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

Client News Articles

Hear from BCU How They Benefit from Salesforce Managed Services

Client News Dec 11, 2019 By Lindsay Lelivelt

One of the nation’s top 100 credit unions, Baxter Credit Union (BCU) recently underwent a digital transformation; Silverline implemented Salesforce for BCU in an effort to provide deeper member insights and improve processes across the organization. While they gained efficiencies by automating manual processes, BCU’s Enterprise CRM Experience team of two found that they needed more support to truly realize the full effect of their new Salesforce Org. Why Salesforce managed services was the right…
Read More

Advice from BCU: How To Choose The Right Salesforce Partner For Your Credit Union

Client News Nov 19, 2019 By Lindsay Lelivelt

We recently highlighted the work we did with Baxter Credit Union (BCU) to implement their new Salesforce Org and help increase member engagement across the board. The project was a success largely due to the partnership formed early on. “In our work with Silverline, we set a very clear expectation of ‘Look, here’s where we want to go, here are some guiding principles we want to have in our project.’ And we’re very thankful that…
Read More

Deeper Member Insights & Improved Results for Baxter Credit Union

Client News Nov 7, 2019 By Jiordan Castle

Baxter Credit Union (BCU) is a full-service, not-for-profit, financial institution providing SEG and community banking to over 200,000 members in all 50 states and Puerto Rico. As a credit union, BCU has set new standards in bringing together technology and member service in the ever-evolving world of financial services. But with recent tremendous growth — due in part to its ability to acquire and maintain members by establishing personal, relevant relationships — BCU needed a…
Read More

Helping Project Sunshine Connect and Do More with Donors and Volunteers

Client News Oct 24, 2019 By Jiordan Castle

Project Sunshine’s goal is to help bring pediatric patients and their families a sense of joy and normalcy during hospital stays or extended waits by delivering interactive kits put together by volunteers. At Silverline, we’ve made giving back a fundamental part of our Silverline Cares initiative by partnering with Project Sunshine. But we’ve also worked with Project Sunshine to help them improve methods of tracking and managing donor and volunteer information and activities in Salesforce.…
Read More

Silverline Success Story: Travel Insured International

Client News Jul 13, 2018 By Craig McKeon

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…
Read More

Silverline Success Story: Blue Cross Blue Shield of Wyoming

Client News Sep 26, 2017 By Craig McKeon

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 coverage to children from low-income families. It also provides affordable coverage options through its Caring Foundation. In addition, the company…
Read More

Silverline named to Inc. Magazine’s 36th Annual List of America’s Fastest-Growing Private Companies 2

Congratulations! Jessica Vartanian from Red Rocks Credit Union named Finalist in CUES® Next Top Credit Union Exec Challenge

Client News Aug 30, 2017 By Silverline Team

Silverline is excited to congratulate Jessica Vartanian, VP, Project Implementation and Impact at Red Rocks Credit Union! Read about her recent achievement as one of the five Finalists in the 2017 CUES Next Top Credit Union Exec challenge below and check out her story on the Next Top Credit Union Exec blog. Way to go! Littleton, Colo. — Jessica Vartanian, VP, Project Implementation and Impact with Red Rocks Credit Union in Littleton, has been named one…
Read More

CommunityAmerica Credit Union and Silverline Grow Member Insight

Client News Jun 27, 2017 By Silverline Team

Silverline and CommunityAmerica Credit Union recently partnered to implement an enterprise-wide CRM geared towards credit union success. The solution has enabled CommunityAmerica Credit Union to increase visibility into its member relationship, become more collaborative, and streamline business processes. Facing a Challenge Head On CommunityAmerica Credit Union (CACU) lacked an easily accessible, true 360-degree view of the member due to many disconnected applications. Its process for tracking and managing referrals was disconnected and lacked collaboration and…
Read More

Silverline Success Story: Suffolk Care Collaborative

Client News May 26, 2017 By Kathleen Ferrie

The Suffolk Care Collaborative (SCC) is the Performing Provider System (PPS) for Suffolk County under the Delivery System Reform Incentive Payment (DSRIP) program. The goal of SCC is to meet the requirements of the Triple Aim Initiative – improving the patient experience of care, improving the health of populations and reducing the per capita cost of healthcare. “Working with Silverline exceeded my expectations. The project team understood our requirements and transformed them into a better…
Read More

ICAT Partners with Silverline and Goes Live with Salesforce

Client News Feb 16, 2017 By Kathleen Ferrie

Our client, ICAT, went live on Salesforce this week and shared their thoughts on the project in the follow press release. Broomfield, CO: This week, ICAT streamlined business processes and increased visibility into customer needs by deploying the Salesforce Customer Relationship Management (CRM) solution with the expertise of Silverline, a Salesforce Platinum Cloud Alliance Partner. The customized Salesforce interface will allow ICAT to consistently deliver high levels of service and more tailored solutions to customers. ICAT has continued…
Read More