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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 […]
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Managed Services Zen and the Art of CoE Maintenance
Don’t be scared by the term “Center of Excellence.” It doesn’t have to be an entire section of a building staffed by dozens of people — though of course you could do that if you wanted. I work with hundreds of mid- to large-sized clients, and every single one of them has a different interpretation...
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Managed Services What Do Salesforce Solution Architects Do, Anyway?
It’s a complicated role. Salesforce Solution Architects (SAs) live in a complex world of acronyms, systems, lifecycles, processes, user stories, relationships, and politics. Solution Architects need to lead successful implementations of Salesforce and system integrations that leverage on-premise...
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Managed Services 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...
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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...
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Client Services 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...
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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...
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Investment Banking 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...
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Salesforce Consulting 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...
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Around the Office What is the Silverline Academy? Get to Know Our Current Class
The Silverline Academy is a full-time, 3-month immersive learning program for recent graduates. They go through hands-on training to learn a variety of consulting and soft skills, including client and project management, solution architecture, system testing, training approaches, and design. Expert...
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Help & Training Successful Salesforce Project Management With Limited Resources
Tackling your Salesforce projects can seem daunting. These simple steps can help you evaluate your Salesforce talent and get started on your backlog!
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Client Services The Importance of Being … Focused
In 1895, Oscar Wilde’s play The Importance of Being Earnest, A Trivial Comedy for Serious People was first performed in London. The play is a satire that turned the traditional values of late Victorian London on their head. It was released at a time of changing social norms and customs and became...
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