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

The 8 Things to Pack for a Successful Dreamforce 2019

Dreamforce

Whether you’ve weathered many a Dreamforce or it’s your first time attending Salesforce’s biggest event of the year, it can be difficult to know exactly what to pack. On the plus side, it’ll be in the low 60s most days — a welcome temperature for most — and you’ll likely stay near Moscone all week so as not to miss any keynotes, sessions, meetings, or opportunities to scour booth after booth for braggable swag. But…
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Mike Knapp Joins Silverline As New Director of Life Sciences

Healthcare

Press Release Silverline, a Salesforce Platinum Consulting Firm headquartered in New York City, today announced that Mike Knapp joined the Healthcare and Life Sciences practice as Director of Life Sciences. Mike will lead the pharma, biotech, and medical device sub verticals, serving clients to ensure personalized, end-to-end engagement with their customers in a complex industry in which patient expectations and solutions are continually evolving. “It’s an honor to join the Life Sciences group at Silverline,…
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Dreamforce ’19 Know Before You Go: An Insider’s Insurance Edition

Dreamforce

As Silverline’s Principal for Insurance Solution and co-leader of the Salesforce Insurance Community Group, I’m looking forward to everything Dreamforce 2019 has in store for those in the insurance space. I’ve highlighted everything you need to know to make the most of #DF19: tips, tricks, and must-see financial services and insurance sessions.   My tips and tricks for a successful Dreamforce 2019   Prioritize hands-on workshops and partner/customer theaters in expo halls over sessions. Sessions…
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Must-See Silverline Sessions at Dreamforce 2019

Dreamforce

Dreamforce is almost here! We’re proud to have several speakers across healthcare, financial services, MuleSoft, Einstein Analytics, myTrailhead, and beyond. Below we’ve outlined all of the Silverline sessions taking place at #DF19, organized by date and time. Want to set a meeting or see where Silverline will be during the event? Check out our Dreamforce page for more information. Tuesday, November 19th:   Drive Business Value with Sales Metrics that Matter Speaker: Lizz Hellinga Time:…
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Improved nCino Configuration Time within Salesforce Orgs

Financial Services

Silverline has been working with Salesforce implementations since the get-go — with many of our consultants working within the platform even before Silverline came to be. The Salesforce platform allows our clients to create flexible and extensible business processes. Among many other features, Salesforce’s sandbox capability also allows organizations to spin up a new instance and start working with an exact copy of production or an existing sandbox. With such a quick setup, we’re able…
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Don’t Miss These Dreamforce 2019 Financial Services Sessions

Dreamforce

Dreamforce 2019 is just around the corner! If you’re still not quite sure which sessions are best for your needs, our Financial Services practice has hand-picked speakers and panels to help you round out your Dreamforce schedule. Banking & Lending Mortgage & Lending Transformation: Unifying Borrowers, Lenders, and Partners Tuesday, November 19, 8:30 AM – 9:10 AM Lenders of all shapes and sizes are trying to navigate an uncertain future. Market competition and borrower expectations…
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RevCult & Silverline Webinar Recap: Salesforce Governance Guide for Banking and Credit Unions

Advisory

Authors: Rob Burkett and Vadim Yerokhin This past month, we hosted a webinar and podcast with RevCult, a Salesforce partner that focuses its efforts on security. RevCult Chief Growth Officer Brian Olearczyk and Chief Product Officer Pete Thurston facilitated a great conversation with the crew about what governance truly means, some key tips for designing a proper program strategy, and what it takes to build a strong Center of Excellence for banks and credit Unions.…
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Don’t Miss These Dreamforce 2019 Healthcare Sessions

Dreamforce

Dreamforce 2019 is fast approaching and Agenda Builder is now live. Not sure which sessions to attend when it comes to Healthcare and Life Sciences? Silverline HLS leaders Matt Gretczko, Walter Groszewski, and Jim Rogers have hand-picked notable topics and panels to help round out your #DF19 schedule. Tuesday, November 19: Future of Life Sciences: Strengthen the IT Foundation 8:00 AM – 8:40 AM @ InterContinental Hotel, Grand Ballroom C Calm Down Your Call Center:…
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Deeper Member Insights & Improved Results for Baxter Credit Union

Client News

Baxter Credit Union (BCU) is a full-service, not-for-profit, financial institution providing SEG and community banking to over 200,000 members in all 50 states and Puerto Rico. As a credit union, BCU has set new standards in bringing together technology and member service in the ever-evolving world of financial services. But with recent tremendous growth — due in part to its ability to acquire and maintain members by establishing personal, relevant relationships — BCU needed a…
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Insights from HLTH 2019: Defining the Future of Healthcare

Events

Jim Rogers and I recently attended the HLTH 2019 event in Las Vegas. With a theme of Defining the Future of Healthcare, it featured an information-packed agenda with leaders from across healthcare sharing their insights. The speakers were incredible, with each session rich in valuable content. The HLTH team did an incredible job curating speakers for this event. There were over 6,000 attendees, 900 CEO and Founders of companies, and 350 speakers. I have been…
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