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News & Press Silverline Helps Launch the First Salesforce Financial Services User Group
...eliminate email congestion. Management should consider using it as a tool to post notifications. For example, an admin could automate summarized announcements about fundraising events. With publisher actions, admins can...
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News & Press Silverline Further Invests In Healthcare, Appoints New Healthcare Practice Director
...within a healthcare focused management consulting firm. After spending several years successfully leading client engagements and helping to develop a managed services startup, Matt then maintained an executive role for...
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eBooks Silverline’s Provider Roadmap for Success on CRM
...each patient to quality care and communication — made possible by a robust CRM solution. In this ebook, you’ll learn about leveraging the Salesforce platform to improve: Provider relationship management...
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eBooks Why Healthcare needs Continuous Transformation
Reading time: 4 minutes
...alarm activation settings and identify potential changes to patient management processes that will enhance patient care and safety.” This is truly refreshing that someone is working to remedy this. On... -
eBooks 5 Tips to Make Salesforce Ramp Time as Short as Possible
Reading time: 3 minutes
...and pipeline generation and management. 2. Make sure Salesforce training is specific to tasks Salesforce is flexible enough to be used in a number of different ways, but that doesn’t... -
eBooks 5 Steps to Building Communities that Thrive
Reading time: 2 minutes
...your community forward, and put customers at the heart of your business. 3 BUILD – Build Community With Community Now that you’ve invested in community management, designed the community, and... -
News & Press Dreamforce 2014 Highlights by the Numbers
...missed Silverline’s client, Merrill Lynch, talking about their success with our Wealth Management solution, you can watch the video here. 100+ Mentions of #LegoMarc Our friend, #LegoMarc, made his first...
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News & Press How Cloud Computing Can Give Your Company a Competitive Advantage
Reading time: 2 minutes
...file Storage (e.g., document and media repositories) Application hosting (e.g., on demand services, Netflix) Databases (Structured and Unstructured indexing) Workflow and Process Management (e.g., order fulfillment) Looking towards the future,... -
News & Press How to get the most out of Dreamforce for Financial Services
Reading time: 1 minute
...Title: Shifting from Policy to Policyholder Time: Wednesday, 1:00PM-1:40PM Location: Hilton San Francisco Union Square, Plaza B Title: Wealth Management: Strategy & Showpiece Customers Time: Wednesday, 2:00PM-2:40PM Location: Hilton San... -
News & Press My Summer Sales Internship at Silverline
...staff as a family rather than a traditional company was realized. The management staff at Silverline has a wonderful attitude and is very knowledgeable. These attributes trickle down the ranks...
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News & Press DealerTrack Success Story
Reading time: 2 minutes
...for dealers is the industry’s most comprehensive including a Dealer Management System (DMS); Inventory, Sales/F&I, and Digital Marketing; a web-based network for arranging vehicle transportation and shipping; electronic motor vehicle... -
News & Press Top 10 Summer ‘14 Features for Financial Services
Reading time: 3 minutes
...the side panel. 8. Territory Management 2.0 (Beta) This gives Admins and designated users the ability to create different territory types. You can build a model, and then add and...