In today’s dynamic business landscape, marked by the need for agility and innovation, it’s surprising how many organizations overlook the potential of automation. Neglecting automation not only impedes efficiency but also exposes businesses to problems like wasted time, increased errors, and reduced employee morale. Let’s explore the consequences and a strategy for a more productive workforce.
❌ The Consequences of Ignoring Automation
1.) Reduced Efficiency:
Failing to automate repetitive tasks slows down operations, wasting time that could be better spent on strategic thinking and innovation.
2.) Increased Human Error:
Monotonous tasks can lead to more mistakes, consuming time for corrections and potentially damaging an organization’s reputation and finances.
3.) Lower Employee Morale:
Teams burdened with mundane tasks become disengaged and demotivated, leading to higher turnover and reduced satisfaction, impacting overall productivity and competitiveness.
✅ An Optimization Strategy: Embracing Automation
To overcome these challenges, consider these steps:
1.) Identify Manual Processes:
List repetitive tasks such as data entry, report generation, and email responses that can be automated.
2.) Choose the Right Tools:
Select suitable automation tools like workflow rules, process builders, or third-party integrations to streamline your operations.
3.) Implement Automation:
Collaborate with your IT team orexpertsto seamlessly integrate chosen tools into existing processes.
4.) Free Up Time for Strategic Activities:
Encourage employees to use newfound time for more creative, value-added work, fostering innovation and growth.
5.) Regular Evaluation:
Continuously assess automated processes to ensure ongoing efficiency and effectiveness.
Embracing automation empowers your workforce to perform at their best, increasing job satisfaction, innovation, and overall productivity.
In conclusion, ignoring automation can be costly. Reduced efficiency, increased errors, and lower employee morale are detrimental. By identifying manual processes, selecting the right automation tools, and enabling your team to focus on strategic work, you can unlock efficiency and productivity. Make automation an integral part of your growth strategy and future success.
Over the last month or so, I’ve shared some information with our readers related to our methodology, journey to our goals, and how the faith and flow of God live in our business moment by moment to trigger momentum. I do believe this is all for the glory of our Lord and Savior.
Today, I want to go a bit deeper by sharing the journey of our customers. First, none of our customers take the same journey, however, there is a logical, high-level path that we follow as it relates to our mindset and view of the pain points that we learn initially about our potential customers. Second, by following a path based on our history of serving customers for over 12 years, the pain points that we solve typically fall into these simple categories:
They currently have no CRM
They have a CRM but don’t use it
They have a CRM they use but it’s jacked up
This is a snapshot of our audience. Over the course of time, we have a very well-crafted set of solutions that fall within these three categories that we can easily replicate, modify, and/or enhance for each new customer. And, yes, there are times when we must go “off-script” to offer something unique and unseen historically. For these instances, we are still following our Influence formula.
What does the journey look like with WhiteRock? We have solutions but the journey is about the experience and value that our customers need – discipline, knowledge, expertise, organization, and great project planning. Briefly, this is the journey that we adhere to via a consistent process:
Suspect
The buyer doesn’t know WhiteRock, but our ideal customer identification process helps us match a suspect that has attributes of our current customers.
Interest/Impression/Influence
Our potential customer has demonstrated these attributes in our marketing message on a channel in which they have a recordable event in our system that notifies us at the right time based on a measurable quantity in our system.
Engagement
Our potential customer takes the next step by communicating with our sales development team in several channels and methods.
First Meeting
Our prospect agrees to meet with us so that we learn about their pain point and whether we can solve it based on priority, budget, and similar mindsets. Can we work together to resolve the pain point?
Sales Qualified Opportunity
WhiteRock and the prospect are aligned, and we will discover, price, plan, and propose the solution for acceptance.
Onboard and retain the customer
WhiteRock works to perform with excellence and assures that the value received by the customer is equal to or greater than the price paid.
WhiteRock continuously works internally on our instance of Salesforce to help us drive and deliver a consistent solution so that we keep our customers forever. Our customers are the brains of our organization because they stimulate improvement for us to deliver better continuously. Our team is the heart of our company. They drive with passion to always provide the experience that we would expect related to key systems that help with tough decisions and strategy.
Can we help you with this? I’d love to set a strategy session with you to discuss your unique needs.
