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Global Medical Device Sales CRM Software Market

Global Medical Device Sales CRM Software Market

Exploring the Global Medical Device Sales CRM Software Market: A Comprehensive Analysis The primary objective of this market research report turned Tectonic insight is to analyze the market environment and dynamics of the Global Medical Device Sales CRM Software Market. Of course at Tectonic we are partial to Salesforce. Travel into the Global Medical Device Sales CRM Software Market Venturing into the realm of the Global Medical Device Sales CRM Software Market reveals an enriching journey of exploration and discovery. This extensive research initiative explores deep into the nuances of the Medical Device Sales CRM Software industry, offering valuable insights on market trends, growth potentials, competitive dynamics, and the profound and continued influence of COVID-19. Through a detailed examination, the report constructs a structured narrative encompassing essential themes, methodologies applied, services provided, market valuation insights, and compelling reasons to attract investors to this narrative. Insights Enclosed in the Global “Medical Device Sales CRM Software Market” Report Medical Device Sales CRM Software Market Segmentation Methodologies & Tools Employed Market Valuation & CAGR Statistics The report details market value figures and Compound Annual Growth Rates (CAGRs), reflecting specific reports analyzed and varying timeframes reviewed for precise statistical comparisons. Unpacking COVID-19’s Influence The report unveils how pandemic upheavals have impacted facets such as consumer behaviors, supply chain disruptions, and broader shifts in overall marketplace dynamics. Key Players in the Medical Device Sales CRM Software Market Force Manager, Salesforce, Netsuite, Veeva Multichannel CRM, HubSpot, Pipedrive, SPOTIO, LeadSquared, PatientPop, Thryv, Zoho CRM, ChannelTrace, AcuityMD, Solo Fire, Showpad, Penrod, ConnectSx, Zendesk Sell, HashMicro, Insightly, Creatio, MaximizerCRM. Investors’ Potential Benefits In conclusion, this exhaustive exploration into the multifaceted realm of the global Medical Device Sales CRM Software marketplace offers invaluable insights into industry dynamics. It paves an informed path for decision-making processes and strategic planning endeavors for stakeholders, whether from large corporations or small businesses. About Orbis Research Orbis Research (orbisresearch.com) serves as a single point aid for all market research requirements, specializing in delivering customized reports tailored to clients’ needs. With a vast database of reports from leading publishers and authors worldwide, Orbis Research ensures accuracy and specialization in industries and verticals, enabling clients to map their specific market research needs effectively. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Validation Rules

Salesforce Validation Rules

Essential Validation Rules for Salesforce Admins In this post, five essential validation rules that Salesforce admins should implement in their clients’ Salesforce orgs are discussed. Improve the quality of your data using validation rules. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. Before digging into the specific rules this insight will highlight, let’s briefly review what validation rules are. What are Validation Rules in Salesforce? Validation rules in Salesforce are used to enforce data quality and consistency by validating the data entered by users before it is saved to the database. These rules consist of expressions or formulas that check the data against specified, required criteria. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”. Validation rules also include an error message to display to the user when the rule returns a value of “True” due to an invalid value. After you have defined validation rules: You can specify the error message to display when a record fails validation and where to display it. For example, your error message can be “The close date must occur after today’s date.” You can choose to display it near a field or at the top of the page. Like all other error messages, validation rule errors display in red text and begin with the word “Error”. 5 Validation Rules Examples Here are some important validation rules to configure in your Salesforce org: 1. The Account Number Must Be Numeric To ensure that users enter only numeric values in the Account Number field of the Account object, configure the following validation rule: plaintextCopy codeOR( ISBLANK(AccountNumber), NOT(ISNUMBER(AccountNumber)) ) If a text value is entered in the Account Number field, an error message will appear, as shown below: 2. Annual Revenue Range To restrict accounts with an annual revenue greater than a specific number, use the following rule: plaintextCopy codeOR( AnnualRevenue < 0, AnnualRevenue > 1000000 ) If the annual revenue entered exceeds 1 million, an error will be triggered, as illustrated below: 3. Close Date Must Be a Future Date To prevent sales reps from selecting past dates in the Opportunity Close Date field, implement this validation rule: plaintextCopy codeCloseDate < TODAY() Entering a past date in the Opportunity Close Date field will result in the following error: 4. Prevent Open Cases from Being Reset to New To stop service agents from changing the status of open cases to “New,” configure the following validation rule: plaintextCopy codeAND( ISCHANGED(Status), NOT(ISPICKVAL(PRIORVALUE(Status), “New”)), ISPICKVAL(Status, “New”) ) Attempting to reset the status of open cases to “New” will produce this error message: 5. Blank Email or Mobile To ensure that at least one communication detail (email or mobile number) is available on a contact record, use this validation rule: plaintextCopy codeAND( ISBLANK(Email), ISBLANK(MobilePhone) ) Leaving both email and mobile fields empty will generate the following error: Conclusion These validation rules are essential for maintaining data quality in your Salesforce org. If you have additional validation rules in mind, please share them in the comments below so everyone can benefit. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Recurring Donations in NPSP

