The Silverline Blog
Industry insights, Salesforce news, and more
Salesforce Platform
7 Steps to Prep: Project Kickoff for Salesforce Implementation
Reading time: 4 minutes
As an Account Executive at Silverline, one of the most common questions I receive from project sponsors at my clients is: “What can our team do before kick off to get a head start on our project?” Where to start before you start After the selection process for Salesforce and an implementation partner is complete,...
Financial Services
Bank Core Conversions, Digital Transformations: How to Implement Both at Once
Reading time: 4 minutes
A banking or federal credit union core system is the primary back-office solution managing daily banking transactions and posting updates to accounts and other financial records. Core processing systems are also connected to complementary products and services that help clients and members view and manage aspects of their relationship. So you can imagine, a core...
Financial Services
5 Pressures Facing Auto Insurance Companies (+ How to Deal with Them)
Reading time: 5 minutes
The cost of claims across insurance sectors have been dropping over the past few years, with automation and technology reducing the cost of claims as much as 30%. At the same time though, there’s a host of pressures on auto insurance companies to change their premium pricing model to stay competitive with the market. What’s...
Financial Services
3 Ways to Increase Financial Services Cloud Adoption with Change Management
Reading time: 3 minutes
The secret ingredient to a successful financial services cloud implementation? It’s a critical success factor that is independent of the tools and technology being implemented: organizational change management. When you implement a new system like Salesforce Financial Services Cloud, your team needs more support. Even though it’s likely making your team’s life significantly easier —...
Digital Transformation
Ongoing Change Management: How to Sustain Momentum
Reading time: 4 minutes
This is part four in a series on unlocking change management mysteries. Check out the first, second, and third pieces. Silverline developed our change management framework based on a combination of industry best practices, the Association of Change Management Professionals (ACMP) Standard, and the Prosci methodology that accelerates and maximizes user adoption. The framework comes down to three...
Salesforce
How to Enable Change Management in Real-Time
Reading time: 3 minutes
This is part three in a series on unlocking change management mysteries. Check out the first and second pieces. Silverline developed our change management framework based on a combination of industry best practices, the Association of Change Management Professionals (ACMP) Standard, and the Prosci methodology that accelerates and maximizes user adoption. The framework comes down...
Salesforce
Understanding the Importance of Change Management
Reading time: 3 minutes
If we’ve learned anything after 10 years in business, it’s that change is the only constant. But as you probably know, there’s usually a “Who moved my cheese?” moment in any fast-paced and changing organization. The tendency for most people is to resist change kicking and screaming. While that’s a natural reaction to change, anticipating,...
Healthcare
Becker’s Panel Recap: Healthcare Digital Transformations and Improved Patient Engagements
Reading time: 7 minutes
Last month, I presented a webinar for Becker’s Hospital Review on behalf of Silverline entitled “Post-Pandemic Decisions Accelerate Pace of Patient Access, Engagement, and Digital Experience Outreach.” Afterwards, I led a panel discussion with leaders in the health and technology space to talk about the state of healthcare hospitals and care centers that are using...
Financial Services
On Strategy, and the Business of Building a Connected Experience
Reading time: 5 minutes
This is part two in a series on Connected Experiences for Banks and Credit Unions. Be sure to check out part one. A CRM system accomplishes the ultimate goal of better understanding, engaging, and retaining current and prospective customers, as well as current and prospective team members. To get buy-in from all levels, it’s best...
Healthcare
BOSS Magazine Talks the Future of Healthcare CRM with Matt Gretczko
Reading time: < 1 minute
Silverline is featured as Best in Class for October 2020’s edition of BOSS Magazine, The Digital Issue. Titled, “Making Change that Matters,” the piece focuses on our work in the healthcare and life sciences industries, specifically our strides in patient engagement, digital transformation journeys, and addressing (closing) gaps in care. The changing pace of healthcare...