The Mphasis Silverline Blog
Industry insights, Salesforce news, and more
Financial Services
How Salesforce Extends Beyond CRM for Banks and Credit Unions
Reading time: 3 minutes
The last few months have certainly strained industries across the map — shining light on ability and inability to adapt, scale, and meet changing demands from consumers and employees alike. Likewise, businesses have found that they need solutions that extend beyond CRM. For financial institutions, the changing requirements for the Paycheck Protection Program (PPP) and...
Financial Services
Webinar Recap: Axcess Financial Sees 3x Lift in Originations
Reading time: < 1 minute
Last week, we chatted with Salesforce Marketing Cloud Regional VP Sarah Katz, and Axcess Financial Senior Director of Growth Optimization, Scott Dalton about all things Salesforce. Dalton detailed how Silverline helped Axcess Financial optimize their Org to leverage a multimedia approach to marketing Marketing Cloud and FSC. Silverline + Axcess Financial We discussed their journey...
Insurance
Delivering an Interactive Onboarding Process for Insurance Agents
Reading time: 2 minutes
So a successful candidate for your insurance agent opening has been moved to the offer stage — great! If you’re already leveraging Salesforce for your candidate community, you can seamlessly onboard new hires. The following are key considerations for automating and personalizing the process. An intuitive onboarding portal An automated email can be sent to...
Insurance
How to Improve the Application and Interview Process for Carriers and Agents
Reading time: 3 minutes
Mining Salesforce, your next insurance agent candidates may already be contacts in your database. Building a contact conversion capability can easily make any contact in Salesforce into a candidate for hire. It is important to build a new workflow so as to not confuse your relationship or put a sale at risk; beyond that, the...
Healthcare
Returning to Work Safely: How Salesforce Can Help
Reading time: 4 minutes
Employing Salesforce as your framework for delivering solutions has many benefits, made especially apparent as we’ve seen the impact of the COVID-19 Pandemic and return-to-work needs. A benefit of particular note during times of constant change, is that the agility of a technology platform allows for rapid development and deployment of solutions. Silverline has seen...
Managed Services
Change Management as a Constant in the New Normal
Reading time: 3 minutes
To say that this global pandemic changed our ways of working seems like a bit of an understatement. The popular Change Management book, Switch, by Chip and Dan Health, dives into many topics surrounding people’s ability to manage change, but a key theme that resonates during this pandemic is that willpower (i.e. ability to deal...