Recurring Donations in NPSP

This insight will resonate with those familiar with Salesforce, the Nonprofit Success Pack (NPSP), its various iterations, and other related Salesforce automation features. Recurring Donations in NPSP create a special challenge, Tectonic has found. For those less engaged in these topics, there are still valuable ideas to discuss. For over a decade, there has been an ongoing challenge with handling donations processed through multiple transactions. These Multi-Installment Donation Scenarios (MIDS) include: Tracking donations where the commitment and transaction occur simultaneously is straightforward. For example, credit card donations through online forms require creating a donor record (if it doesn’t already exist) and a gift record. However, when there is a time lag between commitment and transaction, similar processes can be used. The challenge arises when commitments result in multiple checks or credit card transactions over time, breaking standard rules. This has puzzled fundraisers, operations personnel, accountants, and database admins for years, leading to various approaches. Each role may prefer different methods, adding complexity. Even Salesforce has changed its approach to MIDS, resulting in multiple models/modules in circulation. If you feel overwhelmed by MIDS, you’re not alone. MIDS are one of many complex scenarios to record in a donor database. However, other scenarios are not covered in this insight, such as: There are several options for modeling MIDS in Salesforce: Donation With Payments: Commonly used for grants, NPSP automates payment scheduling according to interval rules. This is recommended for organizations using accrual accounting. Legacy Recurring Donations: Allows setting donation schedule rules, with Salesforce automatically creating donations accordingly. Suitable for projection reports and updating each donation when the transaction occurs. Enhanced Recurring Donations: Introduced by Salesforce in 2020, this module solves issues like skipping months or changing future payment amounts by creating one installment ahead. When the installment is paid, the next one is created according to the schedule/rules. Custom “Pledge” Object: Useful for grouping donations according to pledges, without needing automation for scheduling installments. Ideal for tracking multiple data points about each pledge. Our Opinion: Tectonic has a strong preference for Legacy Recurring Donations over Enhanced Recurring Donations, although it’s not a significant issue to use either. Donations with Payments are problematic and should be avoided. Here’s why: Problems with Donations with Payments: The official documentation suggests this model for accrual accounting, but this recommendation is questionable. Many readers lack a foundational understanding of accounting models. Furthermore, dividing a donation into parts (payments) complicates reporting and rollup fields. Recurring Donations Benefits: The Recurring Donations (RD) model is smart and elegant. NPSP’s automations for both Legacy and Enhanced RD modules are strategic and reliable. Using the RD model for more than just traditional recurring donations (like monthly donations) can be beneficial. Rebranding “Recurring Donation” to “Pledge Fulfillment Schedule” can naturally incorporate various MIDS types, such as grants and pledges. Top Tips for Configuring Legacy Recurring Donations: One Odd Thing: In moves management, if a donor switches from a lump sum to installment gifts, create an RD and auto-create installment donations. Delete the first donation in the series and connect the Moves Management donation to the Recurring Donation record. Legacy Recurring Donations are a preferred option for modeling MIDS. This data model is suitable for all scenarios. With proper setup, it can become a powerful tool for a data-driven fundraising department or a streamlined option for tricky use cases. Two principles of good design—“like goes with like” and “measure twice, cut once”—explain why transaction-oriented information should stay on the Donation record, and pledge-oriented information on the Recurring Donation record. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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HCG Providing Patient-Focused Personalized Care With Salesforce

