Salesforce Resources

Blog

At Penrod, we often have health care clients ask if Salesforce Health Cloud is the right fit for them. From satellite clinics to larger healthcare systems and specialty offices, our answer is yes.

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Case Study

Learn how a large community hospital upgraded fragmented communications into the digital age with Salesforce Marketing Cloud.

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Case Study

Learn how our insurance client solved their challenges meeting state requirements to contact physician networks with Salesforce.

Case Study

Learn how Penrod helped a leading provider tackle compliance challenges while delivering high-performing digital marketing campaigns.

Case Study

Learn how a home health company scaled their business in Salesforce while continuing to deliver the exceptional care.

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Every healthcare company using the Salesforce platform needs experts on the team who know it inside and out. Whether you have a Salesforce pro or are starting from scratch, here are recommendations for how healthcare companies hire Salesforce talent.

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The credentialing process can be time-consuming, complex, and resource-intensive. Learn how large providers are building custom credentialing platforms to overcome the challenges caused by point solutions.

Use Case

Learn how healthcare companies are using Salesforce Data Cloud to make Facebook Ads HIPAA compliant.

Use Case

See how healthcare companies can use Salesforce Data Cloud to make their LinkedIn Ads HIPAA-compliant.

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From data integration to service line optimization, learn how healthcare providers use Tableau to make their data healthier.

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Learn why the credit holds, supply chain disruptions, and vendor conflicts caused by invoice exceptions are harder in healthcare.

Use Case

Learn how healthcare companies are using Salesforce Data Cloud to make Pinterest Ads HIPAA compliant.

Use Case

Learn how hospitals eliminate manual tasks in the provider onboarding process with Salesforce Health Cloud.

Use Case

Learn how hospitals eliminate manual tasks in the provider onboarding process with Salesforce Health Cloud.

Use Case

Learn how regulated healthcare companies can implement Snowflake as part of a solution to make web trackers HIPAA-compliant.

Case Study

Learn how Penrod's Salesforce Managed Services drove member engagement and improve data management at a large dental insurer.

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Intelligent data processing in healthcare could be vital to making unstructured data actionable. Learn the pros and cons you need to know.

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More and more providers are trying to make healthcare data more actionable. As a result, Salesforce EHR integrations are a growing trend in the industry. Looking to ensure a smooth integration? Our Salesforce EHR integration guide is here to help.

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Learn how to resolve invoice exceptions faster with these 7 tips for clear supplier communication.

Case Study

Learn how our client built the first platform for scalable at-home care with the power of Salesforce Health Cloud.

Use Case

Learn how hospitals make vast amounts of data from emails, faxes, contracts, and clinical notes actionable with IDP for healthcare.

Use Case

Learn how healthcare companies are using AI medical transcription to improve data accuracy and eliminate manual processes.

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Learn how healthcare and life sciences companies will use Salesforce Agentforce to solve challenging use cases.

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Use Case

Learn how healthcare companies are using Salesforce Data Cloud to make Facebook Ads HIPAA compliant.

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Check out our favorite Salesforce Health Cloud case studies from the past 8 years of implementations.

Use Case

Learn how healthcare companies are using Salesforce Data Cloud to make Bing Ads HIPAA compliant.

Use Case

Discover how electronic visit verification (EVV) solutions help home health providers comply with a crucial provision of the 21st Century Cures Act.

Use Case

Learn how mobile patient management empowers caregivers to deliver exceptional care in the field with Salesforce Mobile.

Use Case

Learn how Salesforce Maps helps in-home caregivers get from point A to B on time, visit more patients, and reduce administrative work

Case Study

Learn how our client used Salesforce Managed Services to optimize marketing, product, sales, and support processes with a unified data model.

Case Study

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

Use Case

Learn how appointment scheduling is essential for fostering strong relationships between patients and providers

Case Study

Learn how an an in-home healthcare provider ditched paper forms and manual onboarding processes to provide whole person care

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Case Study

Learn how an internationally recognized hospital system made Google Ads HIPAA compliant with Destinations for Data Cloud

Use Case

Learn how costly readmissions can be mitigated with proactive patient outreach through unified clinical data

Use Case

Learn how to grow your most profitable service lines with the right patients on the Salesforce platform

Use Case

Learn how dental clinics are breaking through limited resources and fragmented architecture with Salesforce Marketing Cloud and Data Cloud.

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Whether you're joining in-person or virtually, here are the sessions we're particularly interested in.

Use Case

Learn how healthcare companies are engaging patients before and after appointments to increase patient adherence.

Use Case

Learn how healthcare companies are engaging patients before and after appointments to increase patient adherence.

Case Study

Learn how our client reduced match exceptions by 90% with HealthChain, a supply chain platform built with the power of Salesforce.

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Learn what the ruling in the AHA lawsuit means for healthcare companies, what could still change, and what you need to do next.

Case Study

Learn how our client used Penrod's Salesforce Managed Services for Healthcare to optimize Health Cloud and future-proof its platforms.

Use Case

Learn how healthcare companies are using Salesforce Data Cloud to make Google Ads HIPAA compliant.

Use Case

Learn how medical device companies manage shipping logistics, inventory levels, and product quality across multiple locations via asset management with Salesforce.

Blog

The US District Court for the Northern District of Texas Fort Worth Division has written the next chapter on how providers across the United States will interpret the OCR Bulletin. Enter the ruling on the AHA lawsuit. Their recent order, a resolution to the AHA’s 2023 lawsuit, called the OCR bulletin a “massive overreach” and found small parts unlawful.

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Learn how to navigate the choppy waters of regulatory compliance in this comprehensive guide on Meta Ads and HIPAA.

Use Case

Learn how Salesforce Marketing Cloud empowers personalized patient experiences that increase satisfaction and improve healthcare outcomes.

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Learn how to navigate the choppy waters of regulatory compliance in this comprehensive guide on Meta Ads and HIPAA.

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What HIPAA-regulated agencies need to know about online tracking technologies on their mobile applications and websites.

Case Study

Discover how Penrod leveraged AI to help an acute care hospital create patient summaries that expedite admissions.

Case Study

Learn how Penrod helped an innovative clinical diagnostics lab craft exceptional provider experiences in a new self-service portal.

Case Study

Learn how Penrod helped an international insurance company enhance the experiences of plan administrators.

Use Case

Member segmentation is crucial for health insurance companies looking to build engaging, personalized marketing journeys.

Use Case

Learn how payers build member portals in Salesforce Experience Cloud that empower exceptional experiences.

Use Case

Learn how labs accelerate pipeline velocity and increase lead visibility with Salesforce.

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Learn how medical device companies accelerate pipeline velocity and increase lead visibility with Salesforce.

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Learn how provider network management with Salesforce helps payers grow their care delivery networks to broaden member access to care.

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Learn how Salesforce helps you grow provider relationships, manage physician networks, and discover new referral opportunities.

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Learn how Salesforce Experience Cloud builds a foundation for dental clinic portals that engage patients, improve outcomes, and personalize care.

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Learn how Salesforce Experience Cloud builds a foundation for mental health patient portals to increase patient satisfaction.

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Learn how end-to-end clinical trial management with Salesforce can quicken participant recruitment, improve patient experiences, and streamline clinical processes.

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Learn how to find out if your website's third party trackers are sending PHI.

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Learn how anyone can conduct a website tracking audit with the apps you probably use every day.

Use Case

Learn how population health management in Salesforce improves healthcare outcomes in groups of patients with segmentation and engagement.

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In this article, we will explore Salesforce Life Sciences Cloud, delve into its potential use cases, and provide insights on when it will be available.

Use Case

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

Case Study

Learn how Penrod made a leading healthcare system using Google Analytics compliant with the OCR bulletin

Case Study

Learn how Penrod streamlined patient communications across multiple affiliate clinics with Salesforce Marketing Cloud.

Case Study

Learn how Penrod streamlined patient intake across multiple affiliate clinics with Salesforce Health Cloud.

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To grow and sustain your medical practice, you must consistently attract and retain new patients. The intake step is where you need to start focusing on new patient revenue.

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Effective patient acquisition is crucial for a successful healthcare organization.

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In managed services, there are opposing philosophies – ticket-taking and partnership.

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In managed services, there are opposing philosophies – ticket-taking and partnership.

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In managed services, there are opposing philosophies – ticket-taking and partnership.

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In managed services, there are opposing philosophies – ticket-taking and partnership.

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Salesforce Managed Services goes by many names. Whether you call it professional services, outsourced administration, or IT services, one thing is clear – there are a ton of myths about what they are, what they aren't, and how they work.

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Learn the steps that payers must take to comply with the CMS Interoperability and Prior Authorization rule, also known as CMS -0057-F.

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Learn how providers automate prior authorization with Salesforce to reduce cost, improve efficiency, and achieve regulatory compliance.

Use Case

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

Use Case

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

Use Case

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

Use Case

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

Blog

Learn about the latest rendition of the OCR Bulletin, and what it means for healthcare companies using third-party trackers.

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Learn about the latest rendition of the OCR Bulletin, and what it means for healthcare companies using third-party trackers.

