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Page Migrating to Financial Services Cloud
Are you ready to make a change? See why migrating to Financial Services Cloud might be the your best bet for improved results.
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Page Dreamforce 2019
Learn about Silverline's Dreamforce 2019 scheduling, including events, Silverline Lounge, sessions, and those attending.
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Page Home
From strategic planning to implementation and ongoing support, we can guide you through every phase of your Salesforce journey.
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News & Press Shift CRM, a Silverline Company, named official launch partner by Salesforce for Advertising Sales Management for Media Cloud
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News & Press 7 Strategies for Enhancing Insurance Agent Recruitment
Reading time: 4 minutes
...knowledge management Salesforce Financial Service Cloud provides robust knowledge management capabilities to support training and development efforts. Utilize the Knowledge feature to create a centralized repository of training materials, product... -
Videos Provider Network Management Demo Video
...on Provider Network Management leverages the Health Cloud Provider Network Data Model. Want to learn more or see a live demo? Get in touch and we’d be happy to set...
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Page Salesforce Financial Services Cloud
Our Salesforce Financial Services Cloud consultants help financial institutions unleash the power of Financial Services Cloud.
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Page Salesforce EHR Integration
Through a Salesforce EHR integration, providers can integrate data from all interactions they’ve had with patients, get a holistic view of the patient, and build a connected healthcare journey.
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Videos Care Management Demo Video
A successful ambulatory care coordination model increases shared savings and drive quality incentives while reducing readmissions and unnecessary care. By leveraging the Salesforce platform, Silverline creates Care Management solutions on...
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Videos Salesforce Record Access: Who Sees What and Why
Reading time: 6 minutes
...segmented by Territories A few notes about Territory Management You don’t need to enable Territory Management just because you sell in territories, you may be able to simply leverage Role... -
Videos Dreamforce is the Place to Be if You’re In the Financial Services Industry
Reading time: 3 minutes
...Presidio Faced with increased competition for assets, intense cost pressures and growing regulatory and transparency requirements, asset management firms are making core operational, marketing, and technology changes. Join us to... -
Clients Designs for Vision
...data and to implement processes to support lead management, quote management, campaign management, and to provide greater insight across the sales process with a portfolio of reports and dashboards. All...