HCG Providing Patient-Focused Personalized Care With Salesforce

HCG Delivers Personalized Patient Care with Salesforce Read more at: CXO Today HCG Providing Patient-Focused Personalized Care With Salesforce Healthcare Global Enterprises Ltd (HCG), a renowned network of 25 hospitals, is elevating patient care through Salesforce. With a 360-degree patient view, HCG connects with patients on a more personal level, delivering proactive support at every step of their journey. HCG’s commitment to value-based, precision medicine is clear, attracting over 200,000 patients annually. Unified Patient View for Personalized Care Previously, HCG faced challenges with siloed patient information and a rudimentary CRM system. “Without a single source of truth on patients, it was difficult for our medical, surgical, and support teams to collaborate,” says Vineesh Ghei, Chief Sales Officer, HCG. Today, Salesforce provides a unified patient view, capturing every case history, treatment plan, and patient preference, enabling teams to personalize patient care effectively. Enhanced Efficiency with Automation Salesforce Sales Cloud captures initial patient interactions, streamlining responses and tracking conversations. “Our response time to patient enquiries has reduced from 45 minutes to 23 minutes,” notes Ghei. Sales productivity has also improved with automated task prioritization and activity tracking. Additionally, partner management processes have been automated, enhancing engagement. Swift Service Query Resolution Patient journeys are orchestrated on Salesforce Service Cloud, integrating outpatient consultations, inpatient processes, and discharge planning. Integration with HCG’s appointment booking and cloud telephony systems ensures patient details are readily available to agents, enabling resolution of over 90% of queries in under five minutes. This comprehensive view allows service agents to provide proactive, personalized support. Contextual Communications for Long-Term Wellness Using Salesforce Marketing Cloud Engagement, HCG segments patients and delivers personalized communications relevant to their treatment stages. “Every patient’s journey is deeply personal,” says Stuti Jain, Head of Brand, Digital, and Communications, HCG. “Our communications are prioritized to add value to their journey.” HCG maintains connection with patients post-visit, supporting them through recovery. Data-Driven Decision Making By integrating data from Health Information Systems, Electronic Medical Records, and other platforms, HCG leverages operational intelligence to enhance decision-making. Insights from dashboards and reports improve patient satisfaction and care quality. Marketing Cloud Intelligence helps optimize campaigns, engagement channels, and team performance. Expanding Digital Transformation HCG plans to unlock additional Salesforce features, such as AI-driven call center operations with Einstein. Further integrations with lab and radiology systems and patient care apps will expand the Patient 360 view. “Our goal is to become an oncology knowledge company, up-to-date on treatment protocols and patient needs,” says Dey. Jain adds, “When people think of cancer care, they should think of HCG.” HCG’s integration of Salesforce is setting a new standard in personalized cancer care, ensuring patients receive the best possible support and treatment throughout their journey. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Driving Change

Salesforce Driving Change

Sony Honda Mobility Leverages Salesforce Technology to Enhance Customer Relationships Sony Honda Mobility, a mobility tech startup, is utilizing Salesforce solutions—including Automotive Cloud, Data Cloud, Tableau, and MuleSoft—to deepen its customer relationships through enhanced data and insights. Sony Honda Mobility Inc. is a Japanese joint venture automotive company established by Sony Group Corporation and Honda Motor Company in 2022 to produce battery electric vehicles. The company will market its vehicles under the Afeela brand. Why It Matters: A significant 81% of business leaders report challenges with data fragmentation and silos. This disconnected, disjointed information often leads to immaterial and generic customer interactions, which is problematic as 80% of customers expect superior experiences given the extensive data companies collect. Key Developments: Sony Honda Mobility plans to launch its first electric vehicle in the United States in 2025, followed by Japan in 2026. To scale globally and stand out in the market, the company is empowering its service team with real-time data and insights on customer interactions with its products and services. How Is Salesforce Driving Change Data Cloud: A unified data platform that consolidates application, workflow, and data lake records, making it easier to train AI models, gain business insights, and improve customer relationships. Sony Honda Mobility is leveraging Data Cloud to integrate disparate data seamlessly across applications. MuleSoft API Integration: This integration connects data from Sony Honda Mobility’s vehicle and customer platform to Salesforce, ensuring a cohesive data flow. Automotive Cloud: Inside Automotive Cloud, Sony Honda Mobility now maintains a comprehensive profile of each customer and their vehicle, based on data from Data Cloud. This integration allows for personalized service and experiences at every touchpoint. The platform also streamlines contact center management, query handling, internal FAQ creation, web actions, and ongoing service support for incident and customer information management. Tableau: With Tableau’s visualizations of vehicle operation conditions and service usage status, Sony Honda Mobility can make quicker, more informed decisions about each customer’s needs. Customer Perspective “We aim to elevate our customer service and experiences to new heights. We are confident we can achieve this with Salesforce’s global expertise and proven track record in CRM, trusted AI, and data analytics,” said Yasuhide Mizuno, Chairman and CEO of Sony Honda Mobility. Salesforce Perspective “We are thrilled that Sony Honda Mobility has chosen the scalability, reliability, and expertise of Salesforce technology. By integrating their customer data on a single and trusted platform, we are excited to support Sony Honda Mobility as they scale excellent service to customers worldwide,” said Shinichi Koide, Chairman, President, and Chief Executive Officer of Salesforce Japan. The Result By harnessing Salesforce’s advanced technology, Sony Honda Mobility is poised to revolutionize its customer service and experience, ensuring a more connected, efficient, and personalized interaction for its customers globally. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Improve Patient Care and Trust

