Financial Services
How to Streamline Your Client Interaction Management
Reading time: 4 minutes
One of the key benefits of CRM is the ability to track all of your interactions with clients in one place. This benefit becomes more of a necessity than just a “nice to have” when you’re required to provide the proof of services to your clients — whether it is due to a MiFID requirement...
Help & Training
Non-Profit vs. For-Profit Salesforce Implementations
Reading time: 3 minutes
This year, I had the opportunity to participate in a NOEW weekend growth Hackathon where Silverline helped 6 local non-profit organizations enhance their Salesforce CRM implementations, automate more business processes, and help solve the challenges they were experiencing. NOEW is a business festival that happens every year to support entrepreneurship and innovation in New Orleans....