The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
5 Trends Shaping the Future of Investment Banking Today
Reading time: 6 minutes
What made the difference between success and failure in the last year? 2020 changed everything. Finance was no different. Dealmaking in 2020 split into two parts: the first half cratered at $971bn, with a 6.6% year-on-year decline by value. Contrast that with the second half of the year, with the most dealmaking activity since 2007...
Financial Services
Transforming the Lending Experience with Salesforce
Reading time: 4 minutes
Historically, loan origination workflow was paper focused and labor intensive. Measuring the efficiency and quality of work was difficult to achieve. The height of piles or folders on desks helped you know whether or not your employees were overwhelmed or had capacity. It was seemingly impossible to understand where bottlenecks existed in the system and...
Healthcare
Salesforce and HIPAA Compliance: What Providers Need to Know
Reading time: 3 minutes
The 1996 Health Insurance Portability and Accountability Act (HIPAA) protects patients and patient data in the United States, which includes all electronic data managed by healthcare providers. Managing this data isn’t a nice-to-have, but a requirement — one many providers are very familiar with. How does that translate to new tools, especially CRM, which counts...
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...
Salesforce Platform
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,...
Healthcare
3 Effective Payer Strategies for Health Insurance Companies
Reading time: 5 minutes
When it comes to building a proper strategy for Payers in the healthcare world, there’s a lot to consider. For every segment within the Payer ecosystem or within a particular organization, there are different elements to take into account. At Silverline, we like to start big and work our way down the funnel into the...
Silverline News
Announcing the Next Wave of CalendarAnything
Reading time: 2 minutes
Silverline, creator of the #1 Salesforce calendar app, CalendarAnything, today announced a launch of CalendarAnything 3.0 for Salesforce on the AppExchange, bringing the app into the Lightning era as a Lightning Web Component. This updated, modern experience empowers teams from around the globe to collaborate more efficiently and easily. View your business at a high...
Healthcare
Gaps in Care: Why They Happen and How to Close Them
Reading time: 4 minutes
As healthcare workers treat new and growing emergencies, while simultaneously working to update legacy systems, it can be difficult to stay on top of existing patients’ health status. Especially if patients themselves aren’t proactive. Recurring appointments for health and wellness can be postponed or cancelled, and if no followup occurs to reschedule, this creates a...
Healthcare
What is Vaccine Cloud and Why Do You Need It?
Reading time: 3 minutes
We are undergoing the most extensive and complex distribution campaigns in modern history: the COVID-19 vaccination rollout. Something so complicated will undoubtedly bring challenges. With timing and accuracy of the utmost importance, an efficient vaccine management solution is required. That solution? Vaccine Cloud from Salesforce. What is Vaccine Cloud? Introduced in early 2021, this global...
Financial Services
Exploring the State of Security and Compliance in 2021
Reading time: 3 minutes
In summer 2020, Gartner forecasted worldwide security and risk management spend would approach nearly $124B as demands for security and monitoring rose to meet the needs of remote working. And after several high-profile data breaches, like the Solar Winds attack in the second half of the same year, cybersecurity emerged from the back office as...