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.
ERP and CRM Integration: Why It Matters, How It Works, and How to Get It Right

Your ERP knows everything about your operations. Your CRM knows everything about your customers. But if they’re not connected, neither system is telling the full story. For most growing businesses, ERP and CRM platforms are the two most critical systems in the technology stack.
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 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, 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 CRM to AdvancedMD EMR

Watch our integration demo to see how you can seamlessly share data from monday.com to AdvancedMD and vice versa.
Video Demo: Capital Equipment Management with monday.com

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The Importance of Proper Data Management

Our focus onData GovernanceandMaster Data Managementhelps us develop robust data solutions which in return helps our clients: Improve Data Understanding
Integration Demo: Reporting and Scheduling through Salesforce and AdvancedMD

Watch our integration demo to seeSalesforceandAdvancedMDwork together to make scheduling easier for patients, providers, and care coordinators. This video also highlights the benefits of reporting for executive teams looking for improved data visibility.
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…
Prescribing Success: Salesforce Data Cloud Elevates Healthcare for Patients and Providers
Data Cloud brings tremendous benefits to healthcare companies by providing access to valuable data insights, streamlining operations, and promoting innovation through collaboration.
Partnership Announcement: AdvancedMD Medical Software – CopperHill

AdvancedMDpartnered with CopperHill to simplify integrations and enable interoperability. Through this partnership, we developed anAdvancedMD Integration Accelerator.
Salesforce’s Unified Health Scoring: Revolutionizing Healthcare Management
In today’s rapidly evolving healthcare landscape, it’s more important than ever to have an improved understanding of your patients’ health status. However, with so many data points to consider, it can be challenging to paint a complete picture of each patient’s unique health profile.
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.