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.
If you’re investing in Salesforce, your consultant can make or break your ROI
Salesforce is the world’s #1 CRM platform — but even the most powerful software delivers poor results when it’s poorly implemented. That’s why choosing the right Salesforce consultant is one of the most important decisions your business will make.
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…
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: 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 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: 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.
Video Demo: Capital Equipment Management with monday.com
integration expertise, contact us
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: 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 […]
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.
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.
Partnership Announcement: AdvancedMD Medical Software – CopperHill
AdvancedMDpartnered with CopperHill to simplify integrations and enable interoperability. Through this partnership, we developed anAdvancedMD Integration Accelerator.
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.
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.
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.