Custom Salesforce Integration Streamlines Workflow Efficiency
Healthcare real estate firm saves time and boosts data accuracy as a result
Salesforce Products Used by Flagship Healthcare
Flagship Healthcare Properties is dedicated to providing extraordinary stewardship and outcomes for all they gratefully serve in healthcare real estate.
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 up 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
To help improve Flagship Real Estate’s workflow efficiency and save employees time, Galvin created a custom integration to streamline the process. 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
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 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.
Flagship Healthcare was able to streamline their workflow and improve data accuracy thanks to Salesforce solutions implemented by Galvin Technologies. If your organization is looking for new possibilities to meet its purpose, reach out to Galvin. Our mission is to help companies achieve theirs.