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Author: Blayne Smith

How to Deploy Salesforce for MedTech & Digital Health

Salesforce is one of the most powerful platforms available to MedTech and digital health companies — but out of the box, it wasn’t built for your industry. A standard Salesforce deployment works well for a software company with a linear sales cycle.

How to Choose the Right Integration Method for Your Business

Every growing business eventually hits the same wall: your systems don’t talk to each other. Your CRM has customer data. Your ERP has order and inventory data. Your EHR has clinical data. Your billing platform has financial data. And somewhere in between, your team is manually copying information from one system to another, reconciling discrepancies, and filling gaps with spreadsheets.

Salesforce Health Cloud for Providers: Why the Right Implementation Partner Changes Everything

Salesforce Health Cloud is one of the most powerful platforms available to healthcare organizations today — but only when it’s implemented correctly. Whether you’re a hospital executive modernizing patient engagement, a private practice owner looking to streamline care coordination, or an IT leader tasked with integrating your clinical systems, the consultant you choose to implement Salesforce Health Cloud will determine whether your investment transforms your organization — or creates expensive technical debt.

Marketing Cloud: Understanding the Impact of the Urgent Security Fix

The digital marketing landscape is in constant flux, and security is always top of mind. Recently, Salesforce implemented an urgent security update within Marketing Cloud Engagement (SFMC) that, while essential for protecting customer data, has created an urgent challenge for digital teams: fixing l

Video Demo: monday.com AIR Scheduler Resource Management

Watch our solution demo to see how you can utilize our monday.com AIR Scheduler App to manage your resources.\u00a0\nIf this demo appears blurry: increase the Quality to 1080p+ by hovering over the playing video and clicking the gear icon.\nTo learn more about our\u00a0monday.com expertise,\u00a0please\u00a0contact us!\u00a0\n…

Enhancing Patient Experiences Through Integration and AI

A Blueprint for Modern Healthcare In the dynamic world of healthcare, the patient experience has emerged as a critical differentiator, extending far beyond clinical outcomes. Today, it encompasses every interaction a patient has with a healthcare system — from the initial phone call to post-visit follow-ups. Unfortunately, this journey is often marred by fragmented systems, […]

Video Demo: NHF monday.com

Watch this video to see how monday.com CRM can improve your patient care. This is a recent example of the work we did for a nursing home facility, responsible for 35+ provider locations.

Integration Demo: QuickBooks to monday.com CRM

Watch our integration demo to see how you can seamlessly share data between monday.com CRM and QuickBooks. See how this integration syncs products, invoicing, commissions, and billing in both monday.com and QuickBooks.

CopperHill Announces Tyler Wax as CEO

CopperHill is thrilled to announce strategic changes to its leadership team. Tyler Wax has been appointed Chief Executive Officer, succeeding Andrew Vose, who has transitioned to the role of Chief Financial Officer. This realignment is designed to enhance collaboration across sales, delivery, and development efforts, driving the company’s continued innovation and market expansion. CopperHill thanks […]

Video Demo: monday.com Work Management

Watch this demo to see how a digital marketing agency utilizes monday.com Work Management to improve collaboration and visibility. See how we implemented RFP Tracker, Upcoming Campaign Visibility, and Custom views for pipeline and bandwidth efficiency.

Successfully Implement Data Governance

This article is part of a featured series highlighting topics from Paul Kukk’s book, Mindful Data Governance and Master Data Management: Building a Solid Foundation for AI. We’ve all heard the horror stories: big data projects failing, data inconsistencies leading to chaos, and vital insights buried in departmental silos.

Integration Demo: Sage ERP to monday.com CRM

If this demo appears blurry: increase the Quality to 1080p+ by hovering over the playing video and clicking the gear icon. Watch our integration demo to see how you can seamlessly share data between monday.com CRM and Sage ERP. See how this integration syncs account creation, billing, and payment in both monday.com and Sage. To […]

Integration, Clean Data, and AI: The Cornerstones of Success

In today’s rush to embrace Artificial Intelligence (AI), many organizations jump straight to implementing models and algorithms without laying a solid data foundation. However, the true power of AI lies not just in sophisticated technology, but in the quality and accessibility of the data that fuels it.

Integration Demo: Salesforce Sales Cloud to monday.com Work OS

Watch our integration demo to see how you can seamlessly share data betweenmonday.comWork OS and Salesforce Sales Cloud. Eliminate swivel chair activitiesacross your sales, service, and project management teamsthrough this bi-directional integration.

Integration Demo: monday.com to Salesforce

Watch our integration demo to see how you can seamlessly share data from monday.com to Salesforce Service Cloud and vice versa. Enable collaboration, enhance transparency, and eliminate swivel chair activities for your account managers and service agents through this bi-directional integration.

