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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Client News Congratulations! Jessica Vartanian from Red Rocks Credit Union named Finalist in CUES® Next Top Credit Union Exec Challenge
Silverline is excited to congratulate Jessica Vartanian, VP, Project Implementation and Impact at Red Rocks Credit Union! Read about her recent achievement as one of the five Finalists in the 2017 CUES Next Top Credit Union Exec challenge below and check out her story on the Next Top Credit Union...
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Help & Training Cold Calling: How to Make Sure Your SDRs Don’t Come for You
Thank you to everyone who has read and shared Cold Calling: A Millennial Perspective. If you haven’t read my previous article, I suggest you do so first as this one is elaborating on some of the popular topics. After posting that article, I received quite a few comments and messages from both SDRs...
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Healthcare & Life Sciences Healthcare Solutions: Surpassing Brand Management to Deliver Patient Engagement
While patient engagement has always been a goal of healthcare networks and individual providers, within the last few years engagement has become even more important as a measure of patient health and overall provider performance. The industry has shifted, and hospitals and integrated delivery...
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Tips & Tricks How Sigstr’s Email Signature Platform is Helping Silverline Improve Communications
Awhile back, our marketing team spent a lot of time rebranding our website, presentation templates, letterhead, and more. As part of this exercise, we also wanted to make sure everyone in our company had a consistent email signature. Easy right? Not so much. We asked everyone to update their...
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Help & Training Non-Profit vs. For-Profit Salesforce Implementations
This year, I had the opportunity to participate in a NOEW weekend growth Hackathon where Silverline helped 6 local non-profit organizations enhance their Salesforce CRM implementations, automate more business processes, and help solve the challenges they were experiencing. NOEW is a business...
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Healthcare & Life Sciences Your Provider Roadmap to Success: How to Manage Provider Relationships
Silverline is focused on helping healthcare organizations, as providers of healthcare services to patients, be successful in five key areas as healthcare reimbursement models shift from fee for service to fee for value. This article will focus on how to leverage the Salesforce platform and...
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Help & Training Cold Calling: A “Millennial” Perspective
I am a LinkedIn lurker. I rarely ever comment on things, occasionally I’ll “like” a post, and sometimes even wish someone a happy birthday, but primarily, I read. Since I got into business development I’ve joined quite a few sales/business development/best practices groups and some that are aimed...
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Media & Entertainment DSM/XSM Deprecation: Preparing for the end of DoubleClick Sales Manager
Effective immediately, Google is discontinuing the development of DoubleClick Sales Manager. If you rely on the system to manage digital channel sales, you now have 24 months to find a replacement, and we’d suggest planning your transition as soon as possible. Even if you’re more...
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Help & Training 7 Favorite Features in the Salesforce Summer Release Notes ’17
Summer is upon us which means the world’s #1 CRM platform has become even better. The release has been live for a few weeks now, and here are some of the new features we felt are noteworthy. 1. Improved Migration Assistant (applies to Classic) Restyled and even easier to use, the Lightning...
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Marketing Pardot Summer ‘17 Release Updates
While Pardot doesn’t quite follow Salesforce’s release schedule, there are still quite a few notable updates everyone should be aware of. Most of these were driven by user request so you may have spent some time wishing for a few of the following… Automation Rule Repeat Prospects may now run...
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Marketing What Salesforce Summer ’17 has in store for Marketing Cloud
It’s time for another Salesforce release and you know what that means, lots of cool new features and updates to multiple clouds! The new updates went into effect in June so let’s dive into what Marketing Cloud has to offer with the new additions from the Summer ’17 release. Some of the...
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Healthcare & Life Sciences Salesforce 2017 Connected Patient Report: Patient/Member Communities
In May 2017, Salesforce commissioned its 2017 Connected Patient Report survey to understand how “Americans communicate with their healthcare providers, insurance payers, and pharmaceutical Firms.” I recently discussed the overall results in the context of the Silverline Healthcare Accelerator...
