The Silverline Blog
Industry insights, expert Salesforce tips and tricks, and more
CalendarAnything
Syncing Made Simple: Sync Your Salesforce Calendar with Outlook and Google Calendars
Have you ever missed an important meeting because your Salesforce calendars weren’t in sync on your tablet, laptop, or mobile devices? Personally, it has happened to me on several occasions and it’s embarrassing to say the least. With the shift towards a virtual world during the pandemic, calendars have become increasingly important. In a world...
Financial Services
Equilar Launches ExecAtlas on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace, and Announces Strategic Partnership with Silverline
Press Release Equilar, a leading provider of executive and board data solutions, today announced it has launched ExecAtlas for Salesforce on AppExchange, empowering sales organizations navigating a complex B2B selling environment to accelerate the number one driver of new business opportunities – warm introductions to executive decision makers. Built on the Salesforce Platform, Equilar ExecAtlas is...
Financial Services
Trend Report: Private Equities Shift Focus to the Future with ESG Investing
This is the final part in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, three, and four from the head of our Capital Markets practice. Beyond the core opportunities that technology presents for productivity, integration, and growth within our Private Equity...
CalendarAnything
How to Maximize Your Salesforce Resource Calendar
By Janel Bromberek and Tsvety Giordano 2020 has put the spotlight on inefficiencies, lack of technology, and gaps in process with virtually everyone working remotely. Gone are the days of walking over to a coworkers desk to ask if they are available for a client discovery next Thursday at 2:00 p.m. The new reality is...
Financial Services
Trend Report: Private Equity Outlook and the Race for Data
This is part four in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, and three from the head of our Capital Markets practice. As Private Equity firms look to optimize operations and plan for more effective integration strategies, at the heart...
Financial Services
Trend Report: Private Equity Outlook and Smarter Integration Planning
This is part three in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one and two from the head of our Capital Markets practice. Once internal productivity is under control, firms can shift their focus to ensuring that increased productivity isn’t challenged or hindered...