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Salesforce News Salesforce Industries Summit: Industry-focused Innovations Set New Precedent for Digital Transformation
On September 30th, 2020, Salesforce kicked off its Industries Summit with great fanfare. Neeracha Taychakhoonavudh’s, EVP of Salesforce Industries, interview with Derek Jeter was both inspiring and entertaining, which is...

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Banking Structuring Connected Experiences for Banks and Credit Unions
People. Processes. Technology. This phrase is repeated everywhere, almost like a mantra. Often referred to as the golden triangle of business strategy, these three pillars make up the foundation of any implementation, launch,...

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Capital Markets Trend Report: Private Equities Shift Focus to the Future with ESG Investing
This is the final part in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, three, and four from the head of our Capital Markets practice....

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CalendarAnything How to Maximize Your Salesforce Resource Calendar
By Janel Bromberek and Tsvety Giordano 2020 has put the spotlight on inefficiencies, lack of technology, and gaps in process with virtually everyone working remotely. Gone are the days of walking over to a coworkers desk to ask...

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Capital Markets Trend Report: Private Equity Outlook and the Race for Data
This is part four in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one, two, and three from the head of our Capital Markets practice. As Private Equity...

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Capital Markets Trend Report: Private Equity Outlook and Smarter Integration Planning
This is part three in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here are parts one and two from the head of our Capital Markets practice. Once internal...

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Financial Services Trend Report: Private Equity Outlook and the Productivity Imperative
This is part two in a series that addresses the technology trends the Private Equity industry is facing. Curious to read more? Here’s part one from the head of our Capital Markets practice. If your technology strategies aren’t...

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Insurance Webinar Recap: Agent Recruiting Retention Engagement
In this webinar, Silverliners Danielle Laffey and Amanda Somma discussed the largest overall business challenges Insurance carriers experience: hiring and developing effective producers. Effective recruiting and onboarding of...

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Capital Markets The Top Private Equity Trends for 2022
At Silverline, we’ve worked on countless private equity projects through robust public markets and a financial crisis. We’d like to share insights about the trends we are seeing in our Private Equity portfolio for 2022 and...

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Managed Services What Do Salesforce Solution Architects Do, Anyway?
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...

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Financial Services How to Streamline Your Client Interaction Management
One of the key benefits of CRM is the ability to track all of your interactions with clients in one place. This benefit becomes more of a necessity than just a “nice to have” when you’re required to provide the proof of...

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Healthcare & Life Sciences LinkedIn Live: Moving from Customer 360 to a 360 Ecosystem
There’s a lot of talk these days about customer 360, and focusing on all the aspects of customer care in healthcare and life sciences. But what if instead of just the consumer, it was an entire 360 ecosystem, with connected...

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