Leverage Salesforce to drive customer engagement and accelerate sales of Medical Devices

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Managing and growing sales across multiple channels, geographies, and product offerings is a challenge. It’s even harder as Medical Device companies seek to find creative ways to improve their service offerings to both partners and customers, enhance their sales team effectiveness, and at the same time maintain the appropriate governance. Learn how leading-edge Medical Device...

SILVERLINE ANNOUNCES Co-Sponsorship of BAI Retail Delivery Conference

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Silverline is proud to announce that we’re a co-sponsor of BAI Retail Delivery Conference with Salesforce. The conference is being held this year in Las Vegas, October 12th to the 15th. Join us at the premier global trade show for retail banking innovation, thought leadership and solutions! You’ll get inspired, gain insights, touch new technology...

HOW TO GET THE MOST OUT OF DREAMFORCE 2015 FOR FINANCIAL SERVICES

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Dreamforce is quickly approaching, and the Agenda Builder is live! It’s time to get ready for four days of innovation, fun, and giving back. To get you going in the right direction, we’ve compiled a suggested itinerary of events that will help financial services professionals get the most out of Dreamforce. From sessions and speakers...

5 Tips to Make Salesforce Ramp Time as Short as Possible

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Software is only as effective as the people using them. Training employees to use a complex business software like Salesforce properly takes a mix of strategic planning, team commitment and some creativity.

It is important that your employees complete their tasks successfully. If used improperly, customer relations could be damaged. Gartner analyst, Michael Maoz writes, “CRM process flaws and inadequate technologies could derail customer loyalty strategies.” Companies need to ensure Salesforce processes are taught and carried out correctly before moving on to the next training step.

However, proper training isn't the only concern. Training should also be time-efficient. Decreasing the time between when a new employee is hired and when they start to become productive - also known as ramp time - is very important for improving overall productivity as well as decreasing labor costs.

Here are 5 tips to make that ramp time shorter and more manageable.

5 Steps to Building Communities that Thrive

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Did you know that engaged customers in communities spend 19% more?¹ 

Your clients want information at their fingertips – without having to pick up the phone or write an email. Portals and communities give them instant access to you anytime and anywhere. Learn how to drive customer engagement with client communities, integrate your business with partner communities, and transform the workplace with employee communities all in 5 easy steps.

Communities for Financial Services

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Stuart Tainsky, Senior Vice President & Chief Information Office at PURE Insurance recently presented at Dreamforce on how PURE is utilizing the Community Cloud. 

PURE Insurance makes a habit of transforming happy customers (PURE members) into long-term advocates. When their members demanded more insight into the claims process and the ability to take action into their own hands, PURE implemented Communities to build the desired member experience.

Want to hear the story firsthand? 

How to get the most out of Dreamforce for Financial Services

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Dreamforce is just days away! We've already covered tips from the experts to have a succesful Dreamforce, but now I'd like to take that a step further for Financial Services professionals. 

To get you going in the right direction, we’ve compiled a suggested itinerary of events that will help financial services professionals get the most out of Dreamforce. From sessions and speakers to partners and parties, here’s a list of stuff you can’t miss. Whatever industry you work in or role in your company, there’s a journey for you.

DealerTrack Success Story

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Re-engineering business processes through automation.

Established in 2001, Dealertrack and its web-based software solutions and services enhance efficiency and profitability for all major segments of the automotive retail industry, including dealers, lenders, OEMs, third-party retailers, agents, and aftermarket providers.

Dealertrack operates the largest online credit application network in North America. In addition, Dealertrack’s award-winning solution set for dealers is the industry’s most comprehensive including a Dealer Management System (DMS); Inventory, Sales/F&I, and Digital Marketing; a web-based network for arranging vehicle transportation and shipping; electronic motor vehicle registration and titling applications; paper title storage; and digital document services.

Challenges

Dealertrack originally implemented salesforce.com over 10 years ago, and has grown substantially over the years through multiple acquisitions. Integrating the employees, products, services, operations, systems, and processes of acquired companies resulted in disjointed data and complex processes. In addition, employees submitted requests to admins who made changes without a clear vision across the organization.

Dealertrack’s agents were using up-to four separate systems to perform a single phone call, and their knowledge base and wiki were not integrated into Salesforce. Customer Service reps also had limited ability to see customer specific alerts and it took excessive clicks in order to find information necessary to work a case.

Dealertrack needed a standardized process to easily acquire and integrate new companies, product lines, and sales people into salesforce.com while tightly integrating with their SAP, Production environment, and IVR systems.

Silverline and PURE Build a Premier Customer Experience

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Learn how PURE is delighting customers, disrupting the market, and building loyalty with Salesforce. Privilege Underwriters Reciprocal Exchange (PURE) is a policyholder-owned insurer dedicated to creating an exceptional experience for responsible high net worth individuals and families.  The PURE product suite includes best-in-class, customizable coverage throughout the U.S for high-value homes, automobiles, jewelry, art, personal umbrella...