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Salesforce for Life Sciences and Healthcare

Salesforce for Life Sciences and Healthcare

Ricky Lowe is the CEO of Kumos Consulting and a leading Salesforce Technical and Applications Architect. Below is the transcript from the Marketing Science Podcast where we spoke to Ricky about how life sciences companies can use the CRM from salesforce for sales and marketing strategies and beyond.

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Salesforce for Life Sciences Sales and Marketing

What is a Salesforce Systems and Technical Application Architect? Can you briefly explain what that means to us mere mortals?

Salesforce has its certification process, which is like an accreditation. They group four of the architect's certifications to create the system architect and another four for the technical application architect.

What is the importance of a fully functioning CRM during a pandemic and in general?

Even a basic CRM system behind the scenes breeds confidence with your customers that you have their case/preferences/issues under wraps. The flip side of not having that is that your customer would lose faith in your brand or company, so having a CRM system in place through this time is essential.

The customer service reps are the face of the company - That's the front end of your brand. So it's paramount.

The food and beverage, hospitality, travel, and tourism industries are taking a massive hit from the pandemic. Many businesses have had to rapidly change their whole model to keep going through this troubled time, and that agility with customer data is needed to survive a crisis like COVID-19.

But on the other end of the scale, Life Sciences and Healthcare industries are almost overwhelmed with new customers and requests, and this is where having the right CRM system in place is important. Not only for life sciences organizations marketing efforts but for customer trust.

How are Life Sciences and Healthcare companies using Salesforce Health Cloud?

CRM systems are all about having the correct customer-related information to make informed decisions. Salesforce has a product called Health Cloud, a CRM tailored specifically for healthcare and life sciences. The main aim of this offering is to closely connect the patient and the healthcare worker so that they're able to provide personalized and informed care based on medical history and specific needs.

Even life insurance companies, are handing out Apple watches and Fitbits in exchange for lower premiums – That vast amount of data has to be managed in the health cloud.

For example, people used to have one family doctor who knew everything about you and your family, it was all very personal. Systems have moved away from that, so nowadays, you go to a doctor, see any of the doctors, and still have the same patient experience. Having a system like Health Cloud would tailor that to being like a personal conversation.

They have all of the information at the tip of their fingers to make the best, most well-informed medical decisions. That customer-centric view is Salesforce's bread and butter, and it's shared across all industries and products that they provide, from medical device companies making life science sales to healthcare providers.

Why have CRM systems become so important?

Particularly with customer-facing companies, having accurate and relevant customer data in front of your eyes makes it far easier to sell, upsell, cross-sell, and service.

Salesforce, in particular, has capitalized on this by being one of the first adopters to recognize the importance of the cloud in their business models.

There’s also a vast knowledge base and community of Salesforce enthusiasts, partners, marketing agencies, and developers where you can learn more about the platform.

When I started on Salesforce 8 years ago, there was just Sales and Service Cloud. Now they have:

  • Marketing Cloud for creating customer journeys, email campaigns, text campaigns, push notifications, and social media.
  • Community cloud for customer and partner-facing websites and portals. You've got Einstein Analytics, which are business analytics in the cloud.
  • Commerce Cloud, which works with online shopping.
  • Salesforce CPQ, configure price quote allows customers to build complex pricing structures and schedule billing and subscriptions.
  • Field service management is an offline mobile app for service in the field.

There are many more features alongside the above. So, the Salesforce platform itself is a platform as a service. This means that developers like me can develop applications on top of Salesforce.

What is Einstein Analytics?

Salesforce out of the box has standard dashboards and reports.

Einstein Analytics adds a dynamic data analysis level, allowing a layperson to interact with dashboards and easily focus on specific areas with little to no technical skills required.

The sales guy can drill down into key focus points to get the required information.

So from an Einstein Analytics dashboard, a salesperson could go in and drill down into their opportunities and ask more specific questions around:

  • Product sales
  • Territory sales – Offering geographical insights
  • New business v repeat business trends
  • Record scoring – For grading key accounts or lead qualification
  • Forecasting intelligence
  • Account and opportunity insights
  • Digital marketing impact on sales

How has your engineering background shaped your problem-solving ability?

My degree was a four-year engineering course. Now, I haven't touched on any engineering topic I learned at university, but the critical skill I take from my time at university is my problem-solving ability. And it's the ability to identify the root cause of the problem.

What's your framework for solving business issues or business challenges?

I first identify key stakeholders in their different areas when I start a new project. These are the subject matter experts. Then I arrange workshop sessions to outline the current as-is processes and any issues they encounter. Then I design a to-be process and feed it back to the business.

