West Coast Consulting Group
Contact Us

Sales Cloud

Feel Like a Genius with Einstein for Your Business

Businesses large and small alike can find themselves swimming in data: data about their customers, data about their operations, data about their market, and so much more.  In the digital economy, with more software, more devices, more mobility and more connected things, we as individuals, as employees, and as consumers generate clouds of “digital dust,” and the task of making sense of data has catapulted to the top of the priority list for the most innovative companies.

As a salesforce.com customer, you have a couple of options to utilize tools that they provide to analyze your business data, both the data that is resident within your salesforce instance and even data that is stored in other applications or data stores.  These two solutions are:

  • The Einstein family or analytics platforms for native salesforce data, such as Sales Cloud Analytics, Marketing Cloud Analytics and more;
  • Einstein Discovery, the newest entry in the salesforce solution set that performs predictive analytics (more on that in a minute) on any data source, including data sources from outside of salesforce. 


Is It Time For Lightning?

Change is hard.  Changing our personal behaviors is hard enough, so changing a team’s processes or those of an entire organization consisting of n individuals is harder to the nth degree.  But there will always be opportunities to change for the better, and moving to Salesforce’s Lightning user interface (UI), a revamp of what is now called the “Classic” UI, has a lot of good things to offer your team.  To help you manage your organizational challenges when considering and executing your Lightning upgrade, West Coast Consulting Group wanted to summarize a recommended approach that has worked for our customers.

The Salesforce Lightning experience is a significant step in the platform’s evolution, delivering not only a new graphical look and feel to your reports and dashboards, but a host of new features that deliver both increased user productivity and embedded analytics that will make your business more efficient, whether you are a small business with a handful of Salesforce users or a large multinational corporation. (more…)

Patient-Centric Health Care

Healthcare provider operations are a complex balancing act of pressures from numerous stakeholders with a lot of influence: payers/insurance companies, local and national regulators, and suppliers and pharmaceutical companies with a lot of influence, just to name some.  But in the middle of these sometimes-opposing forces sits the patient, and today’s healthcare companies are looking for ways to evolve their operations to ensure the patient is at the center. Patient-centric healthcare processes ensure that a provider can instill the greatest trust, increase satisfaction levels and maintain strong, ongoing relationships with each patient for a long time.

That’s why Salesforce created Health Cloud, a solution tailored for healthcare providers and consisting of a packaged configuration of its Service Cloud platform. (more…)

20 Most Promising CRM Solution Providers

Here at West Coast Consulting Group we are excited that CIO Review magazine names us as one of the “20 Most Promising CRM Solution Providers 2017”.

Having been selected by a panel of CEOs, CIOs and Venture Capitalists, we are proud to be included, together with companies such as Salesforce, Pegasystems, and Zendesk. This is a reflection of our outstanding clients and the successful engagements we have delivered over the past 15 years.

Read the full article on CIO Review.

#CIOReview #Salesforce #Digital Transformation #SalesforceImplementation



Healthcare Accelerator

Healthcare acceleratorThe healthcare industry has been rapidly changing over the past 3 years due to regulations such as the Affordable Care Act.  Because of these regulations and new outcome-based reimbursements, healthcare providers are treating patients like customers – putting patient relationships – not records or revenue-cycle management systems – at the center of how care is delivered.  As a result, providers are being more proactive than reactive in their treatment.

West Coast Consulting Group’s Healthcare Accelerator, released this year, is built on the Force.com platform.  It provides patient relation management and a 360 view of the healthcare patients enrolled in Payer programs, including Medicaid or Medicare. This healthcare accelerator package provides a comprehensive baseline for satisfying requirements of most insurance and caregiver agencies in managing their customer data. (more…)