Structure Your Data to Optimize Tableau Next Implementation
Make your Salesforce data clean, governed, and semantically structured to accelerate AI decision-making instead of automating confusion.
Read more
Make your Salesforce data clean, governed, and semantically structured to accelerate AI decision-making instead of automating confusion.
Read moreMany of the firms we work with saw 2020 as a year of reckoning for their marketing strategies. Disruption from COVID forced M&A and corporate access professionals to rethink their approach. What are the risks, and where are the major opportunities to holding events online and launching digital...

The foundation of any great customer experience? Data. Salesforce has always been a best-in-class CRM, with industry-specific solutions like Health Cloud and Financial Services Cloud. But one of their biggest value propositions is bringing more data to more people in an organization. As Salesforce...

Eastern Funding, a subsidiary of Brookline Bank, offers big bank strength with small firm flexibility. For over 20 years, they have financed thousands of projects across diverse industries with an unwavering commitment to building rock-solid customer relationships. But as they grew to fund...

At one time, providing high quality of care was enough to build a successful healthcare practice. Today, however, doctors and their staff must also provide high-quality, efficient service to attract new patients and achieve high patient retention. The road from potential patient to loyal, returning...

Press Release — The Modern Sale® and Collective[i]® today announced the 2021 list of the Top 100 Revenue Operations Leaders (REVOPS100). In its inaugural year, influencers in the field, other top revenue operations professionals, and sales peers and experts nominated and culled a list from...

Exciting news: Salesforce just announced new updates to Financial Services Cloud. Our industry leads spent a great (virtual) day at the Salesforce Industries Summit working with leaders revolutionizing their companies in an all-digital, work-from-anywhere world. I caught up with our industry leads...

Historically, loan origination workflow was paper focused and labor intensive. Measuring the efficiency and quality of work was difficult to achieve. The height of piles or folders on desks helped you know whether or not your employees were overwhelmed or had capacity. It was seemingly impossible...

Salesforce Expands Its Financial Services Offerings with New Products for Corporate and Investment Banking Salesforce (NYSE: CRM), the global leader in CRM, today announced Corporate and Investment Banking for Financial Services Cloud, new technology to help bankers and deal teams deepen their...

Silverline has been named a Market Leader in the Enterprise Salesforce Consulting category for the Summer 2021 Customer Success Report published by FeaturedCustomers. FeaturedCustomers is the leading customer success content marketing platform for B2B business software and services helping...

Six in ten adults in the United States suffer from chronic disease, according to the CDC. Four in ten adults live with two or more chronic illnesses. Americans spend about $1.8 trillion on the management and treatment of chronic diseases such as asthma, diabetes, cancer, and heart disease each...

The world of auto insurance is changing fast, with customer expectations shifting rapidly toward auto policies that leverage usage-based pricing models, something traditional insurance IT systems can’t typically support. Even before COVID-19 changed driving habits, consumers already started to...

This client is a large payer in the Southwest, with well over 1 million members and nearly 2,000 employees. Their primary focus is helping people get healthy and stay healthy. The need: a better view into member engagement The client knew they were behind the times in terms of technology and member...
