Salesforce Resources / Salesforce Blogs
Check out our collection of blogs about the world of Medical Devices, Insurance, and using Salesforce to take your business to the next level.
Learn how to connect your EHR, CRM, and marketing data to track campaigns from first click to booked appointment to prove ROI.
Read More →The Trump Administration just released a National Policy Framework for Artificial Intelligence. Here's what hospitals need to know.
Read More →Hospitals spend millions on ERPs that find match exceptions. But that's only half the job. Learn how automated communication finishes it.
Read More →Healthcare marketing needs data, but HIPAA demands privacy. Learn how to balance compliance with personalization to drive patient loyalty.
Read More →Understand how the Salesforce + Informatica acquisition benefits healthcare. Learn 10 key use cases, from MDM to personalized care journeys.
Read More →Learn how Data 360 solves bad healthcare data by unifying patient, provider, employee, or members into a single constituent.
Read More →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.
Read More →Learn the Crawl, Walk, Jog playbook for health systems to unify EMR, Claims, and Marketing data with Salesforce Data 360.
Read More →Your mapping tools may be violating HIPAA by pairing PHI with identifiers. Learn how healthcare providers can make them HIPAA-compliant.
Read More →Learn how the Rural Health Transformation Fund can help rural hospitals invest in technologies that lower costs and improve health outcomes.
Read More →Explore how Salesforce Data Cloud One helps health orgs unify data from EHRs, marketing, and other systems to create full patient profiles.
Read More →Learn how to make your data accessible, accurate, diverse, governed, and ready for AI with the power of Snowflake.
Read More →Learn how companies in the healthcare industry use Salesforce Managed Services to keep their CRM at peak performance.
Read More →We're here to help you learn about the essentials of marketing healthcare services while building on what you already know.
Read More →Learn how healthcare marketers can use Snowflake to ensure web trackers like Google Analytics and Meta are HIPAA compliant.
Read More →We're bringing our cross-platform expertise and 100%-healthcare focus to build Snowflake platforms tailored for health companies.
Read More →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
Read More →Discover how AI enhances clinical workflows with decision support, predictive analytics, and automation. Learn six impactful use cases to elevate patient care.
Read More →Discover how clean data fuels AI in healthcare and learn about data types, quality pillars, and tips for AI readiness.
Read More →Discover how hospital CFOs can leverage AI safely and effectively and the risk-reward strategies for cutting costs and improving operations.
Read More →Learn 5 ways hospitals can start using artificial intelligence today to reduce healthcare costs and improve operating margins.
Read More →Learn about the types of tracking patients can opt into, what states are requiring, and best practices for opt-in.
Read More →Physician credentialing is a team sport across staffing, HR, IT, quality, compliance, and finance. Here are the KPIs you need to track.
Read More →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.
Read More →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.
Read More →Learn how hospitals are using AI to slash processing times, improve accuracy, and improve provider satisfaction
Read More →Follow these 5 tips to take the headache out of your physician credentialing process – and get physicians seeing patients faster.
Read More →Did you know you can try Agentforce for free? Thanks to a recent Salesforce Trailhead, you can explore the capabilities firsthand.
Read More →Learn how to start evaluating your clinic's readiness to implement the IBH model. The time to innovate isn't "soon" — it's now.
Read More →Think big, but start small with high-reward, bite-sized Agentforce healthcare use cases that get the AI ball rolling.
Read More →In home health, medical devices introduce challenges that put patient safety and care quality on the line. Learn how to lower those risks.
Read More →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.
Read More →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.
Read More →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.
Read More →Learn how to resolve invoice exceptions faster with these 7 tips for clear supplier communication.
Read More →Learn how healthcare and life sciences companies will use Salesforce Agentforce to solve challenging use cases.
Read More →Check out our favorite Salesforce Health Cloud case studies from the past 8 years of implementations.
Read More →Whether you're joining in-person or virtually, here are the sessions we're particularly interested in.
Read More →Learn what the ruling in the AHA lawsuit means for healthcare companies, what could still change, and what you need to do next.
