Salesforce Implementation Archives - gettectonic.com

Salesforce Business Automation

Streamlining Business Automation: A Guide to Successful Salesforce Implementation Salesforce is a lightning jolt for business automation, offering powerful tools to enhance efficiency and productivity. However, implementing Salesforce is a complex process that requires strategic planning and execution. This insight will walk you through best practices for Salesforce implementation, helping you avoid common pitfalls and maximize the platform’s benefits. From defining clear business objectives to post-implementation performance measurement, we’ve got you covered. Understanding Salesforce Implementation Implementing Salesforce is more than simply installing software—it’s a strategic process that must align with your business goals. Successful implementation requires understanding each critical phase, including: Each phase builds toward a solution that drives operational improvements and delivers measurable results. The Role of Salesforce in Business Automation Salesforce transforms business processes by automating repetitive tasks, integrating workflows, and providing real-time analytics. These capabilities empower teams to focus on strategic activities, fostering growth and improving customer engagement. The platform’s automation features enhance decision-making, streamline operations, and deliver actionable insights, making it an essential tool for any data-driven organization. Best Practices for Salesforce Implementation 1. Define Clear Business Objectives Set specific, measurable, and strategic goals that Salesforce can address. Identify business challenges and align objectives with user needs to ensure widespread adoption and long-term success. 2. Conduct a Thorough Needs Analysis Analyze existing processes, identify gaps, and engage stakeholders to gather input. A detailed needs analysis ensures Salesforce is configured to address real pain points and deliver value. 3. Develop a Comprehensive Roadmap Create an implementation roadmap outlining timelines, responsibilities, resources, and risk mitigation strategies. A clear roadmap keeps the project on track and fosters effective communication. 4. Prioritize Data Quality and Governance Start by cleansing existing data to remove inaccuracies and duplicates. Implement governance policies to maintain data integrity, ensuring Salesforce delivers accurate insights. 5. Customize Thoughtfully Tailor Salesforce to enhance existing workflows rather than disrupting them. Engage users to understand their needs and avoid unnecessary complexity that could hinder usability or future updates. 6. Engage Certified Salesforce Partners Collaborate with experienced Salesforce partners to leverage best practices, avoid common pitfalls, and tailor the platform to your unique requirements. The Importance of User Adoption and Training User adoption is crucial for Salesforce’s success. Engage end-users early, involve them in the process, and provide tailored, hands-on training. Post-launch, offer continuous support and advanced training to help users unlock Salesforce’s full potential. Strategies to maximize adoption include: Post-Implementation Success Once Salesforce is live, focus on monitoring performance, gathering feedback, and fostering continuous improvement. 1. Measure Success with KPIs Track key performance indicators (KPIs) to evaluate Salesforce’s impact on your business objectives. Identify trends, address challenges, and ensure the platform remains aligned with your goals. 2. Establish a Feedback Mechanism Encourage users to share feedback and suggest improvements. Regularly review input to refine the system and ensure it evolves with your organization’s needs. 3. Provide Ongoing Support Maintain a dedicated support team to address queries and troubleshoot issues promptly. Continuous training sessions keep users updated and confident in leveraging new features. Avoiding Common Pitfalls Awareness of potential challenges can help you mitigate risks. Common pitfalls to avoid include: By addressing these challenges proactively, you set your Salesforce implementation up for success. Embracing the Salesforce Journey Implementing Salesforce is a transformative opportunity for your business. With strategic planning, stakeholder engagement, and a commitment to continuous improvement, Salesforce can revolutionize your operations. If you’re seeking a streamlined solution, consider leveraging tools like Sweep, an AI-powered visual workspace that simplifies Salesforce implementation. With Sweep’s no-code interface, you can design processes, customize fields, and automate workflows effortlessly. Ready to transform your business with Salesforce?Connect with our experts today and unlock the full potential of Salesforce for your organization. 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 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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Tectonic Salesforce Implementation Partner

