Posts Tagged ‘CRM’

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Retrieval of different datatypes with formContext Data Objects on Model driven (Dynamics 365) Forms

This article is dedicated to retrieving different data values available on Dataverse tables using client-side scripts such as JavaScript. This technic would be very helpful to extend model-driven form out-of-box functionality to meet the real-time business requirement, such as implementing complex business rules validations, making form fields hide/show, manipulating datatypes values, and many more. Now […]

Close Up Of Young Woman Getting Online Medical Help And Advice During Videocall With Doctor Checking Symtoms Aand Explaining The Drug's Reciepes

Ready, Set, Go! The 3 Steps to Personalization in Healthcare

When you deliver targeted content across all channels, you boost the loyalty and lifetime value of your consumers. After gathering essential data about your consumers and site visitors, it’s time to execute your personalization strategy. Step 1: Integrate Data Sources to Create a 360-Degree View Your healthcare audience may not understand how they receive personalized […]

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The Top 3 Challenges to Personalization in Healthcare

Personalization challenges often relate to data. Data drives the solutions needed to deliver personalized experiences, making your data practices and governance a critical piece of the puzzle. Unfortunately, more data doesn’t necessarily create more value. What’s more important than how much data you have is knowing when to leverage data (Gartner). Here are a few […]

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Celebrating International Women’s Month with Female Manufacturing Leaders

Recently, in honor of International Women’s Month, Perficient hosted a roundtable “Mastering Manufacturing with Experts”, with female manufacturing experts to discuss top trends in the manufacturing industry. Our panelists included Megan Glasow – Director, Salesforce Solution Delivery at Perficient, and speakers Melissa Busen – Director of Digital Product Management at Caterpillar; and Elizabeth Barry – […]

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Recapping Our “Modernizing Patient Engagement” Roundtable Discussion

Perficient and IBM recently partnered with BWG Connect to conduct a survey of 100+ healthcare professionals exploring technology adoption in the post-pandemic environment. Experts from these organizations joined a roundtable discussion to review what is top of mind for healthcare organizations in 2022 based on the responses to this study. The panel was moderated by […]

Improve Outcomes, Drive Growth, Boost Experiences Pragmatic, Revolutionary Crm Webinar

5 Takeaways From Our Recent Webinar on CRM for Payers

Payers are transforming processes, technology, and teams to better attract, retain, and engage consumers, yet siloed data and disparate point solutions continue to challenge momentum. Our thought leaders in CRM and digital health, Michael Porter and David Allen, recently addressed these challenges in a session titled “Improve Outcomes, Drive Growth, Boost Experiences: Pragmatic, Revolutionary CRM” […]

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An Introduction to Service Cloud Voice with Amazon Connect

A New Solution for the Contact Center Pre-integrated with Amazon Connect, Powered by Salesforce Service Cloud Voice seamlessly enhances your Salesforce Service Cloud investment with telephony. By bringing together voice communications, digital channels, and CRM data, you equip your agents with smart and streamlined service to provide your customers with a great phone experience from […]

Legacy Healthcare CRM: Understanding Why It Needs to be Different

Given the unique challenges of healthcare, deciding what you do or do not need in your CRM can have profound ramifications on future capabilities.  My previous blog pointed out that the Legacy CRM systems that have been a mainstay in healthcare for decades are quite different from the Enterprise platforms that have become the norm.  Today, healthcare marketing […]

Modernizing the Health Plan Business Process

Health plan organizations must conquer mountains of data, increasing regulations, and escalating consumer expectations. The digital interactions happening beyond your industry shape customers’ expectations.  That’s why your digital presence matters, so you can offer services to meet their needs wherever they are.  Common Risks and Consequences for Health Plans Not Embracing Digital Transformation: Digital transformation in regulated […]

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Healthcare CRM: Evolving Beyond Your Legacy Platform

Over the past fifteen years I’ve spent thousands of hours helping healthcare organizations adopt and get the most out of their CRMs. These efforts have changed significantly as the market has evolved. Part of my job has been to change the mindsets of those that had been doing it one way for decades.  The highly […]

Salesforce CPQ Overview

CPQ Salesforce CPQ stands for Configure, Price, Quote. It’s an extension of your customer relationship management platform (CRM). Salesforce CPQ is a sales tool for companies to provide accurate pricing with any given product configuration scenario. CPQ gives your sales team easy to use software available on any device due to its cloud-based platform. CPQ […]

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Evolving Traditional Technologies Toward CX

Contact Centers are a traditional aspect of companies and historically where and how those companies seek to interact with their customers. For years the chief expectation for these interactions was primarily via the phone or voice channel. Though as consumers embraced the internet and mobility, newer channels emerged. As this continued, along with businesses’ desires […]

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