The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 4 minutes
Have you ever gotten to the conclusion of a project and found yourself scratching your chin thinking: “this isn’t quite what we wanted or expected?” That, my friends, is a trend across the banking industry. Banks have traditionally used the Waterfall methodology which breeds scenarios like the above. Working with banks of all sizes throughout...
Reading time: < 1 minute
Having great products and people is not enough in today’s competitive marketplace. Bankers are pressed for time, and they need technology to collaborate and further the personalized service they provide to their customers. Salesforce is the premier Customer Success Platform, helping Banks collaborate quickly across multiple lines of business to convert more leads and provide...
Reading time: 2 minutes
Dreamforce is almost here! This is going to be an awesome year for breakout sessions dedicated to banking. I remember the first time I attended Dreamforce a couple of years ago, a banker from a small town in New Hampshire at the largest technology conference on earth, that was not quite sure where to go...
Reading time: 3 minutes
On the surface, drafting a project team appears to be a fairly basic task, but ultimately, the team that you bring to the table will determine the fate of your CRM project (or any project for that matter). One could make a comparison to building a championship baseball team. The gut reaction for a senior...