The Silverline Blog
Industry insights, Salesforce news, and more
Banking
Grow Your Portfolio with Salesforce for Mortgage Lending
Reading time: 4 minutes
With rising rates and declining origination volumes top of mind for many mortgage lenders, we could all use a magic bullet to make 2022 a successful year. It may not be magic, but utilizing technology with the data you already have can help you prioritize and allocate leads, identify cross-sell/upsell opportunities, and grow your portfolio....
Financial Services
How Salesforce Turns Data into Compelling Customer Stories
Reading time: 4 minutes
In the first part of our Future of Data series, we looked at the ways organizations like Spotify and Robinhood are benefiting from data storytelling initiatives, deepening their relationships with customers while driving brand awareness and new client acquisition. How can your company get started with data storytelling? Well, these aren’t fairy tales. “Once upon...
Banking
Extend nCino Capabilities to FSC and Use AI in Your Favor
Reading time: 5 minutes
When we think about building a strong CRM strategy, it’s really about the entire customer lifecycle. How you market to leads, how you acquire and onboard new customers, how you manage regulatory rules, and how you provide customer service. With Salesforce, you can manage all of those aspects in one place by combining the power...
Financial Services
Tableau CRM: 5 Best Practices for Customized Dashboards
Reading time: 4 minutes
Today’s financial professionals are busier than ever. But you have access to a set of AI-powered tools that help your teams become more efficient and empowered. Centralizing your data can be a game-changer for your business, and Tableau CRM for Financial Services helps your employees identify the right opportunities to engage their customers. Whether you’re...
Financial Services
Tableau CRM: What Is It Good For?
Reading time: 3 minutes
Financial services firms today have access to mountains of data, from loan origination information to balances and market information — and it all can live in Salesforce. But access is only the first step to making use of that data, and empowering your teams to make active decisions on key accounts. That’s where Tableau CRM...
Financial Services
Tableau CRM: Getting Started with Data Sets
Reading time: 4 minutes
If there’s one thing I’ve learned during my time at Silverline, it’s that the Salesforce platform is only getting more and more complex. Understanding how to organize your development, data management, and adoption of the application is super important for the success of your organization. So, where to get started with such a complex platform?...