How to Improve the Claims Management Process
Many insurance carriers have confusing multi-tiered claims processes that the average customer struggles to navigate and overlook the emotional journey the claimant is likely going...
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Client News CommunityAmerica Credit Union and Silverline Grow Member Insight
Silverline and CommunityAmerica Credit Union recently partnered to implement an enterprise-wide CRM geared towards credit union success. The solution has enabled CommunityAmerica Credit Union to increase visibility into its...
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Media & Entertainment What is Einstein’s “Jeopardy” moment?
Besides the flying car, few science fiction staples are as long-overdue as Artificial Intelligence. While it’s been a couple years since we saw IBM’s Watson dominating on Jeopardy, AI seems conspicuously absent from our...
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Around the Office Motivation and Collaboration Through Team Wellness!
A work-life balance is extremely important to Silverliners and their overall well-being. At Silverline, when you are interested in helping your peers and starting an initiative to improve the wellness of the team, you are met...
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Lightning Our Top 10 Lightning Features
We here at Silverline have been struck by Lightning. It’s all about the Salesforce Lightning Experience all day, every day! One of the most frequently asked questions we hear from our clients is “Which are the top...
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Financial Services The DOL Fiduciary Rule is on its way!
It’s official, the Department of Labor (DOL) will proceed with a June 9th implementation date for the fiduciary rule. With the date right around the corner, advisors may be concerned with how to comply. According to DOL.gov,...
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Media & Entertainment Salesforce Summer 2017 Release: Six things you’ll love (and one you won’t)
Salesforce recently published its Summer 2017 release notes, and at almost 600 pages long, it’s about the same length as the average Harry Potter book. You could read through it, but if you’re like most Salesforce...
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Financial Services Using Your CRM to Maximize Your Relationships
Pam Hannett, Banking & Wealth Management Practice Director at Silverline, recently appeared on a BankOnPurpose webinar hosted by PrecisionLender to discuss Using Your CRM to Maximize Your Relationships. Check out the...
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Help & Training Salesforce Pardot or Marketing Cloud … How do I pick?
I’ve been working with marketing automation tools for a little over 5-years and have had exposure to several tools, each with unique pros and cons. One question I am most often asked is “what is the difference between Marketing...
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Help & Training Tips on How to Prepare for the Marketing Cloud Email Specialist Exam
I have been working with Marketing Cloud (aka ExactTarget) for about 5 years and decided it was finally time to take my Marketing Cloud Email Specialist exam, but had no idea where to start. While Salesforce provides great...
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Salesforce Platform Salesforce DX & Lightning API
Recently, Salesforce (SF) introduced two new features that will become part of a developer’s arsenal, SF DX & The Lightning API. While Salesforce’s main focus is to improve and create new features on the Salesforce platform...
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Silverline Cares Silverliners Build Crazy Carz for Kidz
Silverline came together to construct customized high-end, remote controlled (RC) racecars which were donated to NYU Langone Medical Center. Silverline employees worked with Impact 4 Good, a company that focuses on team...
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Help & Training Planning Your Data Governance Strategy
When we engage with new clients that are considering rolling out Salesforce for their users, we field tons of questions related to data. It’s one of the top concerns of users and executives alike – and it should be!...
