Prepare for Your Next Open Enrollment Now

Prepare for Your Next Open Enrollment Now

For those of you in the payer space, congratulations! You just recently put to bed the Open Enrollment for 2019. So, how did it go?

At this early point here in 2020, you might be asking yourself several questions, including:

  • What can my company do now to attract new customers for the next Open Enrollment period later this new year?
  • What new tools and processes can we implement in the coming weeks and months that will make our internal operations and systems work more efficiently for the next open enrollment period and beyond?

Your 2020 Focus

As you begin to think about attracting new customers for your next Open Enrollment period later this year, it’s important as a payer that you also focus on guiding members along their entire care journey. Offer them a personalized, relevant, and timely marketing experience. And if you focus on those critical member experiences you are guaranteed that you will be delivering overall member satisfaction as well as retention.

Let’s explore some ways you can accomplish those goals.

Attracting New Customers

If you’re like most payers, you invested heavily in digital ads for the next Open Enrollment period in an effort to attract new customers. Use this time now to look at how your company’s ads performed and then make the necessary adjustments for when your ad campaigns will start later this year.

In evaluating your 2019 ad campaigns for 2020 adjustments, keep these Salesforce suggestions in mind:

  • Use your current member profiles to model the next ideal member. Create look-a-like audiences based on first-party data, as that can have a massive impact on ad spend for the 2020 Open Enrollment period.
  • Consider using a single view of your customers. On average, Salesforce says most marketers use 15 different data sources, yet only 47 percent of marketers say they have a unified view of their customers.
  • Target the right people for programs you want to expand. The goal here is to not miss out on reaching your key employer customers because you didn’t set up the right audiences.
  • Connect your databases with a data marketing platform (DMP), which can help you quickly identify customers and prospects and personalize content for each audience. This unified view will also help you understand who has already seen your content, so you can maximize your ad budget by making sure they don’t see it again.

AdVic Extra: Watch our recent related webinar: “Connecting Data to Transform Payer-Member Relationships”

The Connected Patient Journey

In 2020, your customers – present and future – expect more from you than just transactional emails, they expect a great brand experience. Just as important as your company’s products and services, the brand experience you offer must differentiate you from your competitors.

So, what have you done to establish a great connected patient journey? You know, those seamless customer experiences that go beyond email and happen across other critical touchpoints including mobile, advertising, the web, direct mail, sales, commerce, and service.

And one often neglected, yet important cog in the connected patient journey wheel is onboarding. The Open Enrollment period provides payers a great opportunity to understand what and does not work in the process. As an example, new members will surely have questions about your offerings and helping through the onboarding process goes a long way to keeping them happy enough to stay with you into the next season.

And don’t forget to re-engage with your existing members with your offerings as part of a continued connected journey. Communicate program changes and give them educational materials to make their healthcare journey even more personal and productive. Doing so helps them to feel confident that they are in the right program.

From attracting new customers to creating and implementing connected patient journeys, Salesforce Marketing Cloud for Healthcare Payers can help you accomplish those strategic goals and more. Want to know more? Ad Victoriam’s consulting team is ready – right now – to help you implement your secure and scalable Salesforce CRM for Healthcare solution. We will make sure you are ready to flawlessly execute throughout the 2020 Open Enrollment season later this year and beyond.

 

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Connecting Systems to Unlock Opportunities

Connecting Systems to Unlock Opportunities

When a company experiences rapid growth, often technology platforms are pushed beyond their original capability in an effort to keep pace. This can lead to a tangled web of disconnected systems and, in turn, disconnected processes and data. Twiddy & Company faced this exact situation and engaged Ad Victoriam to help them re-engineer their technology landscape and connect their systems. This successful collaboration has achieved Twiddy’s end goal – unlocking opportunity by creating an integrated view of their customers and gaining the important touchpoints they sought with their guests and homeowners.

The Twiddy Challenge

Twiddy & Company is a family-owned and operated vacation rental management company. They are located in the beautiful Outer Banks of North Carolina. They have been providing quality service and Southern hospitality for over 40 years. Specifically, Twiddy offers over 1,100 vacation rentals throughout the Outer Banks of North Carolina.

Twiddy’s technology challenge centered on having several separate legacy systems that each managed a specific aspect of the business. This forced the company to manually stitch together an aggregated view of their data. That consumed valuable analytical resources and causing loss of productivity. As a result, they were performing many manual processes to make their technology systems work together. This lengthened response times, created missed opportunities and made it harder to communicate efficiently with guests and owners.

