Salesforce Resources to Help You On Your Salesforce Journey - Penrod

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Is Salesforce Health Cloud the Right Fit for Your Organization?

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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Celebrating International Women’s Day 2023!

🎊 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.

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A Day in the Life of Anne Moore, Salesforce Consultant

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

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The Key to Rapid and Scalable Health Cloud Implementations

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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Celebrating Robyn McNeil’s Golden Anniversary!

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

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Patient Experience is Not Just an Expense

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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7 Things You Need From a Salesforce Managed Services Partner

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.

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Orchestrating Exceptional Member Journeys

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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How Healthcare Focused Private Equity Firms Create Sustainable Value

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.

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Penrod’s 2022 Holiday Celebrations

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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Blog

Salesforce Spring ’23 Release: A Healthcare & Life Sciences Perspective

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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Health Insurance Trends To Keep an Eye on in 2023

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 in 2023 that will undoubtedly influence your next open enrollment.

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Penrod Recognized as one of 2022’s Best Companies for Women

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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Blog

Salesforce Named Leading Customer Experience Platform for Life Sciences

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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Will multi-site scheduling for cell and gene therapy ever get easier?

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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Blog

Are you making these mistakes in Health Cloud?

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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Blog

Are you making these mistakes in Marketing Cloud?

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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Blog

Addressing Technical Debt in Salesforce

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: A Healthcare Perspective

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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Blog

An Inside Look at Penrod’s Annual Event: The Penrodpalooza

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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Blog

The People Behind the Data: Improving Employee Engagement and Retention at Penrod

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

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Blog

Guide to Marketing and Outreach for Medical Device Companies

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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Penrod Chief Executive Officer Chris Widmayer Recognized as one of 2022’s Best CEOs for Women

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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Encourage User Adoption of a New Salesforce Implementation

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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Blog

The Guide to Salesforce Org Migrations

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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Blog

Med Dev Guide: Manufacturing and Supply Chain Visibility

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 announces the appointment of Ann Hanna as an independent board member

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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Blog

Improving Patient Service Experiences with Better Platforms (and the Kano Model)

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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Med Dev Guide: Building Exceptional Patient Experiences with Salesforce

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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Blog

Med Dev Guide: Distributor Management

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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Blog

Med Dev Guide: Automating Field Service Operations

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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Blog

Med Dev Guide: Provider Relationship Management

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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Med Dev Guide: Marketing and Outreach

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

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Blog

Med Dev Guide: Sales Operations

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.

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Blog

The Next Generation of Marketing Cloud

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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Blog

Member Expectations for Health Insurance Self-Service Portals in 2022

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

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How to Build Better Buyer Personas Around Telehealth Services

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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Blog

How to Optimize Salesforce for FSA Grace Periods

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

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On-Demand Webinar

State of the Pharma Call Center

In this on-demand webinar, we’re joined by our friends at Vonage to discuss patient expectations for pharmaceutical support experiences.Learn how to retain customers by solving routing bottlenecks, agent delegation issues, manual data entry, and decentralized data.

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Blog

Penrod Continues to Differentiate its Healthcare Expertise with HIPAA Compliance Accreditation

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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