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OmniStudio Quick Quote Demo

  You can file a quick quote in a snap using Salesforce OmniStudio. Watch this video to see it in action and learn more about our claims management solutions here.

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 banking solutions here.

CalendarAnything Award-Winning 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 award-winning video from the Florida Dreamin’ Demo Jam 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 identify clients needing attention. The Activity History tab offers...

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 insights into lead sources, lead tracking, conversion rates, and...

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 tracks client progress towards their goals, enabling advisors to make more...

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 create sales cadences with a multi-touch approach, so your sales reps...

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 Management leverages the Health Cloud Provider Network Data Model. Want...

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. Watch the video below to see how it works. Want to learn more or see a...

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 referral lifecycle. Want to learn more or see a live demo? Get in touch...