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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Don't start with AI. How hospitals and health systems can build a working AI use case by starting with the business problem.

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Don't start with AI. How hospitals and health systems can build a working AI use case by starting with the business problem.

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Salesforce is acquiring Contentful. Here's how health systems can connect it to Health Cloud, Data 360, and Agentforce.

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Learn how to connect your EHR, CRM, and marketing data to track campaigns from first click to booked appointment to prove ROI.

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Learn how one of the fastest-growing health systems used a new marketing platform to overcome fragmented data, personalize patient engagement, and drive growth.

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The Trump Administration just released a National Policy Framework for Artificial Intelligence. Here's what hospitals need to know.

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Hospitals spend millions on ERPs that find match exceptions. But that's only half the job. Learn how automated communication finishes it.

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Healthcare marketing needs data, but HIPAA demands privacy. Learn how to balance compliance with personalization to drive patient loyalty.

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Understand how the Salesforce + Informatica acquisition benefits healthcare. Learn 10 key use cases, from MDM to personalized care journeys.

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Learn how Data 360 solves bad healthcare data by unifying patient, provider, employee, or members into a single constituent.

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There's a ton of healthcare data, but we can't use most of it. We break down why and what it takes to get a unified view of your patients.

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Learn the Crawl, Walk, Jog playbook for health systems to unify EMR, Claims, and Marketing data with Salesforce Data 360.

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Learn how one of the fastest-growing health systems used a new marketing platform to overcome fragmented data, personalize patient engagement, and drive growth.

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Your mapping tools may be violating HIPAA by pairing PHI with identifiers. Learn how healthcare providers can make them HIPAA-compliant.

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Learn how the Rural Health Transformation Fund can help rural hospitals invest in technologies that lower costs and improve health outcomes.

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Explore how Salesforce Data Cloud One helps health orgs unify data from EHRs, marketing, and other systems to create full patient profiles.

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Learn how our client is breaking down administrative barriers to mental healthcare for Veterans with Salesforce Marketing Cloud.

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Learn how to make your data accessible, accurate, diverse, governed, and ready for AI with the power of Snowflake.

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Learn how companies in the healthcare industry use Salesforce Managed Services to keep their CRM at peak performance.

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We're here to help you learn about the essentials of marketing healthcare services while building on what you already know.

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Learn how healthcare marketers can use Snowflake to ensure web trackers like Google Analytics and Meta are HIPAA compliant.

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Learn how a leading healthcare payer reduced agent burnout, increased member satisfaction, and improved compliance.

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Learn how a large TPA centralized support, leading to improved member satisfaction, faster case resolution, and increased agent efficiency.

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Learn how to launch a concierge medicine program with Salesforce Health Cloud from onboarding, to patient acquisition, to premium experiences.

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Learn how a lab maintenance services provider keeps their inventory systems running even during times of change.

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Learn how a home health company quickly built a powerful call center to handle a surge in new patients.

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We're bringing our cross-platform expertise and 100%-healthcare focus to build Snowflake platforms tailored for health companies.

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Learn how Penrod Destinations helped a healthcare provider to achieve HIPAA-compliant conversion tracking in MyChart.

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AI is a new frontier, but by focusing on the issues we’ve already overcome, it’s not an insurmountable problem. Let’s examine the precedent for responsible AI in healthcare marketing

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Learn how Penrod helped a behavioral health clinic unify data and improve patient intake with a quick-start on Salesforce Health Cloud.

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Learn how a multi-location eye clinic runs HIPAA-compliant ads across Google Ads, Meta, and X while retaining conversion data.

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Learn how a nonprofit hospital manages grants, participants, and career development in a custom implementation of Salesforce Nonprofit Cloud.

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Learn how Snowflake brings demographic and clinical data together to find ideal clinical trial candidates faster.

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Discover how AI enhances clinical workflows with decision support, predictive analytics, and automation. Learn six impactful use cases to elevate patient care.

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Discover how clean data fuels AI in healthcare and learn about data types, quality pillars, and tips for AI readiness.

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Discover how hospital CFOs can leverage AI safely and effectively and the risk-reward strategies for cutting costs and improving operations.

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Learn 5 ways hospitals can start using artificial intelligence today to reduce healthcare costs and improve operating margins.

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Learn how a large hospital system made Google Analytics, Google Ads, Meta Ads, and LinkedIn Ads HIPAA compliant with Penrod Destinations.

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Learn how our client replaced email and spreadsheets with a patient intake engine built on the power of Salesforce Health Cloud.

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Learn how Salesforce helps hospitals overcome the data, engagement, and compliance challenges of community outreach.

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Learn how Salesforce helps hospitals verify benefits eligibility with good data and standardize processes.

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Learn how Salesforce helps care team members work together to improve care with a unified view of the patient.

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Learn how hospitals might be able to use AI to help reduce overcrowded emergency rooms with the power of Salesforce.