Read More →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.
Read More →Learn how to navigate the choppy waters of regulatory compliance in this comprehensive guide on Meta Ads and HIPAA.
Read More →Learn how to navigate the choppy waters of regulatory compliance in this comprehensive guide on Meta Ads and HIPAA.
Read More →What HIPAA-regulated agencies need to know about online tracking technologies on their mobile applications and websites.
Read More →Learn how to find out if your website's third party trackers are sending PHI.
Read More →Learn how anyone can conduct a website tracking audit with the apps you probably use every day.
Read More →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.
Read More →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.
Read More →Effective patient acquisition is crucial for a successful healthcare organization.
Read More →In managed services, there are opposing philosophies – ticket-taking and partnership.
Read More →In managed services, there are opposing philosophies – ticket-taking and partnership.
Read More →In managed services, there are opposing philosophies – ticket-taking and partnership.
Read More →In managed services, there are opposing philosophies – ticket-taking and partnership.
Read More →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.
Read More →Learn the steps that payers must take to comply with the CMS Interoperability and Prior Authorization rule, also known as CMS -0057-F.
Read More →Learn how providers automate prior authorization with Salesforce to reduce cost, improve efficiency, and achieve regulatory compliance.
Read More →Learn about the latest rendition of the OCR Bulletin, and what it means for healthcare companies using third-party trackers.
Read More →Learn about the latest rendition of the OCR Bulletin, and what it means for healthcare companies using third-party trackers.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →Check out 10 of the things our clients used Salesforce Managed Services for.
Read More →Learn the four elusive forms of scope creep in your Salesforce projects and discover the secrets to keeping them at bay.
Read More →Learn the four elusive forms of scope creep in your Salesforce projects and discover the secrets to keeping them at bay.
Read More →Code connoisseur and unofficial Penrod Gen Z representative: Meet Chris Wiemer, Salesforce Developer.
Read More →ISO 27001 is more than just a certificate. It reinforces our commitment to being your trusted partner in the digital transformation journey.
Read More →Check out our newest series centered around our Core Values. Read about Growth!
Read More →Learn more about the interview process we typically follow (and gain some hot tips along the way!)
Read More →ISO 27001 is more than just a certificate. It reinforces our commitment to being your trusted partner in the digital transformation journey.
Read More →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.
Read More →Check out our newest series centered around our Core Values. Read about Accountability!
Read More →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.
Read More →Check out our newest series centered around our Core Values. Read about Grit!
Read More →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.
Read More →Check out our newest series centered around our Core Values. Read about Flexibility!
Read More →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.
Read More →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.
Read More →Check out our newest series centered around our Core Values. First up: Teamwork!
Read More →🎊 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.
Read More →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.
Read More →🎊 Cue the confetti! Penrod loves to celebrate, and this month, we get to celebrate a Golden Penrodiversary.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →The key things you need to know about Sales Cloud vs Health Cloud, all in an easy-to-read chart.
Read More →The key things you need to know about Sales Cloud vs Health Cloud, all in an easy-to-read chart.
Read More →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.
Read More →Learn why user adoption is vital, where risks exist, and the best tactics to encourage user adoption of your Salesforce platform.
Read More →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.
Read More →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.
Read More →With the patient experience at the forefront of providers’ minds going into 2022 and beyond, delivering exceptional customer service is key.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →Marketing medical devices requires a personalized connection between device manufacturers, providers, physicians and patients.
Read More →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.
Read More →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.
Read More →Member experience can be your greatest asset - or your greatest liability. Learn how to build a great portal in 2022.
Read More →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.
Read More →Check out the ways health insurance providers can optimize Salesforce for FSA grace periods and increase member engagement.
Read More →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.
Read More →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.
Read More →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.
Read More →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.
Read More →Outsourcing is a way to avoid finding the talent a pharma company requires from its agents. But like everything, there are always trade-offs.
Read More →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.
Read More →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.
Read More →The data is clear - patient and provider expectations for support from specialty pharmacies are growing exponentially.
Read More →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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