Running a business today without Salesforce can feel like navigating in the dark. But having Salesforce alone doesn’t guarantee success. Let’s talk about some of the “problemz” businesses face when they don’t optimize their Salesforce setup. That way you don’t go through the same heartache.
1.) 😵💫Data Chaos:
Without optimization, your Salesforce can become a data jungle. Inaccurate, outdated, and duplicate data clogs your system, leading to costly mistakes and missed opportunities.
2.) 😓Manual Madness:
Neglecting optimization means your teams continue to wrestle with manual data entry and repetitive tasks. Not only is this time-consuming, but it’s also prone to errors, draining productivity.
3.) 📉Stunted Growth:
The inability to scale efficiently is a major pain point. Unoptimized Salesforce can’t adapt to your evolving business needs, potentially hindering growth and expansion plans.
4.) 🗑️Wasted Resources:
Inefficient processes and underutilized features mean you’re not getting the full value from your Salesforce investment. This translates to wasted resources and higher costs.
5.) 👥Frustrated Teams:
Employees want tools that make their jobs easier, not harder. When Salesforce isn’t optimized, your teams may become frustrated, impacting morale and retention rates.
6.) 💔Customer Dissatisfaction:
Without a well-optimized CRM, providing exceptional customer experiences is a challenge. This can lead to unhappy customers and damage to your brand’s reputation.
👉The Answer to the Problem(z): Salesforce Optimization
The good news is, these are entirely avoidable with Salesforce optimization. By fine-tuning your CRM to align with your business needs, you can:
Salesforce has become the go-to customer relationship management (CRM) tool for businesses of all shapes and sizes. With its extensive features and capabilities, when optimized, Salesforce can definitely be a game-changer when it comes to managing customer relationships and driving business growth.
However, to truly get the most out of the CRM platform, it’s essential to understand and implement effective strategies. Many times, this can be a daunting task. Information overload, if you will.
The good news is that in this article, we’ll go over the top 5 Salesforce tips that will be able to help you get the most juice from your CRM and accelerate your business to new heights.
Tip #1: Integrate & Utilize AppExchange for Additional Functionality:
Salesforce’s AppExchange is a huge marketplace of third-party apps and integrations that can extend the capabilities of your CRM. For my iPhone users, think of this as the “App Store,” but for your Salesforce.
Explore the AppExchange to find solutions that address specific business needs that would help further optimize your CRM for you or your team, such as project management, marketing automation, or analytics.
Whether you’re looking for industry-specific solutions or specialized tools, AppExchange offers a wide range of options to enhance your Salesforce experience and drive business growth.
Tip #2: Customize Salesforce to Your Unique Business Needs:
One of the greatest advantages of Salesforce is its flexibility and customization options.
Tailor the platform to fit your unique processes, workflows, and methodology.
Utilize custom objects, fields, and layouts to make sure Salesforce aligns perfectly with your organization’s requirements.
By customizing Salesforce, you can streamline operations, increase efficiency, and enhance user adoption.
Tip #3: Leverage Automation with Workflows & Processes:
Salesforce offers powerful automation tools like workflows and processes that can save you a tremendous amount of time, eliminate any manual tasks, and boost overall productivity.
Take advantage of these features to automate routine processes, such as lead assignment, opportunity updates, and email notifications.
By setting up advanced workflows, you can make sure that the right actions are triggered at the right time, allowing your team to focus on high-value tasks, strategic actions, and results.
Tip #4: Equip Your Sales Team with Sales Cloud:
Salesforce’s Sales Cloud is a highly intelligent solution designed to streamline your sales process.
Provide your sales team with the tools they need to thrive, such as lead and opportunity management, pipeline tracking, and collaboration features.
Customize the Sales Cloud dashboards and reports to gain valuable insights into sales performance and identify areas for improvement.
By equipping your team with Sales Cloud, you can enhance their efficiency, close deals faster, and drive revenue growth.
Tip #5: Enhance Customer Service with Service Cloud:
Exceptional customer service is crucial for business success, and Salesforce’s Service Cloud can help you deliver just that.
Use Service Cloud to centralize customer interactions, manage cases, and provide personalized support. Implement self-service portals and knowledge bases to empower customers to find solutions on their own.