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Learn why Agentforce is the chatbot that helps hospitals improve patient experiences without losing sleep over legal liabilities.

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Learn how Salesforce can help meet the compliance, integration, and safety challenges that hospitals face when introducing self-service tools.

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Learn at how Salesforce can help drive patient engagement with personalized, timely, and multi-channel outreach that scales.

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Learn how our client replaced email and spreadsheets with a patient intake engine built on the power of Salesforce Health Cloud.

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Learn how a large health system balanced strict internal security, HIPAA compliance, and performance marketing with Penrod Destinations.

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Learn about the types of tracking patients can opt into, what states are requiring, and best practices for opt-in.

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Learn how our client improved patient relationship management, from acquisition to surveys, with the power of Salesforce Marketing Cloud.

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Learn how technology driven-processes can overcome some of the most common pain points in physician privileging.

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Learn how our client managed family hierarchies, improved lead attribution, and improved its intake process with Health Cloud.

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Physician credentialing is a team sport across staffing, HR, IT, quality, compliance, and finance. Here are the KPIs you need to track.

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If you're in a sensitive ad category like healthcare, Meta may begin limiting the data you can see. Learn what you can do to get it back.

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Most estimates put the typical credentialing process at around 90-120 days in order to get physicians in front of patients. Why so long? The steps involved are complicated.

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Platforms that weren't built with healthcare in mind slow recruitment teams down. That's where Salesforce Health Cloud comes in.

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Platforms that weren't built with healthcare in mind slow recruitment teams down. That's where Salesforce Health Cloud comes in.

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Learn how hospitals are using AI to slash processing times, improve accuracy, and improve provider satisfaction

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Platforms that weren't built with healthcare in mind slow recruitment teams down. That's where Salesforce Health Cloud comes in.

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Follow these 5 tips to take the headache out of your physician credentialing process – and get physicians seeing patients faster.

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Did you know you can try Agentforce for free? Thanks to a recent Salesforce Trailhead, you can explore the capabilities firsthand.

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Learn how Salesforce Health Cloud helps healthcare providers consistently re-credential physicians to keep them billable.

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Learn how physician liaisons are using AI provider referral management to detect dips in referral volume before they impact revenue.

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Learn how to start evaluating your clinic's readiness to implement the IBH model. The time to innovate isn't "soon" — it's now.

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Think big, but start small with high-reward, bite-sized Agentforce healthcare use cases that get the AI ball rolling.

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Learn why providers are turning towards autonomous agents like Agentforce to assist with multi-step appointment scheduling.

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Learn how payers are complying with state-level physician network outreach rules by using the power of Salesforce.

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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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In home health, medical devices introduce challenges that put patient safety and care quality on the line. Learn how to lower those risks.

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

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

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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.

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Learn how healthcare companies are using Salesforce Data 360 to make Facebook Ads HIPAA compliant.

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See how healthcare companies can use Salesforce Data 360 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.

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Learn how healthcare companies are using Salesforce Data 360 to make Pinterest Ads HIPAA compliant.

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

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

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

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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.

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

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

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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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Learn how healthcare companies are using Salesforce Data 360 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.

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Learn how healthcare companies are using Salesforce Data 360 to make Bing Ads HIPAA compliant.

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

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

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

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

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

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

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Learn how an internationally recognized hospital system made Google Ads HIPAA compliant with Destinations for Data 360

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

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

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Learn how dental clinics are breaking through limited resources and fragmented architecture with Salesforce Marketing Cloud and Data 360.

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

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

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

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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.

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

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Learn how healthcare companies are using Salesforce Data 360 to make Google Ads HIPAA compliant.

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

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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.

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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.

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

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

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

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

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

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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.

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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, Google Ads, and Meta compliant with the OCR bulletin

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

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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.

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

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

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Learn how Salesforce Service Cloud creates collaborative supplier relationships that drive value, innovation, and patient satisfaction.

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Learn how to configure Salesforce Service Cloud to protect patient safety and measure the ROI of item additions and substitutions.

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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.

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

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

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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 2026, providers must ensure they comply.

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

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

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

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

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

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

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

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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.

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

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

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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.

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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.

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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.

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

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Learn how Salesforce Data 360 can be used to create holistic patient indexes that inform healthcare interventions.

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

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Learn how Salesforce Data 360 can segment patient populations based on data from a variety of disparate healthcare platforms.

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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.

Case Study

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

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

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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 […]

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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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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.

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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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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.

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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.

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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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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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Using a people-focused approach, we explain how we leverage survey scores to action on feedback and create an exceptional experience for our employees.

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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.

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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.

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

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

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

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

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

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

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

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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.

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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.

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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.

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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.

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

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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.

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

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

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

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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.

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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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>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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Tips from a Salesforce expert to find an implementation partner with tech savviness, a deep understanding of your business, and the passion to do it right.

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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  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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  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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  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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  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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  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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  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 […]