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Salesforce Advisory Services

Every successful Salesforce project starts with vision. Build a foundation for success with Penrod Engage, a healthcare-focused Salesforce advisory service.

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Here's a dirty secret. 60% of CRMs fail.

But with vision, they succeed. Penrod's Salesforce Advisory Services creates the vision only a Healthcare Expert Navigator can deliver.

Create a Shared Vision

Vision starts with understanding the issues you face and the impact it has on your business, patients, or partners. We begin by interviewing key stakeholders, defining objectives, and aligning on steps forward.

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Set Success Criteria

Success can only be measured if it's defined. By leveraging the vision we discovered, we align on the ideal process and outcomes that will reach your goals.

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Get Expert Guidance

With a clear understanding of your vision and success criteria, we get to work. You'll quickly receive recommendations, a visual of each process, ecosystem diagrams, projected investment, timeline, and a complete statement of work.

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Featured Resource

Architecting a Clear Vision for Success with Salesforce

Learn how a medical device company solved data integrity and process issues with a vision for success through Salesforce advisory services.

Read Success Story →
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Vision

Create a Shared Vision

Understand the issues you face and their impact on your business, patients, or partners to keep your team focused on the big picture.

Exploratory InterviewsWe'll interview key stakeholders to gather a needs assessment and summarize it into a vision statement.
Established ObjectivesWe'll document key objectives that establish a clear path to the vision.
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Success

Know What Success Looks Like

Success can only be measured if it's defined.

  • Success, DefinedWe'll recommend and document the success criteria of your Salesforce project.
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Guidance

Get Expert Guidance

With a clear understanding of your vision and success criteria, we get to work on the deliverables.

Visual DocumentationClearly illustrated, visual depictions of each recommended process
Ecosystem DiagramsDetailed technical diagrams of the recommended platform infrastructure
TimelineAccurately assess the expected project timeframe
Complete Statement of WorkClear outline of project scope, goals, deliverables, and expectations
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Schedule a Consultation

Accelerate your use case with a vision for success.

Fill out the form on the right to get a free 30-minute consultation for Penrod's Salesforce Advisory Services.

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Schedule a Time

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