Advisory Services

We advise our clients on their digital and cloud journeys by managing the key factors of their business transformation objectives to deliver a clear roadmap to success.

Our mission is to help you stay at the leading edge of your industry through Salesforce acceleration and innovation. We help our clients get the most value from their CRM and Salesforce investment across the three stages of a CRM program: Readiness - we swiftly guide your program journey to the point of execution; Effectiveness - we enable your program with critical competencies; Innovation - we will lead the way to the next level of outcomes.

Program Strategy & Journey Planning

Silverline's Journey Planning services provide an intensive analysis to answer three key questions for planning a CRM, Salesforce, or cloud application initiative: Why are we making this investment and effort? What must it include to be successful? When will we deliver the different planned capabilities and technology? You'll walk away prepared for program execution with a clear understanding of future state business capability requirements, technology and architecture design, program wide risk and readiness analysis, and a prioritized road-map of execution phases by impact, value and feasibility.

Program Strategy & Journey Planning
Experience Design

Experience Design

We place people at the center of technology design - particularly the customer and the user. Our Experience Design Services span three levels of depth starting with research and discovery where we dive into customer and stakeholder analysis, immersive experience and re-framing, competitive experience analysis, and data analysis and synthesis. Next we move into customer experience mapping through persona definition, journey mapping, and prioritization of experience improvement. Finally, our service experience mapping closes out the process with internal persona definition, user stories development, user experience and user interface design, and prioritization of user experience improvement.

Change Readiness & Management Services

These critical implementation stage services are focused on planning and managing optimal adoption of new processes and technology delivered through the CRM, Salesforce, or cloud application initiative. Our Change Readiness and Management services are delivered across three stages of the project or program including preparation, implementation, and reinforcement.

Change Readiness & Management Services
Program Excellence

Program Excellence

Silverline's program excellence service offerings span two key arenas for helping our clients deliver optimized CRM, Salesforce and cloud application programs: Center of Excellence Design (CoE) and Healthcheck and Optimization. A CoE drives effective governance, architecture, and delivery of services. Silverline’s CoE Design and Execution services will assist with a CoE stand-up - starting with design of the structure and also including execution support as needed. Silverline Healthcheck & Optimization services assist our clients to best understand how their CRM / Salesforce initiatives are doing by testing the solution health, adoption health, and overall program health.

Suzie Symcox

Chief Administration Officer
First Fidelity Bank

"Redesigning the sales process and implementing it in Salesforce.com really changed the bank for the better."
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