Salesforce Healthcare Program
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The document describes a Salesforce.com Healthcare Program that provides automated diagnostic reports. The program assesses Salesforce configurations, customizations, data, user activities and reports. It identifies issues like obscure opportunities, orphaned records, and duplications that can negatively impact business. The diagnostic report provides short, mid, and long term prescriptions to address the issues through actions like data cleanup, rule-based workflows, and periodic audits. Subscribing to the program can help maximize ROI from Salesforce by identifying underutilized features and resolving data quality problems.
Salesforce Healthcare Program
- 1. Salesforce.com – Healthcare Program Sample Report
- 2. Overview – Salesforce.com Healthcare Program Salesforce.com implementations are prone to undergo tremendous amounts of configurations, customizations and influx of custom development code. Most of the times the simplicity of the platform to build customizations in the system can be put to the extremes of fields, objects, reports, charts, workflows, triggers and custom developed code. Hence the greatness of the system, can become its worst downside Data duplications and data redundancies can be one another form of deterrent to the effective utilization of the system, which can lead convoluted reporting. Hence, can have adverse impact on business performance. Hence an automated Salesforce.com Healthcare Program is the need of the hour, which can enable the system to spring back to its vigor and vitality. On the click on a button, the Healthcare program kicks in to starts its preprogrammed assessments, deep dives into everything – data, configurations, customizations, user activities, reports – to churn out the ‘one- of-its-kind’ Salesforce.com Diagnostic Report, which can very easily lead to fact findings and recommendations, as represented in the following sample information slides. Salesforce.com implementations are prone to undergo tremendous amounts of configurations, customizations and influx of custom development code. Most of the times the simplicity of the platform to build customizations in the system can be put to the extremes of fields, objects, reports, charts, workflows, triggers and custom developed code. Hence the greatness of the system, can become its worst downside Data duplications and data redundancies can be one another form of deterrent to the effective utilization of the system, which can lead convoluted reporting. Hence, can have adverse impact on business performance. Hence an automated Salesforce.com Healthcare Program is the need of the hour, which can enable the system to spring back to its vigor and vitality. On the click on a button, the Healthcare program kicks in to starts its preprogrammed assessments, deep dives into everything – data, configurations, customizations, user activities, reports – to churn out the ‘one- of-its-kind’ Salesforce.com Diagnostic Report, which can very easily lead to fact findings and recommendations, as represented in the following sample information slides.
- 3. Healthcare Program Diagnostic - #1 ‘Obscure’ Business Opportunities After Affect : ‘Obscure’ Business Opportunities can result in: 1. Negative Impact on Business Development 2. Revenue Loss 3. Incoherent Pipeline Reports Short Team Prescription 1. Data obscurity analytics 2. ‘Next Steps’ updates on good opportunity records 3. Cleanup unsolicited data Mid Term Prescription 1. Business rules based Workflows and Alerts automatic tagging to Opportunity records, to systematically avoid data obscurity Short Team Prescription 1. Data obscurity analytics 2. ‘Next Steps’ updates on good opportunity records 3. Cleanup unsolicited data Mid Term Prescription 1. Business rules based Workflows and Alerts automatic tagging to Opportunity records, to systematically avoid data obscurity Best Practice Recommendation “Quarterly Audit of the system, to make sure data obscurity is in check with the dynamic business scenarios.”
- 4. Healthcare Program Diagnostic - #2 ‘Orphaned’ records After Affect : ‘Orphaned’ records in the system cause: 1. Useful data goes unnoticed 2. Critical data points in reports have no ownership 3. Search and Queries results are cluttered with un-useful data Short Team Prescription 1. Data usefulness investigation 2. Reassignments of good data 3. Cleanup unsolicited data Mid Term Prescription 1. Thorough checklist for user deactivation process Longer Term Presctiption 1. Automated periodic audits for ‘inactive’ user records Short Team Prescription 1. Data usefulness investigation 2. Reassignments of good data 3. Cleanup unsolicited data Mid Term Prescription 1. Thorough checklist for user deactivation process Longer Term Presctiption 1. Automated periodic audits for ‘inactive’ user records Best Practice Recommendation “No user can be deactivated in the system unless his or her records are reassigned to active users or are bucketed in to a ‘inactive user records’ user bucket.”
- 5. Healthcare Program Diagnostic - #3 ‘Duplications’ After Affect : ‘Duplicate’ records in the system cause: 1. Unrealistic business analytics 2. Incoherent disjointed business activities with clients Short Team Prescription 1. Automated business rules based data de-duplication Mid Term Prescription 1. Automated business rules based duplicate record checks implementation, across the system Short Team Prescription 1. Automated business rules based data de-duplication Mid Term Prescription 1. Automated business rules based duplicate record checks implementation, across the system Best Practice Recommendation “Periodically scheduled runs of automated data duplicity checks along with the removal of data duplications.”
- 6. Healthcare Program Diagnostic – More Results Diagnostics Results After Affects 53% Redundant Leads Data Misdirected Business Prospection 28% Utilization of custom code Increased Maintenance Overhead 23% Utilization of customizations Lower User Adoption 18% Under utilized custom reports and dashboards User Disorientation 12% Utilization of files storage space Under Utilization of Investments (ROI) Automated integrated toolkit for: Cleanup of Redundant & Duplicate Data Verifying utilizations of configurations and customizations Data archival and offline records retrieval Periodic pre programmed automated Healthcare Diagnostics Automated integrated toolkit for: Cleanup of Redundant & Duplicate Data Verifying utilizations of configurations and customizations Data archival and offline records retrieval Periodic pre programmed automated Healthcare Diagnostics
- 7. Subscribe for Salesforce.com Healthcare Program to increase your ROI