The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 6 minutes
APIs allow organizations to unlock data from back-end systems to spark innovation, bring products to market faster, and improve the overall quality and experience of dealing with back-end systems. More and more, industries the world over are looking for solutions that connect their back-end systems, making them all accessible via an API. When organizations rely...
Reading time: 6 minutes
Data security is a top priority, The stakes are high, your company’s reputation and your customer’s trust are on the line. Users should have all the data they need, but shouldn’t have access to data they don’t need to see. So let’s dive in and explore how to leverage Salesforce Record Access features to ensure...
Reading time: < 1 minute
Last week, we chatted with Salesforce Marketing Cloud Regional VP Sarah Katz, and Axcess Financial Senior Director of Growth Optimization, Scott Dalton about all things Salesforce. Dalton detailed how Silverline helped Axcess Financial optimize their Org to leverage a multimedia approach to marketing Marketing Cloud and FSC. Silverline + Axcess Financial We discussed their journey...
Reading time: 2 minutes
So a successful candidate for your insurance agent opening has been moved to the offer stage — great! If you’re already leveraging Salesforce for your candidate community, you can seamlessly onboard new hires. The following are key considerations for automating and personalizing the process. An intuitive onboarding portal An automated email can be sent to...
Reading time: 3 minutes
Mining Salesforce, your next insurance agent candidates may already be contacts in your database. Building a contact conversion capability can easily make any contact in Salesforce into a candidate for hire. It is important to build a new workflow so as to not confuse your relationship or put a sale at risk; beyond that, the...
Reading time: 4 minutes
Employing Salesforce as your framework for delivering solutions has many benefits, made especially apparent as we’ve seen the impact of the COVID-19 Pandemic and return-to-work needs. A benefit of particular note during times of constant change, is that the agility of a technology platform allows for rapid development and deployment of solutions. Silverline has seen...
Reading time: 2 minutes
No matter your target hire, to activate your strategy and identify and attract talent, digital tools and intelligent network mining will play critical roles. An appropriate attraction strategy must include social and mobile/SMS strategies to reach and engage key target resources. Your recruiting function may leverage a type of CRM of their own called an...
Reading time: 2 minutes
BCU is a full-service, not-for-profit, $4B+ financial institution providing SEG and community banking to over 260,000 members across the United States and Puerto Rico. As a credit union, BCU has set new standards in bringing together technology and member service in the ever-evolving world of financial services. As the Coronavirus pandemic came to a head,...
Reading time: 4 minutes
In a 360 ecosystem of care, time spent with consumers is just the beginning of the story, and often not even the beginning of their healthcare journey. With new tools, technology, and processes implemented to manage a consumer’s well-being before, during, and between visits, healthcare organizations are positioning themselves to excel as systems and solutions...
Reading time: 3 minutes
Last week, as a part of our WFH series, Silverline hosted a webinar to discuss the top 2020 insurance industry trends industry and the impact that COVID-19 has had on those trends. Our panel for this discussion included the insights of Doug Stitzer, Global Director of Insurance at Salesforce, along with Silverline team members Fred...