Success Stories
UnityPoint Health hosted in-person and virtual events and increased Salesforce Health Cloud adoption across organization
Products
Adopted:
CHALLENGES:
- Event planners were unfamiliar with Salesforce and needed to efficiently build health classes and seminars
- Processes weren’t stable or repeatable
- Wanted something with more flexibility and functionality
- Increased data security concerns
SOLUTIONS:
- Event Wizard allows anyone – even those without Salesforce experience – to easily build an event
- Automation through Salesforce’s Health Cloud keeps processes consistent
- Flexibility to hide features they weren’t ready for as they scaled their use of the platform
Support better Care Management by increasing Healthcare event registrations and streamlining scheduling patient appointments
Products
Adopted:
CHALLENGES:
- Baycare was looking for a Salesforce-native event management system that could support multiple event types and integrate with their content management system
- The team needed a solution that could support direct communication with patients, streamline the registration process, manage paid events, and produce clear analytics and reporting
SOLUTIONS:
- Empower call-center employees to register patients for events over the phone.
- Host and manage events including community education seminars or classes, private and public events.
- Manage communications and event marketing through Marketing Cloud + Blackthorn Events, including post-event survey capabilities.
- Capability for hierarchical setup of events, especially for screening events
- Ability to list events by types or Facility/Location/Radius
- Customizable business rules engine, including personalization (e.g., displaying similar events to what user just viewed booked, user location, specified timeframe), list by sponsor
- Event Registration – Payment and Confirmation process
- Dynamic Forms Based on Event/Class Type
AdventHealth needed to organize COVID-19 vaccination appointments for 80,000 employees and volunteers
Products
Adopted:
CHALLENGES:
- Two required doses increased the complexity of the initiative
(160,000 total registrations) - Event Squid interface wasn’t user-friendly
- Event data riddled with errors due to problematic integrations
- Manual effort meant more time and clerical missteps
SOLUTIONS:
- Attendees receive an invitation email with their custom AttendeeLink
- Registering for a time slot was a breeze with our user-friendly interface
- On-site logistics quickly managed with our mobile check-in app and the attendee’s QR code
- Admins easily view accurate info on who did/didn’t receive their vaccinations
