The Silverline Blog
Industry insights, Salesforce news, and more
Salesforce Platform
Managed Services: What Is It and Why Do You Want It?
Reading time: 3 minutes
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 business grows and evolves, your Salesforce instance...
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
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...
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 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...
Client News
Hear from BCU How They Benefit from Salesforce Managed Services
Reading time: < 1 minute
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 manual processes, BCU’s Enterprise CRM Experience team of two found that they needed...
Salesforce Platform
May the (Sales)Force be with You! 3 Reasons You Need Jedi-Quality Support
Reading time: 3 minutes
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 universe waiting to be...
Salesforce Platform
ERP and CRM: Integration Leads to Innovation
Reading time: 3 minutes
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 collected applications, ERP systems collect information from these various data points, storing...
Around the Office
What is the Silverline Academy? Get to Know Our Current Class
Reading time: 6 minutes
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 Silverline team members design the curriculum and ultimately prepare the class to become Salesforce-certified...
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