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

Author: Brett Brewer

Borrower Data is the Secret Sauce to the Customer Journey: Create the Best Mortgage Experience with Data Driven Marketing Strategies

Financial Services

Your customer and prospect data is your biggest asset. Quality data in your CRM system is powerful when combined with marketing tools to develop a personal relationship with applicants that can drive trust and improve the overall borrower experience. This combination with Silverline’s Mortgage360 accelerator gives mortgage companies a highly organized system to capture, clarify, and improve your internal processes of engagement. Adding marketing tools like Salesforce Marketing Cloud easily takes the data you already…
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Improving the Mortgage Borrower’s Experience with Marketing Journeys


The mortgage industry is experiencing a whirlwind of drastic change. Traditional mortgage firms are realizing the need to quickly embrace the shift to a digital marketing landscape in order to compete with a growing number of competitors, most notably market-disrupting fintech lenders.  Changing the borrower experience is the name of the game; creating journeys that provide directed content at the right time pre, post and during the borrowing process is essential for success. Creating more…
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Your Guide to Marketing Automation at Dreamforce


Marketing Automation spans across every industry we encounter. If you are attending Dreamforce next week then you may have started looking for sessions to attend and that can be overwhelming! I want to provide you with the best sessions to attend to get information, network, and move your business forward with Marketing Automation. Pardot for Partners: Driving Demand Generation Brett Brewer, Marketing Automation Practice Director, Silverline, Kathleen Ferrie, Senior Director of Marketing, Silverline & Kai…
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Healthcare Solutions: Surpassing Brand Management to Deliver Patient Engagement


While patient engagement has always been a goal of healthcare networks and individual providers, within the last few years engagement has become even more important as a measure of patient health and overall provider performance. The industry has shifted, and hospitals and integrated delivery networks are required to prove the overall health of their patients to receive the necessary funding. In order to compete, these provider networks need to maintain not only regulation but reputation…
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