The AdVic Solution

After a thorough analysis of Twiddy’s systems, challenges and detailed discussions of their end-state vision for a modern platform, the AdVic consulting team led the implementation of a complete Salesforce solution that included:

  • Salesforce’s Service Cloud and Marketing Cloud in Lightning Experience
  • Integrating Twiddy’s backend reservation system with Service Cloud to create an integrated view of all customer information in one central location
  • Replacing their email request/sales inquiry system with Service Cloud functionality
  • Configuration of objects to capture the required data for analysis
  • Custom-built reports and dashboards for quick access to actionable data
  • Providing end-user and admin training on system maintenance

“AdVic has been a wonderful thought partner. Their entire team has been extremely helpful. They listen to our problems, present solutions, and help us integrate our disparate systems into one comprehensive Salesforce ecosystem. We’re finally implementing what we’ve been dreaming of – one truly integrated technology platform to help us deliver best-in-class Southern hospitality.” Blake Stockslager, CIO, Twiddy & Company

Connected Systems Yield Results

So, with their newly implemented Salesforce system now operational, Twiddy is starting to see results. Marketing Cloud-enabled data segmentation has given them targeted messaging and campaign execution. That eliminated the need for sales to manually aggregate and clean the data. Twiddy has also been able to automate marketing campaigns through the use of Marketing Cloud Journeys, which frees up their marketing team to focus on new, high-value initiatives.

Other highlights of Twiddy’s new, integrated technology platform include:

  • Sales teams can now view and act on marketing campaign information within Sales Cloud making marketing history readily available
  • Data is now captured in new custom objects increasing data visibility and personalized marketing outreach
  • With newly installed Sales Manager Dashboards, sales reps can now view KPI’s so they can better manage and drive top event-related Opportunities.

Is your company not thriving the way you know it should? Are you trying to survive in a disconnected data systems world? Ad Victoriam’s certified Salesforce consultants are ready to remedy that for you. Let’s talk today!

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Field Service Lightning Connects Your Workforce

Field Service Lightning Connects Your Workforce

Salesforce’s Field Service Lightning (FSL) was designed to connect your workforce, enabling them to deliver intelligent and productive on-site services. It allows for faster delivery and smarter and more personalized service from the phone to the field on one platform. But the truth is, FSL does so much more.

Smarter and Faster Service

When it comes to helping your team work smarter, FSL greatly improves not only the customer experience, but you also get more productivity from your field agents on every call. Just think how beneficial it would be for your company if you could locate the closest field agent or technician in proximity to a customer or match them with a representative that has the right skill set to get the job done.

And with the help of equipment and inventory management tools, every field agent can be equipped with the proper tools and sufficient knowledge to get the job done – the first time – to the customer’s satisfaction.

And when it comes to working faster, using FSL’s Einstein-enabled artificial intelligence could, for example, help a dishwasher repairman who needs to replace a water inlet valve to simply snap a picture of the valve, and Einstein will quickly identify the exact product type—saving time for the customer, repairman, and the company.

Manage Jobs 24/7 from Anywhere

Without question, the biggest advantage companies will get from implementing an FSL solution is mobility, 24/7 from anywhere. Premium FSL features that your field agents can bring to their on-site jobs – even without a connection – include:

  • Knowledge articles
  • Real-time collaboration
  • Instant access to job schedules
  • Stock and inventory visibility
  • Barcode scanning in-app
  • Capture signatures digitally in-app
  • Technician-controlled scheduling management

Additionally, using the fully customizable mobile iOS or Android app, your field agents can send geolocation information back to your company’s scheduler, or chat with other company employees. The app also allows agents to take advantage of custom layouts, list views, tailored actions, Salesforce flows, and can even connect to other apps.

FSL in Action

Are you curious to see how FSL works in the field? This Salesforce demo video shows you the connections the tool provides, and how it connects to other Salesforce solutions.

Lastly, read how FSL was a part of a recent Salesforce Service Cloud, Community Cloud, Mobile, and Lightning Experience solution successfully implemented by the Ad Victoriam consulting team, here.

Are you looking to take your company’s field service performance to a new level? Talk with one of Ad Victoriam’s certified Salesforce consultants now by filling in the form below or click here.