Choosing a 2025 Salesforce Solutions Partner

Salesforce has revolutionized how companies manage customer relationships, offering a powerful CRM platform that drives efficiency, productivity, and sales growth. However, fully unlocking its potential requires more than just subscribing to the platform. Successful deployment, seamless integration, and tailored customization are critical to maximizing Salesforce’s benefits. That’s where selecting the right Salesforce Cloud Solutions Partner becomes crucial. This guide will walk you through the key factors to consider when choosing a Salesforce implementation partner to ensure a successful deployment and seamless integration tailored to your business needs. Why You Need a Salesforce Cloud Solutions Partner The Salesforce ecosystem is vast and complex, offering a range of tools, services, and integrations that can be overwhelming without the right guidance. From pricing options to technical aspects of Salesforce Sales Cloud, implementation, and integrations, the right partner can simplify the process. A skilled Salesforce Cloud Solutions Partner can: Choosing the right partner can significantly impact your Salesforce journey, ensuring a smooth transition and long-term success. Key Factors to Consider When Choosing a Partner 1. Assess Expertise and Experience Salesforce implementation requires technical proficiency and industry-specific expertise. Look for a partner who: Additionally, ensure the partner is skilled in services you may require, such as Salesforce Outlook Integration or trial configurations. 2. Evaluate Customization Capabilities Every business is unique, and your Salesforce CRM must reflect that. A capable partner will tailor the platform to your needs, including: Customization ensures your Salesforce environment fits your business like a glove, optimizing operations and delivering maximum ROI. 3. Look for a Holistic Approach to Integration Salesforce excels at integrating with various platforms to streamline workflows. Choose a partner who offers: A well-integrated system simplifies operations, enhances productivity, and positions your business for scalable success. 4. Ensure Support and Training Salesforce implementation is only the beginning; ongoing support and training are critical to success. Your partner should offer: Continuous support ensures your team fully leverages Salesforce, adapting to new features and growing with the platform. 5. Prioritize Pricing Transparency Salesforce offers flexible pricing plans, but implementation costs can vary. Ensure your partner provides: Pricing transparency helps you plan effectively and avoid surprises during your Salesforce journey. Conclusion Selecting the right Salesforce Cloud Solutions Partner is a critical decision that can profoundly impact your business’s efficiency and growth. By focusing on expertise, customization, integration, and support, you can ensure a smooth Salesforce implementation that maximizes your investment. A trusted partner doesn’t just implement Salesforce; they become an integral part of your success, helping you scale confidently and adapt to future challenges. For tailored guidance on selecting the ideal Salesforce partner or learning more about best practices for Salesforce CRM implementation, explore our detailed insights and resources. Make an informed choice and set your organization up for long-term success with Salesforce. 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 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 end to end

From CRM to End-to-End Platform

Transform Your Perspective: From CRM to End-to-End Platform Unleash the power of Salesforce to supercharge your Sales and Service teams. “To sell, you must be your own customer. If it works for you, it’ll work for others as well.” This philosophy drives us to share how you can elevate your Salesforce implementation to unlock its full potential. Our expertise, honed through diverse projects and use cases, has equipped us with strategies to tackle today’s challenges effectively. If you’ve ever felt like your Salesforce platform has untapped potential, you’re not alone. Many organizations encounter roadblocks that limit adoption and the full utilization of cloud solutions. But it’s time to change that. Here are three strategies to help you transform your Sales Cloud and Service Cloud, maximizing their value and creating a competitive edge. 1. Maximize Your Salesforce License: Do More with What You Have Have you explored all that Salesforce has to offer? Start by examining the manual or repetitive processes in your organization—things like spreadsheets or outdated workflows that operate outside your core platform. Salesforce provides tools to digitize and optimize these tasks: By digitizing these workflows, you’ll free up your teams to focus on strategic initiatives while also reducing errors and increasing efficiency. 2. Foster a Learning Culture: The Key to Driving Innovation The success of any digital transformation goes beyond technology—it starts with people. Without proper training and an emphasis on learning, even the most advanced platform can fail to deliver. Salesforce’s Trailhead is an excellent resource to cultivate a culture of learning. We recommend these two modules for leaders and teams: Additionally, partnering with experts like Tectonic ensures tailored training and adoption strategies, helping your teams unlock the platform’s full potential. 3. Leverage Data: Unlock Your Organization’s Hidden Gold Your company’s data is one of its most valuable assets, and if you’ve been using Salesforce for years, you may already have a treasure trove of insights waiting to be leveraged. Enter Agentforce, the evolution of Salesforce’s ‘Copilot.’ Powered by AI, Agentforce automates repetitive tasks, enabling your sales and service teams to focus on high-value activities like closing deals and delivering exceptional service. At Tectonic, we specialize in implementing Agentforce seamlessly and at scale. Our expertise ensures that your data is optimized, empowering your business with actionable insights and AI-driven capabilities. The Tectonic Advantage: Expertise Meets Innovation At Tectonic, we blend deep technical expertise in Salesforce with insights gained from countless successful projects. Through our cross-cloud methodology, we bring together ideas from across industries to solve traditional Salesforce implementation challenges and drive innovation. It’s Time to Act… Transform your Salesforce experience from a basic CRM to an end-to-end platform that drives growth and efficiency. Let’s work together to unlock your platform’s hidden potential and empower your teams to achieve more. Ready to redefine your Salesforce journey? Connect with Tectonic today. 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 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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Reasons to Automate Your Sales Commission Process

