6 Expert Strategies to Maximize Salesforce ROI in Healthcare & Nonprofits
Your Salesforce platform can be a key driver of engagement for healthcare and nonprofit organizations. Yet, many find it hard to tap into its full value. Here, we share six practical strategies to enhance your Salesforce use, focusing on advanced tools and AI to boost connections, improve data, and ensure a strong return on investment.
Why Salesforce Should Be Your Strategic Tool
Many healthcare and nonprofit groups see their Salesforce setup as a cost rather than a benefit. Data often sits in separate systems, personalization options are limited, and operations can feel inefficient, making engagement a challenge.
Common frustrations include messy data or a lack of visible returns on the Salesforce investment. Healthcare teams struggle to get a full picture of patients, while nonprofits deal with scattered donor details. This leads to missed chances for meaningful outreach and doubts about the platform’s worth.
With the right setup and strategy, Salesforce can become the heart of your engagement efforts. It can centralize patient interactions, donor growth, and community work by using advanced personalization and data-driven insights effectively.
How Equals 11 Helps Boost Your Salesforce Impact
Equals 11 turns your Salesforce setup into a focused tool for real results. With over 600 certified Salesforce professionals and strong skills in AI tools like Einstein and Agentforce, we fine-tune your system for better personalization and efficiency. Our status as a leading CRM consultant on Clutch.co for three years shows our track record of delivering clear value.
We offer full support tailored to healthcare and nonprofit needs, connecting systems like EHRs or fundraising tools to your Salesforce platform. Our AI knowledge helps create unique experiences for your constituents, making interactions more effective.
Clean, integrated data is at the core of what we do. We build complete profiles by combining patient records, donor history, and engagement details. This allows for precise targeting and turns Salesforce into a vital relationship management tool.
Want to make Salesforce a key part of your strategy? Book a free strategy session with Equals 11 today.
6 Key Strategies to Increase Your Salesforce Returns
1. Build Clean Data for a Full Constituent Picture
Clean, unified data is essential for effective Salesforce campaigns. Without it, personalization falls flat, efforts underdeliver, and compliance becomes harder. Poor data quality limits targeting and raises risks in regulated fields like healthcare and nonprofits.
A complete view of constituents changes how you connect with them. For healthcare, this means linking patient records with communication preferences and activity data. Nonprofits can tie donor history to event participation and volunteering. This setup supports messages that build trust and encourage stronger ties.
To achieve this, focus on removing duplicate data, enhancing records with Salesforce tools, and connecting to external systems like EHRs. Strong data oversight ensures accuracy and security, especially with sensitive information.
With solid data, you can target specific groups effectively. Healthcare providers can focus on patients at different care stages, while nonprofits can group donors by giving habits or mission ties. Equals 11 offers data quality support and integration skills to provide reliable information for personalization and reporting.
2. Use AI for Tailored Engagement and Future Insights
Going beyond simple grouping to predictive analysis and real-time customization improves Salesforce results. AI tools like Einstein help spot at-risk groups early and offer personalized suggestions to keep constituents engaged.
This approach increases interaction while easing staff workload. Predictive tools can flag patients likely to miss appointments or donors at risk of leaving, allowing timely outreach that shifts you from reacting to planning ahead.
Practically, this involves using Einstein Prediction Builder to forecast donor loss or patient no-shows. Equals 11 adjusts these features to match your aims, ensuring they work smoothly with your Salesforce setup for active engagement and better efficiency.
3. Streamline Constituent Paths with Automated Workflows
Shifting from single campaigns to detailed constituent journeys changes engagement. Salesforce supports multi-step, behavior-based workflows for steady communication across platforms, cutting down on manual tasks while improving experiences.
Automated paths manage complex cycles like patient onboarding or donor nurturing. This ensures no one slips through the cracks and offers personalized touchpoints at scale.
Start by mapping out these cycles in Salesforce with clear triggers and decisions. Equals 11 assists in creating and applying these automated flows, boosting both engagement and internal efficiency for healthcare and nonprofit teams.
4. Focus on Compliance and Security in Regulated Fields
Healthcare and nonprofits must prioritize data privacy and meet strict rules like HIPAA. A Salesforce setup that focuses on data protection and privacy management is critical, especially when internal teams may lack the needed expertise.
Effective compliance calls for data encryption, clear consent processes, secure data handling, and proper user access settings. Regular audits and security checks help maintain standards. Equals 11 designs Salesforce systems to meet these demands, conducts health checks to lower risks, and supports ongoing governance as rules change.
5. Enhance Mobile Use for Field Teams and Engagement
As communication shifts to mobile, optimizing Salesforce Mobile for field staff improves data accuracy and aligns campaigns. This ensures constituents hear from you on their preferred channels, while teams record information reliably in real time.
This involves creating tailored mobile interfaces for field roles. Equals 11 refines Salesforce Mobile for your team, ensuring smooth data collection during interactions, which strengthens both internal use and external outreach.
6. Measure Results to Prove Impact and Returns
Showing the value of Salesforce to stakeholders can be tough without clear links to results. Strong reporting and analytics are vital to highlight impact and justify the investment. Tracking connects actions to outcomes like higher donations or better patient retention.
Detailed measurement blends Salesforce analytics with your data for a full view of engagement. Equals 11 links metrics to your goals, creates custom dashboards, and provides insights to demonstrate returns clearly.
Book a consultation with Equals 11 to see how tracking can make Salesforce a core strategic tool.
Common Questions Answered
How Does Salesforce Help Healthcare Meet Compliance Needs?
Salesforce includes security options like data encryption and access limits. With proper setup by skilled consultants, it supports compliance through secure data practices and consent tools, safeguarding privacy while maintaining engagement.
Is Salesforce Effective for Nonprofit Fundraising and Donor Tracking?
Salesforce works well for nonprofit fundraising and donor management. It automates donor journeys, personalizes outreach, and handles event coordination, building full donor profiles for focused strategies.
What Role Do Einstein AI and Agentforce Play in Salesforce Results?
Einstein AI offers predictive insights for issues like donor drop-off or patient absences, alongside tailored personalization. Agentforce improves workflow handling, easing staff tasks and boosting effectiveness when set up correctly.
How Can Equals 11 Support an Overwhelmed Salesforce Team?
Equals 11 provides strategic guidance and ongoing support to strengthen internal teams. Our 600+ certified engineers offer skills in AI and complex data work, focusing on sharing knowledge for lasting impact.
When Can Organizations Expect Salesforce ROI Gains?
Improvements in ROI come in stages. Automation benefits often appear in 30 to 60 days, engagement gains in 60 to 90 days, and full returns typically within 6 to 12 months, based on readiness and data quality.
Final Thoughts: Tap Into Salesforce’s Full Potential with Equals 11
Salesforce holds great promise for enhancing engagement, whether for better patient care or stronger donor ties. Moving past basic use requires skills in data, AI, automation, and compliance, areas where many teams need help.
Equals 11 is prepared to shift Salesforce from a cost to a growth driver. Our focus on healthcare and nonprofits, paired with deep technical expertise, delivers quick wins and lasting value. Request a consultation with Equals 11 today to unlock your Salesforce potential.