 

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Health Cloud: The New Payer Data Model

Health Cloud: The New Payer Data Model

Built on the world’s #1 CRM platform, Salesforce’s Health Cloud solution is quickly becoming the new payer data model. Why? It offers a complete view of members in a single dashboard, driving productivity for service agents and clinical professionals. Simply put, the insurance market is recognizing the urgency that it needs to adapt to today’s smart, data-driven marketplace.

Salesforce® first introduced Health Cloud in 2016 to transform the way healthcare and life sciences organizations connect with patients. In 2019, Salesforce continues to expand the power of Health Cloud with features specifically built for the health insurance industry. This allows companies to engage with both members and providers in smarter and more efficient ways. Here’s how it’s done, including examples of “better outcomes.”

Transforming Business Operations

Health Cloud transforms business operations with an insurance-specific data model that simplifies the integration of systems of record — including benefits, claims, and authorizations — into one place. This drives more productivity for service agents and clinical professionals. With all member information in a single dashboard, payers are able to work faster and smarter. In addition, they better understand each member’s needs. And that includes whether they are in the call center or in the place of service, and from any device.

The Better Outcome: A payer today often needs to log into multiple systems to research different aspects of a member’s claim for an upcoming procedure. With Health Cloud, they can now see all of the member’s prior authorization and information about the procedure in one place. That allows payers to serve both members and providers quickly and efficiently.

Better Streamlined Workflows

Healthcare requests — that might include prior authorizations, admissions, and appeals — can be now be streamlined through guided, collaborative, and measurable workflows directly within Health Cloud. Agents, clinical professionals, and medical directors are able to deliver more personalized and appropriate care in a more cost-effective way.

The Better Outcome: A provider previously treated a member who needed surgery had to submit a prior authorization request to the payer. Often times that meant the provider had limited visibility into its processing. Now, with Health Cloud, the provider and member have the ability to easily view the progression and status of the request. That reduces any stumbling blocks or delays. Once a care request is approved, tasks are triggered automatically for case management based on the diagnosis or service code within Health Cloud.

Strengthen Member Engagement

With Health Cloud, payers can create customizable, interactive and highly personalized digital journeys for members, helping develop stronger relationships by overcoming barriers to care and increasing access to clinical and support services. Members can easily access their insurance plans, receive care alerts via their mobile device and connect with clinical professionals and care managers using email or text messages.

The Better Outcome: A case manager can proactively engage a member to arrange home care, rehab, and follow up hospital visits related to their procedure or service through the member’s preferred form of communication. Doing so advances their goal of driving optimal member outcomes.

Payer Educational Opportunity

Ad Victoriam Health Cloud Webinar

Ad Victoriam recently presented a webinar for payers, “Connecting Data to Transform Payer-Member Relationships,” during which attendees learned:

  • How connected member data can enhance your sales potential and member satisfaction.
  • Ways a modern system user interface can decrease training times and enhance the agent experience – increasing employee engagement.
  • How to invigorate marketing when data is no longer siloed.

Watch the free webinar here.

Interested in learning more about how Salesforce Health Cloud can transform your business operations and increase member engagement? Contact Ad Victoriam’s Health Cloud consultants quickly by filling out the form below or click here.

 

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News from Dreamforce 2019

News from Dreamforce

Was it the Fireside Chat with Salesforce Chairman/Co-CEO Marc Benioff and Apple CEO Tim Cook that was the highlight for you at Dreamforce 2019? Maybe it was the conversation with former President Barack Obama or exhibits you saw in the Dreamforce Campground? Perhaps it was a specific session you attended or Fleetwood Mac’s awesome performance, or even dare we say Ad Victoriam’s “sold-out” Taco Tuesday?

The answer will not be the same for every attendee, but amidst all of that excitement, there was some Salesforce news that came out of Dreamforce that you may have missed, and AdVic has capsulized a few of the highlights for you – as per Salesforce – here.

Introducing Customer 360 Truth

Salesforce Customer 360 is one integrated CRM platform that brings companies and customers together. And now with Customer 360 Truth, companies can unify all of their data across all touch-points so they can build a source of truth about their customers. Customer 360 Truth connects customer data, authenticates identity, governs privacy, segments audiences, and personalizes experiences.

Customer 360 Truth’s featured capabilities include:

  • Customer 360 Data Manager, which connects sales, service, marketing, and commerce customer data into a single global ID to deliver unified cross-channel experiences. With Data Manager, companies always have a complete, up-to-date, contextually relevant profile of every customer.
  • Salesforce Identity for Customers — their authentication service — provides a consistent, secure customer login across a company’s digital properties.
  • Salesforce Privacy and Data Governance provide customers and business users with the ability to manage privacy, consent, and preferences via one single application.
  • Customer 360 Audiences enables companies to capture, unify, activate, and analyze customer data at scale.

