A Beginner’s Guide to Agentforce Contact Center
In the past, delivering a modern customer service experience meant stitching together multiple applications and tools: CRM, telephony, AI assistants, automation, knowledge, and...
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Blog
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Financial Services Tableau CRM: Getting Started with Data Sets
If there’s one thing I’ve learned during my time at Silverline, it’s that the Salesforce platform is only getting more and more complex. Understanding how to organize your development, data management, and adoption of the...
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Healthcare & Life Sciences Cracking the Code for Healthcare Member Engagement
Payers have to effectively manage a tangle of ever-changing relationships between providers, groups, and member communities — all while handling traditional operational challenges like claims processing. Today, member...
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Investment Banking 3 Challenges Impacting Investment Bank Relationships
The most successful investment banks have one thing in common: they recognize the power of relationship capital and use it to drive business. Understanding the extent of your organization’s connectivity to other people, firms,...
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CalendarAnything A Step-by-Step Guide to CalendarAnything
I’m so excited to share that CalendarAnything Lightning for Salesforce is now live on the AppExchange, bringing the app into the Lightning era as a Lightning Web Component. This updated, modern experience empowers teams from...
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Media & Entertainment Shift CRM, a Silverline Company, named official launch partner by Salesforce for Advertising Sales Management for Media Cloud
Salesforce Expands Media Cloud with Advertising Sales Management to Automate Ad Sales, Improve Campaign Performance, and Streamline Workflows Salesforce (NYSE: CRM), the global leader in CRM, today announced Advertising Sales...
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Healthcare & Life Sciences Payer Provider Portals: What They Are and Why You Need One
As a payer, you know that your contractual relationships with different providers can be complicated. (Understatement of the year, right?) You’re dealing with different lines of business, government regulations, tangled...
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Life at Silverline Using Salesforce to Energize and Connect Remote Employees
It was March 2021, pandemic restrictions were lifting, and everyone at Silverline was feeling lockdown fatigue. We needed to get out of our chairs, away from Zoom, and back out into the world. When our People team reached out...
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Silverline News Silverline Acquires Award-Winning Salesforce Partner Shift CRM
Drives Silverline’s growth strategy and expansion into the media and entertainment industry Press Release New York—July 7, 2021—Silverline, a digital transformation consultancy headquartered in New York City, has acquired...
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Investment Banking Why Digital Marketing Can Be a Powerful Tool for Investment Banks
Many of the firms we work with saw 2020 as a year of reckoning for their marketing strategies. Disruption from COVID forced M&A and corporate access professionals to rethink their approach. What are the risks, and where...
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Analytics Cloud Tableau CRM vs. Tableau vs. Einstein
The foundation of any great customer experience? Data. Salesforce has always been a best-in-class CRM, with industry-specific solutions like Health Cloud and Financial Services Cloud. But one of their biggest value propositions...
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Banking How Eastern Funding Built a Customer-Centric Experience with Salesforce FSC + nCino
Eastern Funding, a subsidiary of Brookline Bank, offers big bank strength with small firm flexibility. For over 20 years, they have financed thousands of projects across diverse industries with an unwavering commitment to...
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Healthcare & Life Sciences Improving the Patient Experience Starts with These 7 Steps
At one time, providing high quality of care was enough to build a successful healthcare practice. Today, however, doctors and their staff must also provide high-quality, efficient service to attract new patients and achieve...
