One of the nation’s top 100 credit unions, Baxter Credit Union (BCU) recently underwent a digital transformation; Silverline implemented Salesforce for BCU in an effort to provide deeper member insights and improve processes across the organization. 

While they gained efficiencies by automating manual processes, BCU’s Enterprise CRM Experience team of two found that they needed more support to truly realize the full effect of their new Salesforce Org.

Why Salesforce managed services was the right choice

When a new system is in place, it takes time to really understand the amount of resources needed to keep things running smoothly. Silverline’s managed services augments a team with experts who already understand the environment, which is particularly important following a successful implementation.

“Silverline’s managed services helps me to be able to supplement my team, which is only two right now, instead of having to hire a full-time resource,” Senior Manager Don Kotek said. “It’s very methodical, and I like that. There’s not a lot of wasted time [because] people know what needs to get done and they get it done.” 

See what else Don has to say about the benefits of Salesforce managed services from Silverline.

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