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

Salesforce Winter ‘19 Release for Financial Services Cloud: Changes to Be Aware of for Referral Record Type
Salesforce Winter ‘19 Release for Financial Services Cloud: Changes to Be Aware of for Referral Record Type

Help & Training Sep 21, 2018 By Shane Hayes

The Winter ‘19 release is right around the corner and brings with it new features and new things to prepare for.  If you are a Financial Services Cloud user, there is a change introduced in Winter ‘19 that you should be aware of.   Before Winter ‘19, there was a single Lead referral record type that came out of the box with Financial Services Cloud.   With Winter ‘19, one of the goals with Financial…
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Using Data to Grow Your Business: The Concentric Circle of CRM
Using Data to Grow Your Business: The Concentric Circle of CRM

Client Services Sep 20, 2018 By Adam Lowry

Whether you’re already invested in a CRM like Salesforce or you’re interested in developing a new roadmap to success, a data plan is important in order to build a robust platform that accomplishes your goals and objectives and maximizes your investment. Over 17 years spanning hundreds of data projects; I’ve seen rushed analytical initiatives miss out on core customer data collection points resulting in millions in lost revenue and a decline in market share. For…
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Turn Your Data Strategy Into Your Most Valuable Asset
Turn Your Data Strategy Into Your Most Valuable Asset

Client Services Sep 19, 2018 By Craig McKeon

Don’t let the vicious cycle of data take you by storm. Your data is crucial to the effectiveness of your CRM platform. It’s important to take advantage of the information available to you to build a robust picture of your customer with internal, social, and behavioral data. Make your CRM data work hard and realize the value that is hiding in your org. Is Your CRM Data Working Hard Or Hardly Working? During Silverline’s data…
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3 More Reason to Connect With Silverline’s Financial Services Team at Dreamforce
3 More Reasons to Connect With Silverline’s Financial Services Team at Dreamforce

Financial Services By Keith Fleishman

This year, Dreamforce has over 350 sessions geared directly to Financial Services customers and prospects. While you may be learning cutting-edge CRM trends and brainstorming innovative solutions to industry challenges, make sure you connect with Silverline’s expert team to leverage our experience developing solutions with our industry partners. In a blog article last week, I discussed how clients have leveraged Silverline’s expertise for solutions in banking, lending, insurance, private equity, and investment banking. I want…
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Gain Valuable Insight from Silverline on Provider Trends at Dreamforce
Gain Valuable Insight from Silverline on Provider Trends at Dreamforce

Healthcare Sep 18, 2018 By Jim Rogers

Dreamforce 2018 is around the corner, and the Silverline Healthcare Practice team is ready to address some of the most pressing concerns in today’s healthcare provider environment. Schedule a meeting in the Silverline Lounge to connect with the team to discuss how those challenges can be addressed with Silverline’s Patient Engagement Center solution. Here’s an overview of some of the priority areas the Patient Engagement Center addresses. Healthcare Provider: Patient Access Patient Access is the…
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Patient Access on Health Cloud: Appointment Scheduling
Patient Access on Health Cloud: Appointment Scheduling

Healthcare By Jim Rogers

Scheduling clinical appointments can be a tough challenge for hospitals, practices, and clinics. From multiple scheduling systems to the need for self-service options, healthcare organizations struggle to find the right mix of staffing, workflow, and service options to keep patients within their network and connect them with the services they need. Silverline’s Scheduling Accelerator can address both centralized scheduling models and support self-scheduling via Salesforce Communities. Utilizing an integration into one or more EHR’s or…
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Care Management on Health Cloud: Managing Gaps in Care
Care Management on Health Cloud: Managing Gaps in Care

Healthcare Sep 17, 2018 By Jim Rogers

According to the National Committee for Quality Assurance (NCQA), “the Healthcare Effectiveness Data and Information Set (HEDIS) is a tool used by more than 90 percent of America’s health plans to measure performance on important dimensions of care and service. Altogether, HEDIS consists of 92 measures across 6 domains of care. Because so many plans collect HEDIS data, and because the measures are so specifically defined, HEDIS makes it possible to compare the performance of…
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Follow Silverline Through the Cloud at Dreamforce

Silverline News Sep 14, 2018 By Bridget Moffatt

After months of planning and preparations, Dreamforce — the largest gathering of Salesforce Trailblazers in the world — is finally upon us. Silverline has been busy preparing, and we would love to meet with you during the week. If you’ll be at the conference in San Francisco from September 25-28, we would love to meet you to share ideas and brainstorm solutions. Silverline will have a significant presence at Dreamforce this year, check out all…
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Silverline’s Healthcare Practice Team is Headed to Dreamforce
Silverline’s Healthcare Practice Team is Headed to Dreamforce

Healthcare Sep 12, 2018 By Matt Gretczko

Silverline’s Healthcare Practice Team: Industry Experts in Delivering Salesforce Solutions Silverline’s Healthcare Practice Team is headed to Dreamforce bringing a depth and breadth of industry knowledge and experience that drives our industry-leading solutions. Combined, Silverline’s Healthcare Practice Team has over 50 years of experience. This expertise allows us to bring highly viable and relevant solutions, delivering immediate, measurable business results. The lines between healthcare subsegments continue to blur, and Silverline’s solutions and accelerators are well…
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10 Keys to Successful Digital Transformation: Value Focused 1
10 Keys to Successful Digital Transformation: Value Focused

Advisory Sep 11, 2018 By Matthew Johnson

If a tree falls in the forest and no one is around to hear it fall, does it make a sound? If you measure your CRM program and analyze the results, will you be more successful? We say yes to both which is why Value Focused is one of Silverline’s 10 Keys to Successful Digital Transformation. Need more convincing? Let’s say you’ve just started a Weight Loss Program. You’ll begin by measuring your current state,…
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