Healthcare organizations and nonprofits often struggle with delivering great patient care and engaging constituents while handling complex operations. Fragmented data and strict compliance rules make it tough for standard CRM tools to meet these needs. Salesforce Health Cloud offers a focused solution, helping you modernize operations, improve outcomes, and create lasting impact. This guide gives Continue reading

Nonprofit organizations face growing pressure to boost donor engagement and fundraising results while handling complex operational needs. Many invest heavily in Salesforce but struggle to see real value, making the platform feel like a wasted expense instead of a powerful tool. For executive teams, this gap between cost and impact is an urgent issue as Continue reading

Messy data in Salesforce often holds businesses back from making smart decisions. Many organizations, especially in healthcare and nonprofits, struggle with this. In fact, just 32% of companies manage to create a unified view of customer data in Salesforce, leaving most with duplicates, gaps, or outdated records that hurt planning and results. Using tools like Continue reading

Healthcare and nonprofit organizations often struggle to fully utilize Salesforce due to manual processes, data issues, and uncertainty around AI tools. This article highlights the common obstacles these groups face with Salesforce and explains how Equals 11 uses AI-driven strategies to improve efficiency, clarify data, and increase return on investment. Why Salesforce Often Underperforms for Continue reading

Field service operations are no longer just a cost to manage; they’re a key way to stand out, boost customer loyalty, and drive revenue. Salesforce Field Service Management (FSM) offers a powerful set of tools to help mid-market and small enterprises streamline field activities, allocate resources effectively, and deliver standout customer service. Let’s explore how Continue reading

Many healthcare organizations and nonprofits invest in Salesforce but struggle to see the expected results. If your team spends too much time on complex systems, doubts the reliability of data for decisions, or finds advanced features like AI integration challenging, you’re not alone. The issue often lies in the need for tailored optimization and training Continue reading

Effective donor management is now a critical advantage for healthcare and nonprofit organizations. With donor bases shrinking by 19% over the past decade, competition for funding has never been tougher (NetSuite). A strong donor management system isn’t just helpful, it’s vital for survival and growth. Salesforce offers a powerful platform to meet these needs with Continue reading

Email drip campaigns can be a game-changer for healthcare and nonprofit organizations, helping nurture leads, engage donors, and encourage patient compliance. But many campaigns fall short despite significant effort. The issue often lies in the Salesforce setup driving these efforts, not the strategy or content itself. When campaigns underperform, the impact goes beyond missed targets. Continue reading

Making decisions ahead of time is vital for healthcare and nonprofit organizations. Many groups react to issues like patient no-shows or donor drop-offs instead of preventing them. Salesforce Predictive Modeling uses AI to predict outcomes, helping you use resources wisely, connect personally, and streamline operations. Let’s explore how this tool can shift your approach from Continue reading

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