Reasons to Automate Your Sales Commission Process

Optimizing your sales commission process through automation can create significant efficiencies, reduce errors, and increase team satisfaction across the organization. Sales commission software provides the real-time data and transparency that today’s sales, finance, and revenue operations (RevOps) teams need to keep pace with business growth. Here are four key benefits of implementing automated commission software: 1. Real-Time Visibility into the Commission Process Sales commission software offers instant access to commission data for reps, managers, and executives. This real-time visibility empowers sales reps to stay focused on high-value deals, knowing their commission data is accurate and transparent. Sales managers can use metrics like quota attainment and earned commissions to track team performance and motivate reps effectively. Automating commission tracking also streamlines end-of-month reporting for finance and RevOps, eliminating the need for manual calculations. And with transparent, accessible data, sales reps can trust the accuracy of their earnings without having to double-check formulas or request manual verifications—freeing them to focus on closing more deals. 2. Increased Productivity Across Teams Manually calculating commissions is both time-consuming and prone to errors, which can erode trust and impact productivity across sales, finance, and RevOps. Automating this process reduces human error and saves teams hours of administrative work, allowing them to redirect energy toward business-critical activities. Manual commission management can also limit scalability; each change in team structure or territory often requires a full recalibration in spreadsheets. With automated software, these adjustments are streamlined, allowing for seamless scalability and supporting growth without adding manual overhead. 3. Improved Accuracy in Commission Calculations Replacing unhappy sales reps is costly, and one common cause of dissatisfaction is inaccurate commission calculations. Studies show nearly 90% of spreadsheets contain errors, and in a process as complex as commission calculation, these errors can lead to mistrust and turnover. Automating commissions removes the risk of errors, helping keep reps happy and reducing friction between sales and finance. A reliable, accurate commission process means reps can trust the data, while finance teams can confidently manage compensation without chasing down mistakes. Few things negatively impact employee focus and loyalty than feeling cheated at payday. 4. Enhanced Access to Data and Actionable Insights Sales commission software does more than calculate earnings—it collects and organizes critical data on sales performance. With these insights, organizations can identify areas for improvement, analyze trends, and optimize their sales strategies. Transform Your Organization with Automated Commission Management Automating your sales commission process isn’t just about efficiency—it’s a powerful way to build trust, enable productivity, and make data-driven decisions that drive growth. By leveraging dedicated incentive compensation management tools, you can empower your teams, reduce operational burdens, and maximize the impact of your sales data. 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 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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Provider Hybrid Care Model

