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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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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...
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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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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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