The Silverline Blog
Industry insights, Salesforce news, and more
Tools
3 Reasons to Improve Your Productivity With SalesforceIQ
Reading time: 2 minutes
Alleviate stress from your day-to-day business operations by letting SalesforceIQ do the work for you. It automatically manages the details of your customer and prospect interaction. SalesforceIQ collects the information automatically logged from emails, calendar, marketing automation systems, and many other data sources. SalesforceIQ comes in two solutions: Inbox for Salesforce and Small Business...
Financial Services
Banking on Agile Transformation
Reading time: 4 minutes
Have you ever gotten to the conclusion of a project and found yourself scratching your chin thinking: “this isn’t quite what we wanted or expected?” That, my friends, is a trend across the banking industry. Banks have traditionally used the Waterfall methodology which breeds scenarios like the above. Working with banks of all sizes throughout...
Financial Services
19 Reasons Why Asset Managers will love Wave Analytics
Reading time: 2 minutes
If you have an Asset Management Salesforce solution, wouldn’t you love to be able to track financial adviser performance? Monitor and see trends in sales flows? Slice and dice your AUM? Have a better way to help identify and service intermediaries? With Salesforce Wave Analytics, you can get all of that plus more. Here’s how:...
Financial Services
HOW TO GET THE MOST OUT OF DREAMFORCE 2015 FOR FINANCIAL SERVICES
Reading time: 2 minutes
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 of Dreamforce. From sessions and speakers...