Case Study: Custom Salesforce Integration Streamlines Workflow Efficiency for Flagship Healthcare

Overview

Flagship Healthcare Properties is dedicated to providing extraordinary stewardship and outcomes for all they gratefully serve in healthcare real estate.  They were interested in a Salesforce integration to help streamline processes and improve data security.

The Challenge

For a company that relies heavily on quick, convenient, and consistent access to key information on select properties, data accuracy and workflow efficiency mean everything.

Unfortunately, Flagship Healthcare Properties’ existing data organization process was run entirely through the RevistaMed database, which required manually migrating property records to Salesforce. This created several inefficiencies, including:

• Spending too much time manually entering and migrating one property’s information into Salesforce
• Increasing the likelihood of spelling and data errors, typos, and reduced data accuracy
• Lack of efficient search capabilities

Salesforce Integration Solutions

To help improve Flagship Real Estate’s workflow efficiency and save employees time, Galvin created a custom Salesforce integration to streamline processes. That included:

• A custom Salesforce integration that automatically imports existing property records into Salesforce in under one minute
• An automated import batch that runs daily and adds new properties every 24 hours
• A custom component to improve workflow efficiency when searching for specific properties and data

Salesforce Integration Results

Streamlined Workflow Efficiency and Increased Data Accuracy: Employees at Flagship Healthcare Properties no longer spend unnecessary time manually migrating property records from the RevistaMed database into Salesforce. Thanks to the Salesforce integration and tailored Salesforce automation solution Galvin implemented, the company instantly streamlined its data processes and search capabilities by circumventing the time-consuming and error-ridden manual data entry process.