The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 4 minutes
When it comes to digital maturity, 67% of insurance companies are still stuck at the traditional level according to Forrester’s Future Fit Survey. They aren’t taking advantage of technology to connect their siloed systems and automate their manual processes, making it difficult to meet customer demands and stay competitive in the marketplace. In our recent...
Reading time: 4 minutes
Fraud continues to plague financial institutions. According to the Alloy State of Fraud Benchmark Report, a massive 91% of financial institutions across all sizes and segments reported increased fraud rates. Almost three-quarters of financial institutions lost over $500K to fraud in the past year. And while 67% of financial institutions have over half their workforce...
Reading time: 3 minutes
This week, Salesforce announced Marketing Cloud Growth, a new edition of Marketing Cloud aimed at small and medium B2B companies to drive growth efficiently with CRM, AI, and data. It is the first iteration of Marketing Cloud built on the Einstein 1 platform, enabling marketers to reach customers faster with trusted data and AI. “Marketers...
Reading time: 4 minutes
As the new year unfolds, Salesforce users are setting resolutions to propel their skills, amplify efficiency, and elevate their contributions to their organizations. I sat down to think of all the major themes in the past year that customers, prospects, and community members struggled with and asked me how they could be addressed. I also...
Reading time: 4 minutes
Everywhere you turn these days, AI and machine learning are top of mind for firms looking to leverage technology to get ahead. While many industries are taking great strides to profit from the AI buzz by applying these technologies to consumer or retail spending, asset managers and capital markets firms are turning their attention to...
Reading time: 4 minutes
Let’s pretend we’re a contestant on Jeopardy!, and the answer is: This software company was Data Cloud customer zero, giving it access to 1.2 billion customer records. The question: What is Salesforce? Before becoming the fastest-growing home-grown product in Salesforce history, Data Cloud was used internally to create one unified profile of Salesforce customers from...
Reading time: 3 minutes
A bank’s relationship manager (RM) plays a pivotal role in helping its business customers reach their financial goals. However, according to interviews that McKinsey conducted with executives at more than 15 banks, a majority of their relationship managers are acquiring less than five new clients a year. Many said they struggle with customer acquisition, and...
Reading time: 7 minutes
According to 2,500 global marketing decision-makers surveyed in the Salesforce Marketing Intelligence Report, the top desired improvement they want in the customer experience over the next year is more personalized content and offers. They realize the benefits that personalization brings, like more engagement and loyalty to their company, by using Salesforce Marketing Cloud. Marketing Cloud...
Reading time: 4 minutes
In one corner, you have Team Marketing Cloud Account Engagement, a B2B platform, and in the other, you have Team Marketing Cloud, a B2C platform. These two often battle it out for the hearts and minds of Salesforce users everywhere. However, we propose a fresh perspective where everyone can emerge as a winner by selecting...
Reading time: 3 minutes
Today, we experience personalization in many areas of our lives, from customizing furniture fabrics to adding heated seats to a new car. So why shouldn’t your marketing messages also be tailored to customer preferences? Personalization makes us feel acknowledged and understood by treating each customer as a unique individual. It strengthens the customer-company relationship, as...