The Silverline Blog
Industry insights, Salesforce news, and more
Agentforce
How to Build A Data Strategy for Agentforce Success
Reading time: 5 minutes
You’ve heard about Agentforce and seen how it works, but how do you prepare your organization to effectively implement AI Agents for your unique data environment? Agentforce’s Atlas Reasoning Engine relies on access to accurate, relevant, and trusted data in order to build plans that Agents can execute on autonomously, making your data strategy an...
Salesforce Platform
Streamline Incentive Compensation Management with Salesforce Spiff
Reading time: 3 minutes
In February 2024, Salesforce expanded its portfolio by acquiring Spiff, an app that helps sales teams streamline their incentive compensation management and commission calculations. As companies face increasing competition in hiring top sales talent, they realize the importance of augmenting their compensation strategies with transparent tools to drive sales performance. A former Salesforce Ventures portfolio...
Real Estate
4 Ways Salesforce Closes the Real Estate Technology Gap
Reading time: 4 minutes
In their 2024 Technology Survey, The National Association of Realtors uncovered that only 22% of active realtors feel confident that they are getting the most benefit from emerging technology tools. There are multiple reasons why this is the case. The older generation of realtors can often view these tools as a challenge instead of an...
Insurance
Mphasis Silverline Partners with AgentSync for Insurance Compliance Solutions
Reading time: 2 minutes
Successfully managing insurance compliance requires diligence, accuracy, and a strict adherence to timeliness. Onboarding, licensing, appointments, and terminations can be extremely labor-intensive, error prone, and expensive without the right technology in place, which is why AgentSync developed a SaaS platform to help insurance companies streamline their end-to-end producer management processes. Mphasis Silverline is excited to...
Dreamforce
10 Sessions You Don’t Want to Miss at Dreamforce 2024
Reading time: 5 minutes
This year’s Dreamforce is only two weeks away and it’s a big one for Mphasis Silverline. It’s the first time we’re showcasing the vast technological opportunities provided by our synergy with Mphasis to the larger Salesforce ecosystem! Dreamforce visitors are invited to the Mphasis Silverline Lounge at the Palace Hotel, where they can gather for...
Wealth
What to Consider When Customizing Salesforce Activity Components
Reading time: 3 minutes
Logging interactions and activities with customers and prospects is one of the key concerns we see from financial institutions. They want to know each touchpoint on the customer’s journey and ensure that the appropriate follow-up steps are taken at every interaction, which requires a system that makes it easy to log calls and meetings as...
Banking
Understanding Salesforce Data Cleansing and Governance
Reading time: 4 minutes
In today’s rapidly evolving financial landscape, data is the lifeblood that fuels decision-making, drives innovation, and fosters customer trust. Financial institutions, ranging from banks and credit unions to insurance companies and investment firms, are entrusted with vast amounts of sensitive data, including customer information, transactional data, and market insights. Organizations rely on platforms like Salesforce...
Insurance
Expert Tips for Successful Insurance Digital Transformation
Reading time: 4 minutes
When it comes to digital maturity, 67% of insurance companies are still stuck at the traditional level according to Forrester’s Future Fit Survey. They aren’t taking advantage of technology to connect their siloed systems and automate their manual processes, making it difficult to meet customer demands and stay competitive in the marketplace. In our recent...
Banking
How to Prevent Bank Fraud with Salesforce and Alloy
Reading time: 4 minutes
Fraud continues to plague financial institutions. According to the Alloy State of Fraud Benchmark Report, a massive 91% of financial institutions across all sizes and segments reported increased fraud rates. Almost three-quarters of financial institutions lost over $500K to fraud in the past year. And while 67% of financial institutions have over half their workforce...
Marketing Cloud
Salesforce Announces Marketing Cloud Growth to Empower SMBs
Reading time: 3 minutes
This week, Salesforce announced Marketing Cloud Growth, a new edition of Marketing Cloud aimed at small and medium B2B companies to drive growth efficiently with CRM, AI, and data. It is the first iteration of Marketing Cloud built on the Einstein 1 platform, enabling marketers to reach customers faster with trusted data and AI. “Marketers...