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Capital Markets

Silverline is a Salesforce partner with expert consultants for private equity, real estate, equipment leasing, and investment banking firms.

We understand the unique technology challenges capital markets firms face today

That’s why security, compliance, and strong data governance — along with the imperative to drive alpha — guide our approach as we help firms drive fundraising, track deals, manage investor reporting, and solidify ROI.

When it comes to CRM selection, it’s important to invest in market-leading technology proven for scale beyond the transaction process, and a partner that knows the complexities of your business. Silverline’s expertise with capital markets firms coupled with our vast Salesforce experience uniquely positions us to implement the right apps and tools that will drive deal team success across the globe — from junior analysts in the office, to coverage bankers out on the road. Our Salesforce services increase productivity, drive key insights to your executives, and ensure increased collaboration to win more business.

Many of our capital markets clients have used Salesforce for nearly a decade; many are fresh to the ecosystem. Whether your firm is implementing a brand new program, merging legacy apps after an acquisition, or looking for ways to innovate fast, we’re here to help. And if you need expert guidance on how to accelerate your program and take your results to the next level, we can do that, too.

Our offerings and workshops

We know private equity

Visionary private equity and venture capital firms don’t look to point solutions to simply manage their deals in the cloud. They look to Salesforce and to the power of the platform to deliver robust, strategic solutions for their firms at scale. With more than a decade of experience consulting in the private equity space, our team is a braintrust of industry strategy. And we’re ready to help you evolve and scale with Salesforce.

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We know investment banking

Our investment banking experts believe that Salesforce has the best tools and user experience to make your deal teams successful across the globe — from junior analysts in the office to sponsor coverage bankers out on the road. Our Salesforce accelerators increase your deal teams’ productivity, drive key insights to your executives, and make sure they’re collaborating to win more mandates and close more deals.

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We know real estate

We have deep experience in the real estate industry, working with commercial and residential REITs and real estate firms to leverage the power of Salesforce to create a central hub for all their property information. Our solutions streamline the property management and lease management lifecycle so you can easily oversee your fundraising and property acquisition process, capture key metrics and financials for all units, and optimize the lease process to ensure efficient renewals.

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Stonebriar had limited executive insight into their pipeline as well as the new lead qualification and loan origination opportunities for five major business platforms (General Equipment, Rail Leasing, Aviation, Sponsor Finance & Real Estate). Their processes were highly manual, requiring keying new opportunities into disparate systems for loans, leases, and post-book servicing. An outdated website with limited content management capabilities made it hard to foster a dynamic external marketing presence for B2C and B2B customers — who are highly engaged on social channels. Stonebriar had no way to perform B2B retargeting to capture attention, measure engagement, or evangelize success.

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Managed Services

So, you’ve implemented Salesforce and your go-live went off without a hitch. You might think you don’t need continued support, but it’s important to remember that go-live is just the beginning of your Salesforce journey. There will be growing pains along the way, and a specialized support and innovation team with experience in your industry can help. See how our team of industry experts can help you adapt to changing business needs, and keep you on track for long-term success.

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Ready to discuss our solutions for capital markets?

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