Revenue Forecasting & Recognition at Contract Research Organizations: The Alternative to Spreadsheets

CRO Revenue ForecastingBecause of the nature of their businesses, Contract Research Organizations (CROs) need tools that allow for reliable revenue forecasting and recognition. Some CROs need to manage hundreds of forecasts at a time.

These revenue forecasts are important for overall planning and for making staffing decisions. When the future month-to-month workload can be reliably forecasted, appropriate management decisions can be made on both the sales and delivery fronts.

The go-to revenue forecasting tool of choice for many CROs is spreadsheets—either Microsoft Excel or Google Sheets. (more…)

Post Acute Care In The Home: Technological Advances

In Home Wound CarePost acute care continues to be a rapidly growing segment within healthcare. The growth has been driven both by economics and by technological innovation.

On the economics front, insurance companies and Medicare have reduce reimbursements for readmissions that occur shortly (10 – 31 days) after a patient has been discharged.

Beginning in October, 2012, the Hospital Readmissions Reduction Program required the Centers for Medicare and Medicaid Services (CMS) to reduce payments to inpatient prospective payment system (IPPS) hospitals with excess readmissions. (more…)

Salesforce Health Cloud vs EHR Software: What’s The Difference?

Salesforce Health Cloud vs EHR SoftwareWe are often asked what the difference is between Salesforce Health Cloud and EHR software.

While there are some areas where these two systems overlap, the underlying purpose for each differs. We’ll explain the differences by contrasting the vendor environment and product offerings for both EHR and Salesforce Health Cloud.

What is EHR Software?

We’ll use “EHR” to reference both EHR and EMR, even though there are differences between those two categories that warrant a separate comparison. (more…)

Salesforce Web-to-Case: Alternatives For File Attachment Support

Salesforce Web to Case AttachmentsAll Salesforce orgs include functionality called Web-to-Case. It’s easy for an administrator to generate HTML that can be embedded on a website’s support page.

In many situations, the ability for a customer to attach a screenshot, a log file, a photo or even a short video to a new Case can improve communication and result in faster Case resolution.

However, with the Salesforce Web-to-Case HTML generator, there’s no option for adding an attachment field to a form. (more…)

How CRM Can Help Medical Device Manufacturers With CAPA Procedures

CRM and CAPA ProceduresThe FDA’s Title 21 CFR 820 Regulatory Requirement means that manufacturers of medical devices that are subject to FDA regulation need to establish and maintain procedures for implementing corrective and preventive action (CAPA) related to device non-conformity.

These procedures must provide for control and action to be taken on any distributed or not yet distributed devices that are suspected of having potential nonconformities.


According to the FDA, plans with respect to implementing CAPA should include: (more…)

CRM For Managed Care Organizations

CRM for MCOsCustomer Relationship Management (CRM) software was born and raised in traditional SMBs and enterprises.

Healthcare CRM is a more recent adaptation of traditional CRM, designed to be a fit for organizations within various healthcare sectors, including MCOs.

HMOs, PPOs, POS plans and independent practice associations can now all benefit from deploying CRM technology. But the selected CRM system needs to first have been adapted to the MCO segment’s business model.

Vendors like Salesforce have heavily adapted their core platforms to the needs of managed care organizations and other healthcare organizations. (more…)

Healthcare CRM: How Multiple Sectors Benefit

Healthcare CRMCustomer relationship management (CRM) software has a wide range of applicability across healthcare industry sectors.

The breadth of healthcare CRM capabilities continues to increase. This means organizations can consolidate more of the previously disparate data and functionality onto a single platform.

The results include:

  • Fewer silos of patient and physician data
  • A diminishing need for expensive integrations among disparate systems
  • Cost savings across software and systems administration


Telehealth Services Delivered Within Salesforce Health Cloud

Updated: July 23, 2018

Using Telehealth Services In a Rural SettingThe number of ways that Salesforce Health Cloud can be extended is only limited by creativity and, in some cases, regulatory requirements.

Salesforce’s built-in design tools along with the many available ecosystem technologies allow for addressing a wide range of business requirements.

According to the Google Trends chart below, interest in the topic “telehealth” in the United States has risen steadily over the last five years (interest in Canada has shown a flatter trend). (more…)

A Brief History of Salesforce: From Telegraph Hill to The Tower

History of, inc. (the company) has arguably done more to advance the adoption of what’s now commonly known as ‘cloud software’ than any other company.

When Salesforce (the product) was first launched, a majority of business people were distrustful of any third party holding their valuable contact data.

Because of this, Salesforce (the product and company are both now referred to as ‘Salesforce’) not only needed to sell the idea of using a browser as a CRM user interface — the company also had to convince buyers that customer and other data was secure from loss and intrusion.

Keep in mind that Salesforce existed years before Gmail, Facebook, Twitter, iTunes, iPhone and many other ‘household name’ cloud companies and technologies came along. (more…)

Salesforce Lightning: Is It Time To Make The Move?

Time to move to Salesforce LightningSince the Salesforce Lightning Experience was first announced at Dreamforce ‘15, it has received mixed reviews within Salesforce and analyst community. A year and a half ago, we were cautionary about the idea of a move to Lightning.

Since the Lightning announcement, there have been early adopters of Lightning who have experienced some of the pains of, well, early adoption.

There have been new Salesforce customers who started off with Lightning. They have barely noticed a thing.

Should your organization move to Lightning? When should you move to Lightning? Here are some common questions and our answers. (more…)