Provider Hybrid Care Model

Primary care in the United States urgently needs a redesign, as rural hospital closures and a shortage of providers are severely limiting access for nearly one-third of the population. While advanced technologies like virtual care have helped expand primary care access, there is still a strong preference for in-person visits. To address this, healthcare providers must create a hybrid care model that integrates both virtual and in-person services to better meet patient needs. Hackensack Meridian Health, a New Jersey-based health system, has embraced an AI-based solution to establish this hybrid care model. Through a partnership with K Health, the system aims to create a seamless patient journey that fluidly transitions between virtual and in-person care as needed. According to Dr. Daniel Varga, chief physician executive at Hackensack Meridian Health, the need for this partnership became apparent during the COVID-19 pandemic, which disrupted in-person care across New Jersey. “Before the pandemic, we did zero virtual visits in our offices,” Varga said. “By early 2020, we were doing thousands per day, and we realized there was real demand for it, but we didn’t have the skill set to execute it properly.” With the support of K Health, Varga believes the health system now has the technology and expertise to integrate AI-driven virtual care into its network of 18 hospitals. However, successful implementation requires overcoming technology integration challenges. The AI-Powered Virtual Care Solution The partnership between Hackensack Meridian Health and K Health has two key components, Varga explained. The first is a 24/7 AI-driven virtual care service, and the second is a professional services agreement between K Health’s doctors and the Hackensack medical group. The AI system used in the virtual care platform is built to learn from clinical data, distinguishing it from traditional symptom-checking tools. According to K Health co-founder Ran Shaul, the AI analyzes data from patients’ EHRs and symptom inputs to provide detailed insights into the patient’s health history, giving primary care providers a comprehensive view of the patient‘s current health concerns. “We know about your chronic conditions, your recent visits, and whether you’ve followed up on key health checks like mammograms,” Shaul explained. “It creates a targeted medical chart rather than a generic symptom analysis.” In addition, K Health’s virtual physicians and Hackensack Meridian’s medical group are integrated, sharing the same tax ID and EHR system, which ensures continuity of care between virtual and in-person visits. Varga highlighted that this integration allows for seamless transitions between care settings, where virtual doctors’ notes are readily available to in-person providers the following day. “If a patient sees a virtual doctor at 2 a.m., I have the 24/7 notes right in front of me the next morning in the office,” Varga said. The service is accessible to all patients, including new patients and those recently discharged from Hackensack Meridian Health’s inpatient services who require follow-up care. Overcoming Challenges in Implementation Deploying an AI-driven virtual care system across 18 hospitals presents significant challenges, but Hackensack Meridian Health has developed several strategies to ensure smooth implementation. First, the health system provided training to all 36,000 team members to familiarize them with the platform. Additionally, a dedicated team was created to enhance collaboration between the traditional medical group and the virtual care team. One major focus was connecting hospitals and 24/7 virtual care services to ensure continuity of care for patients leaving emergency departments or being discharged from inpatient care. “Many patients don’t have a primary care doctor when they leave the hospital,” Varga explained. “With this virtual service, we can immediately book a virtual appointment for them before they leave the ED.” Provider Hybrid Care Models provide better patient care, follow-up, and outcomes. The system also offers language accessibility, with patients able to interact with the platform in Spanish and request Spanish-speaking clinicians. This feature is part of the health system’s broader strategy to break down barriers to care access and improve health equity. Improving Access and Health Equity-Provider Hybrid Care Model Shaul noted that the convenience of scheduling virtual appointments at any time helps patients who would otherwise struggle to see a doctor due to work schedules or long travel distances. The virtual care service also addresses the needs of patients with limited English proficiency, allowing them to access care in their native language. By connecting patients who lack a usual source of care with primary care providers through the virtual platform, Hackensack Meridian Health aims to close care gaps. Access to primary care is critical for improving health outcomes, yet the number of Americans with a regular source of care has dropped by 10% in the past 18 years. This decline disproportionately affects Hispanic individuals, those with lower education levels, and the uninsured. Varga emphasized that the virtual care service aligns with Hackensack’s goal of meeting patients where they are—whether virtually, in their hospitals, or at brick-and-mortar medical offices. “The reason we have such a geographically diverse spread of sites is that we believe in meeting patients where they are,” Varga said. “If that means a virtual visit, we’ll meet them there. If it means the No. 1 ranked hospital in New Jersey, we’ll meet them there. And if it’s a medical office, that’s where we’ll meet them.” Salesforce and Tectonic can help your provider solution offer the same diversity. Contact us today! Heath and Life Sciences are winning a competitive edge with Salesforce for better patient outcomes. 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to

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Slack User Personas

Slack User Personas

A research team at Slack recently surveyed 5,000 full-time desk workers to understand what drives their use of AI-enhanced workplace tools. They found that people typically fall into one of five distinct personas, as identified by Slack’s Workforce Lab: What’s fascinating about this approach is how it aligns with the concept of managing people through “employee personas.” If you’re unfamiliar, workforce platform Envoy defines employee personas as “semi-fictional characters that represent the behaviors, needs, and preferences of a group of employees,” based on data and interviews. These personas help organizations tailor communications, plan training, and develop career paths, offering a data-driven approach to workforce management. Slack has extended this framework to AI adoption strategies. As reported by HR Dive, Christina Janzer, Slack’s SVP of research and analytics, noted during a press call that AI adoption is complex, with individuals experiencing it differently. She suggested that understanding employees’ emotional responses to AI could help predict whether they’ll experiment with or avoid the technology. This research mirrors the approach of the Slack-backed Future Forum, which surveyed 10,000 global workers each quarter on topics like flexibility, burnout, and hybrid work. Slack’s Workforce Lab takes a similar approach but focuses on productivity and employee experience across desk workers globally, including those at Slack, Salesforce, and beyond. The release of this report on AI personas—complete with a quiz—continues this work by asking how management can foster effective AI adoption. It’s crucial to note that personas aren’t fixed; people’s attitudes and enthusiasm for AI can evolve with experience. If Slack’s findings reflect broader trends, only a third of employees are truly excited about AI, with the rest hesitant or disengaged. A future challenge for Slack Workforce Lab may be uncovering what can motivate the remaining personas to embrace AI. 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 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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Latest on AI, CRM, and Data Innovations

