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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...

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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 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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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 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...

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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...

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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...

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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...

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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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Navigator How to Move as Quickly as Today’s Young Workforce with Salesforce
Salesforce has always been on the cutting edge. When Salesforce launched in 1999, it was not the platform it is now. But its innovative approach for software as a service revolutionized the way the world does business. These were the days of ads like “You can be up and running on Salesforce in 30...

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Salesforce Platform See the Value in Engaging the Right Salesforce Partner
Cultivating the best Salesforce solution for your business is like trying to compose and conduct an exquisite piece of music for an orchestra. Many a business has been in the orchestra pit of a Salesforce build, doing all the right things, but something still comes out a little flat. Maybe you’ve...

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