How We Built an Agentforce SDR Agent
When we began evaluating the future of our website engagement strategy, we faced a familiar challenge. Our existing chatbot solution was going to have a significant price hike at...
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Blog
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Financial Services Tableau CRM: What Is It Good For?
Financial services firms today have access to mountains of data, from loan origination information to balances and market information — and it all can live in Salesforce. But access is only the first step to making use of that data, and empowering your teams to make active decisions on key...
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Healthcare & Life Sciences Future-Proof Member Management for Health Insurance Companies
In a world where business technology seems to change and age faster than ever, companies typically have two options for enabling new capabilities: modify what they have, or invest in new tools designed for their specific needs. Today’s health insurance companies are no exception. As they scale for...
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Financial Services Tableau CRM: Getting Started with Data Sets
If there’s one thing I’ve learned during my time at Silverline, it’s that the Salesforce platform is only getting more and more complex. Understanding how to organize your development, data management, and adoption of the application is super important for the success of your organization. So,...
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Healthcare & Life Sciences Cracking the Code for Healthcare Member Engagement
Payers have to effectively manage a tangle of ever-changing relationships between providers, groups, and member communities — all while handling traditional operational challenges like claims processing. Today, member expectations are changing. Meeting these new demands requires payers to step up...
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Investment Banking 3 Challenges Impacting Investment Bank Relationships
The most successful investment banks have one thing in common: they recognize the power of relationship capital and use it to drive business. Understanding the extent of your organization’s connectivity to other people, firms, and information in the marketplace is essential to long-term growth. ...
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CalendarAnything A Step-by-Step Guide to CalendarAnything
I’m so excited to share that CalendarAnything Lightning for Salesforce is now live on the AppExchange, bringing the app into the Lightning era as a Lightning Web Component. This updated, modern experience empowers teams from around the globe to collaborate more efficiently and easily. What I love...
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Media & Entertainment Shift CRM, a Silverline Company, named official launch partner by Salesforce for Advertising Sales Management for Media Cloud
Salesforce Expands Media Cloud with Advertising Sales Management to Automate Ad Sales, Improve Campaign Performance, and Streamline Workflows Salesforce (NYSE: CRM), the global leader in CRM, today announced Advertising Sales Management for Media Cloud, a new industry-specific application for...
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Healthcare & Life Sciences Payer Provider Portals: What They Are and Why You Need One
As a payer, you know that your contractual relationships with different providers can be complicated. (Understatement of the year, right?) You’re dealing with different lines of business, government regulations, tangled provider relationships, and payment schedules that can be wildly different. ...
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Life at Silverline Using Salesforce to Energize and Connect Remote Employees
It was March 2021, pandemic restrictions were lifting, and everyone at Silverline was feeling lockdown fatigue. We needed to get out of our chairs, away from Zoom, and back out into the world. When our People team reached out for ideas, the entire organization came together to create a fun and...
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Silverline News Silverline Acquires Award-Winning Salesforce Partner Shift CRM
Drives Silverline’s growth strategy and expansion into the media and entertainment industry Press Release New York—July 7, 2021—Silverline, a digital transformation consultancy headquartered in New York City, has acquired Shift CRM, a Toronto-based company specializing in building solutions on the...
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Investment Banking Why Digital Marketing Can Be a Powerful Tool for Investment Banks
Many 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...
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Analytics Cloud Tableau CRM vs. Tableau vs. Einstein
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...
