for me to see (I was a very small fish in an ocean no doubt). With…
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How to Build an All Star CRM Project Team

Banking

On the surface, drafting a project team appears to be a fairly basic task, but ultimately, the team that you bring to the table will determine the fate of your CRM project (or any project for that matter). One could make a comparison to building a championship baseball team. The gut reaction for a senior leader in an organization is to draft players of like mind and status. In practice, that team would consist of…
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Strategic Planning for Banks: CRM & Customer Experience

Banking

It’s that time again…strategic business plans and budgets for the next fiscal year are plaguing your day to day. Meetings, meetings and more meetings to discuss these plans and budgets occur daily. The proposed projects to include are voted on, prioritized and added to the plan. The questions that float about the boardroom, do we take on an internal intranet project? Instant issue debit cards? Or is it a customer relationship management project? All of…
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Relationship Banking is your Mission if you Choose to Accept it

Financial Services

What is the true meaning of relationship banking? I find myself asking this question to every bank or credit union I work with and the answer routinely comes back to “it’s the number of deposit or loan accounts that the customer has with our institution.” Let’s take a deeper look, shall we? Is it really only defined by how many products the customer has with the bank or credit union? The short answer is…not anymore.…
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