Apple and Salesforce Collaborate on the Best Devices for Business

Salesforce’s Marc Benioff and Apple’s Tim Cook spoke extensively about their companies’ strategic partnership (originally announced at Dreamforce ’18) during their opening day Dreamforce Fireside Chat. This strategic partnership strikes again with two exciting flagship apps and the next-generation Salesforce Mobile SDK:

  • The Salesforce Mobile App, powered by AI and reimagined for iOS, delivers a powerful new user experience enabled by Einstein, with advanced analytics and features exclusive to iOS, including Siri shortcuts and Face ID. Download the Salesforce Mobile App on iOS.
  • Trailhead GO, the first-ever mobile app for Trailhead, exclusive to iOS and iPadOS, empowers learners to skill up anywhere and at any time with more than 700 modules covering in-demand business and tech skills. Download the new Trailhead GO app on iOS.
  • The new Salesforce Mobile SDK, optimized for Swift and iOS 13, enables Salesforce developers to quickly build and deploy native Salesforce apps for iPhone and iPad. Get started with the Salesforce Mobile SDK for iOS (8.0 coming in January).

“Hey Einstein” — Salesforce Brings Voice to the Workplace

Salesforce brings powerful voice technology to CRM with Einstein Voice, giving millions of Salesforce users a customized, voice-activated interface for their apps. Here are some upcoming features:

  • Einstein Voice Assistant and Einstein Voice Skills (beta Spring ’20): Salesforce is expanding the Einstein Voice portfolio by introducing Einstein Voice Skills, which allows every Salesforce admin to create custom versions of the Voice Assistant for every user, whether they’re a sales rep, sales manager, service agent, marketer, etc.
  • Einstein Call Coaching (GA Winter ’20): Gain management-level visibility into your sales teams’ conversations through natural language processing that identifies keywords in sales calls so managers can quickly understand trends like a spike in competitor mentions, or best practices from the top performers.
  • Service Cloud Voice (GA Summer ’20): With Service Cloud Voice, telephony will be natively integrated with Service Cloud, allowing Einstein to read keywords from call transcriptions in realtime and serve up the right knowledge articles and next-best actions for agents, reducing time spent on cases.

Salesforce and Amazon Web Services Expand Global Partnership

According to Salesforce, this announcement includes:

Faster, smarter customer service: Salesforce is introducing Service Cloud Voice, a new offering that seamlessly embeds Amazon Connect to provide contact center agents with a complete set of tools in their agent workspace to deliver enhanced customer service support. As part of its Service Cloud Voice offering, Salesforce will now offer Amazon Connect, a simple-to-use cloud contact center service from AWS that makes it easy for organizations to deliver better customer service.

  • Empowering everyone to skill up for the future: AWS and Trailhead are partnering to address the growing technology skills gap. The first step in this partnership is bringing AWS Cloud Practitioner
  • Essentials learning to Trailhead, with additional learning forthcoming.
  • Einstein Voice Skills on Alexa: Salesforce is continuing its commitment to the Voice Interoperability Initiative by exploring ways to integrate Einstein Voice Skills with Amazon Alexa and other voice assistants and devices in the future.

Ad Victoriam’s certified Salesforce consultants are up-to-speed with all of these newly announced services and are ready to discuss how they can help your business starting today! Reach us right now, here.

 

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Sales Cloud Transforms Sales Operations

Sales Cloud Transforms Sales Operations

Roam needed to improve control and management over multi-location meeting room bookings and reporting for their sales operations. Their current management software, Gather, and CRM, InfusionSoft, no longer offered enough flexibility or scalability. Roam needed to transform those legacy systems into a higher level of data visibility to keep pace with their growth.

Atlanta-based Roam, which offers work and meeting solutions in environments designed to facilitate productivity and inspiration, turned to Ad Victoriam Solutions’ certified Salesforce® consultants to do a deep dive and devise a custom solution to drastically improve their key operating procedures.