Case Study

Learn how Penrod streamlined Provider credentialing and onboarding with an enhanced portal at a leading behavioral health company.

Case Study

Learn how Penrod helped a speciality clinic make Google Analytics HIPAA compliant – and bridged the gap between legal and marketing.

Use Case

In order to streamline revenue operations, providers must optimize the claims process, manage denials, and develop payment plans.

Blog

At its core, utilization management analyzes trends in healthcare service use. It determines if these services comply with best practices and clinical guidelines. Traditionally, Utilization management (UM) was viewed primarily as a cost-control measure rather than a tool for enhancing service quality.

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Patient privacy compliance is a moving target. Innovative technologies, changing tech standards, and a dynamic regulatory environment can make it challenging for healthcare providers to keep up-to-speed, especially those operating in multiple states or regions. In 2024, providers must ensure they comply.

Case Study

See how Penrod delivered exceptional patient experiences by improving our client's healthcare portal in a managed services engagement.

Case Study

See how Penrod reimagined the healthcare credentialing platform for a premier mental health clinic.

Use Case

The complaints, appeals, and grievances (CAG) management use case increases productivity, builds member loyalty, and ensures compliance with the CMS.

Use Case

The utilization management use case guarantees the involvement of all parties - providers, payers, and members - in ensuring timely and appropriate treatment.

Use Case

When built on Salesforce, the provider credentialing use case creates a single source of truth across enrollment, contracting, credentialing, marketing, and sales.

Case Study

See how Penrod leveraged business intelligence, segmentation, and personalization to engage members, brokers, employers, and providers

Use Case

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

Case Study

Our client is dedicated to providing outstanding care to a diverse community. They focus on connecting with patients and local PCP referral networks to promote their services. To fully embrace this mission in the 21st century, they recognized the need to upgrade their communication system to a state-of-the-art platform that would drive more engagement.

Use Case

Learn how Salesforce can be used by recruiters and on-boarders throughout the provider recruiting process.

Use Case

When using Salesforce and Marketing Cloud, healthcare companies in New Jersey can fulfill all the requirements of Bill 332.

Blog

Patient privacy compliance is a moving target. Innovative technologies, changing tech standards, and a dynamic regulatory environment can make it challenging for healthcare providers to keep up-to-speed, especially those operating in multiple states or regions. In 2024, providers must ensure they comply.

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Patient privacy compliance is a moving target. Innovative technologies, changing tech standards, and a dynamic regulatory environment can make it challenging for healthcare providers to keep up-to-speed, especially those operating in multiple states or regions. In 2024, providers must ensure they comply.

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Patient privacy compliance is a moving target. Innovative technologies, changing tech standards, and a dynamic regulatory environment can make it challenging for healthcare providers to keep up-to-speed, especially those operating in multiple states or regions. In 2024, providers must ensure they comply.

Use Case

When built on Salesforce, patient acquisition and intake platforms can empower healthcare organizations to effortlessly track and manage all referrals and new patients from a single engagement platform.

Blog

Penrod is proud to announce that our recent Managed Services Expert Navigator status has positioned us as one of the top three solution integrators for Salesforce Managed Services in the Healthcare and Life Sciences industry. This distinction is achieved by less than 1% of all consultants on the AppExchange who offer managed services.

Use Case

To encourage mammogram screenings and prioritize community health, it is crucial to focus on specific patient populations and tailor outreach tactics accordingly.

Use Case

To optimize healthcare outcomes, it is imperative to proactively monitor patients using a combination of clinical and non-clinical factors. These factors seamlessly integrate to provide comprehensive insights into the patient, enabling the calculation of objectively-created risk scores.

Use Case

The delicate balance between compliance and digital marketing strategies in the healthcare and life sciences industry is causing growing concern.

Use Case

Patient segmentation is critical for healthcare providers as it allows for personalized healthcare delivery, enhancing both the patient experience and health outcomes.

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Google recently added new rules for bulk email senders to stop spam, improve security, and improve user experiences. Starting in February 2024, the new rules will affect bulk sender organizations emailing Gmail users. Notably, Google will impose even more stringent guidelines on organizations exceeding 5,000 daily emails to Gmail users. Google considers these mass senders.

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Video Transcription Today I’m going to be demonstrating for you a scenario in which the Field Service Lightning (FSL) Mobile App can be leveraged to support real-time sensor data coming from IOT-connected devices. This demo will leverage the new FSL Mobile Extension Toolkit which is currently in pilot. I’ve been called onsite to repair a […]

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Many providers have lackluster intake processes...but you don't have to. By approaching the intake experience as a competitive advantage, you will attract more patients, decrease patient leakage, and drive more revenue.

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Check out 10 of the things our clients used Salesforce Managed Services for.

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Learn the four elusive forms of scope creep in your Salesforce projects and discover the secrets to keeping them at bay.

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Learn the four elusive forms of scope creep in your Salesforce projects and discover the secrets to keeping them at bay.

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Code connoisseur and unofficial Penrod Gen Z representative: Meet Chris Wiemer, Salesforce Developer.

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ISO 27001 is more than just a certificate. It reinforces our commitment to being your trusted partner in the digital transformation journey.

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Check out our newest series centered around our Core Values. Read about Growth!

Case Study

See how Penrod Managed Services provide seamless support, a focused approach, and consistent improvements at an international medical device company.

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Learn more about the interview process we typically follow (and gain some hot tips along the way!)

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ISO 27001 is more than just a certificate. It reinforces our commitment to being your trusted partner in the digital transformation journey.

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Now that the Medicaid Continuous Enrollment Provision rollback is in full swing, we’re only beginning to witness the impacts it has on enrollment numbers, member satisfaction, and payer revenue.

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Check out our newest series centered around our Core Values. Read about Accountability!

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A recent Health and Human Services bulletin created a nightmare for marketers across the health provider space, as it added some new context regarding third-party trackers to the 1996 law. The release doubled down on the requirements that health care companies must comply with due to the methods third-party tracking technologies disclose PHI without having a signed a BAA.

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Check out our newest series centered around our Core Values. Read about Grit!

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What does it take to be a Technical Architect? Major brains, adaptability, and ingenuity. We proudly present a Penrodian who has all of these things and more: meet Seth Howell, Technical Architect.

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Check out our newest series centered around our Core Values. Read about Flexibility!

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If you're like most healthcare and life sciences companies, you're trying to maximize the value of Salesforce. Businesses of any size may lack the resources and expertise to effectively use Salesforce. This means they may not be able to implement its best practices. Setting up these practices yourself may be difficult.

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As technology advances, healthcare providers turn to artificial intelligence (AI) to optimize their revenue cycle process. One key area where AI can significantly contribute is in the "claims to payment" portion of the process, which includes claims optimization, billing, payment, and denials management.

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Check out our newest series centered around our Core Values. First up: Teamwork!

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Video Transcription Today I’m going to be demonstrating for you a scenario in which the Field Service Lightning (FSL) Mobile App can be leveraged to support real-time sensor data coming from IOT-connected devices. This demo will leverage the new FSL Mobile Extension Toolkit which is currently in pilot. I’ve been called onsite to repair a […]

Video

Video Transcription Today I’m going to be demonstrating for you a scenario in which the Field Service Lightning (FSL) Mobile App can be leveraged to support real-time sensor data coming from IOT-connected devices. This demo will leverage the new FSL Mobile Extension Toolkit which is currently in pilot. I’ve been called onsite to repair a […]

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Check out the video that was featured at the Dreamforce Field Service Center! It's a use case that demonstrates the power and flexibility of Field Service Lightning Mobile to assist workers in the field.

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🎊 On this day and every day, we celebrate the women who have made lasting impacts on our lives, and we recognize the ones who came before us to create a better world for women everywhere and from every background.

Case Study

Sonora Quest partnered with Penrod to leverage Salesforce Marketing Cloud in an effort to boost their engagement with patients and providers. Together we were tasked with implementing their initial digital marketing strategy and ditching disparate spreadsheets and processes to create a unified 360-view of a patient or provider from a single flexible platform.

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Gold-star listener, top-tier problem-solver, single source of hilarity: Meet Anne Moore, Sr. Salesforce Consultant.

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When healthcare companies search for software solutions that promise to solve their pain points, they're faced with two basic options. Implement a rigid point solution with limited scalability, or customize an operational platform tailored to their exact business goals.

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🎊 Cue the confetti! Penrod loves to celebrate, and this month, we get to celebrate a Golden Penrodiversary.

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Let’s face it. Creating “better patient experiences” is an altruistic goal, but it often gets deprioritized for one simple reason – providers think of it as an expense. However, that mentality is shifting as a result of regulations that usher in new levels of consumer transparency.

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Salesforce managed services is a bit of a misnomer – and that's hard to say as one of the healthcare industry's top Salesforce Managed Service providers. Typically, managed “services” refers to outsourcing core IT functions, like email, security, or technical support.

Case Study

Awair empowers its users to mitigate their indoor air for health and safety, be it at home, school, the workplace or anywhere else they may spend time indoors such as gyms, cafes, or elsewhere. They engaged Penrod to help build a scalable technology solution that improves their existing sales/lead management process, promote data integrity, and builds a foundation for additional business units to leverage Salesforce in the future.

