We built a communications preference center on the website to maintain marketing compliance and improve the consumer experience with a 360-degree patient view. The preference center syncs data from Epic and Salesforce Health Cloud to Data Cloud to aggregate consumer data and present marketing opt-in options to site visitors. The marketing team now has a complete view of the consumer and can better support patient care.
Why Partner With Perficient?
A Salesforce Summit Partner for Every Customers' Industry
Perficient is a proud Salesforce Summit Partner with a dedicated MuleSoft practice. Our expert consulting and strategy teams, industry solutions, global delivery capabilities, and managed services make us the partner you want by your side – every step of the way.
Perficient’s Salesforce Expertise
Data Cloud
Drive personalization and engagement with the self-service customer data platform
Marketing Cloud
Deliver personalized 1:1 engagement at scale
Sales Cloud
Transform leads to sales to cash to loyalty with a 360-degree customer view
Service Cloud
Drive service transformations and faster solutions by connecting agents
Experience Cloud
Build customer, partner, and employee experiences on custom communities
Tableau CRM
Enable insights across multiple internal and external data sources of customer, team, and business data
Platform +
Develop meaningful experiences on a trusted, intelligent platform
Where is Perficient?
March 27, 2024
Minnesota
Timberwolves Game
Minneapolis
April 10, 2024
World Tour
DC
Washington, D.C.
April 25, 2024
World Tour
NYC
New York City
May 9, 2024
Salesforce
TT&H Kickoff
Atlanta
May 22—23, 2024
Salesforce
Connections
Chicago
June 18, 2024
World Tour
Boston
Boston
Sept. 17—19, 2024
Dreamforce
San Francisco
Dive Into Our Salesforce Offerings
Data Cloud
Data Cloud Catalyst (2-4 weeks)
Drive strategy and architecture roadmap so your customers can take advantage of Data Cloud and their data ecosystem. Key deliverables include a data landscape readout, use case analysis and prioritization, and a data strategy and AI roadmap.
Data Cloud Accelerator (6-8 weeks)
The accelerator focuses on Data Cloud setup, configuration, security, and baseline profile unification to help customers that have never used Data Cloud before or that have an instance that has yet to show ROI. Your customers may benefit from revisions before building a strategic roadmap. Key deliverables include Data Cloud enablement, basic configuration, a single integration, and de-duping through 1-2 use cases, up to 10,000 profiles.
Data Cloud Nexus (8-12 weeks)
Nexus helps to ensure the data involved in activating key use cases is unified and actionable. Customers can build off the Nexus deliverables to move closer to their long-term goals around building streamlined insights and innovating with AI.
Data Cloud and Marketing Optimization
Connect the customer’s Data Cloud and Marketing Cloud to activate segments and journeys. This offering includes deliverables from the Data Cloud Catalyst and Nexus offers, in addition to Marketing Cloud integration and use cases.
Process Automation and Insights
This offer focuses on the Data Cloud key features and deliverables that come with the Data Cloud Catalyst and Nexus offerings and takes it a few steps further by activating insights and pushing them to the teams that leverage Salesforce Core CRM clouds.
Healthcare
Shop and Enroll
Our shop and enroll solution helps payers working in individual and family, Medicare, and small group lines of business conquer mountains of data, evolving regulatory guidelines, and ever-increasing consumer expectations.
Patient 360
The stakes have never been higher with marketing KPIs for personalized brand experiences, patient engagement, data-driven insights, and patient acquisition and retention. Knowing and engaging with prospects and patients takes reliable data and the right technology. We help marketing teams digitally transform by combining strategy, industry best practices, data, and technology expertise.
Physician Referral Engine
Patient leakage not only impacts providers’ bottom line, but also has a significant impact on quality of care. Our referral management solution minimizes leakage, removes blind spots through data consolidation, and elevates data attributes that align to patients’ values and ensures excellence in care.
Immersive Global CRM Campaigns for Smart Medical Devices
Use Salesforce Marketing Cloud to power acquisition and nurture campaigns that are enriched with user and device data. Help your customers’ marketing teams, product owners, and patients achieve optimal initial adoption and long-term, richly supported adherence.
Financial Services
Personalized Marketing Solution for Banking
Our Salesforce-powered personalized marketing solution leverages Marketing Cloud and Experience Cloud to help banks successfully execute digital marketing strategies.
Self-Service Marketing Solution for Banking
Our self-service marketing campaign management solution lets banks select customer segment criteria, personalize content, retrieve customer data from other systems, access regulatory-compliant digital assets, prioritize lead-management activities, and measure results with comprehensive dashboards.
Digital Direct Solution for Insurance
This integrated solution uses various Salesforce clouds to allow financial services companies to easily keep up with consumers as they move through the insurance shop, buy, service, and fulfillment stages while providing a single view of the customer with unified, real-time data.
Manufacturing
Partner Relationship Management Accelerator
Improve your customers’ partner engagement and forecasting. Streamline lead management. Strengthen their mobile tools and communities to give partners real-time information anytime and anywhere. Our PRM Accelerator lets organizations capture leads, run reports, and manage programs, marketing development funds, and partner marketing all in a single-view dashboard.
Client Successes
We developed and built a customer-centric solution to help our client scale to new markets quickly and effectively, drive common marketing campaigns, and gather consistent data for marketing ROI.
The firm was expanding globally and wanted to project a cohesive brand experience, increase lead conversions, and streamline repetitive tasks to decrease call center volume. We implemented Salesforce Marketing Cloud to build, execute, and optimize compliant, personalized communication journeys.
Let's Drive Growth
CSAT Score
Years of Experience
Salesforce Certifications
Data Cloud Certified Team Members
Salesforce Projects Delivered