Ad Vic’s Sales Cloud Solution

Totally on-board with AdVic’s recommendation to implement a Salesforce Sales Cloud solution, integrating their legacy management software and CRM, Roam’s solution included numerous custom upgrades that now allowed them to:

  • Tailor Opportunities enabling team members to evaluate utilization and capacity.
  • Utilize Opportunity and Opportunity Item Levels to calculate charges and to trigger invoicing.
  • Program Utilization Tracker to monitor bookings and to avoid double bookings.
  • Collect contact data allowing for targeted marketing campaigns based on user preferences.
  • Execute marketing campaigns for tracking outreach effectiveness.
  • Create reports and dashboards to highlight bookings, revenue per room, utilization, and more.
  • Enable Chatter to help increase effective and efficient internal communications.

What It All Means

With Roam’s solution set, giving them the greater flexibility and scalability they desired, how, exactly, will they be working more efficiently?

  • They now have an extensive reporting structure providing visibility into booking details, including the number of hours each room is booked, popular days, the percentage rate of bookings per room, and overall room utilization.
  • The sales process is now automated decreasing manual intervention and increasing productivity.
  • Company-wide scheduling access drives booking speed, and customer satisfaction.
  • Enhanced contact data points allow for target marketing, impacting sales.
  • Now with 360-degree reports and dashboard positions, Roam is set for future growth.

If you would like to learn how AdVic has helped other companies with custom Salesforce solutions click here.

Ad Victoriam Solutions is a Salesforce partner, not just another vendor. We learn your business inside-out to provide a successful, long-term solution. Can we design your Salesforce solution? Just complete the form below to find out more, or click here. We’ll get right back to you!

 

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Must-Attend Dreamforce 2019 Sessions

Must-Attend Dreamforce 2019 Sessions

Where to go and what to do is on the minds of many people as they plan their trip to Dreamforce. Since planning is key to maximizing your experience, Ad Victoriam’s Salesforce® consultants recently put together some helpful tips for getting the most out of your upcoming Dreamforce 2019 experience. Now, our team has highlighted a few of the must-attend Dreamforce sessions they believe need to make a part of your schedule.

MuleSoft+Salesforce: Integrate to Transform Customer Experiences

Description:
Today, only 36 percent of organizations believe they provide a connected user experience across channels. The reason is the challenges they face in connecting disparate systems. Learn how MuleSoft® + Salesforce provides a more strategic approach to integration and enables a connected B2C experience across service, sales, marketing and more. Hear from Tyler Tanaka on how Pilot Flying J is building connected experiences with MuleSoft and Salesforce.

Speakers:
– Allegra Margolis, Senior Manager, Product Marketing – Salesforce Go To Market – Salesforce
– Tyler Tanaka, Sr. Director Marketing, Pilot Flying J

Unlock the Back Office with MuleSoft and Salesforce

Description:
To take full advantage of your CRM requires building integrations to connect to many back-office systems such as ERP. Join this demo-led session to learn how MuleSoft can help you integrate Salesforce faster and unlock the back office.

Speakers:
– Ryan Hollander, Salesforce
– Christine Ooley, Salesforce

A Practical Guide to Building a Successful API Strategy

Description:
To build API products and participate in the API economy, organizations must take a logical, methodological, and proven approach to the journey. Join this session to learn the four-stage API strategy blueprint that MuleSoft, in partnership with ProgrammableWeb, has developed to help organizations start their API program and win in the API economy.

Speaker:
– Matt McLarty, MuleSoft, a Salesforce Company

 

Schedule Your One-On-One Dreamforce 2019 Meeting with Ad Victoriam
Going to Dreamforce Nov. 19-22 in San Francisco? The Ad Victoriam team will be there in full force, ready to speak with you one-on-one about your specific Salesforce technology needs. Schedule your meeting with us here.

 

Accelerate eCommerce Innovation with MuleSoft and Commerce Cloud

Description:
Delivering a more unified, reliable, and connected commerce experience is more challenging than ever before, with an average eCommerce implementation requiring more than 10+ systems. In this session, discover how major corporations like Watchbox are accelerating their time to market and taking on the integration challenge using MuleSoft + Salesforce Commerce Cloud.

Speaker:
– Allegra Margolis, Senior Manager, Product Marketing – Salesforce Go To Market, Salesforce

“WINNING!” – Salesforce on Salesforce with Einstein Analytics

Description:
Twenty years ago, business leaders saw the power of data analysis and taught themselves Excel. That gave them a competitive advantage over their peers. With the dawn of easy to use Augmented Analytics tools like Einstein Analytics, if you aren’t learning how to use them, someone else is going to beat you! Come see several examples of how a Salesforce Director and Analytics Specialist use analytics on a daily basis to transform the way their organization does business.

