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Financial Services Solutions for Salesforce.com

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Posted by: Silverline

Silverline offers tailored applications for Salesforce.com that address the specific needs of customers in the Financial Services Industries.

Overview

As a Salesforce.com Select Consulting Partner, Silverline offers tailored solutions to the Private Equity, Investment Banking, and Insurance industries based on results-driven methodology and hundreds of successful Salesforce deployments. We offer an end-to-end deployment of SalesCloud and ServiceCloud applications, Force.com development services, integration with on-premise and off-premise applications and databases, data enrichment and migration, and end-user and administrator training.

 

Silverline’s Private Equity Solution: Focuses on fundraising tracking, deal flow management, investor relations, and multiple access points. Manage your entire Fundraising Opportunity lifecycle, track interactions with LPs, report on specific deal attributes, and manage Portfolio Company metrics over time. Utilize portal environments to allow external parties to access and submit information directly.

 

Silverline’s Investment Banking Solution: Focuses on relationship building, deal flow management, group reporting, and customized dashboards. Build relationships with financial sponsors, manage Coverage Teams, track the history of Contact interactions across all channels, and track all activity related to winning a mandate. Utilize document storage for easy access to important files such as Engagement Letters and Management Presentations. 

 

Silverline’s Insurance Solution: provides insurance agencies, carriers, and MGAs with tools to increase productivity, target cross-sell opportunities, and close more business. The solution allows users to identify, rank, and qualify new leads while managing the complete sales pipeline. Forecast upcoming sales, track renewals, and utilize workflows to automate the entire process.

 

All Financial Services industry solutions are customizable based on your unique business processes, and provide access to critical information from any web connection.

Key Features

Customizable dashboard reporting

Internal pipepne visibipty

Mobile access – iPhone, iPad, Blackberry, Android

Document storage

Create campaigns for regular maipngs

Deal tracking and Deal flow management

End-user training

Gain a higher rate of adoption

Make more use of your Salesforce investment

Deal tracking and Deal flow management

End-user training

Gain a higher rate of adoption

Make more use of your Salesforce investment

Support

Silverline is a Select Salesforce Implementation Partner focused on delivering robust business solutions leveraging cloud computing platforms.


We are subject matter experts in the financial services industry, having successfully deployed Salesforce at hundreds of clients including investment banks, hedge funds, broker dealers, and insurance companies.


Our results-driven methodology brings together technology and implementation expertise while leveraging best practices developed over the course of more than 400 deployments of Salesforce.com.


Silverline’s service offerings include end-to-end deployment of Salesforce.com’s SalesCloud and ServiceCloud applications, Force.com development services, integration with on-premise and off-premise applications and databases, data enrichment and migration services, and end user and administrator training.


Please contact us for more information.

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