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As a health insurance marketer, your primary task is constantly looking for ways to improve member engagement and loyalty. But genuine engagement is not always easy, especially across 1000's of lives. You must navigate through challenges created by healthcare reform, economic uncertainty, and technology shortfalls.

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The healthcare-focused private equity world is constantly changing. Investors continually seek new strategies to create faster revenue growth, healthier EBITDA margins, and sustainable business models.

Case Study

Penrod and Starkey were challenged with transitioning their Service teams from a highly customized, heavily integrated, legacy system over to Salesforce.

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Penrod loves to celebrate, especially during the holiday season! Between a steps challenge, a holiday decorating party, and more, we were very busy getting into the spirit this year. Take an insider look.

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Most agents are well-equipped with the soft skills necessary to handle every case with empathy, patience, and active listening. Their performance is often bottlenecked by a non-human factor...technology.

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As open enrollment winds down, it's important to breathe a sigh of relief. However, remember that it's never too early to start thinking about the next open enrollment period. In this article, I'll discuss the key trends to keep an eye on that will undoubtedly influence your next open enrollment.

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Penrod, a leading Salesforce Expert Navigator in healthcare and life sciences, announced that it has been recognized as one of 2022’s “Best Companies for Women” among small and midsize companies by Comparably.

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It's not hyperbole to say that personalized medicine is a new frontier in healthcare. It created a new supply chain rooted in the individual patient's biology. Personalized medicine means that treatment is no longer just between a patient and their doctor…it now involves complex relationships between clinicians, therapy managers, care coordinators, manufacturers, providers, pharmaceutical companies, and labs. In this article, I'll discuss seven tips for fixing healthcare’s most perplexing patient journey.

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It's not hyperbole to say that personalized medicine is a new frontier in healthcare. It created a new supply chain rooted in the individual patient's biology. Personalized medicine means that treatment is no longer just between a patient and their doctor…it now involves complex relationships between clinicians, therapy managers, care coordinators, manufacturers, providers, pharmaceutical companies, and labs. In this article, I'll discuss seven tips for fixing healthcare’s most perplexing patient journey.

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Health Cloud is one of the most powerful engagement platforms in the healthcare industry, helping providers, payers, med tech, and pharmaceutical companies innovate their offerings. Throughout many Health Cloud implementations, we've had to address hundreds of mistakes people made. We've documented the most common ones here.

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Marketing Cloud has the potential to deliver life-saving healthcare journeys. However, it’s easy to squander the positive patient experiences, time-saving efficiency, and return on investment Marketing Cloud is capable of generating.

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Customer data platforms synthesize data and action, and they're becoming needed parts of the typical healthcare tech stack. In this article, we outline the common challenges CDPs solve at healthcare companies.

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Customer data platforms synthesize data and action, and they're becoming needed parts of the typical healthcare tech stack. In this article, we outline the common challenges CDPs solve at healthcare companies.

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One (very magical) time per year, Penrod holds a Penrodpalooza; this is a time when all employees are brought together from all over the States (we’re currently dispersed across 24 states!) to our headquarters in Milwaukee, Wisconsin for a few days.

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The key things you need to know about Sales Cloud vs Health Cloud, all in an easy-to-read chart.

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The key things you need to know about Sales Cloud vs Health Cloud, all in an easy-to-read chart.

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Traditionally, the healthcare field has been one of the slowest to adopt new technologies - particularly when it comes to marketing. However, today, marketing teams across the medical industries have had to adapt to use omnichannel marketing strategies and tactics to remain competitive.

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This recognition is based solely on ratings from female employees in the previous 12 months. With over 15 million ratings across 70,000 companies, Comparably is one of the most trusted reputation platforms for assessing the quality of workplace culture and employee happiness. Comparably’s recognition follows three quarters of record-high employee satisfaction, as measured by Penrod’s […]

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Learn why user adoption is vital, where risks exist, and the best tactics to encourage user adoption of your Salesforce platform.

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Given the focus on financial intricacies, brand development, and employee training during an acquisition or merger, the difficulty of migrating technical infrastructure can become an afterthought. However, a successful technical migration is vital to the long-term success of an acquisition or merger.

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A successful medical devices company relies on a solid relationship with its patients. Patients expect improved healthcare outcomes with devices that are simple to use, and service that is omnichannel and easy to access.

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Penrod, a leading Salesforce Expert Navigator in healthcare and life sciences, announced Ann Hanna as an independent board member. Ann brings over 30 years of C-level management experience at start-ups and mid-market companies, where she developed a proven track record of accelerating growth and creating industry niches. After securing a large investment from Salesforce Ventures […]

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With the patient experience at the forefront of providers’ minds going into 2022 and beyond, delivering exceptional customer service is key.

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A successful medical devices company relies on a solid relationship with its patients. Patients expect improved healthcare outcomes with devices that are simple to use, and service that is omnichannel and easy to access.

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Like any other competitive business, medical device manufacturers must create compelling products and use resourcefulness and strategic planning to get them to buyers. Over time, the distribution networks for medical devices in the healthcare industry have gotten more concentrated. As providers, hospitals, medical device resellers, and other players consolidate, they have spawned more extensive and more sophisticated inventory management services.

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The medical devices field is one of the most strictly regulated in the United States for a good reason. After all, according to Select USA, this sub-industry in healthcare alone is expected to be worth $208 billion by 2023. In this guide, we discuss how to improve field operations.

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It is no secret that the US healthcare market is a complicated maze of networks, hierarchies, affiliations, and regulations. Yet, the industry is full of new opportunities with a ready but apprehensive market to medical device companies and other players. To succeed, a medical device company will need to connect with and cater to healthcare providers because they are the best source of acquiring referrals, new business, and patients.

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Marketing medical devices requires a personalized connection between device manufacturers, providers, physicians and patients.

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If you've attended a symphony orchestra, you probably noticed a conductor at the center of it all. The conductor is the central person that ensures the orchestra is synchronized and the music flows. After all, the conductor’s most important job is to ensure the individual orchestra band members perform as a single unit. We can use the same analogy to pattern a sales operations team in a medical devices company.

Case Study

Our client is a local, nonprofit, managed care organization focused on improving the health of Texas residents. They offer one of the largest portfolios of affordable or no-cost plans that serve one of the largest provider networks.

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Salesforce announced today a change that will unify all marketing products under the “marketing cloud” umbrella. Here at Penrod, we’re excited to see how this will put patients, providers, partners - and every player in the healthcare ecosystem - at the center of every marketing moment.

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Member experience can be your greatest asset - or your greatest liability. Learn how to build a great portal in 2022.

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Creating an effective provider marketing strategy needs to be a top priority. However, marketing to healthcare providers with multiple branches and locations, medical practitioners, labs, clinics, and other institutions is a major pain point.

Case Study

Our client was using a third-party partner to manage their clinical trials. As a public benefit corporation, our client takes patient experience incredibly seriously - and patient experience often starts with data. The third-party restricted our client from editing patient data, which meant that they were unable to refine the patient experience, act as quickly as they needed, or analyze data in real-time.

Case Study

Learn how Penrod helps build healthcare communities with a patient engagement portal built on the power of Salesforce Experience Cloud.

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Check out the ways health insurance providers can optimize Salesforce for FSA grace periods and increase member engagement.

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Patient privacy compliance is a moving target. Innovative technologies, changing tech standards, and a dynamic regulatory environment can make it challenging for healthcare providers to keep up-to-speed, especially those operating in multiple states or regions. In 2024, providers must ensure they comply.

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Over the past five years, Penrod has become a leading Salesforce consultant in healthcare and life sciences. While dedication to HIPAA has always been at the forefront of their engagements, compliance is the result of Penrod’s investment in both internal processes and delivery practices to ensure HIPAA is baked into the core of how it […]

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Creating an effective provider marketing strategy needs to be a top priority. However, marketing to healthcare providers with multiple branches and locations, medical practitioners, labs, clinics, and other institutions is a major pain point.

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Most agents are well-equipped with the soft skills necessary to handle every case with empathy, patience, and active listening. Their performance is often bottlenecked by a non-human factor...technology.

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Most agents are well-equipped with the soft skills necessary to handle every case with empathy, patience, and active listening. Their performance is often bottlenecked by a non-human factor...technology.

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Outsourcing is a way to avoid finding the talent a pharma company requires from its agents. But like everything, there are always trade-offs.

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Patients aren’t the only stakeholder with growing expectations for healthcare experiences. Provider satisfaction also depends on the quality of your support platform, staff, and referral options. Providers need rapid answers to their questions about dosage, side effects, and symptoms. Pharmacy call centers need to meet this demand in order to build provider relationships, ease burdens on pharmacy staff, and reduce operational costs.

Case Study

Penrod partnered with a pharmaceutical company that manufactures treatments for rare bone cancer disorders in children, specifically related Fibrodysplasia Ossificans Progressiva (FOP). In order to maximize the reach of its treatments, our client needed robust insight into those suffering from FOP, and a process to refer them to high-quality physicians.

