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

Banking Articles

How Amalgamated Bank Wins Employee Engagement with Salesforce Communities

Banking

  Having great products and people is not enough in today’s competitive marketplace. Bankers are pressed for time, and they need technology to collaborate and further the personalized service they provide to their customers. Salesforce is the premier Customer Success Platform, helping Banks collaborate quickly across multiple lines of business to convert more leads and provide a world-class customer experience. Now Salesforce Community Cloud is changing the way Banks engage with customers and employees. Join…
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Webinar: Social Selling Lifecycle with LinkedIn and Salesforce

Banking

Join Silverline and Salesforce for a live webinar on how to understand, leverage, and maximize LinkedIn and Salesforce for Banking.  Launched in 2003, LinkedIn is the world’s most powerful connecting tool. With more than 300 million members, LinkedIn provides opportunities to create and maximize personal branding, develop and nurture a dynamic and collegial network, allows users to gather insights into key elements of our fast-paced world, and to share relevant content with the marketplace quickly…
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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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