The Silverline Blog
Industry insights, Salesforce news, and more
A Day in the Life
A Day in the Life: Jonathon Millman
Reading time: 2 minutes
Job Title: Managing Director, Media and Entertainment / Formerly CEO of Shift CRM Start Date: Started Shift CRM in August 2009, sold to Silverline on Jun 30, 2021 Tell us a fun fact or something interesting about yourself? I can make the most complex ideas sound super easy. What does your average day look like? ...
Financial Services
How Westfield Bank Aligns Sales and Marketing with Salesforce
Reading time: 4 minutes
Westfield Bank provides relationship-based banking services for businesses and individuals across northeast Ohio and to independent insurance agencies across the country. Customers look to Westfield Bank for personal service, local decision-making, and the convenience of online banking anytime and anywhere. Since 2009, BauerFinancial has awarded Westfield Bank its 5-Star (Superior) rating, designating it as one...
Financial Services
The Top 5 Banking Skills of the Future
Reading time: 4 minutes
Much has already been written on the ability of technology to transform the customer experience, introducing consumer lending portals and other tools for communication with lenders. But the truth is, consumer expectations are at an all-time high. You need to build a better lending experience or risk losing business. I’ve seen so many clients turn...
Financial Services
How 4 Banking and Lending Companies Use nCino with Salesforce Financial Services Cloud
Reading time: 4 minutes
Banking and lending is a complicated business. Teams have to juggle multiple systems to manage customer service, loan origination, email marketing, and more. nCino brings all of your legacy processes and procedures together and makes internal processes simpler, faster, and more transparent, while also providing associates with the tools necessary to do their job. This...
Help & Training
Your Guide to Salesforce Best Practices: Where to Find Them and What to Do With Them
Reading time: 6 minutes
Learning Salesforce best practices is a breeze with Silverline’s guide! Learn what you need to know to develop your Salesforce strategy effectively!
Financial Services
Accelerating Complaint Management with Salesforce
Reading time: 3 minutes
No one wants to record complaints. In a perfect world, every customer is completely satisfied and every system works exactly the way it’s supposed to. But that’s not reality. You can’t fully prevent complaints from happening, but you can be prepared to respond to them in a way that stops them from growing into bigger...