Using Salesforce to meet the demands of your healthcare business
Building and maintaining a successful healthcare business is a tall order. Relationships are key but how do you grow relationships with your patients when virtual care is becoming more common? In addition, how do you ensure your care team embraces an evolving telemedicine care modality and find joy in their work? The answers to these questions are broad, but one way to best serve your patients and employees is by using a holistic and integrated technology platform like Salesforce. Salesforce brings a complete patient and member view and intelligent care collaboration for providers delivering customized care plans while ensuring privacy. ...
Better Salesforce security for remote work
Salesforce already utilizes some of the most advanced and sophisticated technology for internet security available today, and we’ve never needed it more. The system is a veritable treasure trove of any company’s most important data and that makes it target number one for would-be criminals. And they are employing some very nefarious tactics to get at your data. Because Salesforce servers are so secure, many cybercriminals have shifted away from hacking and instead are targeting individual people in an attempt to gain access to a company’s data. And with more and more employees working remotely with weaker protocols than the ...
Upcoming Webinar: Salesforce security best practices to step up your admin routine
IT leaders know how important it is to protect both data and users, especially with so many employees working remote and conducting business from their phone. Luckily, Salesforce offers many resources and features to help admins keep their org safe and protect against potential threats. But staying on top of all the right security audits and checks consistently throughout the year is easier said than done for any busy admin or leader. As your trusted Salesforce advisor, Redpath is committed to delivering simplified, relevant and helpful best practices around Salesforce security. In an upcoming webinar on July 22 at 11 ...
Data cleanup and maintenance made easy with Salesforce dashboards
Maintaining data quality is a universal chore that is pretty easy for any busy Salesforce administrator to overlook. There are just so many reports to click through. Fortunately, though, by creating a data quality dashboard, you can make the monitoring of your organization’s data quality much easier. When building dashboards in Salesforce, many nonprofits tend to focus on more traditional sets of reports — those that track sales, fundraising and service metrics. However, dashboards are also a great way for admins to effectively stay on top of data quality and quickly see which areas need your attention. Top data quality ...
Salesforce Governance: A Little Order Goes a Long Way
Throughout my career, I have seen many examples of how software governance — or lack thereof — can have a huge impact on a company's success, affecting everything from employee satisfaction to the company’s bottom line. As an ISTJ, I’m a big fan of structure and rules. (I swear, I can still have fun at parties, too!) So, I am really excited to have the opportunity to discuss a topic that warms my heart: governance. At its core, governance refers to a framework for operating and making decisions. How does this relate to Salesforce? Any admin knows that Salesforce is a ...
Redpath optimizes CRM collaboration for internal teams with Enhancement Manager for Salesforce®
Status updates, scrum meetings and goal tracking have a unique feel these days, and the approach in how teams are conducting them should be distinctive as well. Redpath is excited to announce Enhancement Manager for Salesforce®, a new, free app dedicated to helping you and your team stay connected and collaborative during this time. Designed by Redpath, Enhancement Manager provides companies, educators and nonprofits with a central hub where they can capture and prioritize their Salesforce initiatives. Ideal for organizations experiencing rapid change, this out-of-the-box app package includes a custom object, reports and dashboards your organization can install in its ...
Meeting the needs of students and higher education with Salesforce
Today, higher education faces challenges unlike any before. Fewer high school graduates, increased job prospects and a weaker international student recruitment pipeline has resulted in declining enrollment at most institutions. The decline in tuition revenue is further compounded by a decrease in state and federal funding towards higher education. Furthermore, the rise of the non-traditional students and online learning has changed how higher education needs to engage and recruit its students. And while the model changes, the expectations students place on institutions continue to climb. Serving today's students requires a new approach Research from Salesforce’s Connected Student Report shows ...
New e-book: Expanding donor management with Salesforce and engagement marketing
Thank You. You send this message to your donors after every interaction, and it’s one of the most important things a nonprofit can do. Donors, after all, are your lifeblood. Without their support and commitment, most nonprofits would struggle to exist. …
Tips for data-powered Salesforce dashboards
The success of your business is rooted in its Key Performance Indicators (KPIs) and your ability to execute on these goals. Salesforce can help you monitor your KPIs through the utilization of data-powered dashboards, customized to match your unique needs. If you’re already using Salesforce to support and monitor your KPI goals, you’re on the right path. The tips and infographic presented below will help you get even more out of your dashboards. Optimizing your dashboards Here are a few best practices we recommend to improve your dashboard’s ability to support your KPI goals. Match your dashboards to leadership ...
Our Favorite New Products for Nonprofits from Dreamforce ’19
Last month, Redpath joined thousands of Salesforce.org community members gathered in San Francisco for a week of networking, learning and growing together at Dreamforce 2019. This annual conference is always packed with exciting new product demos and announcements, and this year was no exception. Read about some of the most exciting new products geared toward nonprofits that were featured at Dreamforce this year. Nonprofit Cloud Enhancements for better program management Salesforce recently announced several new expansions coming to Nonprofit Cloud, all designed to help organizations reach more people and achieve their missions with personalized experiences. Here’s more details about some ...