Improve Patient Care and Trust

A recent survey conducted by Kyruus Health and shared with HealthPayerIntelligence reveals that consumers are demanding more accurate online provider data from payers to enhance access to care. Healthcare solutions from Tectonic and Salesforce improve patient care and trust by improving data accuracy. The survey, fielded by Wakefield Research in April 2024, involved 1,000 healthcare consumers. Nearly three-quarters of respondents (72%) had private health insurance, with Medicare being the second most common form of coverage (18%). The participants represented an even distribution across U.S. regions and age groups, with 57% identifying as women. Payers have historically struggled to maintain up-to-date provider directories, and this survey highlights the significant impact of these challenges. About 30% of consumers reported skipping care due to inaccurate provider information, with 70% of them seeking this data online. Consumers primarily rely on health plan websites or apps for provider information, with 32% naming these platforms as their first resource. Medicaid enrollees were particularly dependent on their plan’s digital resources, with 64% turning to these tools first. Besides health plan websites and apps, consumers also used general internet searches, provider or clinic websites, and healthcare information sites like WebMD. Social media platforms were also popular for care searches, with 77% of users turning to Facebook and 61% to YouTube. The survey also revealed that payers often fail to provide accurate cost predictions. Only 32% of respondents said their health plans offered accurate cost information. Price transparency tools are particularly important to younger generations, with 76% of Millennials and 80% of Gen Z respondents using these tools. However, 40% of Baby Boomers were unsure if their plans even offered such tools. Among those who did use them, 34% found that the tools presented incorrect provider data, with 45% of Gen Z reporting this issue. Inaccurate provider information can lead to significant negative consequences for consumers, including delays in accessing care, difficulties contacting preferred providers, and higher costs. Some consumers even reported accidentally receiving out-of-network care or forgoing care altogether due to these inaccuracies. These experiences not only hinder access to care but also damage consumer trust in their healthcare providers and payers. Overall, 80% of respondents said that inaccurate provider data affected their trust, with 27% losing trust in their health plans and 22% losing trust in their providers. The survey results underscore a clear call to action. Over 60% of consumers, and nearly 75% of Gen Z specifically, want their health plans to provide more accurate data. Tectonic has decades of experience applying Salesforce solutions to health care providers and payers. To address these concerns, the report recommends that health plans take three key steps: First, engage with members through appropriate channels, including social media. Second, unify and validate their provider data to ensure accuracy. Third, introduce self-service capabilities within their digital platforms to empower consumers. Reach out to Tectonic today if your organization needs help applying these three steps. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Slack for Manufacturing and Automotive

