The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
Sales Cloud vs. Financial Services Cloud: What You Need to Know
Reading time: 3 minutes
Salesforce has been the leading CRM solution for more than a decade. Your financial services firm might already be using Salesforce. And while Sales Cloud does have plenty of benefits for any organization, specific industry features of Financial Services Cloud make it a great choice for many firms. I hear from existing Salesforce Sales Cloud...
Financial Services
Customer 360 Audiences: What You Need to Know
Reading time: 2 minutes
The concept of a 360 degree view of a customer seems like it’s always been around. We all know it as a single view of the customer: understanding who they are, what they do, when they do it, and ultimately what drives them to make purchasing decisions. Siloed insights hinder innovation Over the years, marketers...
Financial Services
Leveraging Salesforce for Community Bank Mergers and Acquisitions
Reading time: 3 minutes
Bank mergers and acquisitions are a big undertaking for financial institutions. They take months to years of planning and coordination that requires significant resourcing dedication that could potentially slow down other transformation initiatives. There is an expected dramatic uptick in merger and acquisition activity in the American community banking sector, according to a recent report...
Salesforce
Salesforce Recognizes Nicole McGuire as Vlocity SME
Reading time: 2 minutes
We are proud to celebrate the accomplishment of Silverline Senior Director Nicole McGuire, who recently became a Vlocity SME. “Nicole’s knowledge of Vlocity’s toolset and real world project experience has been critical to our clients’ success,” said Mike Piehl, VP of Vlocity GTM for Silverline. “I’m thrilled that Salesforce is leveraging her many talents in...
Salesforce
Hyperforce, Einstein, and Slack — Oh my! Unpacking the Dreamforce to You Keynote
Reading time: 6 minutes
A lot happened in the wider world of Salesforce last week. From acquisition announcements to innovative launches, the Dreamforce to You keynote left viewers with much to be excited about, besides James Corden’s cold open. (We’re still crossing our fingers for Marc Benioff car karaoke!) Let’s dig into some of what we learned. Salesforce acquires...
Salesforce
How to Enable Change Management in Real-Time
Reading time: 3 minutes
This is part three in a series on unlocking change management mysteries. Check out the first and second pieces. Silverline developed our change management framework based on a combination of industry best practices, the Association of Change Management Professionals (ACMP) Standard, and the Prosci methodology that accelerates and maximizes user adoption. The framework comes down...
Salesforce
How Project Sunshine Creates Virtual Playtime with RSVP
Reading time: 4 minutes
Project Sunshine is an international nonprofit that partners with medical facilities to help pediatric patients feel like the kids and teens they are during the course of their treatment. Their programming supports patients and families by providing opportunities for play and authentic engagement with a network of trained volunteers. We made giving back a fundamental...
Salesforce
How to Prepare for Successful Salesforce Change Management
Reading time: 5 minutes
This is part two in a series on unlocking change management mysteries. See the first piece here. Silverline developed our change management framework based on a combination of industry best practices, the Association of Change Management Professionals (ACMP) Standard, and the Prosci methodology that accelerates and maximizes user adoption. The framework comes down to three...
Salesforce
Understanding the Importance of Change Management
Reading time: 3 minutes
If we’ve learned anything after 10 years in business, it’s that change is the only constant. But as you probably know, there’s usually a “Who moved my cheese?” moment in any fast-paced and changing organization. The tendency for most people is to resist change kicking and screaming. While that’s a natural reaction to change, anticipating,...
Financial Services
Personalize the Customer Journey in Banking with 360-Degree Data
Reading time: 4 minutes
Imagine if your data was a loaf of bread. You’d want that loaf right out of the oven, right? Then why do so many financial institutions use batch processes that take 8-10 hours to deliver data into the hands of users, so that by the time they need it, it’s already stale? Stale data is...