The Salesforce AI Capabilities Reshaping Financial Services Interactions
Our key Financial Services takeaways from Dreamforce 2026, including Agentforce Operations and AI-powered FSC capabilities.
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Financial Services 5 Ways to Improve Your Wealth Advisor Onboarding Process
The average financial advisor in the United States is more than 50 years old; only 5% are under the age of 30. With more than half of advisors spending as much time planning their own retirement as they plan for their clients’ retirement, the table is set for a massive disruption in existing...
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Uncategorized Media Sellers now have an Automated and Unified way to Manage Goals
Budgets. Targets. Quotas. Goals. Regardless of the nomenclature, you use they all mean the same thing; As a salesperson, how much revenue am I accountable for closing? The Media industry brings additional complexity to this process in the way that these budgets are set, assigned and subsequently...
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Insurance A Champion’s Take on Marketing Cloud and Insurance
Silverliner and Salesforce Insurance guru Danielle Laffey recently sat down with Anthony Lamot, the CEO of DESelect, for an episode of their Heroes of Marketing Cloud series. Check out their chat, where they cover all things Marketing Cloud and insurance. Want to work with our great team? We’re...
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Vlocity Salesforce Recognizes Nicole McGuire as Vlocity SME
We are proud to celebrate the accomplishment of Silverline Senior Director Nicole McGuire, who recently became a Vlocity SME. “Nicole’s knowledge of Vlocity’s toolset and real world project experience has been critical to our clients’ success,” said Mike Piehl, VP of Vlocity GTM for Silverline....
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Media & Entertainment Predictions 2021: Tools and Technology Will Drive Media Industry Growth
The media industry saw technology innovations flourish as the Covid-19 pandemic drove consumers to be more reliant on technology. From this need, a wave of change spanning new demands, use cases, and expectations washed across the consumer landscape. The developments happened seemingly overnight,...
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Healthcare & Life Sciences Silverline Hires Top Healthcare Professionals, Further Strengthening Team and Preparing for Next Growth Phase
Press Release NEW YORK, NY— December 15, 2020—Silverline, a Salesforce Platinum Consulting Firm headquartered in New York City, announced Rajesh Madhawarayan, Matthew McCrea, Cheryl Gibson, and Jill Winegar have joined the Healthcare and Life Sciences team to support growth as Silverline continues...
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Media & Entertainment Marketing Automation Sets the Stage for Data Normalization
One of the most exciting components of my career is when marketing automation projects become the catalyst for data normalization. For many organizations, various applications, databases, and other software solutions operate within their own silos. There may be some 1:1 connections in place, data...
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Salesforce Hyperforce, Einstein, and Slack — Oh my! Unpacking the Dreamforce to You Keynote
A lot happened in the wider world of Salesforce last week. From acquisition announcements to innovative launches, the Dreamforce to You keynote left viewers with much to be excited about, besides James Corden’s cold open. (We’re still crossing our fingers for Marc Benioff car karaoke!) Let’s dig...
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Capital Markets Silverline Innovation Summit Recap
Last Thursday, we hosted our first Silverline Innovation Summit for our Capital Markets and FinTech community. My sincerest gratitude to all who participated and attended; your insights are invaluable! My hope is to continue growing this community so we can all help each other rise the tides of...
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Digital Transformation Ongoing Change Management: How to Sustain Momentum
This is part four in a series on unlocking change management mysteries. Check out the first, second, and third pieces. Silverline developed our change management framework based on a combination of industry best practices, the Association of Change Management Professionals (ACMP) Standard, and...
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Media & Entertainment Official Launch: Silverline Media Ad Sales Solution Powered by Salesforce Media Cloud®
Silverline is excited to announce the launch of the new Silverline Media Ad Sales Solution Powered by Salesforce Media Cloud. For the past 10 years, Shift (now Silverline) has been a Salesforce Consulting Partner with an expert focus on media and entertainment. Our team of Scrum-certified media...
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Capital Markets You’re Invited: Capital Markets & FinTech Innovation Summit
Join us at the forefront of innovation this Thursday, December 3, 2020 from 12-5 EST. Silverline is hosting a Capital Markets & FinTech Innovation Summit that you just won’t want to miss. We are inviting the brightest minds in the capital markets ecosystem, along with technology and...
