The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Marketing Articles

How to Ensure Success with Marketing Automation

Marketing

Any marketer’s ultimate goal is for their individual customer is to have unparalleled experiences. Those occur when marketing strategy, business operations, and marketing automation technologies converge into meaningful and well-orchestrated points of interaction. Marketing automation is about improving and streamlining the holistic customer journey and experience —  beginning with an individual’s initial brand awareness and continuing on as they transform into a brand advocate. Facilitate ideal interactions for customers Marketing departments, regardless of vertical, have…
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How Salesforce Kept Me from Marketing into a Void

Marketing

Throughout my writing career, I’ve worked in marketing and creative for companies in healthcare, banking, and insurance industries. Each had their unique quirks and charms when it came to marketing (both in B2B and B2C) but certain pain points persisted across all industries — Who were we talking to? Why were we talking to them? Why should they care?  Scattered data, missed marks At a high level, it was easy to say we were reaching…
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Customer Journey Orchestration for the Retail Bank of the Future

Financial Services

As a Solution Architect, my greatest reward comes from enabling clients with the tools and strategies needed to engage audiences in an increasingly connected marketplace. Journey orchestration is at the forefront of audience engagement, and Silverline is shaping the future of connected consumer data points with Salesforce Financial Services Cloud and marketing automation tools. Standing in the midst of the 4th Industrial Revolution, traditional banks are still carrying the weight of siloed legacy systems. By…
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Improving Patient Care Through Integrated Marketing Automation

Healthcare

It has been an exciting couple of months. I attended my first Dreamforce. It was an incredible experience to see all the innovation being driven in the Healthcare Industry. Following the conference, my colleague, John Turner, published an overview of the Dreamforce Marketing Keynote on the Silverline blog. The overarching theme of the keynote was the empowerment of consumers and how they are dealing with having more choices than ever before. Following that, I was…
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Dreamforce Marketing Keynote: The Age of the Intelligent Marketer

Dreamforce

Marketing and marketing automation with Salesforce has undergone significant changes this fiscal year. Ryan Strynatka, SVP and GM for Social Products for Marketing Cloud, hosted a panel of experts in the marketing space at this year’s Dreamforce for Marketing Keynote entitled ‘The Age of the Intelligent Marketer’ which recapped that journey and showcased where Salesforce is headed for Winter and Spring 2019.

Borrower Data is the Secret Sauce to the Customer Journey: Create the Best Mortgage Experience with Data Driven Marketing Strategies

Financial Services

Your customer and prospect data is your biggest asset. Quality data in your CRM system is powerful when combined with marketing tools to develop a personal relationship with applicants that can drive trust and improve the overall borrower experience. This combination with Silverline’s Mortgage360 accelerator gives mortgage companies a highly organized system to capture, clarify, and improve your internal processes of engagement. Adding marketing tools like Salesforce Marketing Cloud easily takes the data you already…
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Improving the Mortgage Borrower’s Experience with Marketing Journeys

Marketing

The mortgage industry is experiencing a whirlwind of drastic change. Traditional mortgage firms are realizing the need to quickly embrace the shift to a digital marketing landscape in order to compete with a growing number of competitors, most notably market-disrupting fintech lenders.  Changing the borrower experience is the name of the game; creating journeys that provide directed content at the right time pre, post and during the borrowing process is essential for success. Creating more…
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Your Guide to Marketing Automation at Dreamforce

Dreamforce

Marketing Automation spans across every industry we encounter. If you are attending Dreamforce next week then you may have started looking for sessions to attend and that can be overwhelming! I want to provide you with the best sessions to attend to get information, network, and move your business forward with Marketing Automation. Pardot for Partners: Driving Demand Generation Brett Brewer, Marketing Automation Practice Director, Silverline, Kathleen Ferrie, Senior Director of Marketing, Silverline & Kai…
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Healthcare Solutions: Surpassing Brand Management to Deliver Patient Engagement

Healthcare

While patient engagement has always been a goal of healthcare networks and individual providers, within the last few years engagement has become even more important as a measure of patient health and overall provider performance. The industry has shifted, and hospitals and integrated delivery networks are required to prove the overall health of their patients to receive the necessary funding. In order to compete, these provider networks need to maintain not only regulation but reputation…
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Pardot Summer ‘17 Release Updates

Marketing

While Pardot doesn’t quite follow Salesforce’s release schedule, there are still quite a few notable updates everyone should be aware of. Most of these were driven by user request so you may have spent some time wishing for a few of the following… Automation Rule Repeat Prospects may now run through the same automation rule multiple times. A simple checkbox controls this functionality on each individual rule. This opens up a wide range of possibilities…
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