Healthcare providers and nonprofits often pour resources into Salesforce to handle patient and donor relationships, yet many find their lead qualification processes falling short. This can lead to wasted time and missed chances. Mid-market healthcare organizations lose potential patients due to slow responses, while nonprofits miss out on key donors because of gaps in their Continue reading

Manual quoting can slow down your sales team and cost you revenue. Many organizations face pricing errors, delayed approvals, and disjointed processes. Studies show that 33% of users deal with configuration and pricing mistakes, while 67% struggle with data issues like fragmentation or poor integration. Let’s explore how to tackle these challenges. Salesforce CPQ (Configure, Continue reading

Healthcare and nonprofit organizations often pour resources into Salesforce, yet many struggle to see real returns. This can result in operational inefficiencies and missed opportunities. Let’s explore these common pain points and show how Equals 11 can turn your Salesforce platform into a valuable tool with targeted expertise and innovative solutions. Stick with us to Continue reading

Healthcare and nonprofit organizations deal with sensitive data like patient health information (PHI) and donor records, where a breach can harm lives, erode trust, and lead to steep penalties. Even with significant investments in Salesforce, many mid-market and small enterprises in these sectors face weak security controls, compliance issues, and risks of unauthorized access to Continue reading

Managing Protected Health Information (PHI) in Salesforce can be challenging for healthcare and nonprofit organizations. Compliance gaps often emerge, posing legal and financial risks. A HIPAA compliance audit helps address these risks by securing data, building trust with patients and donors, and ensuring your Salesforce setup supports your goals effectively. This guide walks you through Continue reading

Investing in Salesforce aims to streamline your sales process, yet many teams struggle with unqualified leads while missing high-value prospects. If this sounds familiar, a focused, AI-driven approach can help. By optimizing your Salesforce system, you can prioritize leads with real potential and improve your CRM’s return on investment. Let’s explore how to make this Continue reading

Your Salesforce platform could be a powerful tool for strategic decisions, but only if it delivers clear, actionable insights. Many mid-market and small enterprise organizations find their CRM is more of a data dump than a growth engine. Strategic KPI dashboards can change that by turning raw data into valuable intelligence. This guide covers seven Continue reading

Many healthcare and nonprofit organizations believe piling on Salesforce features will boost value. Yet, this often leads to overwhelmed teams, scattered data, and disappointing returns. Instead of delivering results, the complexity becomes a burden, far from what Salesforce intends to offer. For these sectors, real value comes from a focused strategy. It’s about using tailored, Continue reading

Healthcare organizations deal with rising costs, staff burnout, scattered data, and the constant need to deliver better patient outcomes on limited budgets. Predictive analytics offers a practical way to turn complex healthcare data into clear insights, helping teams make proactive decisions about patient care, operations, and finances. Key issues in 2025 include high operational expenses, Continue reading

Healthcare teams and nonprofits often spend too much time on repetitive tasks or struggle with scattered data in Salesforce. This pulls focus away from patient care or mission goals. Many organizations invest in Salesforce but don’t see the expected returns due to inefficient setups. If this sounds familiar, let’s dive into solutions. Optimizing Salesforce can Continue reading