Healthcare organizations and nonprofits often struggle with manual tasks that drain time and resources from their core mission. Many have Salesforce in place but find it hard to use for efficient automation, turning a potential tool into a frustration. Let’s dive into how you can streamline workflows to focus on what matters most: serving patients Continue reading

Healthcare organizations and nonprofits deal with mountains of unstructured data, from clinical notes to patient feedback and donor messages. This information holds immense value, but it’s often locked away, hindering insights and wasting the potential of Salesforce tools. Natural Language Processing, or NLP, changes that. It turns raw, messy data into clear, actionable insights right Continue reading

Fundraising for healthcare and nonprofit organizations is changing fast. Basic CRM tools aren’t enough anymore. To drive real results and achieve solid returns, you need to go beyond standard Salesforce features. More nonprofits are adopting AI to simplify operations, analyze data, and connect with donors in personalized ways. This guide offers a practical plan to Continue reading

Patient journey mapping is a vital tool for healthcare and nonprofit organizations looking to strengthen engagement and streamline operations. By mastering this approach, you can improve patient outcomes, build stronger relationships with constituents, and achieve noticeable gains in efficiency. This guide walks you through using Salesforce to create and apply patient journey mapping strategies that Continue reading

Healthcare and nonprofit organizations depend on Salesforce for vital tasks like coordinating patient care and managing donor relationships. Yet, many admins and IT teams face a sneaky issue that can disrupt their efforts: API call limits. Exceeding these limits can halt patient scheduling, block donor transactions, break EHR integrations, and mess up compliance reporting or Continue reading

Healthcare and nonprofit organizations often struggle with complex operational workflows, from patient services and equipment orders to donation processing and volunteer coordination. Salesforce Order Management (SOM) offers a practical way to address these challenges, improving efficiency, stakeholder experiences, and data accuracy. This guide helps decision-makers understand how SOM can support their goals in these critical Continue reading

Managing data growth in healthcare and nonprofit organizations using Salesforce is both a challenge and an opportunity. A strong Data Lifecycle Management (DLM) strategy is now a key priority, not just a technical task. It ensures compliance, controls costs, and sets the stage for AI-driven insights. This guide offers CIOs, COOs, and CRM leaders a Continue reading

Healthcare and nonprofit organizations often struggle with operational inefficiencies and data gaps due to disconnected ERP and CRM systems. Integrating these systems using a platform like Salesforce provides a unified view of constituents, streamlines processes, improves data accuracy, and supports better decision-making. This approach can directly enhance patient care and donor management. Why Disconnected Systems Continue reading

CRM Campaign Management is a key strategy for healthcare and nonprofit organizations looking to get the most out of their Salesforce platform. This guide walks you through a practical approach to design, launch, and refine campaigns in Salesforce that boost patient connections, strengthen donor ties, and deliver real results for your organization. As we head Continue reading

Are you getting the most out of your Salesforce CRM? For healthcare and nonprofit leaders managing mid-market to enterprise organizations, your sales pipeline isn’t just a tool, it’s a key driver of patient engagement, donor relationships, and operational success. This guide offers practical steps to turn Salesforce into a proactive system using AI insights, automation, Continue reading