Latest on AI, CRM, and Data Innovations

What’s Happening at Salesforce? The Latest on AI, CRM, and Data Innovations OneMagnify and CX Today have collaborated to explore the latest advancements in AI, CRM, and data at Salesforce. The Salesforce suite is evolving rapidly, driven by the emergence of generative AI, large language models, and increasingly diverse customer demands. Discover how Salesforce is adapting to this dynamic landscape, what the future holds for the industry giant, and how business leaders can maximize the potential of the Salesforce platform. Adam MacDonald, a Salesforce Solution Engineer at OneMagnify, emphasizes, “Organizations often struggle with Salesforce implementation when they fail to align internally and address data silos as the first step in their digital transformation. Defining the solution with the end goal in mind, while allowing for quick, focused wins, is a solid strategy for securing the long-term organizational buy-in essential for successful implementation.” 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 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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Benioff Excited About AI

Benioff Excited About AI

Salesforce CEO Marc Benioff recently critiqued Microsoft for overhyping the capabilities of its Copilot AI tool, arguing that the tech giant has done a “tremendous disservice” to the industry. In a Rapid Response interview with Bob Safian, Benioff emphasized that Salesforce’s Agentforce is “what AI was meant to be.” More excited than ever, he sees Agentforce as a technology poised to transform industries in ways comparable to past cloud, mobile, and social revolutions. Benioff Excited About AI. Reflecting on Dreamforce 2024Benioff called this year’s Dreamforce the most significant yet. With 45,000 attendees and millions joining online, Agentforce took center stage, allowing users to build their own AI agents firsthand. This hands-on experience was vital, he said, to clear up misconceptions caused by overpromised AI products. Salesforce already handles trillions of AI transactions through its Einstein platform, but Benioff believes Agentforce represents a groundbreaking shift in enterprise AI. Agentforce vs. Copilot: A Clear DifferenceBenioff drew a sharp contrast between Agentforce and Microsoft’s Copilot, comparing the latter to the infamous Microsoft Clippy. According to Benioff, Copilot often fails to deliver meaningful results, creating confusion and dissatisfaction among customers. In contrast, Agentforce is set to deliver powerful outcomes by connecting customers, raising revenues, and augmenting employees. He anticipates that within a year, Salesforce will operate over a billion AI agents worldwide. Benioff Excited About AI. Benioff Excited About AI Agentforce’s Real-World ImpactSharing a story from the healthcare sector, Benioff illustrated how Agentforce has resolved over 90% of patient inquiries and scheduling needs for one large provider, enabling rapid and meaningful interactions. He foresees similar applications across media, finance, and travel, as Agentforce helps industries implement AI-driven agents with high success rates. Scheduled to go live on October 25, Agentforce is expected to be adopted by hundreds of thousands of companies. MIT IDE Annual Conference Insights: AI’s Potential and ChallengesWhile businesses explore AI’s possibilities, researchers at MIT’s Initiative on the Digital Economy (IDE) are investigating the complexities and ethical considerations of AI. At the 2024 MIT IDE Annual Conference, findings on AI’s influence on various domains were presented, with highlights including: These MIT findings highlight both the immense promise and the challenges AI presents, as companies like Salesforce aim to harness AI’s true potential while navigating ethical and practical concerns. 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 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 Success Story

Case Study: Children’s Hospital Use Cases

In need of help to implement requisite configuration updates to establish a usable data model for data segmentation that supports best practices utilization of Marketing Cloud features including Contact Builder, Email Studio and Journey Builder.

