The Silverline Blog
Industry insights, Salesforce news, and more
Industry insights, Salesforce news, and more
Reading time: 4 minutes
Do you know where your fax machine is? Probably stuck back in the ’90s with your CD player and VCR. While some industries still rely on faxes, the media industry is not one of them. They have moved on to automated, digital processes. Or have they? Some media companies have taken steps to modernize but...
Reading time: 3 minutes
The first part of our deep dive into Salesforce Marketing Cloud’s financial services value focused on personalization. Now let’s take a few steps back and take a look at data. For financial services marketers to achieve deeper personalized engagement and drive long-term value, they need data to optimize their messaging. But this customer data constantly...
Reading time: 4 minutes
You’ve probably seen those ‘How It Started … How It’s Going’ memes posted on social media. Two pics are shown next to each other to imply the passage of time and what it took to get from Point A to Point B. If you were to do one of those memes for Salesforce Marketing Cloud,...
Reading time: 6 minutes
Salesforce’s Winter ’23 release notes offer high-level descriptions of new features and enhancements. We’ve combed through the hundreds of pages to share highlights that are especially relevant for insurance industry users so you can review and quickly start benefiting from the new functionality. You can watch a video demo below, or continue reading to see...
Reading time: 4 minutes
The relationship between an insurance carrier and their agents is a critical one. A primary objective for a carrier is to make doing business as easy as possible for agents so they will either start or continue to do business with the carrier. This is especially the case with non-captive agents because they have a...
Reading time: 5 minutes
In 2016, a man named Guillermo Robles decided to order pizza from Domino’s. Despite his best efforts, his attempt was unsuccessful. Guillermo, a blind man, relied on screen reader software to navigate the web, and both Domino’s website and mobile app proved unusable and inaccessible with his assistive software. He later sued Domino’s under the...
Reading time: 4 minutes
CalendarAnything, the number one Salesforce calendar app, lets you view your business at a high level or get into the details — all on one screen. You can track marketing campaigns, projects, resources, events, and more. It’s entirely customizable for precisely what your organization needs, whether you’re managing a team of two or coordinating hundreds....
Reading time: 5 minutes
Wild Roots People’s Clinic provides donation-based herbalism services to those with financial challenges in Omaha, Nebraska, and its surrounding communities, regardless of age, sexual orientation, or race. These services include wellness appointments with professional and student herbalists, free information, guidance, herbal formulas, and community education programs. “Wild Roots is not only a non-profit, but a...
Reading time: 4 minutes
Let’s say you’re tired of shoveling all that snow, and it’s time to buy a snow blower. You hop online and start visiting a few home improvement store websites, read reviews on a home magazine’s site, and compare prices across a few local big box stores. You finally find your perfect snow blower and are...
Reading time: 4 minutes
The pandemic has been a huge disruption in everyone’s life, so it should come as no surprise that the pandemic was a massive disruptor in the insurance industry. Agents could not hold face-to-face meetings with prospective policyholders, and the days of paper trails to collect information were over. A shift to digital was inevitable, given...