An All-Encompassing Guide to Salesforce Agentforce

CopperHill is a proud Salesforce Partner! Salesforce Dreamforce 2024 introduced a wealth of new information, emerging technologies, and exciting product announcements. The standout topic of conversation is Salesforce Agentforce. However, like any new product, understanding what it is and how it can be used can be challenging. CopperHill is here to help, we pulled together our notes for an all-encompassing guide to Salesforce Agentforce.

Integration Demo: Lab Orders & Patient Management with monday.com

If this demo appears blurry: increase the Quality to 1080p+ by hovering over the playing video and clicking the gear icon. Watch our video demo to see how you can seamlessly share data across monday.com to receive orders, create new patients, and manage Lab Orders via integrations with LIMS and Specialty Pharmacies. Track and Update […]

Video Demo: Patient Intake with monday.com

Watch our video demo to see how you can seamlessly share data across monday.com to elevate patient care and simplify the patient intake and admissions processes. This reduces administrative burdens, eliminates duplicative tasks, and saves time for admission coordinators and clinicians.

Integration Demo: Referral management with monday.com

If this demo appears blurry: increase the Quality to 1080p+ by hovering over the playing video and clicking the gear icon. Watch our integration demo to see how you can seamlessly share data across monday.com to elevate patient care and simplify the referral management process. This reduces administrative burdens, eliminates duplicative tasks, and saves time […]

Veeva CRM or Salesforce Life Sciences Cloud?

Starting in 2025, Veeva Systems is removing its CRM product from the Salesforce platform, offering it as a new product on the Veeva Cloud. This means existing Veeva CRM customers have two options: Stay with Veeva and migrate to a brand new CRM platform on Veeva Systems Move to Salesforce Life Sciences Cloud and maintain […]

Integration Demo: Patient Intake – Salesforce & AdvancedMD

Watch our integration demo to see how you can seamlessly share data across Salesforce and AdvancedMD to elevate patient care and simplify the patient intake and admissions processes. This reduces administrative burdens, eliminates duplicative tasks, and saves time for admission coordinators and clinicians.

Mastering Interoperability: The MuleSoft Advantage

In the Healthcare and Life Sciences industry, a company can rarely utilize one transactional system to effectively run its entire business. Most companies rely on three or more systems, this can include a CRM, EMR/EHR, Financial Software, and a Data Warehouse or Lake, to support various tasks and teams.

Integration Demo: Patient Intake through Salesforce and Kipu Health

  If this demo appears blurry: increase the Quality to 1080p+ by hovering over the playing video and clicking the gear icon. Watch our integration demo to see how you can seamlessly share data across Salesforce and Kipu Health to elevate patient care. This reduces administrative burdens, eliminates duplicative tasks, and saves time for admission […]

Want AI Success in Healthcare? Why Clean Data is Critical

Artificial Intelligence (AI) is becoming a popular necessity. From improving operational efficiency, automating marketing efforts to providing invaluable insights, Healthcare organizations are striving to harness the power of AI.

Volunteer Work: RMHC

We had the opportunity to volunteer with Salesforce in Atlanta, GA to help the Ronald McDonald House Charity support families in need. Working alongside the Salesforce Solution Engineering team, our combined effort involved donating supplies and assembling essential laundry kits to support families…

Enhance Interoperability and Extend Functionality

Improve operational efficiency and patient care Integrating Homecare Homebase, a comprehensive home care management platform, with other transactional systems like Salesforce. By leveraging this integration, organizations can gain interoperability through enhanced notification functionality, automations, transformations, and reporting capabilities, leading to improved operational efficiency and better patient care.

Volunteering with MY BLOCK MY HOOD MY CITY and Salesforce

CopperHill volunteered with Salesforce to support MY BLOCK MY HOOD MY CITY (MBMHMC). MBMHMC is dedicated to providing opportunities for others to step outside their comfort zone and explore new communities, cultures, and cuisines in an effort to gain a greater understanding of the world.

Forget Me Not Farm 2023!

We could never forget our second visit to Forget Me Not Farm!

“We’re proud to continue supporting this great organization with our friends at Salesforce,” says Kevin Kleinman, CopperHill’s VP of Sales and Strategy.

Volunteer Work: FMNF

The Forget Me Not Farm offers animal-assisted therapeutic activities along with horticultural therapy. Their goal is to provide a safe haven for children, animals, and plants to learn and heal.

Case Study: AIR Connect

Implementing Integration using AIR Connect, CopperHill’s own middleware tool, reduced the time it took a Financial Services firm to make third party data available inside Salesforce by over 87%. Access to up-to-date advisor information, transaction details, and investment market values is critical for this Company’s sales team members to do their jobs.

Not Sure How to Connect Your Data? We Recommend a Middleware Tool

We generally recommend using a middleware tool as integration “best practice.” It avoids most of the complexity that can come up during integration projects, including heavy upfront investments, long project timelines, and poorly organized data. Middleware is the most cost-effective way to move and maintain clean, validated data automatically across systems in a timely manner.

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