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Generative AI and Patient Engagement

Generative AI and Patient Engagement

The healthcare industry is undergoing a significant digital transformation, with generative AI and chatbots playing a prominent role in various patient engagement applications. Technologies such as online symptom checkers, appointment scheduling, patient navigation tools, medical search engines, and patient portal messaging are prime examples of how AI is enhancing patient-facing interactions. These advancements aim to alleviate staff workload while improving the overall patient experience, according to industry experts. However, even these patient-centric applications face challenges, such as the risk of generating medical misinformation or biased outcomes. As healthcare professionals explore the potential of generative AI and chatbots, they must also implement safeguards to prevent the spread of false information and mitigate disparities in care. Online Symptom Checkers Online symptom checkers allow patients to input their symptoms and receive a list of potential diagnoses, helping them decide the appropriate level of care, whether it’s urgent care or self-care at home. These tools hold promise for improving patient experiences and operational efficiency, reducing unnecessary healthcare visits. For healthcare providers, they help triage patients, ensuring those who need critical care receive it. However, the effectiveness of online symptom checkers is mixed. A 2022 literature review revealed that diagnostic accuracy ranged between 19% and 37.9%, while triage accuracy was higher, between 48.9% and 90%. Patient reception to these tools has been lukewarm as well, with some expressing dissatisfaction with the COVID-19 symptom checkers during the pandemic, mainly when the tools did not emulate human interaction. Moreover, studies have indicated that these tools might exacerbate health inequities, as users tend to be younger, female, and more digitally literate. To mitigate this, developers must ensure that chatbots can communicate in multiple languages, replicate human interactions, and escalate to human providers when needed. Self-Scheduling and Patient Navigation Generative AI and conversational AI have shown promise in addressing lower-level patient inquiries, such as appointment scheduling and navigation, reducing the strain on healthcare staff. AI-driven scheduling systems help fill gaps in navigation by assisting patients with appointment bookings and answering logistical questions, like parking or directions. A December 2023 review noted that AI-optimized patient scheduling reduces provider time burdens and improves patient satisfaction. However, barriers such as health equity, access to broadband, and patient trust must be addressed to ensure effective implementation. While organizations need to ensure these systems are accessible to all, AI is a valuable tool for managing routine patient requests, freeing staff to focus on more complex issues. Online Medical Research AI tools like ChatGPT are expanding on the “Dr. Google” phenomenon, offering patients a way to search for medical information. Despite initial concerns from clinicians about online medical searches, recent studies show that generative AI tools can provide accurate and understandable information. For instance, ChatGPT accurately answered breast cancer screening questions 88% of the time in one 2023 study and offered adequate colonoscopy preparation information in another. However, patients remain cautious about AI-generated medical advice. A 2023 survey revealed that nearly half of respondents were concerned about potential misinformation, and many were unsure about the sources AI tools use. Addressing these concerns by validating source material and providing supplementary educational resources will be crucial for building patient trust. Patient Portal Messaging and Provider Communication Generative AI is also finding its place in patient portal messaging, where it can generate responses to patient inquiries, helping to alleviate clinician burnout. In a 2024 study, AI-generated responses within a patient portal were often indistinguishable from those written by clinicians, requiring human editing in only 58% of cases. While chatbot-generated messages have been found to be more empathetic than those written by overworked providers, it’s important to ensure AI-generated responses are always reviewed by healthcare professionals to catch any potential errors. In addition to patient engagement, generative AI is being used in clinical decision support and ambient documentation, showcasing its potential to improve healthcare efficiency. However, developers and healthcare organizations must remain vigilant about preventing algorithmic bias and other AI-related risks. 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 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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Telemynd CharmHealth and Salesforce

