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

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4 Problems Plaguing Commercial Lenders and How to Solve Them

Banking Jun 24, 2019 By Michael Koerner

At their core, commercial lenders are relationship managers. Their focus is to successfully attract and acquire qualified customers, create relationship transparency with new and existing customers, and manage their organization’s credit exposure while reducing the decision-making time on commercial loans. With so much at stake, it’s important to identify some of the biggest issues that keep commercial lenders up at night. First and foremost, commercial lenders’ success — as well as their organizations’ success —…
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My Journey to Celebrate Pride Month 2019 with Silverline
My Journey to Celebrate Pride Month 2019 with Silverline

Around the Office Jun 21, 2019 By Kevin Hoxie

June marks Pride Month. I always like to reflect on and understand what Pride means to me. I have been very fortunate to be open and my true self for the past 12 years and out to others for the past 5-6 years, thanks to all of the trailblazers before me. I also have to think about a time a couple of years ago where I was not so proud. My peers in my college…
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Silverline Teambuilding Results in Donation to STEM Santa Fe
Silverline Teambuilding Results in Donation to STEM Santa Fe

Press Release Jun 19, 2019 By Jiordan Castle

Press Release A group from Silverline took time for a corporate social responsibility experience to give back to the local community by preparing 150 solar car kits for donation along with 30 assembled solar cars to STEM Santa Fe. The event took place at the Hilton Santa Fe Buffalo Thunder in Santa Fe, New Mexico on June 5, 2019. Silverline worked with Impact 4 Good (http://impact4good.com/), a company that focuses on teambuilding programs that give…
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Celebrating 10 Years of Silverline at Our Annual Summit
Celebrating 10 Years of Silverline at Our Annual Summit

Silverline Cares Jun 17, 2019 By Lindsay Lelivelt

Last week, Silverline gathered in Santa Fe for the annual Silverline Summit. It was an odd feeling to reflect on ten years of Silverline while only having been here for the last three months. But it was odd in the best way — in a way that feels like I’ve been here so much longer, because every single Silverliner is so kind and unique. In a way that already shows the impact of the work…
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Salesforce and Silverline Kick off Summer Roundtable Series for Investment Banks and Capital Markets Firms

Banking Jun 14, 2019 By Jill Harrison

Last night, Silverline was thrilled to host a fantastic group of financial services thought leaders in NYC in partnership with Salesforce. We would like to extend a big thank you to those who came out for the dinner and discussion, as well as our fantastic panelists from KKR, Evercore, General Atlantic, and Stonebriar. The panel was thoughtfully moderated by Andrew Brandman, SVP of Financial Services at Salesforce, and Chris Arrix, Salesforce’s GM of Corporate &…
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A Day in the Life: Louis Maldonado

A Day in the Life By Silverline Team

Job Title: Business Analyst Start Date: July 2018 What is a fun fact or something interesting about yourself? I can dive 40 feet without a scuba tank and can also hold my breath for seven minutes. What is your position at Silverline? I’m a Business Analyst, so I help with team tasks and tend to client needs. What does your average day look like? It usually consists of planning client work and checking what tickets I…
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MedTouch and Silverline to Deliver Comprehensive Engagement Solution with Salesforce Health Cloud and Marketing Cloud
MedTouch and Silverline to Deliver Comprehensive Engagement Solution with Salesforce Health Cloud and Marketing Cloud

Healthcare Jun 12, 2019 By Jiordan Castle

Press Release MedTouch, a leading digital marketing firm for hospitals and other Providers, and Silverline, a Salesforce Platinum Consulting Partner, announce a strategic partnership to deliver a complete patient journey experience, enabling providers to acquire, service, and build loyalty with their patients by leveraging Salesforce Health Cloud and Salesforce Marketing Cloud. Together, MedTouch and Silverline bring a powerful capability to establish patient journey strategy, implement Salesforce to facilitate the interactions and engagement, and then maintain and execute…
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Silverline Office Tour: Omaha
Silverline Office Tour: Omaha

Around the Office Jun 11, 2019 By Lindsay Lelivelt

In September 2017, two of Silverline’s key leaders relocated from New York City to Omaha with the goal of establishing Silverline’s first permanent satellite office. This office would be primarily a development center, hiring junior developers and training them to become Salesforce consultants through our established Silverline Academy program. I caught up with Eric Nelson, VP of Delivery Technology at Silverline, to see what made Omaha the perfect place for Silverline to initially expand. Why…
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A Day in the Life: Jim Rogers
A Day in the Life: Jim Rogers

A Day in the Life May 31, 2019 By Silverline Team

Job Title: Director of Healthcare Practice Start Date: February 2017 What is a fun fact or something interesting about yourself? I own five cars, from 1930 to 2018 model years, with a combined 2000 horsepower! What is your position at Silverline? I’m a Director in our Healthcare Practice focused on healthcare providers. I bring subject matter expertise and best practices to healthcare provider opportunities. I help healthcare organizations transform their patient engagement with Salesforce Health Cloud…
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It's Time to Revisit These Salesforce Spring ‘19 Updates 3
It’s Time to Revisit These Salesforce Spring ‘19 Updates

Lightning May 29, 2019 By Lindsay Lelivelt

In case you missed the Salesforce Spring ’19 Release Notes, we put together a detailed overview of the most relevant or interesting updates for Financial Services and Healthcare organizations. Now you can head into summer more prepared to get the most out of Salesforce. Lightning Experience Enhanced Transition Assistance Replacing the Lightning Experience Migration Assistant is the new Lightning Experience Transition Assistant.This new hub acts as the center for all recommended activities, tools, and resources…
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