The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 3 minutes
A bank’s relationship manager (RM) plays a pivotal role in helping its business customers reach their financial goals. However, according to interviews that McKinsey conducted with executives at more than 15 banks, a majority of their relationship managers are acquiring less than five new clients a year. Many said they struggle with customer acquisition, and...
Reading time: 4 minutes
Retail media is rapidly growing and GroupM, the world’s biggest media buyer, forecasts that advertising revenue from retail media channels will reach $160 billion by 2027. Retailers such as Walmart, Target, and Amazon are capitalizing on advertiser demand for retail media with their retail media networks. Retail media offers the opportunity for retailers to diversify...
Reading time: 7 minutes
According to 2,500 global marketing decision-makers surveyed in the Salesforce Marketing Intelligence Report, the top desired improvement they want in the customer experience over the next year is more personalized content and offers. They realize the benefits that personalization brings, like more engagement and loyalty to their company, by using Salesforce Marketing Cloud. Marketing Cloud...
Reading time: 4 minutes
In one corner, you have Team Marketing Cloud Account Engagement, a B2B platform, and in the other, you have Team Marketing Cloud, a B2C platform. These two often battle it out for the hearts and minds of Salesforce users everywhere. However, we propose a fresh perspective where everyone can emerge as a winner by selecting...
Reading time: 3 minutes
Today, we experience personalization in many areas of our lives, from customizing furniture fabrics to adding heated seats to a new car. So why shouldn’t your marketing messages also be tailored to customer preferences? Personalization makes us feel acknowledged and understood by treating each customer as a unique individual. It strengthens the customer-company relationship, as...
Reading time: 4 minutes
Recruiting and onboarding new insurance agents can be a challenging process for insurance companies. It requires a careful balance between attracting top talent and ensuring that the agents feel engaged and supported from day one. By implementing effective strategies to better engage insurance agents during the recruiting and onboarding process, agencies and brokers can create...
Reading time: 3 minutes
Encompass is an industry-leading digital mortgage solution that addresses the challenge of fragmented data and inefficient processes within mortgage companies. It streamlines and centralizes data management, allowing mortgage lenders to integrate various aspects of their operations, from policy administration to claims processing. Silverline has developed a refined, bi-directional integration between Encompass and Salesforce, streamlining operations...
Reading time: 4 minutes
We often talk about the Salesforce journey. You start off with a basic version of a product, roll it out, and add on a more advanced version of the product. You expand, scale, and grow your Salesforce ecosystem from a crawl to a walk to a run. But what if you’re just at the start...
Reading time: 3 minutes
EHR, PHI, SDOH, HIPPA – the healthcare world is full of acronyms. Maybe because it’s such a fast-paced, constantly changing environment, we need quick letters just to keep up. But acronyms can also lead to some blurring of the lines between what is what in healthcare. This is the case when it comes to customer...
Reading time: 2 minutes
Founded in 2007, Jacaruso Enterprises provides remote hotel sales service and training that gives small to medium-sized hotels an affordable and flexible solution for increasing revenue. Jacaruso’s customers include approximately a thousand major hotels and boutique properties in the U.S., Canada, the Caribbean, and Latin America. Starting with a complex, custom Salesforce environment With a...