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Data and Integrations A Beginner’s Guide to Salesforce MDM
One of the most common questions that we get asked is what is MDM, and how does it fit in the Salesforce world? MDM stands for Master Data Management. To put it simply, it means creating a single source of truth, or one master...
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Financial Services 3 Key Skills Your Team Needs to Navigate the Future of Data
You’ve seen how data storytelling helps companies deepen customer relationships and started to establish a data storytelling foundation for your organization, but how do you build a team that can effectively execute your data...
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Salesforce Demystifying Your Salesforce Outlook Integration Options
There are an estimated 4 billion daily email users, sending and receiving more than 306 billion emails each day. Your sales team is probably contributing to those high email numbers. Email is still one of the most efficient and...
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Financial Services How Salesforce Turns Data into Compelling Customer Stories
In the first part of our Future of Data series, we looked at the ways organizations like Spotify and Robinhood are benefiting from data storytelling initiatives, deepening their relationships with customers while driving brand...
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Media & Entertainment Silverline Announces Mediaocean Integration for Salesforce Media Cloud
Silverline, a digital transformation consultancy and Salesforce partner headquartered in New York City, announced today its new Mediaocean integration for Salesforce Media Cloud. Mediaocean’s certified integration for...
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Banking Extend nCino Capabilities to FSC and Use AI in Your Favor
When we think about building a strong CRM strategy, it’s really about the entire customer lifecycle. How you market to leads, how you acquire and onboard new customers, how you manage regulatory rules, and how you provide...
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Financial Services Tableau CRM: Getting Started with Data Sets
If there’s one thing I’ve learned during my time at Silverline, it’s that the Salesforce platform is only getting more and more complex. Understanding how to organize your development, data management, and adoption of the...
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Digital Transformation 7 Steps to Prep: Project Kickoff for Salesforce Implementation
As an Account Executive at Silverline, one of the most common questions I receive from project sponsors at my clients is: “What can our team do before kick off to get a head start on our project?” Where to start before you...
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Insurance How Legal & General America Built a Foundation for Digital Experiences at Scale
Legal & General is one of the world’s leading multinational financial services companies — and has been since 1836. Headquartered in London, the firm is the ninth-largest global insurer, with more than $1.5 trillion in...
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Banking Bank Core Conversions, Digital Transformations: How to Implement Both at Once
A banking or federal credit union core system is the primary back-office solution managing daily banking transactions and posting updates to accounts and other financial records. Core processing systems are also connected to...
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Salesforce Platform Customer 360 Audiences: What You Need to Know
The concept of a 360 degree view of a customer seems like it’s always been around. We all know it as a single view of the customer: understanding who they are, what they do, when they do it, and ultimately what drives them to...
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Salesforce Hyperforce, Einstein, and Slack — Oh my! Unpacking the Dreamforce to You Keynote
A lot happened in the wider world of Salesforce last week. From acquisition announcements to innovative launches, the Dreamforce to You keynote left viewers with much to be excited about, besides James Corden’s cold open....
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