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OmniStudio First Notice of Loss Demo

  Salesforce OmniStudio makes it easy to file a first notice of loss. Watch this video to see it in action and learn more about our claims management solutions here.

Salesforce FSC Complaints Management Demo

  Banks can use case management within Salesforce Financial Services Cloud to record customer service requests and complaints, ensuring speedy follow-up. Watch this video to see it in action and learn more about our...

CalendarAnything Florida Dreamin’ 2023 Demo

  CalendarAnything helps you organize and visualize Salesforce data so you can see everything you need to know at-a-glance in one view. Watch this video to see it in action and learn more about CalendarAnything here.

CRMA Client Interactions Dashboard

  This client interactions dashboard helps advisors prioritize their tasks and make data-driven decisions. The Overview tab tracks client engagement based on days since the last interaction and AUM, enabling advisors to...

CRMA Client Acquisition Dashboard

  This client acquisition dashboard for financial advisors focuses on lead and referral management. It enables advisors to prioritize activities that lead to revenue generation and strong client relationships by providing...

CRMA My Clients Dashboard

  This client management dashboard is designed for advisors. It provides vital insights on client engagement and support, highlights high-value clients, profiles the demographics of the advisor’s client base, and...

Salesforce High Velocity Sales Demo

You have a lot of leads coming in through your website, events, and other sources, but you need to nurture them over time to get them across the finish line. Salesforce High Velocity Sales lets you do just that, allowing you to...

Let Silverline Help You Navigate the Cloud

Provider Network Management Demo Video

Creating and defining your provider network is a critical first step in managing patients and navigating them within your healthcare system. By leveraging the Salesforce platform, Silverline’s point of view on Provider Network...

Patient Care Gaps Demo Video

Silverline’s approach to Care Gap Management on Health Cloud allows healthcare organizations to address health maintenance or gaps in care to improve the health of its patients and meet quality standards that impact revenue....

Referral Management Demo Video

Silverline’s approach to Referral Management on Health Cloud allows centralized referral management staff to manage both provider-driven and patient-driven referral processes to ensure efficient and effective management of the...

Nurse Triage Demo Video

Silverline’s Nurse Triage Accelerator allows nurses to navigate consumers and patients to the most appropriate level of care and place of care within a healthcare organization. It utilizes the gold standard for nurse triage:...