The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
On October 8, 2020, I was so excited to sit down with an incredible panel of CEOs and co-founders from Silverline, Equilar, and DotAlign to discuss the evolution of enterprise relationship management over the past decade. While the practice of ERM is not a novel concept, the advances we have collectively seen over the last...
This is part three in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out parts one and two, All objectives ultimately roll up to keeping people happy by streamlining processes and simplifying technology to remove friction and roadblocks for all involved. Loyalty reduces costs by building trusting relationships with...
Growing a base of satisfied and engaged policyholders will pay significant dividends for any carrier, agency, or brokerage. A great customer experience isn’t just a nice-to-have anymore – your customers demand it. The average customer spends 67% more in the 31st-36th months of their relationship than in their first six months. And 33% of Americans...
This is part two in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out part one. A CRM system accomplishes the ultimate goal of better understanding, engaging, and retaining current and prospective customers, as well as current and prospective team members. To get buy-in from all levels, it’s best...
It feels pretty amazing to have a successful Salesforce Org up and running — until you check the backlog and see how much more there is to be done. But managing a backlog doesn’t have to stress you out. With the right programs and proper training in place, a daunting backlog can easily transform into...
Last week, Silverline hosted a webinar about the future of integration and data as a part of our WFH series. Silverliners Jill Harrison, VP of Silverline Ventures, and Greg Grinberg, Senior Delivery Director and Certified Technical Architect, reflected on how integration strategy has evolved over the past decade across our Financial Services portfolio. Evolution of...
People. Processes. Technology. This phrase is repeated everywhere, almost like a mantra. Often referred to as the golden triangle of business strategy, these three pillars make up the foundation of any implementation, launch, or digital undertaking. If the three aren’t in agreement, or can’t reach a balance, completing major projects can become a Herculean task....
Press Release Tailored workshops and assessments to help enhance Salesforce security posture and provide a Shield Implementation Playbook. New York, NY, September 30, 2020 – Silverline, a Salesforce Platinum Partner headquartered in New York City, and RevCult, a leading security and governance provider, announced a new partnership to provide technology-enabled security risk assessments and Shield...
In the span of just a few months, digital transformation went from important to essential. We’ve seen in the last five years how new technology-based players in the property and casualty (P&C) insurance space forced traditional insurers to play catchup. Earlier this year, we talked about how 2020 was the year to invest in digital...
Press Release Equilar, a leading provider of executive and board data solutions, today announced it has launched ExecAtlas for Salesforce on AppExchange, empowering sales organizations navigating a complex B2B selling environment to accelerate the number one driver of new business opportunities – warm introductions to executive decision makers. Built on the Salesforce Platform, Equilar ExecAtlas is...