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

Author: Craig McKeon

Turn Your Data Strategy Into Your Most Valuable Asset

Client Services

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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Is Your CRM Data Working Hard Or Hardly Working?

Client Services

We live in a digital world, and there is data absolutely everywhere. As a savvy Salesforce user, you’re probably capturing a ton of meaningful data. But, what data are you missing in order to build a complete picture of your customer? Capture as much data as you can to build that picture, but don’t become a data-hoarder. Your CRM is more than a data warehouse. It’s time to put that valuable data to good use!…
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Turbocharge Your Dreamforce Experience: Attendee Tips & Best Practices

Silverline News

Learn new skills, expand your network, educate peers, evolve your organization — whatever your reason for attending Dreamforce is — it’s time to get ready! Last year, there were over 171,000 attendees, 3,200 sessions, 600 workshops, and 2,400 customer speakers at Dreamforce! There is so much to do, see, learn, and thousands of people to meet all with a shared passion for Salesforce and business transformation. It’s important you be prepared and ready to hit…
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Excellence Drives Value: Salesforce Success Through Ongoing Enhancements

Client Services

Your Salesforce Platform is up and running, congratulations! Now, it’s time to take your program to the next level and prioritize the value you’re deriving from your investment. Organizations that have a Center of Excellence in place have a higher success rate for their program. A robust Center of Excellence will drive effectiveness internally when it contains three primary elements: Governance, Architecture, and Delivery. Silverline is committed to helping our customers get the most value…
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Start Building Stronger Customer Relationships with Financial Services Cloud

Financial Services

Silverline’s recent webinar “Stop Chasing the Customer: Building Relationships with a Unified Digital Platform” took viewers through Salesforce’s Financial Services Cloud (FSC) to share how this solution provides banks and credit unions with proven best practices for: Customer and member relationship management capabilities including campaign management, customer segmentation and householding. Seamless cross-sell intelligence with leads and referral. A system of engagement to support internal sales management processes for pipeline tracking. Actionable data with measurable outcomes that…
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4 Reasons Why Salesforce Beats Microsoft Dynamics 365

Salesforce News

Rivalries exist across every competitive landscape and CRM is no different. When you’re looking for a robust CRM with the best feature-set for your business, the two most notable players are Salesforce and Microsoft Dynamics 365. How do you choose one over the other? This decision is important as you provide the right tools and processes for your teams to drive your business forward and execute a superior customer experience. Here are four reasons a…
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Silverline Success Story: Travel Insured International

Client News

There are few things more stressful and complicated than a trip that is cut short or altogether canceled by an unexpected interruption. For the past 20 years, Travel Insured International has provided the highest quality travel protection and a world-class customer service experience to match. Travel Insured maintains relationships with specialty travel providers and tour operators, as well as provides 24/7 customer assistance, every day of the year. Travel Insured had historically focused on the…
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How do you stay on top of Salesforce releases?

Help & Training

Staying on top of Salesforce’s three releases each year can be a big task if you don’t have a proper strategy in place. Are you an admin on a Salesforce team or a solo-admin for your company? The smaller your team, the more daunting these releases may seem. Take advantage of these best practices to stay on top of each release and make sure your org is up-to-date and you’re not missing any exciting new…
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Wave Dashboards to Forecast Resource Availability

Tools

As a business, Silverline has its own Salesforce instance just like our clients. We constantly strive to improve and innovate to stay one step ahead and solve challenges internally. We recently did an overhaul of our resource capacity process utilizing Wave Dashboards. Check out our story below: Challenge A request was made by our executive team for more transparency into our capacity to deliver based on what we were forecasting for our projects. The team…
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How to Get A Job at the Best Places to Work

Silverline News

If you haven’t heard by now, Silverline was recognized on Glassdoor by its employees as one of the Best Places to Work in 2018! Glassdoor recently published an article about “How to Get A Job at the Best Places to Work” and, you guessed it, Silverline was interviewed among companies like Facebook, Delta Air Lines, and Toyota. Check out Glassdoor’s interview with Gireesh Sonnad, Silverline’s CEO, below and then head on over to the Glassdoor…
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