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Healthcare workers should be focused on giving care to patients — not wrangling data out of Salesforce. However, it can be challenging to keep track of important Contact information across various doctors and hospitals. Thankfully, our innovative apps and services are here to assist you with your most pressing issues: offering Salesforce-native project management, adherence to HIPAA compliance, creating reports and connecting records, and the creation of custom solutions and software integrations. With our applications, you can efficiently manage and customize your Salesforce setup.
Wouldn’t it be great if all of your project information could be managed from Salesforce? Milestones PM+ is the project management app that gives you 360-degree project visibility inside of your Salesforce environment. Customers who use Milestones PM+ improve project productivity insights and have more accurate scheduling.
Save time on creating repeatable tasks and efforts, like annual training events or building a new healthcare building, with templates. Templates dial in organizational knowledge around how long it typically takes to perform certain types of projects and how to approach them, such as a project checklist for implementing new software. Ensure that everyone on your team is fully aware of their next project or task assignment without overloading resources.
You can also prioritize Tasks or Projects using Prioritization Helper. Score records on any Object in Salesforce without coding by adding or subtracting points for meeting certain conditions. This keeps team members on the same page about what should be tackled first.
It can be hard to keep track of patient HIPAA preferences between different doctors, or if you have permission to leave sensitive information on a voicemail.
The best way to help your office staff is to have one source of truth on Individual records. Use Lookup Helper to relate records automatically based on matching names or record IDs.
You can delete an Individual and its related records with Storage Helper.
All the data in Salesforce doesn't mean anything if it's inaccurate, hard to find, or not related to each other. It should be simple for users to relate objects together, like hospitals to networks, as well as create parent-child hierarchies for billing.
Lookup Helper can relate all of your important information for you! Your users will be able to easily find relevant information by using standard Salesforce related lists and lookup hover-over capabilities. You can auto-populate lookups using record matching rules. Group data by time period, geography, or any other category.
Rollup Helper boosts reporting capabilities with cross object rollups, and custom filters allow you to rollup data to a centralized object. Results can be used in flow, validation rules, or formula fields. We have over 25 types of rollups you can create, including Advanced Currency Management, unique count, checkbox, text, and more.
Having valid data is also important for making sure your efforts don't go to waste. You don’t want double the amount of time reaching out to duplicate Contacts, or splitting up Contacts between duplicate Accounts.
With Data Quality Helper, you have many more tools at your disposal — far better than default Salesforce functionality. The app lets you create customizable rules for data validation and duplicate resolution.
Every company is unique, and your specific challenges may require a custom solution. We're Salesforce Consulting Partners with over a dozen certified developers. Our proven approach enables us to create the precise solution you require, seamlessly migrate any existing data, and provide comprehensive user training on the finalized solution.
We support you every step of the way when moving your company forward: by getting the right data, making strategic and tactical decisions, removing technical debt, transitioning from legacy systems, or building whatever solutions are needed for your company.