Case Study

Learn how Penrod aligned sales and marketing to unleash revenue potential with Salesforce Sales Cloud.

Case Study

See how we helped a fast-growing vision benefits company build a single source-of-truth with the power of Sales Cloud.

Case Study

Learn how our client improved member healthcare experiences with an engagement platform that gives a personal touch during every interaction.

Case Study

Learn how Penrod helped a leading pharmaceutical company put patients at the center of their healthcare experiences with Salesforce Health Cloud.

Case Study

See how we transformed paper forms into user-friendly digital registration

Case Study

See how we built a platform that would manage complicated relationships between providers, patients, and distributors

Case Study

See how Datorama made our client’s marketing data unified, insightful, and actionable.

Case Study

LifeStation is a leading provider of alert monitoring and telehealth technology for seniors. Their solutions transform lives, helping people live safely, independently, and in the comfort of their own homes. LifeStation also focuses on the well-being of caregivers, providing them with the peace of mind they need to better manage their busy lives.

Case Study

Fresenius Medical Care North America is the premier healthcare company focused on delivering the highest quality care to people with renal and other chronic conditions. The network comprises of more than 2,200 dialysis facilities, 190,000 United Statesbased patients, outpatient cardiac and vascular labs, urgent care centers, and hospital and post-acute providers. The organization’s integrated approach improves patient outcomes and helps lower the overall cost of care.

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See how Penrod is helping Daybreak fight against COVID-19 with convenient, reliable, and rapid testing

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Gilson, a life science company best known for its PIPETMAN pipettes, manufactures and sells lab accessories and lab tech software. They teamed up with Penrod previously to implement their Salesforce CPQ, and we continued our partnership to build their customer community.

Case Study

Security Health Plan, a not-for-profit health maintenance organization, offers health insurance plans for families, individuals, and employer groups. They also work with individuals over 65 to provide Medicare plans and with Wisconsin families that need BadgerCare plans.

Case Study

Gilson, a life science company best known for its PIPETMAN pipettes, manufactures and sells lab accessories and lab tech software. They teamed up with Penrod previously to implement their Salesforce CPQ, and we continued our partnership to build their customer community.

Case Study

Convergent Dental is a dental equipment and technology company known for computer-aided innovations, such as the Solea CO2 dental laser.

Case Study

See how Penrod built a platform that would scale with NuMotion's marketing initiatives

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If pharmacies fail to provide good support experiences, patients will look for other options, drive down satisfaction rates, and tarnish the brand. Being proactive about patient support earns trust, loyalty, and promoters. Today, virtual call centers are the best way to create a unified platform for a better patient service experience.

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The data is clear - patient and provider expectations for support from specialty pharmacies are growing exponentially.

Case Study

Cambrex Pharma Solutions provides environmental testing for partner organizations. Without an effective quoting system, Cambrex’s team struggled to manage incoming samples for testing.

Case Study

See how Penrod streamlined support, personalized care, and enabled collaboration at Curexa, a leading specialty pharmacy.

Case Study

Penrod improved visibility, reduced time-to-intake, and increased conversions at Medbox.

Case Study

See how Penrod improved visibility, reduced time-to-intake, and increased conversions at Autism Learning Partners, a leading behavioral health provider.

Use Case

Deliver amazing support experiences that build loyalty, engagement, and more revenue.

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Spreadsheets still have their place in the pharmaceutical digital workbench. They're easy to use, accessible to most users, and cost-effective for simple data analysis. However, they're terribly unsuited for anything dealing with patient management. Consider the data validation, security, sharing, and reporting issues alone.

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The average American spends about $1,200 on drugs every year. For this reason alone, impactful marketing programs should be a top priority for any player in the pharmaceutical industry looking to get a piece of the pie. The trouble is, marketing drugs and medical devices to healthcare providers with multiple branches and locations, medical practitioners, labs, clinics, and other institutions is an uphill task. With so much medical spending these days, it pays to invest some time finding the right strategy to promote pharma products.

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Contact tracing has been at the core of infectious disease control since the 1920s. It was first used to curb the spread of syphilis and later for the prevention and linkage to medical care for HIV/AIDS patients. Hence, when the infectious COVID-19 pandemic hit, it was an easy choice to pick up to get the disease under control. However, a few things had to change to improve its efficacy and make the process faster and seamless. 

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Salesforce revolutionized sales organizations with Sales Cloud. In 2016, it created a new product that set out revolutionized modern healthcare.

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A stable healthcare system is an integral component of any thriving community. However, it is a vast ecosystem that has always been plagued with a myriad of challenges. In recent years, it has also become fast-evolving due to a combination of various factors. These include technological innovations, government regulations, and shifting patient expectations.

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Cybersecurity threats are a menace to organizations in virtually every industry. Some are bigger targets than others, and the pharmaceutical industry's access to sensitive patient data and intellectual property make them especially attractive to bad actors. This, paired with the need to adhere to strict privacy guidelines in relation to protected health information (PHI), makes the adoption of effective data management platforms crucial.

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Rural hospitals are important beacons of care in remote areas. In this article, we investigate how to save them from closure.

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The key to increasing patient acquisition is understanding your best referral sources. Learn how to leverage technology to build a referral tracking process that enables growth.

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The key to increasing patient acquisition is understanding your best referral sources. Learn how to leverage technology to build a referral tracking process that enables growth.

Resources

64% of patients would consider switching to a doctor who offered more digital technologies. What are you doing to address the shift? In this original research report, we examine patient expectations for digital healthcare in 2021.

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Spreadsheets still have their place in the pharmaceutical digital workbench. They're easy to use, accessible to most users, and cost-effective for simple data analysis. However, they're terribly unsuited for anything dealing with patient management. Consider the data validation, security, sharing, and reporting issues alone.

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Ask healthcare marketers which is more difficult, acquiring new patients or retaining existing patients, and you’ll likely find yourself with an even split. However, both groups are likely to agree that patient acquisition and retention are both equally important. The real question is: How can you reach the broadest patient audience and then keep them as loyal patients?

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A person’s continued mental development is incredibly important to their growth as a human— and in the professional world, to their growth as both a person and employee. At Penrod, we value personal and professional development in their many forms, which is why we offer a handful of training initiatives. One we’re most proud of is our path to certifications.

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With vaccine distribution well underway, we’ve hit a milestone in our fight against COVID-19. However, manufacturing a vaccine was only the beginning of the battle. Today, players across the healthcare ecosystem are facing the logistical challenges posed by inventory management, vaccine administration, patient education, and staff training.

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With vaccine distribution well underway, we’ve hit a milestone in our fight against COVID-19. However, manufacturing a vaccine was only the beginning of the battle. Today, players across the healthcare ecosystem are facing the logistical challenges posed by inventory management, vaccine administration, patient education, and staff training.

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The FDA released an action plan to further define the regulatory framework surrounding the use of artificial intelligence (AI) and machine learning (ML) in medical devices. Here are the key takeaways.

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Matt joined the fam in late 2019, but it feels like much longer! Since he began, Matt has leveled up Penrod’s marketing game to rival the best of the best. He also happens to be proficient in photoshopping his coworkers and keeping all of us lighthearted throughout the work weeks. For example: Don’t ask. We […]

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The FDA released an action plan to further define the regulatory framework surrounding the use of artificial intelligence (AI) and machine learning (ML) in medical devices. Here are the key takeaways.

Case Study

See how Penrod improved service delivery, streamlined inventory management, and increased customer visibility at Agena Bioscience, an innovative company that helps laboratories translate genomic discoveries into cost-effective testing

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According to the CDC, more than 2.1 million people in the United States have already received the COVID-19 vaccine. As more and more doses are distributed (11 million at this point), airlines, restaurants, concert halls, and other venues where large amounts of people gather are considering whether or not to require vaccination at the point of entry.

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>Since 2016, Penrod has participated in a Giving Tree for Children’s of Wisconsin. CHW Community Services serves nearly 2,000 kids in foster care, treatment foster care, public adoptions, child and family counseling, and child abuse prevention programs in the greater Milwaukee area.

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For healthcare professionals researching Salesforce, or for those inheriting the platform, Salesforce Health Cloud can be a bit daunting to wrap your head around. Read our starter guide to understand key terms and applications of Salesforce Health Cloud.

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Speciality pharmacies across the country are reacting to the news that online retail giant Amazon is entering the pharmaceutical space. The news comes two years after Amazon’s acquisition of PillPack, the foundation for its pharmaceutical offerings. 

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At some companies, the interview process can be summed up in three steps: phone screen, in-person interview, and if you’re lucky, an offer. People are polite, friendly, and pretty formal. Penrod knows if you want the best, you can’t adhere to an old-fashioned process. That’s why our interview process is so different and why we have such a great team.

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For healthcare professionals researching Salesforce, or for those inheriting the platform, Salesforce Health Cloud can be a bit daunting to wrap your head around. Read our starter guide to understand key terms and applications of Salesforce Health Cloud.

