The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 5 minutes
When we think about building a strong CRM strategy, it’s really about the entire customer lifecycle. How you market to leads, how you acquire and onboard new customers, how you manage regulatory rules, and how you provide customer service. With Salesforce, you can manage all of those aspects in one place by combining the power...
Reading time: 4 minutes
The media industry is at an inflection point. After years of transformation, it’s time for the next big thing. Digital advertising dominates the market, projected to increase to over $400bn in revenue by 2024. Compare that with traditional channels like TV (dropping to $150bn), print (dropping to $50bn), or cinema (effectively $0), according to Magna....
Reading time: 5 minutes
Customer satisfaction matters just as much in the healthcare industry as any other. Often, the patient contact center (PCC) is a patient’s first experience with a provider or organization, and can set the tone for the rest of the relationship. On average, most health systems lose between 10-20% of annual patient revenues from patient leakage....
Reading time: 4 minutes
The nCino Bank Operating System includes a flexible User Interface (UI) feature that facilitates design of straightforward, efficient user access to data, workflow, and origination processes from beginning to end, improving the overall experience for the financial institution, and ultimately, their customers. But knowing that you want to implement nCino and actually getting it done are two...
Reading time: 4 minutes
As your bank grows, you need a team and technology that grows with you. Crossing the $10 billion threshold is a huge transition for a company — requiring investments in technology, skilled people, and new processes to accommodate changes in compliance, audit, and workflows. Salesforce is a key tool that can consolidate these workflows, give...
Reading time: 4 minutes
2021’s Dreamforce is all about trust. After an all-virtual event last year, Dreamforce is back in 2021 as a hybrid in-person/digital conference, with all panels streaming on the new Salesforce+ platform. Silverline was one of the select partner companies invited to the live event in San Francisco, and our team of fully vaccinated Silverliners headed...
Reading time: 4 minutes
“What’s the difference between Marketing Cloud and Pardot?” I hear this all the time from our clients here at Silverline. Truth is, a lot has changed since Salesforce acquired Pardot in 2013 (and since its original launch in 2007!) New features, use cases, and marketing techniques mean both Marketing Cloud and Pardot look very different. ...
Reading time: 4 minutes
Westfield Bank provides relationship-based banking services for businesses and individuals across northeast Ohio and to independent insurance agencies across the country. Customers look to Westfield Bank for personal service, local decision-making, and the convenience of online banking anytime and anywhere. Since 2009, BauerFinancial has awarded Westfield Bank its 5-Star (Superior) rating, designating it as one...
Reading time: 4 minutes
Much has already been written on the ability of technology to transform the customer experience, introducing consumer lending portals and other tools for communication with lenders. But the truth is, consumer expectations are at an all-time high. You need to build a better lending experience or risk losing business. I’ve seen so many clients turn...
Reading time: 4 minutes
Banking and lending is a complicated business. Teams have to juggle multiple systems to manage customer service, loan origination, email marketing, and more. nCino brings all of your legacy processes and procedures together and makes internal processes simpler, faster, and more transparent, while also providing associates with the tools necessary to do their job. This...