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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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...
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Client Services Turn Your Data Strategy Into Your Most Valuable Asset
Don’t let the vicious cycle of data take you by storm. Your data is crucial to the effectiveness of your CRM platform. It’s important to take advantage of the information available to you to build a robust picture of your customer with internal, social, and behavioral data. Make your CRM data work...
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Provider Patient Access on Health Cloud: Appointment Scheduling
Scheduling clinical appointments can be a tough challenge for hospitals, practices, and clinics. From multiple scheduling systems to the need for self-service options, healthcare organizations struggle to find the right mix of staffing, workflow, and service options to keep patients within their...
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Healthcare & Life Sciences Gain Valuable Insight from Silverline on Provider Trends at Dreamforce
Dreamforce 2018 is around the corner, and the Silverline Healthcare Practice team is ready to address some of the most pressing concerns in today’s healthcare provider environment. Schedule a meeting in the Silverline Lounge to connect with the team to discuss how those challenges can be addressed...
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Provider Care Management on Health Cloud: Managing Gaps in Care
According to the National Committee for Quality Assurance (NCQA), “the Healthcare Effectiveness Data and Information Set (HEDIS) is a tool used by more than 90 percent of America’s health plans to measure performance on important dimensions of care and service. Altogether, HEDIS consists of...
