Client Services
Turn Your Data Strategy Into Your Most Valuable Asset
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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...
Client Services
Is Your CRM Data Working Hard Or Hardly Working?
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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...
Client Services
Excellence Drives Value: Salesforce Success Through Ongoing Enhancements
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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...
Financial Services
Start Building Stronger Customer Relationships with Financial Services Cloud
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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...
Salesforce News
4 Reasons Why Salesforce Beats Microsoft Dynamics 365
Reading time: 2 minutes
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...
Client News
Silverline Success Story: Travel Insured International
Reading time: 2 minutes
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...
Help & Training
How do you stay on top of Salesforce releases?
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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...
Tools
Wave Dashboards to Forecast Resource Availability
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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...
Silverline Cares
Silverline Cares is creating a new example for companies to give back
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Silverliner Jill Harrison, Innovation Programs, was recently interviewed by Pledge 1%! Check out the interview below and learn more about Silverline Cares, our philanthropy initiative. How do you contribute to the non-profit community? 2017 marked Silverline’s 7th consecutive year sending a team of volunteer consultants and technology experts to the annual New Orleans Entrepreneur Week...
Client News
Silverline Success Story: Blue Cross Blue Shield of Wyoming
Reading time: 2 minutes
Blue Cross Blue Shield of Wyoming (BCBSWY) provides health insurance products and related services to more than 100,000 members in Wyoming. The company’s insurance products include managed care programs for businesses and individuals, as well as supplemental dental, vision, prescription drug, and Medicare coverage. BCBSWY provides health insurance to Wyoming’s Kid Care program, which offers...
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