The Silverline Blog
Industry insights, Salesforce news, and more
Managed Services
Transforming Your Company: 6 Digital Transformation Must-Haves
Reading time: 4 minutes
The race to stay ahead of the curve intensifies in the rapidly-evolving business landscape as C-suite executives seek ways to gain resilience and competitive advantage. Forbes’ CxO Growth Survey 3.0 examined how global leaders prioritize digital transformation to remain competitive. This article will discuss the six must-have digital transformation strategies companies must adopt to survive...
Digital Transformation
Why Organizational Change Management is All About People
Reading time: 4 minutes
Everyone tends to react differently when they hear that changes are happening in their organization. It could be a relief that a more efficient way of doing tasks is coming soon. Or it could be a roll of the eyes that yet another change is happening with doubt that it will improve processes. In the...
Data and Integrations
A Beginner’s Guide to Salesforce MDM
Reading time: 3 minutes
One of the most common questions that we get asked is what is MDM, and how does it fit in the Salesforce world? MDM stands for Master Data Management. To put it simply, it means creating a single source of truth, or one master “golden record” for all versions of a record across all systems....
Financial Services
Sales Cloud vs. Financial Services Cloud: What You Need to Know
Reading time: 3 minutes
Salesforce has been the leading CRM solution for more than a decade. Your financial services firm might already be using Salesforce. And while Sales Cloud does have plenty of benefits for any organization, specific industry features of Financial Services Cloud make it a great choice for many firms. I hear from existing Salesforce Sales Cloud...
Digital Transformation
7 Steps to Prep: Project Kickoff for Salesforce Implementation
Reading time: 4 minutes
As an Account Executive at Silverline, one of the most common questions I receive from project sponsors at my clients is: “What can our team do before kick off to get a head start on our project?” Where to start before you start After the selection process for Salesforce and an implementation partner is complete,...
Digital Transformation
Understanding the Importance of Change Management
Reading time: 3 minutes
If we’ve learned anything after 10 years in business, it’s that change is the only constant. But as you probably know, there’s usually a “Who moved my cheese?” moment in any fast-paced and changing organization. The tendency for most people is to resist change kicking and screaming. While that’s a natural reaction to change, anticipating,...
Managed Services
Zen and the Art of CoE Maintenance
Reading time: 4 minutes
Don’t be scared by the term “Center of Excellence.” It doesn’t have to be an entire section of a building staffed by dozens of people — though of course you could do that if you wanted. I work with hundreds of mid- to large-sized clients, and every single one of them has a different interpretation...
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...
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...
Healthcare
What Are the Benefits of Salesforce Health Cloud?
Reading time: 4 minutes
You’ve heard about it, perhaps seen a demo, and even read up on some of the features of Salesforce Health Cloud. You’re well aware that it’s touted as the leading technology solution for those in healthcare. KLAS has repeatedly named Salesforce the #1 healthcare CRM. There’s a good deal of information available about the solution...