The Silverline Blog
Industry insights, Salesforce news, and more
Client Services
5 Ways You’ll Benefit from a Center of Excellence
Reading time: 2 minutes
For most organizations, your CRM program is successful and doing well. Now, it’s time to take your program to the next level. A Center of Excellence is an important model to adopt because it breaks down your CRM program into several elements each with a particular area of focus. This competency center will be able...
Around the Office
Grab a cup of coffee and check out Silverline!
Reading time: 2 minutes
We did it! We hit 100! No, I’m not talking about the weather in New York City (just yet), I’m talking about our Coffee Buddies Channel on Slack! Slack is a collaboration hub that brings employees together with the right information and tools to get work done. Silverliners use Slack to communicate internally on projects,...
Financial Services
Borrower Data is the Secret Sauce to the Customer Journey: Create the Best Mortgage Experience with Data Driven Marketing Strategies
Reading time: 2 minutes
Your customer and prospect data is your biggest asset. Quality data in your CRM system is powerful when combined with marketing tools to develop a personal relationship with applicants that can drive trust and improve the overall borrower experience. This combination with Silverline’s Mortgage360 accelerator gives mortgage companies a highly organized system to capture, clarify,...
Financial Services
Stop Chasing the Customer: Building Relationships with a Unified Digital Platform
Reading time: < 1 minute
I recently spoke at the Financial Brand Forum and heard the same thing over and over from businesses: we’re growing, but our processes aren’t. The frustration is understandable. To meet increasing targets for customer growth, wallet share, and processing efficiency, you need to be investing in the right technology and processes in order to scale....
Help & Training
Lightning Experience Adoption is a Key Push in the Salesforce Summer ‘18 Release
Reading time: 2 minutes
If you haven’t made the move to Lightning there has never been a better time. The Lightning transition toolkit is chock full of great tools to help you assess your Lightning readiness. The Lightning Experience Readiness Check is available now and will help you identify Lightning ready users with one-click and will provide a report...
Silverline Cares
Silverline Cares Helps to Combat Child Hunger
Reading time: 2 minutes
Silverline is excited and humbled to support Akshaya Patra in its fight against child hunger and malnutrition in India. In contributing to the generous Akshaya Patra foundation, this initiative has given us the chance to provide 35 children in the country with nutritious, wholesome, and tasty food for an entire year. Child hunger in India...