Speakers:
– Edward Frey, Senior Director, Salesforce
– Geoff Rothman, Enterprise Analytics & AI Solutions Engineer, Salesforce

That’s just a small taste of session topics at the upcoming Dreamforce 2019. You can search for all of the sessions by clicking here. And remember, Dreamforce has more than 2,700 sessions, which means there’s something for everyone, but a little preparation will go a long way.

The Ad Victoriam team will be at Dreamforce, too. If you would like to meet up to discuss your Salesforce technology needs, email us at CustomerService@AdVictoriamSolutions.com or schedule your meeting now.

 

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Salesforce Einstein Winter ‘20 Enhancements

Salesforce Einstein Winter '20 Enhancements

Ad Victoriam’s consultants have been spending a lot of time interacting with many of the new features in Salesforce’s Winter ’20 Release, including some exciting updates made to Einstein Analytics, which we’re excited to share with you now.

Einstein Forecasting

AdVic Overview: Now get support for Quarterly Forecasting.

Salesforce Description: Do you use a quarterly forecasting schedule? Now use the power of Einstein to improve forecasting accuracy, predict results, and track how sales teams are doing.

Einstein Lead Scoring

AdVic Overview: Ability to control which leads to score.

Salesforce Description: Does your sales team need lead scores for only some leads? Tell Einstein to score only leads that contain certain values in lead fields. For example, if your sales team wants to score only leads from the communications industry, tell Einstein to include only those leads.

Einstein Analytic Lead Scoring

Einstein Automated Contacts

AdVic Overview: See only the contact data you have access to.

Salesforce Description: Opportunity Contact Role suggestions now respect the field-level security from the Contact object. Sales reps without access to contact fields, such as Email, Title, or Phone, no longer see those fields in the Einstein component or list views. Also, reps don’t see contact field values for contact records they don’t have access to. Lastly, when viewing the detail page for Opportunity Contact Role suggestions, contact fields don’t appear. To see the contact fields, navigate to the contact record.

Einstein Article Recommendations

AdVic Overview: Help your agents resolve cases faster.

Salesforce: Description: Einstein Article Recommendations uses data from past cases to identify Knowledge articles that are most likely to help your agents address customer inquiries.

Einstein Analytics Article Recommendations

Einstein Prediction Builder

AdVic Overview: See only the contact data you have access to.

Salesforce Description: Instead of filtering only on absolute field values, you can now filter on the value of one field compared to the value of another field or on a point in time. Make your filter logic more meaningful and relevant to your prediction question.

If you would like an overview of Einstein Analytics and see some of its exciting features in action, watch this video.

Ad Victoriam can help you join the thousands of companies that have implemented Salesforce Einstein Analytics technology to stay competitive. Learn more about leveraging successful business intelligence by browsing this blog, filling out the quick form below, or contacting us here to discuss our Salesforce consulting services.

 

Ad Victoriam also recently highlighted some Winter ‘20 Release upgrades for Salesforce’s Lightning Experience. Read more here.

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Salesforce Consultants Share Dreamforce Tips

Salesforce Consultants Share Dreamforce Tips

As the excitement continues to build for Salesforce’s highly anticipated Dreamforce 2019, Ad Victoriam polled our seasoned Dreamforce-attending veteran consultants for tips on how to make the most of your time there, especially if you are a newbie Trailblazer on your first adventure.

What to Wear/Bring

1. With over 2,700 Dreamforce sessions and workshops, exhibits, and just general running around, you’ll absolutely want to wear comfortable shoes as you take in as much as your time allows. But be sure to pack your dancing shoes, too, for all the fun nighttime festivities.
2. As for what to wear, remember that it may be warm outside, it’s cooler inside in the air conditioning, so bring an extra layer for inside, just in case. Oh, and it has been known to rain in the City by the Bay, so a small umbrella for your backpack could come in handy.
3. Best to pack light. You’re most likely going to need room to carry around all the cool swag you’ll acquire.
4. Speaking of packing light, if you need to bring a laptop, bring a small one, as you’ll do a lot of walking, plus having one with you gives you access to Salesforce and your favorite developer tools to try out some cool things you just learned. And, hey, you may even knock-out a few Trailhead modules, too!
5. Don’t forget you’ll need to power up – a lot! That means remember to pack all the power cords you need for recharging your arsenal of gadgets, including any portable power devices you have, too.

