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.
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.
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…
Video Demo: monday.com Healthcare Provider Solution

Watch our solution demo to see how you can utilize our monday.com Healthcare Provider Solution to streamline your business needs.
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.
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.
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: Tebra to monday.com

Watch our integration demo to see how you can seamlessly share data between monday.com CRM and Tebra EHR.
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.
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: Capital Equipment Management with monday.com

integration expertise, contact us
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 […]
CopperHill and monday.com Announce Strategic Partnership to Drive Innovation Across Healthcare and Life Sciences Sector

CopperHill and monday.com, the multi-product platform that runs all core aspects of work, announced a partnership to accelerate innovation within the healthcare and life science sector. monday.com’s award-winning partner program has been recognized globally for its commitment to fostering growth and success among its partners.
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.
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…
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.
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.
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.
Salesforce Health Cloud can help you deliver the best experience for your patients, partners, and customers. Read more to learn about the benefits of upgrading to Health Cloud:

Salesforce Health Cloud can help you deliver the best experience for your patients, partners, and customers. Read more to learn about the benefits of upgrading to Health Cloud: Migrating to Health Cloud is the ultimate time-saver for you and your company.
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.