The Silverline Blog
Industry insights, Salesforce news, and more
Insurance
3 Big Factors for Your P&C Insurance Digital Transformation
Reading time: 4 minutes
In the span of just a few months, digital transformation went from important to essential. We’ve seen in the last five years how new technology-based players in the property and casualty (P&C) insurance space forced traditional insurers to play catchup. Earlier this year, we talked about how 2020 was the year to invest in digital...
Managed Services
What Do Salesforce Solution Architects Do, Anyway?
Reading time: 4 minutes
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 and cloud computing platforms. But that means they: Conduct business process review meetings Lead the evaluation of...
Managed Services
Why Bad Data is Bad for Your Business
Reading time: 3 minutes
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
Reading time: 6 minutes
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
Change Management as a Constant in the New Normal
Reading time: 3 minutes
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...
Client Services
Salesforce + CPQ: How the Right Partner Makes All the Difference
Reading time: 4 minutes
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
Reading time: 4 minutes
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...
Investment Banking
Working from Home During a Pandemic: How Adviser Investments Maintains Business as Usual
Reading time: 7 minutes
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 Consulting
How Silverline Enables and Delivers Results With a Fully Remote Team
Reading time: 7 minutes
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
8 Resolutions for Improving your Salesforce Org
Reading time: 4 minutes
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...