How to Plan Your Days

1. Sign up for your session early, but before you do, ask yourself what your top three goals to learn are and plan your agenda with those goals in mind. And most of all, do not overbook yourself (see No. 2).
2. Pace yourself! Do not try to do it all, you’ll wear yourself out, and quickly! Pick 1-2 sessions a day (ones you REALLY will benefit from), and spend your time in between time networking
3. Don’t forget to leave gaps in your Dreamforce schedule. Doing that will give you enough time to get to your next session. You may need to refuel with a quick snack on your way to that next session or meeting.

How to Network

1. Have fun. Don’t be afraid to approach people with a question or comment.
2. Remember that people attending the same Dreamforce sessions you are most likely to have the same interests you do, so start a conversation. Make a new Trailblazer friend or two and ask him or her before the session what they hope to get out of it.
3. Ask others what sessions they have already attended and what they have gotten out of them.
4. Remember this mantra: Learn. Share, Network.
5. A great place to practice all of the above networking tips you just learned will be the Dreamforce Expo.

The Road to Dreamforce

Lastly, an absolute must-do is making it a point to watch “The Road to Dreamforce.” This is your go-to live broadcast for everything Dreamforce-related. It airs Tuesdays at 11:00 a.m. PT. Each of the 11 episodes will provide a deep dive into topics including Dreamforce programs, top sessions to attend, newbie tips, and more.

However, probably the best piece of advice we can offer is to remember that Dreamforce is an amazing experience and with a little preparation, you can make it even more rewarding.


The Ad Victoriam team will be at Dreamforce, too, so if you would like to meet up, email us at CustomerService@AdVictoriamSolutions.com or schedule your meeting today.

Hope to see you there!

 

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Connect Care with Salesforce Health Cloud

ConnectCare with Salesforce Health Cloud

For the past decade, hospitals and physicians have been transitioning from paper-based to electronic health records (EHR) to connect care. They have done this to expedite the exchange of patient information, with the hope that it will also, somehow, optimize patient revenue streams.

In that time, more than 95 percent of hospitals and nearly 90 percent of office-based physicians have adopted an EHR system, according to the Healthcare Information and Management Systems Society (HIMSS).

Disparate to Interoperability

According to HIMSS’ own analytics, the average hospital has affiliated providers using 16 EHR systems — and many of those are provided by a different vendor. So, with so many disparate systems, interoperability — getting computerized systems and software applications to connect, exchange, and interpret EHR data — is a top priority for the industry.

Connecting these technologies requires seamless integration. In the past couple of years, Salesforce® has made a specific point to build this kind of interoperability within its industry-focused product, Salesforce Health Cloud. Since its inception, this system has been API-based and MuleSoft® technology is integrated to boost its power. The single goal of these capabilities is to streamline the use of Salesforce within the healthcare industry.

Why consider Salesforce Health Cloud to Connect Care?

With Salesforce Health Cloud, caregivers can now focus on patient relationships, not records. Here’s just some of what Health Cloud can do to deliver smart patient care:

  • Easily browse tasks and review all patient conversations. You have the ability to see patients with a clear priority of tasks that need attention. And you do all from the “Today” page.
  • Using “Patient Profiles,” caregivers get a panoramic view of their patients, with rich, contextual EMR data, plus the ability to review a collaborative care timeline for a complete patient history view.
  • Wearable device data is integrated directly into Health Cloud. This makes relevant patient data – such as glucose levels and sleep data – at the ready.
  • View the patients’ professional and personal care networks from a caregiver “team map.” You can then immediately share information with a primary care physician without ever leaving the patient profile. A physician on the patient’s care team can then respond quickly using any device.
  • Using Salesforce Communities, caregivers can communicate easily with patients. Send secure messages, pre- and post-visit surveys, and appointment reminders to their mobile devices. And using SOS with a two-way video chat, patients can ask questions and describe symptoms in real-time.

Looking to transform your hospital or private medical practice’s disparate technology into an interoperable solution that will not only optimize your revenue streams but enhance your interaction with you? Ad Victoriam’s Salesforce Healthcare Consultants can identify your needs and implement a long-term scalable solution custom-fit to your specific needs. Connect with us now, here, or fill out the brief form below.

And if you happen to be a payer interested in learning how Salesforce’s Health Cloud can unlock and connect your data in one coordinated view, watch this recent Ad Victoriam webinar.

 

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