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SALESFORCE RESOURCES

A collection of use cases, webinars, and videos about the world of Salesforce in healthcare, life sciences, and medical devices

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Blog

Is Salesforce Health Cloud the Right Fit for Your Organization?

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

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Blog

The Plight of Rural Hospitals…and the Best Ways to Save Them

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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Blog

What’s Next for Medical Devices and Artificial Intelligence

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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Blog

Patient Referral Tracking: The Key to Increasing Acquisition and Retention

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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Research Report

Sh!ft Happens: Examining Patient Expectations for Digital Healthcare in 2021

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

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Blog

Leadership Series: Laura Teschendorf, Chief Financial Officer

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Blog

Pharma CRM: The Key to Ditching the Spreadsheet

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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Blog

Healthcare Marketing Ideas for Clinics in 2021

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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Research Report

Measuring Consumer Confidence in Electronic Medical Devices

As medical devices continue to improve thanks to advances in computing, medical technology, artificial intelligence, and machine learning, consumers have never had as many options to improve their health outcomes. However, emerging technologies also inspire new questions about safety, cost, and efficacy...and the field of medical devices is no different.

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Case Study

Centralizing Disparate Marketing Data with Salesforce Datorama

Our client's shear amount of marketing data was overwhelming. See how Penrod made it unified, insightful, and actionable with Salesforce Datorama.

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Case Study

Streamline infectious disease testing with Salesforce Health Cloud

Daybreak Health was founded on the principle that testing should be convenient, fast, and accurate. When COVID-19 unleashed devastation across the world, Daybreak responded with an idea for a revolutionary platform to stop the spread. In order to create a digital platform that would deliver on its founding principles, Daybreak chose to work with Health and Life Science experts at Penrod and Salesforce. To see how they are addressing the global crisis, it’s important to understand why testing is vital to our fight against the pandemic.

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Blog

Why Penrod Values Certifications

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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Blog

New Health Cloud Clinical Data Model

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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Blog

What is Salesforce Vaccine Cloud?

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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Blog

The How and Why of Wearable Tech in Healthcare

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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Blog

Leadership Series: Matt Fiel, Director of Marketing and Alliances

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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Blog

New FDA AI and Machine Learning Regulations: What Do they Mean for Medical Devices

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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Blog

Why I Work at Penrod: Ally Wentzell

Before she worked at Penrod, she felt pulled toward the culture we’ve created: “A quick look at the website and the employee profiles drew me in. I wanted to be a part of a team where I felt like I mattered and Penrod felt like the place for me,” she said. Once she was hired […]

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Blog

What the “COVID-19” Card Could Mean for Clinics

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

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Blog

An Inside Look at the Penrod Giving Tree

>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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Blog

Salesforce Implementation Partner Checklist

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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Blog

How to Improve Healthcare Customer Service with Better Tools and the Kano Model

With the patient experience at the forefront of providers’ minds going into 2021 and beyond, delivering exceptional customer service is key.

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Guide

Choosing a Salesforce Consultant: The 8 Things to Look For

In order to get the very most out of Salesforce, you’ll want to partner with a Salesforce consultant who understands your business needs and can help you reach your goals, be they training, customization, services, or a full implementation. Check out our guide for the eight things you should look for in a Salesforce partner.

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Case Study

Streamlining Patient Intake to Improve Experiences

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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Blog

Why Amazon’s Announcement Creates Opportunity for Specialty Pharmacies

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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Blog

An Inside Look at the Hiring Process

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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Blog

Salesforce Health Cloud Guide

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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Blog

What the Heck is a Penrodpalooza?

Penrodpalooza is a biannual event in which all Penrod employees are brought together to our headquarters in Milwaukee, Wisconsin for two workdays. We use this time to hug teammates we haven’t seen in a quarter or two, work on projects together in person, share some drinks and good food, review the quarters behind us, and […]

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Case Study

Integrating Leads, Inventory, and Cases in Salesforce

Our medical device client needed a platform that would manage complicated relationships between providers, patients, and distributors.

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Blog

Diversifying Penrod Through the Salesforce Talent Alliance and Pathfinder

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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Blog

5 Medical Device Marketing Trends to Keep an Eye On in 2021

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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Blog

A Day in the Life of a Project Manager

Her days start with checking email, coordinating schedules, and prepping for work projects. “Basically, I’m chasing details all the time,” she laughs. “I want to make sure I’m responding to all clients on behalf of my team. If we’re in the discovery phase of a project, we do a lot of research on the company […]

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Blog

A Day in the Life of a Salesforce Developer

Miguel Marquez wakes up at the crack of dawn, braids his majestic beard, and sets off on an easy 26.2-mile sprint before sitting down to develop some seriously sweet stuff. Okay, maybe only the last part (that we know of). It is true, however, that Miguel— one of Penrod’s beloved Salesforce Developers— spends his workdays developing with his mad skills.

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Blog

Don’t Put Member Health on Hold

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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Blog

Carrin’s Counsel on WFH Care & COVID

Seven months of quarantining during a pandemic ain’t easy, but we’re doing it. A few months back, one of our Salesforce Consultants, Carrin Pockrandt, shared some sage wisdom about how to work from home if it’s new to you, but also how to work from home during a pandemic— an important distinction! We’re all new to that. That said, take a gander at her tips and tricks. We’re confident you’ll find some nuggets in here to help you through, too.

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Blog

Are Your Patients More than Data?

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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Blog

5 Vital Tactics to Improve Patient Recruitment in Clinical Trials

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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Case Study

Outgrowing a Homegrown Quoting Solution

Prior to Penrod, LifeStation used a homegrown platform and separate Salesforce instance to managed patient information, quotes, and orders. LifeStation realized that while the existing system was functional, it would not scale with the rapid growth they expected.

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Blog

A Day in the Life of a Penrod Engagement Manager

Everyone says “When I grow up I want to be an Engagement Manager at Penrod!” At least, they do after they’ve spoken to Tara Vandygriff, one of our great Penrod employees. Check out some of what she highlights as the best things about her job and maybe you’ll be considering a career change.

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Blog

A Day in the Life of a Penrod Salesforce Consultant

“No two days are alike,” she says. “My responsibilities and priorities are pretty dynamic. What happens in a given day generally depends on meetings, the needs of clients, and whatever else needs to be done.” Penrod, headquartered in Milwaukee, Wisconsin, is nestled in the city’s Historic Third Ward neighborhood. During normal times, Renee loves working […]

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Blog

Connecting Patients to the Right Care

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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