The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
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...
Reading time: 4 minutes
The security of health records is a source of some concern for Americans, according to a Pew Research Center survey exploring public views on AI in health and medicine. The survey found that 37% think using AI in health and medicine would make the security of patients’ records worse, compared with 22% who think it...
Reading time: 3 minutes
In today’s digital era where innovation and insights go hand in hand, the world of digital transformation comes alive with stories. As a Specialty Director involved in Silverline’s solution and technical innovation, I deeply understand functional business requirements and ensure that technology solutions align seamlessly with our customers’ business objectives. Salesforce OmniStudio is a blend...
Reading time: 3 minutes
According to the Salesforce Connected Financial Services Report, over a third of customers switched their wealth managers in the last year, with the top reason for switching being a desire for a better digital experience. Wealth management customers want to be able to access routine investment management services (61%) and conduct tax (57%) and financial...
Reading time: 3 minutes
Wealth and asset management organizations are increasingly leaning into data and analytics to drive stronger business results. But this data is often siloed across disparate sources and lacks the holistic view to allow teams to confidently uncover actionable insights and make data-informed decisions. That’s why wealth and asset management organizations are turning to Salesforce CRM...