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Financial Services Borrower Data is the Secret Sauce to the Customer Journey: Create the Best Mortgage Experience with Data Driven Marketing Strategies
Your customer and prospect data is your biggest asset. Quality data in your CRM system is powerful when combined with marketing tools to develop a personal relationship with applicants that can drive trust and improve the overall borrower experience. This combination with Silverline’s...
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Financial Services Stop Chasing the Customer: Building Relationships with a Unified Digital Platform
I recently spoke at the Financial Brand Forum and heard the same thing over and over from businesses: we’re growing, but our processes aren’t. The frustration is understandable. To meet increasing targets for customer growth, wallet share, and processing efficiency, you need to be...
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Help & Training Lightning Experience Adoption is a Key Push in the Salesforce Summer ‘18 Release
If you haven’t made the move to Lightning there has never been a better time. The Lightning transition toolkit is chock full of great tools to help you assess your Lightning readiness. The Lightning Experience Readiness Check is available now and will help you identify Lightning ready users with...
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Silverline Cares Silverline Cares Helps to Combat Child Hunger
Silverline is excited and humbled to support Akshaya Patra in its fight against child hunger and malnutrition in India. In contributing to the generous Akshaya Patra foundation, this initiative has given us the chance to provide 35 children in the country with nutritious, wholesome, and tasty food...
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Help & Training Showcase your Trailhead Badges with the Salesforce Summer ‘18 Release
Trailhead is an amazing tool to learn about the Salesforce platform (and more) and to increase user adoption. In Summer ‘18, you will be able to display Trailhead badges on user profiles (and more) without having to implement any additional packages. This means you will be able to share and view...
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Help & Training Enhanced Collaboration for Chatter in the Salesforce Summer ‘18 Release
For any organization on the Salesforce platform, Chatter is a core part of the daily workflow. In the Summer ‘18 Salesforce release, there are some exciting new enhancements coming that will make Chatter an even stronger platform for record collaboration and historical communication. We all know...
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Financial Services Key Themes Around Mortgage Technology Solutions
Technological innovation is transforming our lives: how we communicate, shop, bank, make payments, and much more. Over the past few years, the mortgage industry has had to transform as well. Silverline has been partnering with our Mortgage clients to help leverage Salesforce to focus on improving...
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CalendarAnything Allocate Resources with CalendarAnything and Salesforce Communities
Did you know CalendarAnything works in Salesforce Communities? This is a great way to allocate resources between employees, customers, and partners because CalendarAnything allows you to see any of your Salesforce records on an actionable calendar through a date/time field. One of our clients, a...
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Help & Training Digital Transformation Begins With the Customer: Five Keys for Building a Successful CRM Roadmap
Business leaders are becoming increasingly aware that they must embrace digital transformation to remain competitive. This can mean a number of things depending on the organizational maturity and marketplace. One thing it always includes is the idea of leveraging cloud technology to become more...
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Help & Training How do you stay on top of Salesforce releases?
Staying on top of Salesforce’s three releases each year can be a big task if you don’t have a proper strategy in place. Are you an admin on a Salesforce team or a solo-admin for your company? The smaller your team, the more daunting these releases may seem. Take advantage of these best...
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Silverline Cares Silverline Assembles and Donates 875 Hygiene Care Kits to the American Red Cross
During the first week of March, the Silverline team came together and escaped the cold (some literally from the Nor’easter that hit) for our annual Summit which took place in Phoenix, Arizona. The days were filled with meetings, sessions, and lots of learning and brainstorming for the year....
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Events Silverline is gearing up for the 2018 Ellie Mae Experience!
To highlight our new partnership, Silverline, a Pro Select Partner in the Ellie Mae Pro consulting partner program, will be an exhibitor at the 2018 Ellie Mae Experience. Beginning March 19th in Las Vegas, the conference is the exclusive platform for mortgage companies and professionals who use...
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