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

Marketing Articles

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

Marketing

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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What Salesforce Summer ’17 has in store for Marketing Cloud

Marketing

It’s time for another Salesforce release and you know what that means, lots of cool new features and updates to multiple clouds!  The new updates went into effect in June so let’s dive into what Marketing Cloud has to offer with the new additions from the Summer ’17 release. Some of the features I’m most excited about include: Send Email Activity: This now is supported for Content Builder emails. The addition of Subject and Preheader…
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Salesforce Marketing Cloud or Pardot … How do I pick?

Help & Training

I’ve been working with marketing automation tools for a little over 5-years and have had exposure to several tools, each with unique pros and cons. One question I am most often asked is “what is the difference between Marketing Cloud and Pardot?” I thought I would take some time and write-up one ladies opinion. I’ll start by saying, depending on who you talk to, some consultants prefer one tool over the other — personally, I…
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Marketing Cloud Has Become Futuristic

Marketing

Major upgrades were announced at Dreamforce this year for Marketing Cloud. It’s fascinating to see how the platform has advanced since the last Dreamforce. With the introduction of Einstein and Commerce Cloud, it’ll be awesome to see integrations with the Marketing Cloud to further business demands and reach customers on an entirely new intelligent level. Here’s what I found most interesting for Marketing Cloud at Dreamforce: Journey Builder is now enhanced with Lightning aligning it…
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