The Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
5 Ways to Improve Your Wealth Advisor Onboarding Process
Reading time: 4 minutes
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 advisor/client relationships. ...
Media & Entertainment
Media Sellers now have an Automated and Unified way to Manage Goals
Reading time: 2 minutes
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 managed. While most people will be familiar with...
Insurance
A Champion’s Take on Marketing Cloud and Insurance
Reading time: < 1 minute
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 hiring!
Vlocity
Salesforce Recognizes Nicole McGuire as Vlocity SME
Reading time: 2 minutes
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. “I’m thrilled that Salesforce is leveraging her many talents in...
Media & Entertainment
Predictions 2021: Tools and Technology Will Drive Media Industry Growth
Reading time: 2 minutes
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, sometimes causing confusion, other times chaos, and often slowing down the entire...
Healthcare
Silverline Hires Top Healthcare Professionals, Further Strengthening Team and Preparing for Next Growth Phase
Reading time: 3 minutes
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 to scale its team to meet client demand and further its support of...