The Silverline Blog
Industry insights, Salesforce news, and more
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Digital Transformation Begins With the Customer: Five Keys for Building a Successful CRM Roadmap
Reading time: 3 minutes
Business leaders are becoming increasingly aware that they must embrace digital transformation to remain competitive. This can mean a number of things depending on the organizational maturity and marketplace. One thing it always includes is the idea of leveraging cloud technology to become more customer-centric. Cloud-based CRM has emerged as the platform of choice for...
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How do you stay on top of Salesforce releases?
Reading time: 2 minutes
Staying on top of Salesforce’s three releases each year can be a big task if you don’t have a proper strategy in place. Are you an admin on a Salesforce team or a solo-admin for your company? The smaller your team, the more daunting these releases may seem. Take advantage of these best practices to...
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Dive into the Pardot Spring ‘18 Release Notes
Reading time: 2 minutes
As you may or may not know, Pardot has a rolling release schedule where new features become Generally Available (GA) as they’re deemed ready. Some of these features may be contingent on the Sales Cloud release but most come out on a rolling basis. Below are features that will deliver an immediate improvement to your...
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Spring ’18 Release Highlights for Salesforce Admins!
Reading time: 3 minutes
As a Salesforce Admin, your job is a balancing act. You’ve got to maintain the health and efficiency of your company’s Salesforce org while also supporting the myriad of needs (and wishlists) from your colleagues. It’s with those challenges in mind that I pored over the release notes for Spring ‘18 and picked out five...
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Top 12 Salesforce Winter Release ’18 Features
Reading time: 2 minutes
Are you ready for the Winter ’18 Salesforce release? It’s right around the corner! After reviewing the release notes, here is a list of the 12 most interesting updates. 1. Business Intelligence Einstein analysis can be produced in one click. The Einstein app analyzes best practice key performance indicators with Salesforce data and then recommends...
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Cold Calling: How to Make Sure Your SDRs Don’t Come for You
Reading time: 3 minutes
Thank you to everyone who has read and shared Cold Calling: A Millennial Perspective. If you haven’t read my previous article, I suggest you do so first as this one is elaborating on some of the popular topics. After posting that article, I received quite a few comments and messages from both SDRs and SDR managers...
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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....
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Cold Calling: A “Millennial” Perspective
Reading time: 4 minutes
I am a LinkedIn lurker. I rarely ever comment on things, occasionally I’ll “like” a post, and sometimes even wish someone a happy birthday, but primarily, I read. Since I got into business development I’ve joined quite a few sales/business development/best practices groups and some that are aimed exclusively at sales leadership titles. I did...
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7 Favorite Features in the Salesforce Summer Release Notes ’17
Reading time: 3 minutes
Summer is upon us which means the world’s #1 CRM platform has become even better. The release has been live for a few weeks now, and here are some of the new features we felt are noteworthy. 1. Improved Migration Assistant (applies to Classic) Restyled and even easier to use, the Lightning Experience Migration Assistant...
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Salesforce Pardot or Marketing Cloud … How do I pick?
Reading time: 4 minutes
I’ve been working with marketing automation tools for a little over 5-years and have had exposure to several tools, each with unique pros and cons. One question I am most often asked is “what is the difference between Marketing Cloud and Pardot?” I thought I would take some time and write-up one ladies opinion. I’ll...