Three Steps to Prepare Your Data for AI Activation
The final part of our Tableau Next series outlines a crawl/walk/run action plan to build the data infrastructure needed for AI activation.
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Financial Services How to Streamline Your Client Interaction Management
One of the key benefits of CRM is the ability to track all of your interactions with clients in one place. This benefit becomes more of a necessity than just a “nice to have” when you’re required to provide the proof of services to your clients — whether it is due to a MiFID requirement […]
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Healthcare & Life Sciences LinkedIn Live: Moving from Customer 360 to a 360 Ecosystem
There’s a lot of talk these days about customer 360, and focusing on all the aspects of customer care in healthcare and life sciences. But what if instead of just the consumer, it was an entire 360 ecosystem, with connected information reaching all corners of the healthcare domain? From consumer...
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Silverline Cares Silverline Builds Project Sunshine Activity Kits for Patients in Need
Silverline has worked with Project Sunshine for several years, giving back to pediatric patients across the country by creating Project Sunshine activity kits. Project Sunshine Activity Kits are an individualized packet of materials to inspire play and engagement. The materials spark joy and...
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MuleSoft Unlock your Azure Blob Storage with a MuleSoft API
APIs allow organizations to unlock data from back-end systems to spark innovation, bring products to market faster, and improve the overall quality and experience of dealing with back-end systems. More and more, industries the world over are looking for solutions that connect their back-end...
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Managed Services Why Bad Data is Bad for Your Business
How do you know if you’ve got good or bad data? How fit is your data? Is your data fit for analysis? What does data fitness even mean? Fitness isn’t just about healthy activities and svelte physiques. Fitness is defined as the quality of being suitable to fulfill a particular role or task. In terms...
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Financial Services Meet the Digital Imperative with an AI-Powered Platform
Next week on July 15th, Salesforce will be hosting their first-ever “Learn AI with Salesforce” event with keynotes from Chief Scientist Richard Socher and many other AI and machine learning product leaders from their Einstein development teams. If you’re interested in attending, you can register...
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Salesforce Salesforce Record Access: Who Sees What and Why
Data security is a top priority, The stakes are high, your company’s reputation and your customer’s trust are on the line. Users should have all the data they need, but shouldn’t have access to data they don’t need to see. So let’s dive in and explore how to leverage Salesforce Record Access...
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Financial Services How Salesforce Extends Beyond CRM for Banks and Credit Unions
The last few months have certainly strained industries across the map — shining light on ability and inability to adapt, scale, and meet changing demands from consumers and employees alike. Likewise, businesses have found that they need solutions that extend beyond CRM. For financial institutions,...
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Financial Services Webinar Recap: Axcess Financial Sees 3x Lift in Originations
Last week, we chatted with Salesforce Marketing Cloud Regional VP Sarah Katz, and Axcess Financial Senior Director of Growth Optimization, Scott Dalton about all things Salesforce. Dalton detailed how Silverline helped Axcess Financial optimize their Org to leverage a multimedia approach to...
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Insurance Delivering an Interactive Onboarding Process for Insurance Agents
So a successful candidate for your insurance agent opening has been moved to the offer stage — great! If you’re already leveraging Salesforce for your candidate community, you can seamlessly onboard new hires. The following are key considerations for automating and personalizing the process. An...
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Insurance How to Improve the Application and Interview Process for Carriers and Agents
Mining Salesforce, your next insurance agent candidates may already be contacts in your database. Building a contact conversion capability can easily make any contact in Salesforce into a candidate for hire. It is important to build a new workflow so as to not confuse your relationship or put a...
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Healthcare & Life Sciences Returning to Work Safely: How Salesforce Can Help
Employing Salesforce as your framework for delivering solutions has many benefits, made especially apparent as we’ve seen the impact of the COVID-19 Pandemic and return-to-work needs. A benefit of particular note during times of constant change, is that the agility of a technology platform allows...