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The talent is there and everywhere, and all we need to do is take steps to accurately reflect the diversity of our society in the talent we hire. The Salesforce economy is projected to add 4.2 million new jobs by 2024, so accurate reflection is a big deal (and always is!).  Fortunately, Salesforce itself has taken […]

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Ultimately, the quality of care you can provide is rooted in the portrait your EHR data paints. This perspective isn't meant to de-humanize your patients, though. Amazing, more personal patient experiences often start with better data management, and this requires new perspectives.

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Ultimately, the quality of care you can provide is rooted in the portrait your EHR data paints. This perspective isn't meant to de-humanize your patients, though. Amazing, more personal patient experiences often start with better data management, and this requires new perspectives.

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Ultimately, the quality of care you can provide is rooted in the portrait your EHR data paints. This perspective isn't meant to de-humanize your patients, though. Amazing, more personal patient experiences often start with better data management, and this requires new perspectives.

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The year 2020 has caused pharma companies to completely rethink how clinical trials work, including how to effectively recruit and retain patients for each trial. Here are five tactics that you can use to improve your recruitment strategy in 2020 and beyond. Just a few months into 2020, almost every aspect of our daily lives was turned upside down. Face-to-face interactions were out and social distancing, masks and hand sanitizer were in, and the race to find a vaccine was on.

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Patients are becoming savvier and more engaged in their health, and their expectations of customer service are higher than ever. Thanks to online retail giants, patients want a personalized experience, ready recommendations, and more. How can healthcare call center service agents meet these needs? With Salesforce Health Cloud.

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Let’s face it: CRM platforms are an investment. Sure, you can try to scale your business with a basic CRM; many startup medical device manufacturers or distributors do just that. But what happens when things take off? Sometimes growth is a slow but steady and then instantly you see exponential growth. Are you prepared for that? Salesforce is. Salesforce unlocks countless benefits for medical device teams, from sales and marketing to customer service and operations.

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Equipping healthcare professionals with the right technology can dramatically improve their care management strategies, from elevating the patient experience to increasing the ease of finding and analyzing health records in order to make the right decision. Learn how Salesforce Health Cloud can be the one instance you need to fully manage the patient experience.

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The key things you need to know about Service Cloud vs Health Cloud, all in an easy-to-read chart.

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COVID-19 has already and will continue to shift the healthcare experience for patients. As healthcare continues to become more virtual, the importance of maintaining a quality EHR strategy increases. Furthermore, the importance of personalized outreach due to healthcare consumerization has made it necessary to take them to the next level with CRMs.

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There are tons of digital patient engagement tools to choose from, but let's face it - their potential is often squandered. Correctly using these tools should always start with a clear, documented strategy.

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There are tons of digital patient engagement tools to choose from, but let's face it - their potential is often squandered. Correctly using these tools should always start with a clear, documented strategy.

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With so much data at our fingertips these days, it’s tempting to use it often and irresponsibly. Finding the right balance between personalization and invasive creepiness is an art.

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Check out our summary of the FDA's best practices for designing drug trials to treat or prevent COVID-19.

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Check out our summary of the FDA's best practices for designing drug trials to treat or prevent COVID-19.

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More than ever, consumers are bombarded with information and choices. This is also true for the marketers trying to capture their attention. With so much data at our fingertips, how can we identify the prospects that are most likely to become customers, and "swipe left" on the ones that won't? Fortunately, there’s a platform that can help – Pardot.

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This week, the FDA released new guidelines for innovators conducting research into COVID-19 prevention and treatment options. These new guidances build on the Coronavirus Treatment Acceleration Program (CTAP), an FDA program that accelerates distribution of new treatments to patients in need. We summarize what you need to know.

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As Salesforces' backup recovery solution rides into the sunset, what are you doing to protect your business from data loss?

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The first at-home collection kit has been approved...but there's a catch

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Penrod, a leading provider of custom-built Salesforce solutions, today announced that they have hired the first canine Salesforce professional in the consulting services industry to recognize National Pet Day.

The decision marks a milestone for canines in the technology community and begs the question – is a dog just man's best friend, or can they become man's best co-worker?

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Learn what the Health and Human Services announcement means for licensed pharmacists and the PREP Act.

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Since the Innovation Pathway program initiated in 2011, the Food and Drug Administration (FDA) has provided means to expedite its review process for groundbreaking products. While critics question how faster review cycles impact patient safety, one thing is clear...products approved under priority review suffer more quality issues.

Case Study

See how Penrod helped reduce manual outreach, improve donor engagement and retention, and set our client up for scalable growth with an omni-channel donor management platform built with Salesforce Health Cloud and Marketing Cloud

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Yesterday, CMS is made an announcement that they would be taking additional sweeping measures to empower the US healthcare system to meet challenges created by the COVID-19 pandemic. We summarize it here.

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In the words of a York resident, “Have you heard of the York Plan? That’s us. We pretty much saved the world.”1 The setting was bucolic York County, Pennsylvania. The appropriately named “York Plan” was a 15-point initiative created by W. S. Shipley in the late 30’s to re-train workers, pool resources and coordinate production […]

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We’ve discussed how robot-assisted care is one of the best ways to ensure that our healthy populations, including healthcare providers, don’t unnecessarily expose themselves to Coronavirus. Social distancing attempts to ensure that healthcare providers aren’t overloaded. This is a mitigation approach that, according to a study by Imperial College, may reduce peak healthcare demand by […]

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In the latest step to encourage “social distancing”, an isolation technique meant to slow the rapid spread of COVID-19, the Centers for Medicare and Medicaid (CMS) announced expanded telehealth benefits for Medicare participants. Before the announcement, medicare participants were only allowed to access remote healthcare services for routine checkups. This means the most vulnerable populations […]

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In today’s digital world, people have an infinite amount of options when it comes to choosing care. And with government regulations like OPPS and the 21st Century Cures Act just around the corner, transparency and consumerism will only increase. How can your practice break through the noise? Here are five patient acquisition strategies that can […]

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The rules, defined by the HHS Office of the National Coordinator for Health Information Technology (ONC) and the Centers for Medicare and Medicaid Services (CMS), mark the most extensive healthcare information policies the government has implemented since HIPAA. They require that both public and private organizations share information between patients and other healthcare third-parties in […]

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The key differences you need to know between Pardot and Marketing Cloud, all in an easy-to-read chart.

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During sessions of Tetris for the Nintendo Entertainment System, my anxiety grew in correlation with what I saw on the screen - a growing, colorful shitstorm of bricks that were quickly turning into an unmanageable problem.

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Reporting is naked without analytics, analysis, and action to dress it up. We break down the data your CRM needs to have in order to turn reports into revenue - at every level of your sales organization.

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While coronavirus is not yet widespread in the United States, the FDA is trying to keep it that way, both domestically and internationally. In a statement released last last week, the FDA summarized its mission. The FDA is an active partner in the Novel Coronavirus (COVID-19) response, working closely with our government and public health […]

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Dangerous Virus, new Regulations FDA regulatory intervention As the primary regulatory body for medical devices in the United States, the FDA has taken a strong role to help quicken the development of available medical products to diagnose, treat, and combat the virus. We have a vital mission to protect and promote public health and the […]

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Patient data, including biometrics, symptoms, effects of medicine, and level of activity are traditionally collected during annual physicals or sporadically scheduled exams. The data measures only a fraction of the patient experience, ignoring the data-rich history of their day-to-day lives. It strays towards reporting, rather than 360-degree analytical insights. The next generation of healthcare will […]

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The advantages of connected medical devices are obvious. Healthcare providers are given a 360-degree view of patient health metrics that matter – and that rich data, aggregate and realtime, is accessible through patient engagement software like Health Cloud. But the risks are also apparent. We’ve grown accustom to securing our digital lives by running anti-virus […]

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And group purchasing networks have only accelerated this trend. Developed in the 1990’s to increase provider negotiation power, GPOs and IDNs have triggered distributors to consolidate in their best interest as well. As healthcare players continue to consolidate into larger entities, you need to pay close attention to how this affects your target markets and […]

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It wasn’t easy. There were two other vegan competitors, a chicken chili, and a delicious ‘normal’ that tasted like pure Wisconsin in a bowl. To make matters worse, the office was still reeling from a Slack war-of-words that shook us to our core – what is a chili exactly? Does it need to have beans? Can it have noodles?

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Providing your customers with improved outcomes, connected experiences, and cutting-edge innovation is critically important for any healthcare company to survive and win.

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3D printing has already revolutionized the medical device industry. Devices can be produced more efficiently, and creating patient specific devices has already started to improve healthcare outcomes. While the idea of 3D-printed parts that can augment the human body may still seem like a headline from the future, the industry is already onto the next […]

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As a part of the American AI Initiative, a new draft memorandum proposed by the White House yesterday identifies policy that will guide regulatory and non-regulatory oversight of AI applications, including medical device AI.

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Eighty percent are at or beyond capacity. Seventy-eight percent feel ‘burned out’1, and their attention spans are diminishing. How can you effectively market medical devices to one of the busiest, most stressful professions in the United States? Common sense screams that marketers should go directly after the consumer, skipping the middle-man entirely. After all, the […]

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Our team of Salesforce experts combed through the Salesforce Release Notes document. Here are the top 5 things that stood out to us.