Slack for Manufacturing and Automotive

Slack for Manufacturing and Automotive Enhance productivity, reduce costs, and provide exceptional experiences with a consolidated perspective of your customer data. Streamline diverse systems, teams, and processes effortlessly through automation. Forge connections with external partners to integrate your entire ecosystem seamlessly. As manufacturing, automotive, and energy organizations transition to developing new powertrains and digital products for innovative service and revenue models, Slack offers an efficient platform for innovation. Pioneering Enterprise Security Setting the standard in enterprise security, Slack ensures data encryption in transit and at rest. It boasts comprehensive compliance and assurance programs, along with features such as audit logs, data loss prevention, and single sign-on. As the productivity platform for manufacturing, automotive, and energy, Slack ensures a secure environment. Utilizing Slack AI for Smarter Work Engage with a Slack sales representative or join the waitlist to experience the empowering capabilities of Slack AI throughout your organization. Leverage AI-powered search for swift answers, summarize conversations effortlessly, and rest assured with secure data handling by Slack AI. Explore Slack’s pivotal role in accelerating innovation across manufacturing, automotive, and energy sectors. Empowering Software Developers Discover how Slack empowers teams to introduce novel digital products and services, driving revenue and transforming customer experiences. For software developers, Slack accelerates the delivery of high-quality code, making it a preferred choice for the world’s leading producers of software, hardware, and services. Explore Slack’s webinar to uncover its potential for your team. Revolutionizing Fleet Management with Automile Challenges abound for businesses managing fleets, particularly in integrating solutions seamlessly with existing toolsets for increased productivity. Automile aims to disrupt the billion fleet management market by introducing a mobile-first API-centric solution. With REST-based JSON APIs and SDKs for PHP, Java, and C# .NET, Automile simplifies fleet management, offering web and mobile apps. Slack Integration with Automile Automile is set to release new features in March, including integrations such as Slack. By submitting the app to Slack’s App Directory, Automile aims to provide businesses with a streamlined fleet management experience within Slack. The upcoming Slack App supports Slash Commands, Interactive Messages, and Incoming Webhooks. Security First Approach Automile prioritizes security with the new Slack App, ensuring that authorized Slack team members have access. The app supports Slash Commands, enabling users to achieve specific tasks, such as checking out drivers and locating vehicles. The admin can control user access to these commands for added security. Fleet Management Commands Automile’s Slack App introduces Slash Commands for drivers and vehicles. The Driver command allows fleet managers to search for drivers, check their status, and interact with them directly from Slack. Similarly, the Vehicle command provides information on vehicle location, status, and enables task assignment. Driving Field Service Efficiency with Slack and Salesforce Service Cloud Witness how manufacturers harness the combined capabilities of Slack and Salesforce Service Cloud to empower field employees and enhance customer satisfaction. Slack’s Continued Impact Slack continues to thrive globally, supporting businesses of all sizes in achieving growth and skyrocketing productivity. Acquired by Salesforce in 2021, Slack remains an influential force in the business communication and collaboration landscape. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Solutions for Defense

Salesforce Solutions for Defense

Defence Technology Solutions from Salesforce: Enabling Secure, Mission-Critical Operations Salesforce provides defense organizations with powerful technology solutions to deliver on their missions quickly and securely. By increasing IT flexibility, enhancing productivity, and safeguarding sensitive data in a secure, compliant cloud environment, Salesforce empowers defence organizations to achieve mission success with confidence. Salesforce Solutions for Defense. Modernizing Personnel Operations Salesforce streamlines workforce management and accelerates employee operations, providing a unified view of personnel and fast, digital workflows. Public sector organizations can transform hiring, recruiting, HR actions, IT requests, and employee services within a trusted operational hub. How It Works: Salesforce enhances productivity and digitizes government employee tasks throughout their lifecycle, from hire to retirement. Maximizing IT Agility Salesforce enables defence organizations to unlock data from legacy systems, cloud applications, and third-party platforms with an API-led approach, securely bridging on-premises and cloud environments. Rapid application development, consolidation, and system access become seamless with Salesforce’s low-code/no-code tools. How It Works: Salesforce compresses development cycles and increases flexibility, enabling defense organizations to deliver on mission objectives faster. Salesforce Solutions for Defense Delivering Successful Case Outcomes Salesforce supports the full case management lifecycle by integrating critical data points from multiple systems into a single, unified view. Defense organizations can empower caseworkers with purpose-built tools, ensuring successful case outcomes while reducing information silos and providing clients with the necessary support. How It Works: Salesforce creates a single source of truth for case management, enabling defense organizations to streamline workflows and improve service outcomes. By leveraging Salesforce’s defense technology solutions, organizations can modernize operations, maximize agility, and ensure successful case management outcomes, all while maintaining the highest levels of security and compliance. Salesforce Solutions for Defense from Tectonic. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Salesforce Success Story

