The Silverline Blog
Industry insights, expert Salesforce tips and tricks, and more
Data and Integrations
Why Bad Data is Bad for Your Business
How do you know if you’ve got good or bad data? How fit is your data? Is your data fit for analysis? What does data fitness even mean? Fitness isn’t just about healthy activities and svelte physiques. Fitness is defined as the quality of being suitable to fulfill a particular role or task. In terms...
Salesforce
Salesforce Record Access: Who Sees What and Why
Data security is a top priority, The stakes are high, your company’s reputation and your customer’s trust are on the line. Users should have all the data they need, but shouldn’t have access to data they don’t need to see. So let’s dive in and explore how to leverage Salesforce Record Access features to ensure...
Managed Services
Why Salesforce Managed Services is an Admin’s Best Friend
Do you have a work BFF that you rely on day in and day out? A trusted friend that you can go to for advice and guidance? Think of Salesforce Managed Services as just that! Your new Salesforce BFF will get you to take a step back and ask yourself the hard-hitting questions like, “Do...
Managed Services
Change Management as a Constant in the New Normal
To say that this global pandemic changed our ways of working seems like a bit of an understatement. The popular Change Management book, Switch, by Chip and Dan Health, dives into many topics surrounding people’s ability to manage change, but a key theme that resonates during this pandemic is that willpower (i.e. ability to deal...
Salesforce Platform
Salesforce + CPQ: How the Right Partner Makes All the Difference
Picture this: You’re an accomplished, experienced and certified Salesforce Administrator. You know your team needs to be able to quickly and accurately generate quotes for orders within Salesforce. You’ve worked tirelessly to vet business requirements and selected Salesforce as your Configure Price Quote (CPQ) vendor of choice. You’ve done the Trailhead; you’ve implemented all standard...
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
How Silverline Enables and Delivers Results With a Fully Remote Team
With the advent of Coronavirus, more and more companies have moved to an exclusively remote workforce. If you and your team are unfamiliar with remote collaboration, it can be a daunting shift during an already difficult time. We’ve been a majority-remote workforce since Silverline was founded over ten years ago, and at each stage of...
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...