The Silverline Blog
Industry insights, Salesforce news, and more
Healthcare
4 Ways MuleSoft Integrates Data for Healthcare Organizations
Reading time: 4 minutes
Healthcare organizations must connect various disparate systems – EHRs, practice management systems, LIM systems, ERPs, and medical devices – to deliver the positive experiences that patients want and expect. Interoperability in healthcare is necessary for a cohesive, patient-centric approach that drives patient satisfaction, prevents errors, accelerates care coordination, and improves health outcomes. Yet many healthcare...
Financial Services
Implementation Success: LPL’s Managed Package for ClientWorks Integration
Reading time: 5 minutes
One of the United States’ top 30 credit unions was going through a merger where the wealth teams were required to come together and operate as one team. This meant the credit union had to move all its wealth advisors to one system – LPL ClientWorks. There was just one problem. The LPL standalone sandbox...
Financial Services
How OwnBackup for Salesforce Maximizes Data Protection
Reading time: 3 minutes
Silverline is always searching for ways to optimize our financial services clients’ Salesforce journey. One of the ways we do this is by partnering with leading companies that provide highly specific fintech solutions that augment Salesforce’s functionality. Silverline’s partnership with OwnBackup, a SaaS data protection/backup platform for Salesforce customers, helps clients manage and protect the...
Salesforce Platform
Why Salesforce Data Stewardship is a Team Effort
Reading time: 4 minutes
“Our Salesforce has bad data, it’s unreliable.” That’s not something any leader wants to hear after a company invests into the platform, but it’s easy to get into a “this is just the way it is” mindset. Don’t let that happen. The data in Salesforce is a combination of many factors. In many orgs, users...
Financial Services
3 Key Skills Your Team Needs to Navigate the Future of Data
Reading time: 5 minutes
You’ve seen how data storytelling helps companies deepen customer relationships and started to establish a data storytelling foundation for your organization, but how do you build a team that can effectively execute your data strategy? To make this kind of data storytelling happen, financial services firms need to take cues from their friends in technology...
Salesforce
Demystifying Your Salesforce Outlook Integration Options
Reading time: 3 minutes
There are an estimated 4 billion daily email users, sending and receiving more than 306 billion emails each day. Your sales team is probably contributing to those high email numbers. Email is still one of the most efficient and effective ways to communicate with prospects and clients. It also saves your team time when they...
Financial Services
How to Streamline Your Client Interaction Management
Reading time: 4 minutes
One of the key benefits of CRM is the ability to track all of your interactions with clients in one place. This benefit becomes more of a necessity than just a “nice to have” when you’re required to provide the proof of services to your clients — whether it is due to a MiFID requirement...
MuleSoft
Mini Hackathon: How to Better Serve Customers through Integrated Data
Reading time: 7 minutes
In times of struggle, I’ve always been of the mind to try and help those in need. And in today’s world, my first thought is to look toward technology and the ways it can assist users in simplifying tasks, or making sense of information. To see what we could create around healthcare datasets, a few...