Utilize WhiteRock’s Expertise & Get the Most From Salesforce
You are capable of leveraging Salesforce to its full potential, but you may need some external support to get it right. As your partner in all things Salesforce, WhiteRock is here to help. If you believe that further optimization may be needed for your team to be successful with Salesforce, that happens to be WhiteRock’s sweet spot. We want to set you up for success and see your team succeed on your CRM journey.
At WhiteRock, we take the time to understand your needs and map out a plan to optimize the right solution. WhiteRock has the experience needed to help fine-tune your complex processes through highly accountable change process flows related to improvements in your CRM and related systems. Reach out to us at learnmore@whiterocktech.net or via the form below!
The development of a data culture in non-profit organizations is critical to their mission and vision. Now, however, data culture is required for survival and sustainability. Over the next 15 years, we see a couple of factors that support this thesis.
One, regardless of government leadership changes, we have witnessed that our government is mostly static except where debt policy is concerned. Special interest groups, corporate lobbyists, and highly-funded candidates for office limit the policy changes. The politicians that govern have little time to truly impact government policy rapidly.
Two, the corporate scale has become limited, in general, to the largest companies and the tech sector. Thus, funds available to disperse to nonprofit missions, in general, decrease particularly to smaller non-profits.
Therefore, non-profit organizations must shift from a purely mission-centric strategy by infusing a culture that drives the mission with the data-driven policy in operations and funding outreach.
What Does Being a Data-Driven Non-Profit Look Like?
First, decision-making shifts from decision making based on historical data to decisions generated from predictive outcomes. To migrate an organization to this paradigm shift, the leadership must develop its initial strategy to install the right data information system that generates these predictive outcome data points. Using a system like Salesforce is one of the fastest mechanisms for a non-profit to transition to a data-driven culture. Why? Salesforce provides the Enterprise Edition to all qualified non-profits for no cost to the first 10 licenses and deep discounts thereafter for all product licenses. This CRM jumpstarts leadership to a low-cost start. Working with a certified partner like White Rock also holds costs down as we deliver our solutions to non-profits at a fifty percent discount to follow suit with Salesforce.
Second, invoking a Salesforce CRM as the spearhead of the data systems enables quick integration to other systems such as marketing and accounting systems. Non-profits rapidly advanced their ability to transition to a data culture when all data points relate to the key stakeholders, donors, and other interested people and organizations. Therefore, a data-driven non-profit looks like an organization that supports its mission with two simple, strategic steps to enable decisions toward predictive outcomes. In other words, make this decision fast, make it simple, so that it is effective sooner than later.
3 Key Steps to Make Your Non-Profit Data-Driven
When your organization has set the data platform, what is next? The idea is to allow your team to go from “I think” to “I know”. As previously mentioned, looking back at historical information shows the leaders how decisions made created past outcomes. However, would last year’s campaign schedule for donors be the proper campaign for next? Are those donors prepared to donate in the same manner this year versus last year? Is the message the same? Not only will all of that be different but the outcomes will be different. You need a model that will support the “I know” model more effectively and better each year moving forward.
Make Your Data Transparent and Accessible
If your nonprofit’s data is guarded and hidden from your staff, it can derail your efforts to become data-driven before you even begin. So, be transparent and make your data easily available for your team. This includes everything from donor-centered metrics to financials on your nonprofit itself.
Beyond a weekly email, there are many other ways you can be transparent with your data, like:
Creating dashboards where people can track months, or even years, worth of data
Hosting quarterly review meetings to discuss and dissect your data
Encouraging individuals or teams to run data-centered growth tests and share their results with everyone
Transparency, while important, is only half of the equation though. You still need to empower your team to act on this data by equipping them with the right tools like Salesforce NPSP. For example, the person in charge of your online fundraising can use Salesforce to run detailed reports on campaign data and draw insights about its performance that inform future campaign strategies.
Similarly, your development director can Salesforce to organize all your incoming data and provide structure to the noise. Further, your marketing team may use email automation tools that give you detailed metrics on things like open and click-through rates. Having a system like Salesforce also enables policy around data quality and data integrity. Where policy and system come together to help manage the data for accuracy, leadership must understand that the data is a key asset and is managed like an asset for returns.
Salesforce allows you to sift through the mounds of data you will collect. This tool will help you communicate crucial information to your entire team about where you have been, where you are, and where you want to go. Where you want to go is the “I know” to a data-driven culture.
