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Client Services The Importance of Being … Focused
In 1895, Oscar Wilde’s play The Importance of Being Earnest, A Trivial Comedy for Serious People was first performed in London. The play is a satire that turned the traditional values of late Victorian London on their head. It was released at a time of changing social norms and customs and became...
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Advisory 10 Keys Series: Adoption-Driven Digital Transformation
What Is Adoption-Driven Digital Transformation? Adoption-driven digital transformation is defined as holding users and managers accountable for proper platform utilization. Adoption measurement and improvement should be included in program governance to ensure new processes and technology are...
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Dreamforce Dreamforce Marketing Keynote: The Age of the Intelligent Marketer
Marketing and marketing automation with Salesforce has undergone significant changes this fiscal year. Ryan Strynatka, SVP and GM for Social Products for Marketing Cloud, hosted a panel of experts in the marketing space at this year’s Dreamforce for Marketing Keynote entitled ‘The Age of the...
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Salesforce Platform Pardot Joins the Experience
Winter is Coming. With the Winter release, the outcast Pardot is finally allowed to join the Lightning Family. This, among other things, makes for a very exciting Winter ‘19 release full of fun Pardot enhancements. Firstly, Pardot is coming to Lightning experience, which means your marketing team...
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Dreamforce It’s Not Just the Right Thing to Do, It’s the Smart Thing to Do
Earlier this year, Salesforce announced that they took action on paying equally for equal work. Equality is one of their core values and an important part of their culture. So of course, one of the big themes around Dreamforce 2018 was equality. There was even an entire day devoted to Equality...
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Advisory 10 Keys to Successful Digital Transformation: Human Centered
In any digital transformation, there are three key elements present: the people, the business, and the technology. Companies in every industry are searching for ways to leverage the newest technologies and transform their businesses. However, far too often we see companies that let digital and...
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Financial Services Dreamforce 2018 for Financial Services: Unify the Experience, Unlock Loyalty
There are incredible opportunities in the Financial Services space right now, and we had a chance to see the best of what Salesforce has to offer now and going into 2019. The amount of disruption and the overall pace of transformative change is historic, but with those changes come challenges....
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Advisory 10 Keys to Successful Digital Transformation: Data Obsessed
When we refer to data obsession, we’re referring to key data requirements relating to data quality, mastering of data, and change management centered around master data activities. The goal is to prepare your data to be moved, shared, consumed, and analyzed. This plan should include a strategy for...
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Provider Care Management on Health Cloud: Bariatric Surgery Journey
Silverline believes in taking a patient journey approach to Weight Loss/Bariatric Surgery. Weight Loss/Bariatric Surgery is a growing use case within healthcare organizations as the US population struggles with obesity. Weight loss has significant health benefits and can reduce or eliminate the...
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Help & Training Salesforce Winter ‘19 Release for Financial Services Cloud: Changes to Be Aware of for Referral Record Type
The Winter ‘19 release is right around the corner and brings with it new features and new things to prepare for. If you are a Financial Services Cloud user, there is a change introduced in Winter ‘19 that you should be aware of. Before Winter ‘19, there was a single Lead referral record type...
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Client Services Using Data to Grow Your Business: The Concentric Circle of CRM
Whether you’re already invested in a CRM like Salesforce or you’re interested in developing a new roadmap to success, a data plan is important in order to build a robust platform that accomplishes your goals and objectives and maximizes your investment. Over 17 years spanning hundreds of data...
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Financial Services 3 More Reasons to Connect With Silverline’s Financial Services Team at Dreamforce
This year, Dreamforce has over 350 sessions geared directly to Financial Services customers and prospects. While you may be learning cutting-edge CRM trends and brainstorming innovative solutions to industry challenges, make sure you connect with Silverline’s expert team to leverage our experience...