Telemynd CharmHealth and Salesforce

Telemynd Integrates CharmHealth EHR with Salesforce to Scale Nationwide Care Telemynd, a leading behavioral health practice, has integrated its CharmHealth electronic health record (EHR) system with the Salesforce CRM platform to expand its services nationwide. This integrated tech stack enhances patient experiences, personalizes care, and streamlines clinical workflows across the organization. At the 2024 CharmHealth user conference, Charmalot2024, Roger Murray, Vice President of Product & Marketing at Telemynd, and Venky Chellappa, Vice President of Sales & Marketing at CharmHealth, discussed the partnership’s impact on scaling Telemynd’s operations. Key Takeaways: Partnership Rooted in Pandemic Response The partnership between Telemynd and CharmHealth began during the COVID-19 pandemic, when Telemynd needed to quickly expand its telehealth services. CharmHealth’s technology facilitated this growth, allowing Telemynd to deliver mental health services to thousands of patients across the U.S. through telehealth. “We were figuring it [telehealth] out together,” said Murray, reflecting on how both teams adapted to the rapid changes. Today, Telemynd delivers over 60,000 hours of care annually, serving both military and civilian patients nationwide. Seamless Integration: CharmHealth and Salesforce CharmHealth’s adaptable EHR platform was designed with integration in mind, allowing Telemynd to combine the strengths of Salesforce and CharmHealth. “Salesforce helps us maintain a positive user experience for patients and providers,” explained Murray. “But we wanted to continue using our CharmHealth EHR. We worked to make the interfaces between the two systems bidirectional for a seamless experience.” All clinical activities, including charting, notes, and revenue cycle management (RCM), take place in CharmHealth, while patient engagement, follow-ups, and outcomes reporting happen through Salesforce. The integration was achieved by enabling the necessary APIs for a smooth flow of information. Chellappa emphasized the collaboration’s success: “We made a commitment to Roger and his team to support them. When they succeed, we succeed.” Mutual Growth Through Partnership This collaboration has extended beyond Salesforce integration, with many solutions developed for Telemynd influencing CharmHealth’s broader product development. Though the API functionality remains proprietary to Telemynd, the insights gained have driven improvements to CharmHealth’s EHR platform. Murray highlighted the strength of the partnership, noting, “The same engineering team at CharmHealth has worked with us for years. Their commitment to our growth has been invaluable.” As a result of this partnership, Telemynd has rapidly expanded its reach, showcasing how mental health services can be scaled effectively. Both companies credit their ongoing collaboration and open communication as key drivers of their mutual success. 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 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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AI Revolution in Government

AI Revolution in Government

The AI Revolution in Government: Unlocking Efficiency and Public Trust As the AI boom accelerates, it’s essential to explore how artificial intelligence can streamline operations for government and public sector organizations. From enhancing data processing to bolstering cybersecurity and improving public planning, AI has the potential to make government services more efficient and effective for both agencies and constituents. AI Revolution in Government. The Role of AI in Public Sector Efficiency AI presents significant opportunities for government agencies to optimize their operations. By integrating AI-driven tools, public agencies can improve service delivery, boost efficiency, and foster greater trust between the public and private sectors. However, with these advancements comes the challenge of bridging the AI skills gap — a pressing concern as organizations ramp up investments in AI without enough trained professionals to support its deployment. According to a survey by SAS, 63% of decision-makers across various sectors, including government, believe they lack the AI and machine learning resources necessary to keep pace with the growing demand. This skills gap, combined with rapid AI adoption, has many workers concerned about the future of their jobs. Predictions from Goldman Sachs suggest that AI could replace 300 million full-time jobs globally, affecting nearly one-fifth of the workforce, particularly in fields traditionally considered automation-proof, such as administrative and legal professions. Despite concerns about job displacement, AI is also expected to create new roles. The World Economic Forum’s Future of Jobs Report estimates that 75% of companies plan to adopt AI, with 50% anticipating job growth. This presents a crucial opportunity for government organizations to upskill their workforce and ensure they are prepared for the changes AI will bring. Preparing for an AI-Driven Future in Government To fully harness the benefits of AI, public sector organizations must first modernize their data infrastructure. Data modernization is a key step in setting up a future-ready organization, allowing AI to operate effectively by leveraging accurate, connected, and real-time data. As AI automates lower-level tasks, government workers need to transition into more strategic roles, making it essential to invest in AI training and upskilling programs. AI Applications in GovernmentAI is already transforming various government functions, improving operations, and meeting the needs of citizens more effectively. The possibilities are vast: While AI holds immense potential, its successful adoption depends on having a digital-ready workforce capable of managing these applications. Yet, many government employees lack the data science and AI expertise needed to manage large citizen data sets and develop AI models that can improve service delivery. Upskilling the Government Workforce for AI Investing in AI education is critical to ensuring that government employees can meet the demands of the future. Countries like Finland and Singapore have already launched national AI training programs to prepare their populations for the AI-driven economy. For example, Finland’s “Elements of AI” program introduced AI basics to the public and has been completed by over a million people worldwide. Similarly, AI Singapore’s “AI for Everyone” initiative equips individuals and organizations with AI skills for social good. In the U.S., legislation is being considered to create an AI training program for federal supervisors and management officials, helping government leaders navigate the risks and benefits of AI in alignment with agency missions. The Importance of Trust and Data Security As public sector organizations embrace AI, trust is a critical factor. AI tools are only as effective as the data they rely on, and ensuring data integrity, security, and ethical use is paramount. The rise of the Chief Data Officer highlights the growing importance of managing and protecting government data. These roles not only oversee data management but also ensure that AI technologies are used responsibly, maintaining public trust and safeguarding privacy. By modernizing data systems and equipping employees with AI skills, government organizations can unlock the full potential of AI and automation. This transformation will help agencies better serve their communities, enhance efficiency, and build lasting trust with the people they serve. The Future of AI in Government The future of AI in government is bright, but organizations must take proactive steps to prepare for it. By unifying and securing their data, investing in AI training, and focusing on ethical AI deployment, public sector agencies can harness AI’s power to drive meaningful change. Ultimately, this is an opportunity for the public sector to improve service delivery, support their workforce, and build stronger connections with citizens. 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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Discharge Planning