Focus on Actionable Metrics
As you and your team progress, avoid the overwhelming tendency to panic when data volume increases. The key here is to not focus on everything. Instead, study the metrics which will help improve the performance of your nonprofit as a whole or the individual departments within.
Keep your team concentrated on actionable metrics that provide context to help your organization change behavior and improve performance. Try to avoid vanity metrics, which often lack the context needed to grow your nonprofit. Here is a quick example to help illustrate:
Vanity Metric: The total number of people who clicked “like” on your nonprofit video posted to Facebook
Actionable Metric: The average amount of time people spent watching your video
The vanity metric here fails to tell you anything of importance:
Did these people only “like” the post, or did they share it?
How much of the video did they watch?
Are they interested in your message, or did they simply click “like” because it came across their feed?
The actionable metric here, by contrast, gives you a keen sense of success. You know, with certainty, how long people spent watching your video.
If the average engagement time is 50 seconds, but your video was 90 seconds, you can apply that learning moving forward. Your team can aim to have the next video you produce to be 50 seconds or less to ensure maximum audience engagement. Thus, tracking actionable metrics shows you what works and what does not. From there, you know if you should double down on your tactics or pivot direction.
Hire the Right People
Not every employee you bring on to your team will have the analytical training of an engineer, but that does not mean they cannot appreciate and use actionable data in their distinct role. The right person, regardless of function, will understand how crucial data is to your nonprofit’s success.
As you build your data-centric mindset, take the time to also build a data-centric team. A few potential indicators in a prospective hire might be that they have:
An inquisitive and curious nature
The ability to recognize trends and find the root causes behind those trends
A decisive attitude that allows them to draw conclusions and a course of action
Once you have got the right team, it is important to foster an environment where they can develop into stronger data-driven professionals. The culture you create is paramount to your success. Here are three simple things you can do to keep data on everyone’s mind:
Always demand some quantitative analysis to back up assertions from your team
Reward people for creating and testing hypotheses before jumping into something head-on
Allow people to select the key metrics they want to track
Creating a data-driven culture in your organization is not something that will happen overnight. It takes time, patience, and a lot of reflection to figure out what is working and what is not. And along the way do not be afraid to ask your team for feedback.
Salesforce Health Cloud with White Rock delivers healthcare providers the ability to go beyond health records and build stronger relationships with patients. Patient centered healthcare is the new reality today.
There are three core advantages of the new Salesforce Health Cloud:
With the Affordable Care Act and outcome-based reimbursement policies, mandates and incentives were created for providers, payers, medical device manufacturers, and pharmaceutical companies to concentrate more on patient care and satisfaction. While at the same time causing patient expectations for information, interaction, and access to rise quickly and radically.
To succeed, the healthcare industry must transition from a medical record management methodology to a strategy focused on the relationship between the patient and their relationships caregivers, payers, and other providers related to their well-being and healing. The direct path to improving patient satisfaction is the delivery of high-quality patient care, controlling avoidable costs, and improving outcomes. However, providers today are burdened with high-cost, legacy systems. Further, the challenge to make the paradigm shift to healthcare that is 1-to-1, smart and connected to patient needs has a long-tail timeline but does have a highly measurable ROI.
Salesforce Health Cloud with White Rock uses the power of the cloud, social, and mobile technologies to create an environment that enables everyone from admins to patients to specialists to get the information they need at any time and on any device.
Curious to learn more about the 3 core advantages of Salesforce Health Cloud with White Rock? Take deeper dive below with us.
COMPLETE PATIENT VIEW
Salesforce Health Cloud with White Rock provides a complete view of the patient which includes:
• Create rich, contextual patient profiles – because you can customize the data captured easily, the patient information collected can reflect the necessary information to provide the “story” of their health journey from start to finish. • Access collaborative care network and health timelines – again, the story has a visual look because of the rich patient profile. • Integrate patient data from the electronic health record (EHR) – rendering the data in the EHR helps to depict the full story thus caretakers and other stakeholders get the accurate view as opposed to parts and pieces in various unrelated systems. • Incorporate third-party data from medical devices and wearables – given the popularity of devices that can transmit data back to caregivers helps patients help themselves.
With a complete view of the patient, you have easy access to the right patient information including current conditions and medications, appointment history and communication preferences.
