Three Steps to Prepare Your Data for AI Activation
The final part of our Tableau Next series outlines a crawl/walk/run action plan to build the data infrastructure needed for AI activation.
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Events SILVERLINE ANNOUNCES Co-Sponsorship of BAI Retail Delivery Conference
Silverline is proud to announce that we’re a co-sponsor of BAI Retail Delivery Conference with Salesforce. The conference is being held this year in Las Vegas, October 12th to the 15th. Join us at the premier global trade show for retail banking innovation, thought leadership and solutions!...
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Financial Services HOW TO GET THE MOST OUT OF DREAMFORCE 2015 FOR FINANCIAL SERVICES
Dreamforce is quickly approaching, and the Agenda Builder is live! It’s time to get ready for four days of innovation, fun, and giving back. To get you going in the right direction, we’ve compiled a suggested itinerary of events that will help financial services professionals get the most out...
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Help & Training How-to Migrate Salesforce Attachments
Silverline is always ready to take on Salesforce projects that have never been done before. On a daily basis our team is challenged to solve customer problems that have never been solved before. It’s one of my favorite things about working at Silverline. Silverline recently had a client that wanted...
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Financial Services How to Build an All Star CRM Project Team
On the surface, drafting a project team appears to be a fairly basic task, but ultimately, the team that you bring to the table will determine the fate of your CRM project (or any project for that matter). One could make a comparison to building a championship baseball team. The gut reaction for a...
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Around the Office Around the Office: Union Square Greenmarket
A prime office location makes for happy employees. Here at Silverline we are fortunate enough to have our office in the heart of NYC’s Union Square. It’s not just a convenient location for our employees; we have the Union Square Greenmarket right outside our door! This busy market has a...
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Help & Training 5 Tips for Conquering Salesforce Trailhead
As the newest members of the Silverline Academy, we have dedicated our time to utilizing Salesforce Trailhead. These interactive learning paths allow individuals the opportunity to improve their skills and gain an understanding of the basic building blocks of the Salesforce1 Platform. From Beginner...
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Help & Training How to Use CalendarAnything & Riva to Sync Robust Salesforce Calendars
According to a recent Forrester Research study 44 percent of respondents reported serious challenges with CRM user adoption. Companies who implement a CRM system without properly integrating other critical systems and providing tools that help users get their jobs done easier and faster struggle...
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Around the Office Around the Office: Remote Silverliners and Their Workplaces
Here at Silverline we provide an inclusive and supportive environment for all of our employees. One of our key goals is to create a company culture that encourages individuals to thrive, regardless of where they are located. With tools like The WaterCooler, Skype, GoToMeeting, Salesforce Chatter,...
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Help & Training 6 Tools to Help you be Ridiculously Efficient in Salesforce
Whether you’re a new Salesforce admin/developer or an experienced one, I’m sure you’re always looking for advice that will make you better at your job. Well, I’m here to help! Here are 6 tools that will help you be ridiculously efficient in Salesforce. Salesforce Navigator If...
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Help & Training Top 5 Features of the Salesforce Summer ’15 Release
May is here, and with it the Salesforce Summer ‘15 Release. Here is a countdown of my top 5 favorite features: 5. Merge, Rename, or Delete Topics in Communities Community Admins can now merge, delete, or rename topics in Communities. This allows admins to ensure that these conversations remain...
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Financial Services Relationship Banking is your Mission if you Choose to Accept it
What is the true meaning of relationship banking? I find myself asking this question to every bank or credit union I work with and the answer routinely comes back to “it’s the number of deposit or loan accounts that the customer has with our institution.” Let’s take a deeper look, shall we? Is it...
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Healthcare & Life Sciences Cloud Promotion Through Meaningful Use 3
The recent introduction of Meaningful Use 3 presented a lot of the same, or clarifications of the past. However, it also demonstrated a sincere desire to learn from prior mistakes and offer opportunities to make the goals of meaningful use more achievable. In doing so, it appears that CMS is...
