The Silverline Blog
Industry insights, Salesforce news, and more
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...
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...
Banking
The Art of Retaining B2B Customers in the Banking Industry
Reading time: 5 minutes
This is part three in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out parts one and two, All objectives ultimately roll up to keeping people happy by streamlining processes and simplifying technology to remove friction and roadblocks for all involved. Loyalty reduces costs by building trusting relationships with...
Healthcare
Event Recap: Salesforce Industries Summit for Healthcare and Life Sciences
Reading time: < 1 minute
Salesforce hosted its Industries Summit for Healthcare and Life Sciences on Wednesday, October 7th, 2020. With the launch of Salesforce Industries earlier this year, the summit focused on how Salesforce Industries and its capabilities are sure to enhance the way Healthcare organizations use Salesforce. The overall theme of the day was digital transformation, and how...
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...
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...
Salesforce
Salesforce Record Access: Who Sees What and Why
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...
Healthcare
Returning to Work Safely: How Salesforce Can Help
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...