Case Study: Salesforce Health Services Modernization

Modernizing Public Health using Salesforce Client is the largest tribally-operated health care system in the United States, with almost 160 full-time providers and over 2,200 health services employees. Committed to improving patient access, this Tribal Nation has invested substantially in technology, building new facilities and expanding existing locations. The primary hospital and nine health centers are dedicated to providing world-class patient care. Salesforce Health Services Modernization “The Gadugi Portal and Salesforce technology is helping us get to our citizens quicker by streamlining the application process, and enabling us to have updated records that are online and easily accessible to our citizens to truly help them recover in their greatest time of need” Client Implemented – Case Study: Salesforce Health Services Modernization The Problem: The Solution: The Results: Ready to explore a Salesforce implementation with Health Cloud, MuleSoft, and Experience Cloud for your government or public sector entity? Contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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App Engagement With Human-Centered Design

App Engagement With Human-Centered Design

In 2022, when Fordham University revamped its student advising app, appointment bookings doubled, thanks to a human-centered design approach. Anand Padmanabhan, Fordham University VP and CIO, emphasized the shift towards involving users in the design process, which led to enhanced app adoption and shared trust among stakeholders. App Engagement With Human-Centered Design was achieved by putting students first. The Fordham Student Success Hub app underwent significant changes to replace inefficient processes like long email chains for scheduling appointments. The new app facilitated over 15,000 appointment bookings, demonstrating its effectiveness. App Engagement With Human-Centered Design prioritizes identifying user needs and crafting solutions that address those needs directly. For Fordham University’s project, the team engaged with a diverse user group, including over 2,000 freshmen, 400 advisors, and support staff. This approach led to clear objectives: students wanted easy appointment booking, while advisors sought tools to identify at-risk students based on specific criteria. Katherine Gomez, Fordham’s assistant director of core applications, applied the Jobs to Be Done framework to understand user goals. Leveraging the Student Success App in Education Cloud and partnering with Attain Partners, enhancements were made to advisor assignment, alert management, and success analytics. Integration of Service Cloud, Experience Cloud, and Marketing Cloud streamlined app efficiency. Business rules were established to ensure an intuitive user experience with minimal custom coding. Visual design was driven by common use cases, ensuring critical features were accessible on the first page. Sara Sapienza, Fordham University Digital Campus Experience Manager, utilized Salesforce Lightning Design System Figma library to design the user interface and iteratively refined the design based on user feedback. The app was tailored to address specific user needs: Continuous user feedback guided UX optimizations, including language clarity, button formatting, and personalized greetings upon login. Emojis were incorporated into notifications to engage Gen Z users effectively. The success of the app extended beyond appointments, attracting interest from other academic departments like Prestigious Awards and Campus Ministry. In summary, Fordham University’s success story underscores the importance of human-centered design in creating user-friendly apps that meet diverse user needs and foster broader engagement across academic services. The journey continues with plans to expand app access to all undergraduates and graduate students, driving student success and organizational efficiency. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Gen AI Role in Healthcare

