The Silverline Blog
Industry insights, Salesforce news, and more
Help & Training
A Little Goes A Long Way In Your CRM: Small CRM Updates Massively Impact Your Team’s Productivity & Effectiveness
Reading time: 3 minutes
A fully-functioning, perfect CRM is hard to obtain, and once a team accomplishes this glory, it can be hard to encourage more change or even continuous updates. To begin, finding someone with the wits and experience to overhaul your CRM can be costly, time-consuming, and daunting. Even once you find your CRM guru, it’s challenging...
Client News
Silverline Success Story: Travel Insured International
Reading time: 2 minutes
There are few things more stressful and complicated than a trip that is cut short or altogether canceled by an unexpected interruption. For the past 20 years, Travel Insured International has provided the highest quality travel protection and a world-class customer service experience to match. Travel Insured maintains relationships with specialty travel providers and tour...
Client Services
5 Ways You’ll Benefit from a Center of Excellence
Reading time: 2 minutes
For most organizations, your CRM program is successful and doing well. Now, it’s time to take your program to the next level. A Center of Excellence is an important model to adopt because it breaks down your CRM program into several elements each with a particular area of focus. This competency center will be able...
Around the Office
Grab a cup of coffee and check out Silverline!
Reading time: 2 minutes
We did it! We hit 100! No, I’m not talking about the weather in New York City (just yet), I’m talking about our Coffee Buddies Channel on Slack! Slack is a collaboration hub that brings employees together with the right information and tools to get work done. Silverliners use Slack to communicate internally on projects,...
Financial Services
Stop Chasing the Customer: Building Relationships with a Unified Digital Platform
Reading time: < 1 minute
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 investing in the right technology and processes in order to scale....
Help & Training
Lightning Experience Adoption is a Key Push in the Salesforce Summer ‘18 Release
Reading time: 2 minutes
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 one-click and will provide a report...
Silverline Cares
Silverline Cares Helps to Combat Child Hunger
Reading time: 2 minutes
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 for an entire year. Child hunger in India...
Help & Training
Showcase your Trailhead Badges with the Salesforce Summer ‘18 Release
Reading time: 2 minutes
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 your team’s accomplishments right...
Help & Training
Enhanced Collaboration for Chatter in the Salesforce Summer ‘18 Release
Reading time: 2 minutes
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 that you can tag your co-workers and groups from...
Financial Services
Key Themes Around Mortgage Technology Solutions
Reading time: 2 minutes
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 the interactions between various players and optimizing internal processes....