The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

My Summer Marketing Internship at Silverline

Silverline News


This summer, I was one of two marketing interns at Silverline. My daily tasks focused on conducting market research on competitors and administrative tasks such as configuring Salesforce data. These projects helped me learn a lot more about marketing and also allowed me to get familiar with Salesforce. This exposure further helped me decide my intern-led project to pursue the Salesforce Administrator Certification. On the last day of my internship, I took and passed the exam. It was a lot of hard work, and I am very happy with the way my internship turned out.
I’ve learned an incredible amount throughout my internship, and I have really enjoyed working at Silverline. As a growing company, Silverline provided a very exciting atmosphere and the people there made it even better. Everyone was very approachable, and the unique company work culture facilitated a lot of collaboration. I have really enjoyed learning from everyone, especially my two marketing managers as they guided me throughout my internship. From going to Citi Field to watch a Mets game to working on competitive analysis, Silverline has provided me with a truly memorable summer.

Silverline Named to Inc. Magazine’s List of America’s Fastest-Growing Private Companies—the Inc. 500|5000

Silverline News

Silverline Ranks No. 977 on the 2014 Inc. 500|5000 with Three-Year Sales Growth of 459%

Press Release

NEW YORK, NY–(Marketwired – August 20, 2014) – Silverline, a CRM consulting firm headquartered in New York City, today announced they were ranked NO. 977 on the Inc. 500|5000, an exclusive ranking of the nation’s fastest-growing private companies.

The list represents the most comprehensive look at an important segment of the economy—America’s independent entrepreneurs. Company rankings are determined by percentage revenue growth over a three year period, 2010-2013.

Silverline and PURE Build a Premier Customer Experience

Client News

Learn how PURE is delighting customers, disrupting the market, and building loyalty with Salesforce.


Privilege Underwriters Reciprocal Exchange (PURE) is a policyholder-owned insurer dedicated to creating an exceptional experience for responsible high net worth individuals and families.  The PURE product suite includes best-in-class, customizable coverage throughout the U.S for high-value homes, automobiles, jewelry, art, personal umbrella liability, watercraft, and flood.


At PURE, a top business priority is to create what they call an ‘exceptional member experience’, one that produces member (policyholder) enthusiasm that will yield lasting growth through word of mouth. PURE began using Net Promoter Score® (NPS) to benchmark that enthusiasm and identify ways to create greater value for the membership.

Segmenting PURE’s NPS proved that they create an extraordinary level of enthusiasm and loyalty through the claim process, but that claimants yearn for even more ‘real-time’ information. They also observed that members who never experienced a claim while with PURE generally weren’t as enthusiastic as those who did, prompting them to invest in enhancing non-claim interactions and communication. Finally, a disproportionate share of PURE’s membership is among the 49% of U.S. adults that connect regularly to the internet via three or more devices, and that they needed to better serve them on whatever device they choose.

PURE wanted a secure private member portal to provide members with online access to vital services and information, all from one location. PURE teamed with Silverline to create a member portal to:

  • Support PURE’s commitment to deliver the single best service experience members will ever have;
  • Provide 24/7 access to important information and documents (i.e., policies, invoices, and insurance ID cards) in a secure, responsive, mobile-friendly online environment;
  • Make it easy for members to conveniently manage their coverage portfolio for all policies in a single place;
  • Address the top 20 member service issues and questions, thereby improving member experience while reducing service call volume;
  • Encourage even more members to ‘go paperless’;
  • Eliminate confusion associated with the billing process; and,
  • Enhance the claims process with a transformational level of transparency, real-time information, and human-centric options.

Top 10 Summer ‘14 Features for Financial Services


Silverline was the proud host and sponsor of another great Financial Services Salesforce User Group. After some food, drinks, and networking (and a few technical difficulties as we learn how to use our A/V equipment in our new office) we heard from Cheryl Feldman, Business Systems Analyst at S&P Capital IQ and Roger Mitchell, Solution Architect at Silverline on the Top 10 Summer ‘14 Features for Financial Services.

Let’s get started with the countdown:

6 Ways Salesforce Communities Will Transform Your Business


Clients now expect 24/7 access to important information in a secure, responsive, mobile-friendly online environment. To provide constant coverage, your firm doesn’t need an around the clock service team.

There is a better way to provide client information and generate collaboration between employees, customers, and advocates using Salesforce communities. So, what are some ways a Salesforce community can benefit your business?

Seizing the Opportunity for Transformative Change in Healthcare



As individuals, we all have that issue, topic, or subject that truly drives us. In most instances, this is an item unrelated to your career and thus requires the unique balance of one’s professional and personal life. However, if you are lucky enough to operate in an environment where these interests align, it tends to breed an escalated passion.

The Healthcare industry is seeing an infusion of people that have this escalated passion. Couple this passion with innovative platforms and applications, and the opportunity to deliver truly transformative change can be realized. This fundamentally alters the way that healthcare is delivered in the United States, from administration and delivery, to prevention and education.

Technology plays a large part in facilitating this change.

Silverline helps Michigan Health Information Network put the care back into healthcare with Salesforce

Client News

Improving healthcare and reducing costs is on everyone’s minds these days. But how? Learn how MiHIN made it easier for the state’s healthcare professionals to get the information they need when they need it to eliminate inefficiencies and improve care.

The Michigan Health Information Network Shared Services (MiHIN) is Michigan’s initiative to continuously improve healthcare quality, efficiency, and patient safety by promoting secure, electronic exchange of health information through the MiHIN Health Information Services Cloud™ (HISC). MiHIN represents a growing network of public and private organizations working to overcome data sharing barriers, reduce costs, and ultimately advance the health of Michigan’s population.


MiHIN builds connections between every healthcare provider in the state to help doctors better understand patient needs. They were looking for a modern solution to support this data, built quickly and efficiently, that was scalable and could evolve with a changing healthcare landscape. 

The agency uses Salesforce to make it easier for the state’s healthcare professionals to get the information they need when they need it to eliminate inefficiencies and improve care.

We’ve moved!

Silverline News

Today is an exciting day for Silverline, it’s our first day in our shiny new office! Our new office is housed in a historic building, located in the Northwest corner of Union Square. Fun Fact: Andy Warhol’s third studio, The Factory, was in 860 Broadway as well! 

The fifth floor has been transformed into modern, airy office which incorporates contemporary design with unique features from the building’s heritage. Our new office will allow Silverline to accommodate our clients more effectively and efficiently, with advanced technology and green initiatives to better serve both clients and employees.

We are looking forward to seeing you at our new office soon!


4 Things to Consider When Choosing an Intranet Solution

Silverline Apps


A recent study from Harvard Business Review reveals that attributes of top performing companies include: collaboration, honesty, innovation and agility. With the right intranet solution, you can strengthen these aspects of your business. Here are 4 things to consider when choosing an intranet platform:

7 Tips to Create an Awesome Wellness Program


As wellness becomes a more formal staple within the Healthcare landscape, and business environment, we are hearing from clients and participants of wellness programs about the components that would truly enhance their experience.

Given our role as a cloud solution company, we then start thinking about wellness not just from a process and health information standpoint, but also from the technology angle. So what are some of the cool things that are possible?

Below is a brief list of some of the exciting things that technology can help promote in wellness to design truly immersive and engaging programs.

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