A lot of the time, this involves building a prototype because of Salesforce's rapid development nature.

What are the common roadblocks when you're implementing new systems and processes within companies?

To be honest, it's usually the people. There are always one or two people who resist change and others who have massive influence over the rest of the team. The key is to identify these people early in the process and win them over with logic and reason – i.e., the Why behind any project.

What's been your favorite project from eight years of working on Salesforce challenges?

My favorite project has to be working with a company in the hospitality industry. The company offers membership cards that give discounts and deals for restaurants and cinemas. The project was a complete digital transformation from start to finish.

The main focus point of the project was creating a single customer view.

So from marketing, through to sales, through to billing and customer service. One of the main focus points of the project was creating what's called a single customer view.

What I mean by a single customer view is a single record for each unique customer. Fields include first name, last name, email, and phone number. Associated with that are the records such as memberships and cases.

An example of this client's before scenario is that they had to login in to three different systems for three different brands just to service a customer who's on the phone.

Another part of this project was the partner relationship management side. This is similar to customer relationship,except with restaurants, cinemas, etc.

How useful are memberships and cases in the context of Salesforce?

A case is Salesforce's terminology for a support ticket. It has the subject of the issue, and any employee can track comments by agents and discussions with the customer (great single customer view.)

Membership for this client is a record for a subscription service. So, you could have multiple membership logins and multiple cases per customer.

This client had three different brands so you could have three separate membership logins across the three different brands. But previously, if you wanted to raise an issue with all three of them, you'd have three separate cases.

What are the main challenges which you encounter with data migration?

Data migration is the number one overlooked part of any Salesforce project. When we say legacy systems, we mean old databases that store customer data.

In old databases, customer details may be spread across 20 or so tables. And in a particular project, the customer data may be held across multiple databases.

The cost of getting it wrong is massive since it would mean that you don't have the single customer view

So the complexity of getting all of these tables joined together across multiple databases imported into Salesforce is very difficult, time-consuming, and often overlooked. The cost of getting it wrong is massive since it would mean you don't have the single customer view. You can't service your customer effectively if you've not got all the records connected together.

Can you tell us about using Salesforce in tyre pressure telemetry?

I worked with Tough Tech, which has a tyre pressure monitoring system. These systems sit on industrial-sized tyres and cost thousands of pounds.

The systems monitor the pressure and temperature of the tyres and send the telemetry data over the internet, which is stored in their own Amazon web service application.

Ask about Salesforce for life sciences marketing

The cost of replacing defective tyres and the downtime which that incurs is huge. So much like the vital signs of the patients in the hospital’s health cloud – These leading indicators alert the engineers when a tyre is about to fail – They can also predict which other nearby tyres are due a service.

What other examples have you got, for instance, working in media?

I worked for a national TV broadcasting company, and they have an application that you can watch on-demand TV. This application required viewing devices to have a certification. So Salesforce acted as a partner relationship management system - It was a custom portal where the manufacturing partner could enter device specifications and interact with this TV broadcasting company.

What would you say are the most under-utilized features of Salesforce that clients don't even know about?

Salesforce is not just a sales tool. They shot themselves in the foot by calling them Salesforce because it is just so much more than that. It's more of how customers are using Salesforce as a whole, so it's the fact that you have all of your marketing services, sales, finance, and operations in one system. They're working on the same unified records to provide an end-to-end solution.

That realization is where a lot of companies are missing out.

In the example that Finance is chasing up an invoice. It now knows that the customer has a particular issue with operations or that the customer's looking at another cross-selling opportunity. Now anyone in the company (with permissions) can access the complete customer data they need.

Where do you see Salesforce growing in the next five to 10 years?

More and more devices are being connected over the internet.

Ask about life science Marketing

Salesforce's internet of things and Einstein Analytics will grow massively. We've got an estimated 125 billion connected devices by 2030. This, combined with the new 5G network, means that there will be a load of untapped data out there, and I think these two products will provide critical insight for customers.

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Posted by Frank Barker

Having spent his younger years playing Rugby in the sunny climes of Spain and Australia, Frank graduated from Loughborough University with a BSc in International Business before settling back in rainy Manchester. Frank has helped numerous Science, Engineering and Healthcare companies to create marketing strategies that engage with niche audiences. Having started his career in Sales, he now runs the Marketing department for AZoNetwork. He specialises in data management for sales teams, equipping them with the most actionable, real-time marketing insights from the first touch point through to revenue generating opportunity. A sportsman at heart, Frank still enjoys lacing up the boots for his beloved Macclesfield 1st XV Rugby or pulling on the whites to represent the more serious Macclesfield 3rd XI Cricket team.    

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