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Ebook IDC ServiceScape: U.S. Midmarket Salesforce Implementation Services 2025–2026
IDC ServiceScape offers a comprehensive guide on the key functionalities of Salesforce implementation services, featuring services from companies including Mphasis Silverline.
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Ebook How Financial Institutions Grow Profitable and Loyal Customer Relationships
Financial institutions must shift away from the years of complexity that have slowed down their innovation initiatives. They need to focus on creating customer journeys across the sales funnel that offer modern account opening and onboarding experiences if they want to transform their customers’...
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Ebook So You’ve Implemented Salesforce, Now What?
You’ve spent a great deal of time and resources building a platform for all the components your business needs to be successful, but you’re not sure you’re getting a full return on your investment. Silverline Managed Services can help you and your org get on track and stay the course. This eBook...
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Ebook 43 Questions for Improving Customer Service in the Banking Industry
There’s got to be a better way. Improving customer service is key, as it has been for a while. The problem lies in the fact that many institutions were left in the dust and debris created by the pandemic and its rapid response requirements. If your firm doesn’t have the right platform to help...
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Ebook The Power of Enterprise Relationships: Why Your CRM Needs ERM
An effective ERM program includes aggregating relationship data across the organization through technology platforms and automated processes to effectively identify high-potential prospects in the pipeline. Learn more about building enterprise relationships with CRM and ERM technology in this eBook...
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Ebook How to Improve the Advisor Experience from Recruiting and Onboarding to Effective Producer
But what is often not discussed as deeply is the shifting demographics of advisors themselves. At Silverline, the wealth management firms we work with have routinely identified hiring and developing effective advisors as the largest overall challenge in their business. Effective recruiting and...
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Ebook Unlocking the Mystery of Change Management
Understanding Salesforce change management What this really means is a lot of change in a short amount of time. These changes inevitably impact their employees, partners, and customers. Managing change successfully not only avoids pitfalls of cost overruns, employee disengagement, and decreased...
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Ebook What’s Stopping You from Moving to Lightning?
But moving to Lightning is not quite as simple as flipping the proverbial switch. Straightforward and near out-of-the-box organizations have a number of factors that need to be considered when switching to Lightning, and the number of considerations increases with heavily customized (Classic)...
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Ebook Silverline Trend Report: Private Equity Outlook
Private Equity Trends As the future and culture of finance shifts, so must the ways in which firms do business. We’ve noticed a trend of private equity firms in our portfolio looking at their innovation roadmaps through these major lenses: Productivity Integration Planning Analytics Vision...
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Ebook How Insurance Carriers Can Improve Agent Recruiting and Onboarding… and Get Results Faster
At Silverline, carriers we work with have routinely identified hiring and developing effective producers as the largest overall challenge in their business. Effective recruiting and onboarding of producing agents and reducing the time it takes for those agents to begin writing business will be...
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Ebook Improve Healthcare Journeys with a 360 Ecosystem of Care
There’s a lot of talk these days about customer 360, and focusing on all the aspects of customer care in healthcare and life sciences. This is such an important step forward in improving the industry — but what if there were more? What if instead of just the customer, it was an entire 360...
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Ebook How Silverline Enables and Delivers Results With a Fully Remote Team
We’ve been a majority-remote workforce since Silverline was founded 10+ years ago. At each stage of our professional services projects, we find that effective remote work functions best with proactive and thoughtful planning. Because our professional services team brings expertise in both...
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