Gen AI Role in Healthcare

Generative AI’s Growing Role in Healthcare: Potential and Challenges The rapid advancements in large language models (LLMs) have introduced generative AI tools into nearly every business sector, including healthcare. As defined by the Government Accountability Office, generative AI is “a technology that can create content, including text, images, audio, or video, when prompted by a user.” These systems learn patterns and relationships from vast datasets, enabling them to generate new content that resembles but is not identical to the original training data. This capability is powered by machine learning algorithms and statistical models. In healthcare, generative AI is being utilized for various applications, including clinical documentation, patient communication, and clinical text summarization. Streamlining Clinical Documentation Excessive documentation is a leading cause of clinician burnout, as highlighted by a 2022 athenahealth survey conducted by the Harris Poll. Generative AI shows promise in easing these documentation burdens, potentially improving clinician satisfaction and reducing burnout. A 2024 study published in NEJM Catalyst explored the use of ambient AI scribes within The Permanente Medical Group (TPMG). This technology employs smartphone microphones and generative AI to transcribe patient encounters in real-time, providing clinicians with draft documentation for review. In October 2023, TPMG deployed this ambient AI technology across various settings, benefiting 10,000 physicians and staff. Physicians who used the ambient AI scribe reported positive outcomes, including more personal and meaningful patient interactions and reduced after-hours electronic health record (EHR) documentation. Early patient feedback was also favorable, with improved provider interactions noted. Additionally, ambient AI produced high-quality clinical documentation for clinician review. However, a 2023 study in the Journal of the American Medical Informatics Association (JAMIA) cautioned that ambient AI might struggle with non-lexical conversational sounds (NLCSes), such as “mm-hm” or “uh-uh,” which can convey clinically relevant information. The study found that while the ambient AI tools had a word error rate of about 12% for all words, the error rate for NLCSes was significantly higher, reaching up to 98.7% for those conveying critical information. Misinterpretation of these sounds could lead to inaccuracies in clinical documentation and potential patient safety issues. Enhancing Patient Communication With the digital transformation in healthcare, patient portal messages have surged. A 2021 study in JAMIA reported a 157% increase in patient portal inbox messages since 2020. In response, some healthcare organizations are exploring the use of generative AI to draft replies to these messages. A 2024 study published in JAMA Network Open evaluated the adoption of AI-generated draft replies to patient messages at an academic medical center. After five weeks, clinicians used the AI-generated drafts 20% of the time, a notable rate considering the LLMs were not fine-tuned for patient communication. Clinicians reported reduced task load and emotional exhaustion, suggesting that AI-generated replies could help alleviate burnout. However, the study found no significant changes in reply time, read time, or write time between the pre-pilot and pilot periods. Despite this, clinicians expressed optimism about time savings, indicating that the cognitive ease of editing drafts rather than writing from scratch might not be fully captured by time metrics. Summarizing Clinical Data Summarizing information within patient records is a time-consuming task for clinicians, and errors in this process can negatively impact clinical decision support. Generative AI has shown potential in this area, with a 2023 study finding that LLM-generated summaries could outperform human expert summaries in terms of conciseness, completeness, and correctness. However, using generative AI for clinical data summarization presents risks. A viewpoint in JAMA argued that LLMs performing summarization tasks might not fall under FDA medical device oversight, as they provide language-based outputs rather than disease predictions or numerical estimates. Without statutory changes, the FDA’s authority to regulate these LLMs remains unclear. The authors also noted that differences in summary length, organization, and tone could influence clinician interpretations and subsequent decision-making. Furthermore, LLMs might exhibit biases, such as sycophancy, where responses are tailored to user expectations. To address these concerns, the authors called for comprehensive standards for LLM-generated summaries, including testing for biases and errors, as well as clinical trials to quantify potential harms and benefits. The Path Forward Generative AI holds significant promise for transforming healthcare and reducing clinician burnout, but realizing this potential requires comprehensive standards and regulatory clarity. A 2024 study published in npj Digital Medicine emphasized the need for defined leadership, adoption incentives, and ongoing regulation to deliver on the promise of generative AI in healthcare. Leadership should focus on establishing guidelines for LLM performance and identifying optimal clinical settings for AI tool trials. The study suggested that a subcommittee within the FDA, comprising physicians, healthcare administrators, developers, and investors, could effectively lead this effort. Additionally, widespread deployment of generative AI will likely require payer incentives, as most providers view these tools as capital expenses. With the right leadership, incentives, and regulatory framework, generative AI can be effectively implemented across the healthcare continuum to streamline clinical workflows and improve patient care. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce-Powered Nonprofit Events

Salesforce-Powered Nonprofit Events

Salesforce has cemented its position as the #1 CRM, becoming an essential tool for businesses improving their marketing, sales, and support processes. But there’s another powerful feature you should explore: managing events directly within Salesforce. Salesforce’s versatility allows you to organize a successful event of any size, whether it’s online, offline, or a hybrid meeting. However, like any business endeavor, a well-thought-out strategy is crucial to ensure your event planning turns into a major success. In this insight, you’ll learn how events contribute to a business’s lifecycle, how to manage them effectively, and the essential tools you’ll need for successful event management in Salesforce. The Role of Events in Nonprofits If your company hasn’t yet ventured into event organization, it’s time to reconsider. Events are a great way to fuel engagement, foster data-driven decisions, and build a thriving community. On a larger scale, event planning offers a range of business benefits, including: Common Event Management Challenges Even with the best intentions, event planning comes with challenges that can derail your efforts if not addressed. Let’s review some common challenges and how Salesforce can help: How Salesforce Elevates Event Management Salesforce brings significant advantages to event planning, offering: Your Salesforce Event Planning Checklist To ensure your event management with Salesforce is effective, follow this simple checklist: Our Thoughts Building a robust event management process with Salesforce is not only a logical choice but a strategic one. It ensures smooth event execution, supports business growth, and boosts your brand’s equity. By leveraging the right tools, such as Salesforce, your event planning process becomes more efficient, data-driven, and ultimately more successful. For expert support in managing Salesforce-powered events, consider reaching out to a partner like Tectonic to guide you through the process. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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