Salesforce Health Cloud works synchronously with your health system’s EHRs to make patient data easily referenced, actionable and current from any device. And with medical devices and wearables integrated directly to Salesforce Health Cloud, you can even gather data from at-home devices, such as glucose levels, sleep patterns and activity measures.
Salesforce Health Cloud with White Rock delivers a holistic and real-time view of each patient’s health, giving healthcare providers the information, they need to provide care that improves outcomes for patients and populations.
SMARTER PATIENT MANAGEMENT
Salesforce Health Cloud with White Rock makes it possible for healthcare providers to:
• Prioritize tasks across all their patients’ needs – leveraging the admin tools in Salesforce, White Rock can automate and notify key patient relationships about tasks due, recurring tasks, and prioritize them by stakeholder. The patient can see a full view of treatment plans, recovery therapies, and who has assignments of these priorities. • Segment and manage patient populations – the importance of grouping patients in ever-changing ways is critical. Given the recent pandemic, having the ability to segment patients is critical for staffing, managing hospital assets and space accommodations, and treatment equipment and medicine. • Map personal and professional caregiver networks – in geriatric medicine particularly, families get the real-time knowledge about those that are caring for their loved ones. In addition, those serving patients of all aspects of treatment, all caregivers can view the care team members and collaborate for optimal recovery plans while the patient is fully aware of all of these critical connections.
Salesforce Health Cloud with White Rock features a ‘Today’ page to provide a holistic view of your patients and the most critical tasks related to your full patient population. With the Today view you can make care decisions efficiently by browsing the customized care plan for tasks and quickly acting on them. You also can segment and manage patient populations, such as sending a message to all patients with high-blood pressure to schedule regular check-ins, in a single secure and private message.
And with the power of the Salesforce Platform, you can review all internal conversations that involve your patients, making care coordination and patient handoffs easier and more efficient. You can even map personal and professional care networks, so you can assign ownership of health goals to anyone on the care team — including the patients or their families. Salesforce Health Cloud empowers you to easily manage your full patient populations, personalize every interaction and drive better outcomes.
CONNECTED PATIENT ENGAGEMENT
Salesforce Health Cloud with White Rock makes healthcare information more accessible, improving workflows and care outcomes:
• Collaborate seamlessly with care teams and patients – having one central platform to access all of the parties of the patient treatment team provides the high-quality exposure to the information related to recovery plans. • Assign tasks to caregiver networks – whether these tasks get assigned via automation or by each individual caregiver, the patient’s care team has a 360⁰ view of the critical medical treatment plan components as well as the communications and tasks related to that journey in an organized presentation. • Share secure messages to any device – security is of utmost importance with cloud technologies at Salesforce. Delivering confidential communications to patients from caregivers and the patient’s responses will help families be unified and fully knowledgeable of every step of treatment for their loved ones.
With Health Cloud, care coordinators can securely collaborate and assign tasks across the caregiver network. This extends across the full care system as you can work with patients to chart progress against care plans or health goals; easily communicate with physicians, care coordinators and family members; and get answers quickly from specialists across the provider network.
And by extending Salesforce Health Cloud with White Rock to mobile platforms, you can send secure messages to patients’ mobile devices, meeting their expectations for convenient communication, encouraging deeper engagement and accountability, and developing stronger relationships and loyalty.
CONCLUSION
Today’s modern healthcare systems must rapidly evolve to meet the base expectations of the connected patient. Salesforce Health Cloud with White Rock puts the patient at the center of the care by giving caregivers core advantages:
• See a complete view of the patient with integrated data from EHRs, wearables and more • Make smarter care decisions from a single console • Engage with patients across their caregiver networks and on any device
Salesforce Health Cloud was developed in partnership with leading healthcare companies, including Centura Health, DJO Global, Radboud University Medical Center, UCSF and Philips. The features and functionality that are core to the platform are continuously getting developed so that care improvements are iterative and rapid in response to ever-changing conditions like COVID-19.
As a Salesforce independent software vendor (ISV), White Rock supports the Health Cloud Platform by providing data and other technical integration solutions with leading medical IT systems, such as Epic, Cerner, GE Healthcare, and others. Salesforce Health Cloud empowers you to go beyond health records and build meaningful relationships with patients.
