The Silverline Blog
Industry insights, Salesforce news, and more
Banking
How to Attract and Retain Banking Customers in a B2C World
Reading time: 7 minutes
This is part four in a series on Connected for Experiences Banks and Credit Unions. Be sure to check out parts one, two, and three. Data drives value throughout the customer journey, from lead identification to lead scoring and conversion. When data is captured in the right spots at the right point in the process,...
Healthcare
Becker’s Webinar Recap: A Prescriptive Approach to Value-based Care
Reading time: 6 minutes
On October 15, 2020, Silverline presented a webinar for Becker’s Hospital Review entitled “Post-Pandemic Decisions Accelerate Pace of Patient Access, Engagement, and Digital Experience Outreach.” During the presentation, I spoke about the steps to take when applying a prescriptive approach to value-based care, and the tools that can help you get there faster. Afterwards, there...
Financial Services
Webinar Recap: Why your CRM Needs ERM
Reading time: 3 minutes
On October 8, 2020, I was so excited to sit down with an incredible panel of CEOs and co-founders from Silverline, Equilar, and DotAlign to discuss the evolution of enterprise relationship management over the past decade. While the practice of ERM is not a novel concept, the advances we have collectively seen over the last...
MuleSoft
Don’t Miss out on MuleSoft CONNECT: Now 2020
Reading time: 2 minutes
This coming Tuesday, October 13, 2020, MuleSoft CONNECT: Now 2020 will take place from 9:00AM – 10:40AM PT. This free conference is designed to help attendees unlock data and unleash innovation with API-led connectivity — charting a clear path to achieving digital transformation with speed and scale. In today’s very virtual world, access to and...
Banking
On Strategy, and the Business of Building a Connected Experience
Reading time: 5 minutes
This is part two in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out part one. A CRM system accomplishes the ultimate goal of better understanding, engaging, and retaining current and prospective customers, as well as current and prospective team members. To get buy-in from all levels, it’s best...
Financial Services
Webinar Recap: Managing and Supporting a Growing CoE Backlog
Reading time: 4 minutes
It feels pretty amazing to have a successful Salesforce Org up and running — until you check the backlog and see how much more there is to be done. But managing a backlog doesn’t have to stress you out. With the right programs and proper training in place, a daunting backlog can easily transform into...
Healthcare
Understanding Healthcare’s Digital Front Door
Reading time: 3 minutes
As a society, we expect personalized, seamless experiences using our mobile devices and other easily accessible technology. The same focus on personalization, on demand, and self service that allow consumers to hail a car service, order delivery from a restaurant, or automatically restock basic toiletries is required and starting to occur in healthcare, too. Why...
Healthcare
Silverline Supports Salesforce Work.com for Vaccines Launch
Reading time: 2 minutes
On September 30, 2020, Salesforce announced Work.com for Vaccines. This extension of its Work.com application allows customers to design, build, integrate, and manage their vaccine programs end-to-end, with a platform that is trusted, flexible, and can be deployed quickly. According to Salesforce, “manufacturing, distributing and safely administering an effective COVID-19 vaccine to billions, safely and...
Salesforce News
Salesforce Industries Summit: Industry-focused Innovations Set New Precedent for Digital Transformation
Reading time: 4 minutes
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 extremely high praise coming from this diehard Red Sox fan. At Silverline, however, we were far more excited about the formation of Salesforce Industries and...
Banking
Structuring Connected Experiences for Banks and Credit Unions
Reading time: 2 minutes
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, or digital undertaking. If the three aren’t in agreement, or can’t reach a balance, completing major projects can become a Herculean task....