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We’ve found that Salesforce-oriented organizations can obtain compliance in very approachable ways. Salesforce has been trusted by regulated industries (fintech, government, and healthcare) for almost 20 years, provides app and infrastructure security at every level, and provides tools that we at Penrod utilize on every project that requires Salesforce HIPAA compliance. HIPAA is serious, and […]

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You may have already heard the news about additions to the Outpatient Prospective Payment System (OPPS). The Centers for Medicaid and Medicare Services announced that hospitals will be required to post payer-negotiated prices in an online portal by 2021. You can read more about the 2020 Outpatient Prospective Payment System (OPPS) law in detail here. […]

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While some people dread the word “winter” and the things it brings (snow and cold, anyone?), Salesforce always brings something hot and with its recent winter release, they did not disappoint! The release includes expanded features across mobile, industry solutions, and AI, and covers all clouds including Sales, Marketing, Community, and more.  Penrod took a […]

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The Penrod team is set to descend on San Francisco for Dreamforce 2019 on November 19th. We had a blast last year and wondered if the Salesforce masterminds could do it again. With more than 50 keynotes and 2,700 sessions, there is no question. They have.  Of course, no one person can take it all […]

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Medical device companies face unique challenges when trying to transform their sales organization into accountable, efficient, and results driven teams. In our experience, creating tools and processes that provide mutual benefits to both company users & their customers and partners is a huge challenge. Here, we will show how Kiper Health leveraged the Salesforce Platform […]

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Penrod has been named a top Wisconsin place to work for three years running. We’ve earned a prime spot in the Inc. 500 list multiple times. We’re proud to be a Platinum Salesforce partner. And not to boast, but we have some of the best employees around. At Penrod, we’re Salesforce consultants with grit. That’s […]

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Each year, countless tech conferences dot the landscape. Some we bookmark as “maybe,” some we pass on, and some, like WITness Success, are a solid “Yes, book those tickets now!” In 2019, our Penrod crew of four stormed Nashville, Tennessee for WITness Success, the third annual Salesforce Women in Tech conference. It’s a globally organized, […]

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Marketing is all about bringing the right message to the right person at the right time. And while personalized marketing isn’t necessarily new, its popularity is skyrocketing. Penrod looked at an array of examples and highlighted five standout ways that personalized marketing is changing healthcare as we know it. Thanks to personalized healthcare marketing, providers […]

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It seems that these days, every healthcare provider has a patient portal offering online access to medical records, the ability to schedule appointments, refill prescriptions, and more. It’s become a must-have, but it’s also a value–add for both patients and providers. Because health portals have become standard, it’s easy to overlook the true value a […]

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When clients come to Penrod with a challenge that needs to be solved, Penrod’s response is always the same: “Game on.” So when a health care client needed an innovation to improve user search, our developers got to work for a solution that could not only help them, but countless other organizations. At Penrod, we’re […]

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If you’re in the field service industry, you’ve likely heard how cloud-based software is transforming work as you know it. It’s time to upgrade to automated job scheduling and field service software, but which one is the best fit for you? Penrod is a fan of Salesforce Field Lightning. Learn why – and how it […]

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Digital communication is changing how field service organizations provide exceptional service to their customers. It’s also helping make service tech’s jobs more productive and hassle-free. Penrod surveyed the landscape and drilled down key ways for how digital communication can improve your business. Thanks to the Internet of Things (IoT), people are more interconnected than ever. […]

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We’re excited to share that Penrod has been named one of the top 10 Most Promising Field Service Consulting Companies by CIOReview. Penrod earned the award for its innovative Proven Process working with organizations to implement intelligent field service solutions. “At Penrod, we help organizations take technology beyond the office walls and into the field,” […]

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Not only is Field Service Lightning an ideal solution for field service management (after all, it lets you connect your entire workforce, products, and customers on one platform to deliver exceptional on-site service), it can be customized to meet the unique needs and growth strategies of individual businesses. We’ve brought together three of our favorite […]

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We live in the age of empowerment, where people are more invested in their environment, work, and lifestyle than ever before. Now, thanks to patient portals, the latest innovation in health care delivery, people have even greater control over their greatest asset: their health. Often with names such as “myChart” or “myHealth,” online health care […]

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Ask anyone what their perfect food pairing is and you’ll get answers galore: bacon and eggs, steak and potatoes, peas and carrots. But one classic, can’t-be-beat duo always seems to outrank them all: the one, the only, peanut butter and jelly! The PB&J fans at Penrod love to pull together for a cause – and also […]

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Penrod teamed up with Conga to offer a webinar on documents and contracts. We've been working together since 2015 and have worked on more than 75 projects together. Learn how to streamline your document generation process!

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Healthcare has always been about putting the patient first. In an increasingly digital world, that means meeting the patients where they are – online, on email, and on the go. That’s why it’s so important to put your patient at the center of your healthcare technology strategy. Healthcare Delivery in a Digital Landscape Today’s patients […]

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In this webinar, we discuss how to leverage Health Cloud to deliver a personalized patient journey. We also learn about efficiently managing and prioritizing patients based on needs, and offering a 360 degree view of all patients to provide better patient care.

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Last week the Penrod team, along with almost 200,000 other Salesforce enthusiasts, descended upon San Francisco for the epic Dreamforce conference. Over the course of four jam-packed days we gorged ourselves on keynotes, learning sessions, product demos and more. Lucky for you, what happens at Dreamforce doesn’t stay at Dreamforce. Here are some highlights we […]

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During Dreamforce, the city of San Francisco is all but taken over by people who use, love, and want to fully immerse themselves in the Salesforce ecosystem—and have a blast. The big question is, how can you maximize your time there? As Dreamforce veterans, the Penrod team pooled their tips to help you make the […]

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Field Service Lightning (FSL) is a powerful Salesforce tool for Salesforce customers who need to manage a mobile workforce. It works well in industries like public utilities, professional services, manufacturing, and financial services. It provides the central platform to coordinate field operations, including scheduling service appointments, dispatching mobile workers and equipment, as well as tracking […]

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Signs that you’re ready for Salesforce CPQ Almost every company that sends out quotes could benefit from CPQ software, but there are some telltale signs that your company needed it yesterday. Inaccurate quotes If your quotes are going out with inconsistent pricing or that include the wrong products and services, your sales agents are probably […]

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While many have heard of Salesforce, they may get confused when they hear us talk about Sales Cloud or Customer Communities or Salesforce CPQ. The way we like to think of it is that Salesforce as a whole is an ecosystem and different products like Sales Cloud or Communities naturally grow out of that ecosystem. […]

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Milwaukee, WI, August 20, 2018: Penrod announced that Inc. Magazine ranked it as No. 480 on the 37th annual Inc. 500|5000. The prestigious report ranks the fastest growing privately held companies across the United States. Over the past three years, Penrod has grown by 1,053%. “If your company is on the Inc. 5000, it’s unparalleled […]

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You’ve heard us talk before about various conferences we attend, it’s because we firmly believe the events Salesforce hosts as well as other tech or industry conferences are so important to our team’s ability to excel. And while it may seem like we attend multitudes of conferences, we’re actually fairly picky about where we send […]

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On a regular basis, we like to highlight members of our team who work hard to learn and grow in their Salesforce expertise. One way our team can do this is by achieving various Salesforce certifications. These certifications are offered by Salesforce to help administrators and partners demonstrate their expertise. We put a heavy emphasis […]

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We recently got our hands on the Salesforce Summer ’18 Release, and we’re thrilled with the updates and new features they’ve added. Here’s our take on the features we think will be the most helpful to our clients. Cropping Your Images This new image editing feature will come as a huge relief to anyone who […]

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Part of our team just returned from Salesforce Connections in Chicago, and can we just say it was a GREAT week to learn more about how we can help our clients get the most out of their Salesforce investment? We connected with clients, partners, and industry pros and learned more about how to create personalized […]

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During open enrollment period for health insurance, Security Health Plan faced the challenge of meeting high customer service call volumes, managing a heavier load of data, and managing platforms their customer service agents (CSAs) use. Security Health Plan offers health insurance plans for families, individuals, and employer groups. They also work with individuals over 65 […]

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Salesforce Connections is the event for digital marketers and customer service pros to take their teams to the next level. If you haven’t attended in the past, we want to encourage you to register for the 2018 conference. Sure it’s next week, but there is still time to make plans to attend. Why you should […]

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When you find a business partner with the same underlying principles and values, you keep them around for the long haul. That’s how it is between Penrod and one of our partners, Scribe. Scribe offers a data integration platform that allows customers and partners to streamline cloud and on-premise integrations. The company’s subscription-based integration platform […]

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What do your customers experience when they interact with your brand? If you haven’t thought about your customer journey, now is the time. In 2017, the Salesforce State of Marketing report found that if your brand doesn’t personalize each and every customer’s experience, 52% of them will switch to one of your competitors. Your customers […]

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We’re honored and excited to announce that for the 3rd consecutive year in a row, we’ve been awarded NEWaukee’s YPWeek Wisconsin 2018 Bubbler Award for being the best place to work for young professionals. NEWaukee is an organization dedicated to bringing Milwaukee professionals together. Every year, they dive into a week long discovery period called YPWeek where […]