Discharge Planning

Discharge planning is crucial for smoothly transitioning patients from hospital care to the next stage of their recovery. This process requires collaboration among patients, caregivers, and providers to create a personalized plan that ensures continuity of care after hospitalization. Effective discharge planning must consider the patient’s care needs, preferences, and concerns. When done well, it helps prevent readmissions and alleviates strain on both patients and hospitals. However, balancing clinical judgment with patient data can challenge care teams already burdened with heavy workloads. Jean Halpin, COO at Grant Medical Center, shared how the organization has integrated AI tools to predict discharge dates and automate parts of the discharge planning process, helping to streamline patient care. Challenges of Effective Discharge Planning Halpin emphasized that a streamlined discharge process is essential for reducing wait times and improving patient engagement. Yet, various factors influence how quickly patients are discharged, particularly in emergency rooms where delays can affect overall patient flow. “Most of the wait time we experience as patients boils down to a lengthy discharge process that isn’t effectively moving patients,” Halpin explained. “It’s a domino effect. Someone waiting in the ER for a bed is delayed because another patient hasn’t been discharged when they should have been.” To address these inefficiencies, Grant Medical Center implemented the Qventus Inpatient Solution. This tool integrates with electronic health records (EHRs) to analyze patient data—such as clinical notes, history, and labs—and provides recommendations on discharge timing. These insights have helped reduce ER wait times and improved patient flow. Integrating AI into Clinical Workflows Adopting AI in healthcare comes with integration challenges, particularly ensuring that tools enhance, rather than hinder, clinicians’ workflows. Halpin noted that the Qventus tool minimizes disruptions by seamlessly pulling EHR data to generate an estimated discharge date, allowing care teams to focus on patient care without extra administrative burdens. “As a patient’s health changes, the [discharge] date can fluctuate, but AI uses its data to predict the most accurate day based on similar cases,” Halpin explained. “The care teams can then review the date and determine whether they agree, without having to sift through records to develop their own recommendation.” Halpin also highlighted the value of AI in reducing the administrative load. Tasks like coordinating discharges to rehab facilities, ordering tests, and prescribing medication consume significant time, and automating these functions allows care teams to focus more on direct patient care. Embracing AI to Alleviate Healthcare Worker Burdens For healthcare systems adopting AI, accurately assessing its impact is critical. At Grant Medical Center, leadership is measuring success by evaluating employee satisfaction, patient outcomes, and administrative improvements—such as time and cost savings. “By improving our patient flow, we reduced unnecessary stays by nearly 1,400 days. Patients are happy to go home on time, and our care teams can focus on working at the top of their license,” said Halpin. Despite the benefits, Halpin stressed that implementing AI requires thoughtful onboarding to ensure staff are comfortable with the new tools. Training and support are key to making the transition seamless and enabling teams to see how AI can enhance their workflows. “Health system leaders should embrace advancements that help alleviate burdens for workers,” she said. “Once teams understand the tool, they can prioritize patient care while AI handles the time-consuming admin tasks.” Halpin concluded that embracing AI in discharge planning not only improves operational efficiency but also empowers healthcare teams to deliver better, more focused 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 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 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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