How Penrod Decreased Training Time For Security Health Plan’s Customer Service Agents

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 […]

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...

Demystifying Consumer Products in Field Service Lightning

  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 […]

  Using Products Consumed in Salesforce Field Service Lightning (FSL) can be an easy solution if you want to better enable your agents to track...

How Penrod Helped Make A Complex Quote Process Simple

  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 […]

  Gilson is a life science company that develops products used in labs around the world. It helps advance the pace of discovery, and it...

Sales Cloud Einstein – Instantly Elevate Your Sales Team

  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 […]

  Sales Cloud Einstein grants your organization 4 features and they all work together to make your sales team faster, more effective, and ultimately more...

Lightning Process Builder: Customer Journeys

  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 […]

  In Lightning Process Builder: One Process To Rule Them All, Director of Salesforce Platform, Jake Brushafer, showed us how to prioritize calls or invoke...

Lightning Process Builder: One Process To Rule Them All

  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 […]

  The Salesforce Lightning Process Builder is a workflow device that helps you automate business processes using a powerful & user-friendly tool. Today, Director of...