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Founded in the 1940s, Gilson is a family owned manufacturer of innovative purification solutions for the life sciences industry. As the developer of the Pipetman Pipette, Gilson creates both manual and automated liquid handling products for its customers in academic research, pharmaceuticals, biotech, healthcare, hospitals, manufacturers, and environmental and government agencies. The Challenge Gilson has […]

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Some of the developers on our team attended TrailheaDX last week and they came back brimming with new information, new ideas on how to improve the solutions we offer, and renewed excitement for what is ahead. TrailheaDX: What it is But first of all, what is TrailheaDX exactly? This event is a conference for Salesforce […]

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Not so long ago, moving Salesforce CPQ configuration data from a staging sandbox to production was a very manual task. The workflow was complex, and there were lots of moving parts that all had to work correctly for all the data to migrate the way it was supposed to. Not gonna lie, it was kind […]

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At our most recent all staff meeting, the Yearly Kick Off, we gifted a couple of books to our employees related to business practices or ideas we value. As a group, we love the opportunity to expand our knowledge of business. Here are a few of the books Penrod is reading right now: 1) Zero […]

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From our little corner of the world, we knew technology was transforming the healthcare industry, but at HIMSS ‘18, we learned just how radical the transformation is. A few of our team members attended the conference last week in Las Vegas, and based on what they learned, we’re excited about the future of healthcare. Passion […]

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Every quarter, we all get together under one roof for our Quarterly Kick Offs. We discuss our progress in the last three months relating to all of the different sectors of our business: sales goals, personal achievements, active and completed projects, and more. We also talk about what’s coming in the next quarter and expectations […]

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The business world has enough acronyms and abbreviations already, am I right? There’s CRM, ERP, KPI, ROI, API, [insert your favorite acronym here]. Let’s just throw another one in the mix: CPQ. What the heck does that stand for? CPQ is short for Configure Price Quote software. Different versions of CPQ software have been around […]

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My role at Penrod includes a lot of moving parts and collaborating with team members throughout the day on different projects. If you’re like me, tasks, important steps, data, and even team members can get lost in the process (figuratively on the team members – although if it happens literally, they’re probably just grabbing coffee). […]

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Salesforce’s Spring ‘18 Release has way too much cool stuff to cover in one blog post. Lots of good things happening that are going to make Salesforce admin, devs, and users’ lives easier. For starters, all those Lightning updates! We’re over here nerding out about each and every change Salesforce is doing to make Lightning […]

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Last month, our rockstars here at Penrod compiled over a dozen new certifications with Salesforce and Conga. Great work team! We’re so proud of everyone’s effort involved in their training in the products that we consult on a daily basis! We always strive for knowledge, and we support our team’s constant growth by offering as […]

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How do we know our people know their Salesforce stuff? It’s all in their certifications. Salesforce offers a wide variety of certifications so Salesforce admin and partners can demonstrate how well they know the platform. Different certifications are available for Administrator and Advanced Admin related skills or Sales, Service, Community, and Marketing Cloud skills as […]

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It’s amazing what a difference a word can make. In the marketing world, words such as ‘campaign’ and ‘journey’ can have a multitude of meanings depending on who you are talking to and what type of marketing you are talking about. This becomes all the more confusing when you are talking about technical ‘features’ within […]

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We are big fans of recommending novels to one another here at Penrod. Though we don’t have a formal book club, we are always sharing good stories. From fantasy epics to Japanese horror, from business novels to suspenseful thrillers, Penrod’s own are reading some interesting and different tales of varying genres. Here are just a […]

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Security Health Plan offers health insurance plans for individuals, families, and employer groups. In addition, they provide Medicare supplemental plans for individuals 65 and over and BadgerCare plans for Wisconsin families who need assistance affording health insurance. As part of the Marshfield Clinic Health System, Security Health Plan has helped Wisconsin residents find and obtain […]

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How is 2017 already over? We’ve sipped our New Year’s champagne and sang “Auld Lang Syne,” and reflected on all the goodness 2017 had to offer. In addition, we’ve also thought about a few of the things we’re looking most forward to in 2018. Here are just a few of our favorites. …. Relationship Milestones […]

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When we find a solution that makes our jobs easier, we can’t keep it to ourselves. That’s exactly what happened in the case of Conga. Conga offers document automation and speeds up document generation for quotes, proposals, contracts, invoices and more. Their product can pull data directly from Salesforce and helps eliminate human error in […]

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Robyn McNeil // Salesforce Specialist I am a Salesforce Specialist based in Milwaukee, WI. I have been at Penrod since February 6th, 2017 and I work here because there is no better place to be! At Penrod I feel respected, empowered to learn, and supported by my fellow Penrodians.   Respect I am respected by […]

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  Another year, another Dreamforce. All in all, we came away with piles of information, new connections, and great memories. We asked members of the Penrod team to sum up Dreamforce. So even if you missed it this year, you can get a little taste for the magic that is 200,000 people packed into downtown […]

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  Using Products Consumed in Salesforce Field Service Lightning (FSL) can be an easy solution if you want to better enable your agents to track products they use while completing a work order. You have the option to pull from just the products that are in your Pricebook or items that are tied to your […]

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  Gratitude is something we try to practice regularly here at Penrod. Not only is saying thank you just plain good manners, it’s also proven to improve physical and psychological health. It helps us create new, meaningful relationships as well as develop empathy for those around us. Even though it’s something we emphasize all year […]

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Our Vice President of Delivery, Lacey Van Syckle, is on her third Dreamforce and is a pro at building schedules that most of us here try to mimic. This year her Dreamforce Agenda includes sessions about the Salesforce Health Cloud, meet ups with the Partner ecosystem, and sessions about Women in Tech. Here’s why she […]

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  In case you haven’t heard enough about Dreamforce from us (does it seem like we’re just a little excited or something?), we wanted to let you know about a cool opportunity bright and early the first day of Dreamforce. Besides the fact that we’ll be giving away our custom Penrod popsockets to everyone we […]

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  One thing we love about Salesforce is that they’re always looking for ways to improve their platform to make it an even better tool. To do this, Salesforce releases 3 major updates in the spring, summer, and winter every year. Each release introduces new features, fixes bugs, and makes improvements to the overall user […]

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  Gilson is a life science company that develops products used in labs around the world. It helps advance the pace of discovery, and it includes 14 organizations globally and holds over 750 patents. It’s best known for PIPETMAN pipettes, a lab tool for transferring or measuring liquid. Gilson’s PIPETMAN was the world’s first continuously […]

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  Penrod was named the best place to work in Wisconsin for young professionals two years in a row now, so we get a lot of candidates who want to work here. We want to help you be successful, so here are a few pointers on how to stand out from the thousands of applicants […]

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  Somewhere along the line, most companies will need to go through the process of migrating data. It’s one of those dreaded tasks that must be done, but it can get messy and can create more problems than you anticipate. While we can’t guarantee that data migration will ever be fun, there are some steps […]

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  Our people have been around the Dreamforce block a few times, and we’re happy to say that they’re pros at navigating what one of them calls the “Mecca for anyone involved in the Salesforce ecosystem.” If you’ve never been before, these are the people you want to learn from, and you’re in luck because […]

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– Photo: Mike De Sisti, Milwaukee Journal Sentinel Milwaukee, WI, September 6, 2017: Penrod announced that Inc. Magazine ranked it as No. 442 on the 36th annual Inc. 500|5000 list of fastest-growing private companies. The list offers an in-depth overview of private companies and independent entrepreneurs. Many notable companies such as Zappos, LinkedIn, and Yelp […]

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It’s official. Penrod made the Inc. 500. If you asked me five years ago when we started Penrod if we would be an Inc. 500 company, I would have said absolutely, because that has always been my goal. But my cofounder Chris and I couldn’t have done it alone. We have a lot of great […]

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  Five years ago we started something – a company focused on the success of our people, culture and our customers. This month we are happy to announce that we have achieved another accomplishment in our journey by becoming a Salesforce Gold Partner. For those who may not know, Salesforce partnership levels are based on […]

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  You should spend a Saturday with Batman. Not the Batman, our Batman. He’s the organizer of a reoccurring event at Penrod called Salesforce Saturday. We asked him what it was all about and here’s what he had to say.   At Penrod, we have an extraordinary group of talented people who are all here […]

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This year Penrod is sending some of our best developers to TrailHeadDX, a Salesforce developer conference. They’ll have an opportunity to learn from Salesforce engineers, scientists, and product leaders. Parker Harris will be giving the keynote which, if you’re not attending, you can check out here. There will be a wide variety of sessions at […]

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Katrina Stiebs, Chief People Officer Katrina Stiebs is a testament to our commitment to developing our people and finding the ideal place in the company for each person to thrive. After serving and succeeding in multiple roles at Penrod over the past four years, Stiebs has earned herself a top spot in the company as […]

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  Sales Cloud Einstein grants your organization 4 features and they all work together to make your sales team faster, more effective, and ultimately more successful. This great tool will instantly make your team more productive, and able to spend less time logging calls or doing research, and more time doing what they are really […]

