Healthcare organizations and nonprofits spend significant resources on Salesforce each year, yet many fail to see substantial benefits. Even with access to tools like Einstein Prediction Builder, Next Best Action, and mobile features, too many use Salesforce merely as a data storage system instead of a powerful decision-making tool. This underuse has real consequences. Healthcare Continue reading

Healthcare organizations and nonprofits need data to drive decisions, but standard Salesforce dashboards often miss the mark. They can clutter your view with irrelevant metrics, making it tough to focus on what matters most. This guide breaks down seven vital features of custom Salesforce dashboards to help you gain clarity and make a real difference Continue reading

Many nonprofits believe that acquiring more technology will automatically boost their mission impact. They invest heavily in CRM platforms, AI tools, and digital solutions, expecting big results. But often, these tools become costly disappointments, draining budgets without delivering real change. At Equals 11, we’ve seen that true impact comes from a strategic approach to technology, Continue reading

Dealing with messy Salesforce data can be frustrating for many administrators, IT managers, and RevOps professionals. If your CRM feels more like a burden than a benefit, Salesforce Data Loader can help. This tool allows you to manage data efficiently by handling bulk imports, updates, and exports, even for datasets as large as 150 million Continue reading

Healthcare providers and non-profit organizations often struggle with managing patient relationships, donor engagement, and operational efficiency. Many use Salesforce Service Cloud but find it hard to maximize its value. This guide shows how healthcare and non-profit teams can use Service Cloud to support their missions, improve patient outcomes, and strengthen donor connections with strategic setup, Continue reading

Healthcare and nonprofit organizations pour resources into Salesforce, hoping for clear insights to guide their work. Yet, many end up with cluttered dashboards that don’t deliver, leaving leaders frustrated and questioning the value of their investment. The fix? Optimize your Salesforce dashboards with a focused, data-driven strategy to turn raw numbers into useful, compliance-ready insights Continue reading

Many healthcare and nonprofit organizations invest in Salesforce Sales Cloud, yet often face hurdles like low user adoption, inconsistent data, and limited returns. Despite high costs and expectations, the system may not fully support your goals. Book a consultation with Equals 11 to learn how targeted optimization can make Salesforce a key driver of growth, Continue reading

Healthcare and nonprofit organizations often deal with scattered data across multiple systems. Patient records, donor details, and financial information live in separate places, making it tough to get a clear picture for decision-making. This disconnect slows down processes, misses chances for better engagement, and risks compliance issues. Integrating ERP systems with Salesforce can solve these Continue reading

Many healthcare organizations and nonprofits invest heavily in Salesforce Cloud CRM, yet struggle to see meaningful returns. Data they can’t rely on, manual processes draining staff time, and technology that feels more like a burden than a benefit are common issues. This article cuts through the noise. It highlights real obstacles faced by these sectors Continue reading

Many healthcare organizations and nonprofits rush into Salesforce Einstein AI expecting quick wins, only to face a harsh reality. Most features need extensive setup, customization, and ongoing data work to deliver actual value, as noted in detailed analyses of Einstein’s capabilities. This mismatch between hype and results often leads to “AI theater,” where systems look Continue reading