The Silverline Blog
Industry insights, expert Salesforce tips and tricks, and more
Salesforce Platform
How to Better Connect Your Sales Pipeline to Your Sales Process
At any given time, a salesperson somewhere is probably talking about trying to grow their pipeline. Why? Because a sales pipeline represents the total dollar value of potential deals that could result in revenue for the business. This number, in turn, helps salespeople and sales managers understand whether or not they’re prepared to hit their...
Financial Services
Working from Home During a Pandemic: How Adviser Investments Maintains Business as Usual
Founded in 1994, Adviser Investments is an independent money management firm dedicated to serving individuals, trusts, institutions and foundations. It specializes in mutual funds, exchange-traded funds and undiscovered managers. It also offers individual bond strategies for high-net-worth investors. It currently manages over $5 billion for more than 3,500 clients nationwide. Over a decade of working...
Salesforce Platform
Managed Services: Addressing Agility
In this installment of our managed services series, we’re talking about the great unknown. With staff augmentation, platform and system integration, and post implementation already covered, we know that there are still questions about what to do when your company is ready to bring its Salesforce Org to the next level. Silverline’s flexible managed services...
Salesforce Platform
Managed Services: What Happens After Go-Live
We’re continuing our coverage of common myths about managed services and providing you with all the info you need to take the next step to Salesforce success. Last time we learned that managed services is more than staff augmentation. It’s innovative solutions and scalable, ongoing support tailored specifically to teams in need. We also highlighted...
Salesforce Platform
Managed Services: Going Beyond Staff Augmentation
Still thinking about managed services after our last post? You’re in luck! We know your full-time job consumes enough of your day, let alone trying to stay up to date with all of the requests coming from users, or staying on top of all the latest and greatest capabilities and improvements. You want more help...
Salesforce Platform
Managed Services: What is it and why do you want it?
With adaptive technology and personalized solutions becoming the norm across all manner of businesses, it’s important to stay ahead of trends. As a platform, Salesforce is continually evolving — but your business only reaps the benefits if it can keep up with innovations to the platform. As your business grows and evolves, your Salesforce instance...
Salesforce Platform
8 Resolutions for Improving your Salesforce Org
Now that we’re nearly a month into 2020 and most of our personal resolutions are out the window (really, why did I think this would be the year to successfully eat fewer sweets?), it’s time to start thinking about your resolutions for improving your Salesforce org if you haven’t already. Just like our own promises...
Client News
Hear from BCU How They Benefit from Salesforce Managed Services
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...
Salesforce Platform
May the (Sales)Force be with You! 3 Reasons You Need Jedi-Quality Support
Star Wars is debatably the best example of a saga that bridges the genres of fantasy and Sci-Fi. It takes place a long time ago (fantasy)… in a galaxy far, far away (Sci-Fi). The movies employ spaceships and weapons (Sci-Fi), but it also uses the magical force which pulses throughout the universe waiting to be...
Salesforce Platform
ERP and CRM: Integration Leads to Innovation
Enterprise Resource Planning software (ERP) has long been the gold standard of workflow management in manufacturing firms — tracking resources such as cash, raw materials, and production capacity, along with the statuses of payroll and purchase orders and miscellaneous supply orders. Made of collected applications, ERP systems collect information from these various data points, storing...