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  Please join us in welcoming Robyn McNeil to the Penrod team! Robyn is our newest Salesforce Specialist and brings with her over ten years of analytical experience. We have no doubt that Robyn will continue building upon the success she’s already seen in the past couple of months by providing excellent service and executing […]

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  In Lightning Process Builder: One Process To Rule Them All, Director of Salesforce Platform, Jake Brushafer, showed us how to prioritize calls or invoke controls using Salesforce’s Lightning Process Builder. Today, Director of Salesforce Practice, Lacey Van Syckle, will overview how you can also leverage this tool to improve your customer’s overall experience with […]

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  We are thrilled to have been named the Best Place to Work for Young Professionals in Wisconsin for the second year in a row! Every year, NEWaukee hosts the Bubbler Awards which shines a light on companies that go above and beyond for the new generation of talent entering the workforce.     This […]

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  Huge congratulations to our outstanding team, who in February alone, has accumulated over two dozen Salesforce Certifications! These certifications not only continue to add value to our organization as a Salesforce Consultant but gives individual value to our amazing team as some of the best and brightest in Cloud Service Administration. Nothing makes us […]

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  The Salesforce Lightning Process Builder is a workflow device that helps you automate business processes using a powerful & user-friendly tool. Today, Director of Salesforce Platform, Jake Brushafer discusses how to prioritize calls or invoke controls using Process Builder.       Have you ever found yourself wondering which Process Builder flag is going […]

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Justin Nichols, Penrod’s Vice President of Product & Practice, believes that success is driven by process. He enjoys continuously evolving our process in order to keep up with technology innovations & economic shifts. Today’s focus will be on today’s automated marketing techniques through Salesforce Marketing Cloud. In today’s digital world everyone is inundated with Marketing. […]

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  Drew Thornsberry, Penrod’s Director of Sales, uses Salesforce as a System of Engagement in order to successfully manage our sales team. When implemented correctly, Salesforce equips managers with the necessary tools to provide insightful coaching opportunities allowing teams to increase performance, accelerate improvement & distinguish accountability. In his blog series he will share his […]

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  New year, new you! Join us & millions of Americans as we clean & declutter our homes of the 2016 holiday season, plan for the coming 365 days & make a series of resolutions we will likely fail to keep. That is of course, unless we are organized. January is National Organization month & […]

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  What a year it’s been! We’ve reminisced & celebrated the accomplishments of the past 12 months & are grateful for the partnerships, hard work, & dedication that have made it possible. Penrod’s 2016 has been filled with immense growth, internal development, & flourishing relationships. “We are incredibly grateful for our crew & the hustle […]

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  A big thanks to everyone who attended Dreamforce 2 U Chicago! Dreamforce 2 U was an intimate gathering of our closest partners and customers looking to uncover more ways to customize and leverage their Salesforce.com solutions.   “It’s amazing how different each of these events can be. It really underlines our community culture and […]

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  Drew Thornsberry, Penrod’s Director of Sales, uses Salesforce.com as a System of Engagement in order to successfully manage our sales team. When implemented correctly, Salesforce.com equips managers with the necessary tools in order to provide insightful coaching opportunities allowing teams to increase performance, accelerate improvement and distinguish accountability. In his blog series he will […]

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  Thanksgiving is an opportune time to reflect on all we are thankful for and this year our list is getting higher and higher! 2016 has been epic and we have our entire team to thank for their dedication and loyalty. Without them we would not have become one of Milwaukee’s Best Workplaces for Young […]

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  Thank you to all who attended Dreamforce 2 U! This exclusive Dreamforce-style event gave our clients from the Chicago, Minneapolis and Milwaukee areas premier access to the best of Penrod and Salesforce.com intelligence. We were thrilled to have had the opportunity to chat with industry insiders, share product methodology, and showcase our new corporate […]

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  With 170,000 attendees, Dreamforce 2016 was the largest gathering of customer trailblazers, partners and Salesforce.com professionals in the world. The Dreampark was jam-packed with innovation, compelling conversation and of course, plenty of entertainment. Each year Salesforce uses this wildly successful event to showcase the newest products and trends.   Below are some of our […]

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Justin Nichols, Penrod’s Vice President of Product and Practice, believes that success is driven by process. He enjoys preserving our competitive advantage and continuously evolving our process in order to keep up with technology innovations and economic shifts. Process is the key to consistency and reliability within an organization. Process enables an organization’s competitive advantage, […]

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Penrod is a company that lives in the fast lane — our harmonic chaos has converted us into coffee addicts. We are lucky to work in a neighborhood in which nine cafés reside within a ten-block radius keeping the caffeine competition strong. In honor of National Coffee Month, we reviewed our favorite coffee shops. Anodyne […]

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We’re busting at the seams! The Penrod team has been growing at a rapid rate and is ready for something bigger and better. So what does that mean? We’re moving! This fall Penrod will be relocating to a new 12,800 square foot space on the second floor of the Phoenix Building in Milwaukee’s Historic Third […]

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  Our Salesforce.com Platform team got together to discuss their favorite release features over the past five years. Although their costumes bring out their nerdy side, they find a way to keep each release interesting and exciting by teaching all of Penrod about the latest and greatest of Salesforce.com.     Kyle Krahn as “Fireworks” […]

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  Saul Fofana, Penrod’s Client Engagement Manager, believes that all great customer experiences start with “Why?”. He enjoys the challenge and process of building products our clients need and ensures our clients are fulfilled, motivated and valued throughout the implementation process. In this four part blog, he will share his experiences with Salesforce.com and how […]

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  ENTREE SPICE RUBBED FLANK STEAK with ginger-tomato chutney SMALL PLATES SHAVED KALE & BRUSSEL SPROUT with citrus-truffle vinaigrette STUFFED BELL PEPPERS with tomato, herbs and mozzarella cheese DESSERT BERRY CRUMBLE with fresh berry topping     Salesforce.com Reps teamed up with the Penrod Sales team to learn how to prepare a delicious meal in […]

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  Jacob Brushafer is known around Penrod as “Batman” because he relies on his genius intellect, detective skills and indomitable will to solve just about any Salesforce.com challenge we throw his way. Jake Batman Brushafer has earned eight certifications on the platform and is making his way up the Salesforce.com Success Community leaderboard.   Tell […]

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  Penrod is proud to officially be recognized as a certified Salesforce.com Silver Cloud Alliance Partner! But what does that mean? Salesforce.com provides a Consulting Partner Program that is based on a tiered structure. A Partner Value Score is used to determine what tier each company falls into, and is re-evaluated every 12 months. Penrod […]

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  I don’t think many of my friends are as excited to go to work in the morning as I am. Casual dress code, a stocked kitchen, and plenty of happy hours. What’s not to love?     Well the truth of the matter is that I came to Penrod a year ago because I […]

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  Take the time to learn about how both Penrod and Steelbrick can help your company today. We have rented out a private side room at Camp Bar in Milwaukee’s Historic Third Ward on Wednesday, July 6 from 4-7 PM. After, we will head to the Summerfest grounds located across the street from Camp Bar. […]

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  The Delta Dental Plans Association (DDPA) Tactical Skills Seminar focused on providing education and information about Provider Tools as well as claims process policies and procedures. This three day conference offered attendees tools meant to enhance their understanding of the industry, grow their leadership skills and better market and communicate to both the current […]

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  Registration for Midwest Dreamin’ is live! For folks who attended the Salesforce.com Chicago World Tour, you may be thinking about skipping Midwest Dreamin’ on July 21-22. I would strongly advise you reconsider. Midwest Dreamin’ is a completely different style of event. Run by the Community of Users instead of Salesforce.com and in my opinion […]

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  The Salesforce.com 1-1-1 model is an integrated philanthropic approach that focuses on giving back by pledging 1% of technology, people and resources to non-profits in your community. Penrod greatly supports this model and was thrilled to participate this June when the Midwest Salesforce.com team spent the day volunteering for Habitat for Humanity on Chicago’s […]

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The Trailhead Summer ’16 modules are here and they are a great way to learn about new features without having to read through all of the release notes! However if you are feeling overly ambitious, follow this link to the 420 pages of release notes. Trailhead’s Summer ’16 modules offer hands on tools that allow […]

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  Penrod teamed with Salesforce last Friday for a fun filled afternoon of Cornhole, beer, and pizza. Teams were randomly drawn to encourage collaboration and teamwork among Salesforce reps and the Penrod sales team. The Cornhole Tournament was organized as a double elimination tournament — winners were sent to the winner’s bracket and losers to […]

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I came to Penrod because it’s a place where employees are fulfilled, valued, and motivated. I work at Penrod because we’re a family. Helping others is at the core of what we do. When you love the people you work with, the work is more engaging, meetings are more thoughtful, and innovation happens. I see […]

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Penrod celebrates its fourth birthday this May — four successful years of helping companies, large and small, drive engagement for their business, customers and employees. We couldn’t have done it without our amazing team. Our success comes from the people who work at Penrod and the community that supports us. Penrod hosts roughly 60 events […]