The Silverline Blog
Industry insights, expert Salesforce tips and tricks, and more
Salesforce Consulting
Zen and the Art of CoE Maintenance
Don’t be scared by the term “Center of Excellence.” It doesn’t have to be an entire section of a building staffed by dozens of people — though of course you could do that if you wanted. I work with hundreds of mid- to large-sized clients, and every single one of them has a different interpretation...
Healthcare
Becker’s Webinar Recap: A Prescriptive Approach to Value-based Care
On October 15, 2020, Silverline presented a webinar for Becker’s Hospital Review entitled “Post-Pandemic Decisions Accelerate Pace of Patient Access, Engagement, and Digital Experience Outreach.” During the presentation, I spoke about the steps to take when applying a prescriptive approach to value-based care, and the tools that can help you get there faster. Afterwards, there...
Financial Services
Webinar Recap: Why your CRM Needs ERM
On October 8, 2020, I was so excited to sit down with an incredible panel of CEOs and co-founders from Silverline, Equilar, and DotAlign to discuss the evolution of enterprise relationship management over the past decade. While the practice of ERM is not a novel concept, the advances we have collectively seen over the last...
Financial Services
The Art of Retaining B2B Customers in the Banking Industry
All objectives ultimately roll up to keeping people happy by streamlining processes and simplifying technology to remove friction and roadblocks for all involved. Loyalty reduces costs by building trusting relationships with employees and customers alike. So it’s best to start out on the right foot. Once you enroll a new customer, you want to make...
Healthcare
Event Recap: Salesforce Industries Summit for Healthcare and Life Sciences
Salesforce hosted its Industries Summit for Healthcare and Life Sciences on Wednesday, October 7th, 2020. With the launch of Salesforce Industries earlier this year, the summit focused on how Salesforce Industries and its capabilities are sure to enhance the way Healthcare organizations use Salesforce. The overall theme of the day was digital transformation, and how...
Financial Services
How to Improve the Customer Experience in Insurance
Growing a base of satisfied and engaged policyholders will pay significant dividends for any carrier, agency, or brokerage. A great customer experience isn’t just a nice-to-have anymore – your customers demand it. The average customer spends 67% more in the 31st-36th months of their relationship than in their first six months. And 33% of Americans...