Introducing the Next-Generation Solution for Meeting Notes in Salesforce
Reading time: < 1 minute
Feeling limited by native Salesforce activities? You’re not alone! So many of our Investment Banking clients have emphasized how important it is to track their relationships by taking good meeting notes – and how hard it is to do so in Salesforce. Silverline has built a Meeting Notes solution that overcomes these native Salesforce limitations...
5 Tips to Make Salesforce Ramp Time as Short as Possible
Reading time: 3 minutes
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
Reading time: 2 minutes
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
Reading time: 2 minutes
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
Reading time: 3 minutes
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...
Top 10 Summer ‘14 Features for Financial Services
Reading time: 3 minutes
Silverline was the proud host and sponsor of another great Financial Services Salesforce User Group. After some food, drinks, and networking (and a few technical difficulties as we learn how to use our A/V equipment in our new office) we heard from Cheryl Feldman, Business Systems Analyst at S&P Capital IQ and Roger Mitchell, Solution Architect at Silverline on the Top 10 Summer ‘14 Features for Financial Services.
Let's get started with the countdown:
6 Ways Salesforce Communities Will Transform Your Business
Reading time: 2 minutes
Clients now expect 24/7 access to important information in a secure, responsive, mobile-friendly online environment. To provide constant coverage, your firm doesn’t need an around the clock service team.
There is a better way to provide client information and generate collaboration between employees, customers, and advocates using Salesforce communities. So, what are some ways a Salesforce community can benefit your business?
Silverline helps Michigan Health Information Network put the care back into healthcare with Salesforce
Reading time: 2 minutes
Improving healthcare and reducing costs is on everyone’s minds these days. But how? Learn how MiHIN made it easier for the state’s healthcare professionals to get the information they need when they need it to eliminate inefficiencies and improve care.