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

Salesforce Platform Articles

Is Your Organization Up to the Challenge of New Technology?

Advisory

You completed your Salesforce platform implementation a year or so ago. The utilization is down a bit but a few enhancements have been delivered. However, something isn’t quite right. You really need to take some action, but you’re not sure where to start or what path to take. If this sounds familiar, you are not alone. In fact, you are in pretty good company. Even world-class technology like Salesforce requires care and feeding to keep…
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3 Critical Steps to Facilitating a Successful Move to Lightning

Help & Training

For businesses that have invested heavily in Salesforce, the move from Classic to Lightning can be daunting… and frankly, a bit scary. It’s clear that all of the new features on the Salesforce Platform are being developed for Lightning, and as each new release passes, the need to migrate your organization to Lightning remains ever present. Salesforce has clearly defined Lightning as the path forward. There are several business reasons for making the move to…
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Why EHR and CRM are Better Together

Healthcare

After a successful industry-wide implementation of new and cutting-edge technology, it’s hard to stomach when something newer and shinier comes out. You want to take a beat and enjoy the fruits of your labor — not completely abandon the old for the new.  Many organizations have completed Electronic Health Record (EHR) implementations only to find that the EHR was not the best tool for engaging with patients. Though they’re a great way to house collective…
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See What You Missed from the July 24 NYC Salesforce User Group

Communities

Silverline recently hosted the New York City Salesforce User Group on Wednesday, July 24th. The mission of the New York City Salesforce User Group is to build an enthusiastic community committed to learning about the Salesforce Platform and achieving successful adoption. Wednesday’s session was about the Salesforce mobile app and featured Victor Oliveros, Eugene Oksman, and Alex Yi from the Salesforce Mobile Product Management Team. Our very own Kevin Hoxie, recently promoted to Business Analyst,…
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Listen First: Advice from a Salesforce Consultant

Salesforce Consulting

I’ve been outgoing my entire life. My mom liked to say my sister would sit in the corner and read to herself as a child; I’d sit in a corner and read out loud for all who wanted to hear (or not). So I find it interesting looking back at the last decade of my career and realizing the success I’ve had and the expertise I’ve built is on a foundation of listening first —…
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How to Become a Salesforce Consultant When You’re Not Already a Salesforce Consultant

Salesforce Platform

As someone who has been in the Salesforce ecosystem for over 12 years, I had always thought one day I would love to be a consultant. The ability to work on multiple Salesforce implementations for many different clients in a vast array of business verticals really appealed to me. I’ve always loved learning how companies conduct their business. As a Salesforce customer, I had worked with a few different consultants, some fantastic and some less…
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My Salesforce Journey: Sixteen Years of Leading and Learning

Financial Services

If you are lucky enough to have met the love of your life, you probably remember certain details about your meeting – where you were, what they were wearing, what they said. My introduction to Salesforce was similarly memorable. In 2003, I was working in sales operations for a Fortune 500 company in Nashville. I had been doing a lot of work managing market research data and generating business leads for the sales team. We…
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Creating a Donation Management Platform for Project Sunshine

Advisory

When a young family member or friend is undergoing medical treatment, there is uncertainty, fear, and a great deal of the unknown. Although true relief doesn’t come until young patients are home with a clean bill of health, small doses of comfort can sometimes be found along the way. Enter Project Sunshine: supporting children facing medical challenges Project Sunshine is a nonprofit organization that works with an international network of hospitals and volunteers. Their goal?…
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Silverline Celebrates Its 10-Year Anniversary

Financial Services

Press release Silverline, a Salesforce Platinum Partner headquartered in New York City, turns 10 this year. Co-founded by Gireesh Sonnad, CEO, and Rich Resnick, President, Silverline has significant expertise in the Financial Services and Healthcare industries. Silverline’s offerings across Strategic Advisory, technical implementation, and ongoing Managed Services have enabled hundreds of organizations to achieve success with the Salesforce Platform. In addition to the New York City HQ, Silverline has hubs in Atlanta, Chicago, Orlando, Minneapolis,…
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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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