Accelerators allow you to Quickly & Safely implement solutions
We provide Accelerators for general use as well as industry specific solution.
Caregiver Onboarding
Compliance around caregiver onboard and license management can create a lot of overhead for Homecare, Homehealth and similar companies.
This accelerator consolidates data required for all forms to allow single entry of data, uploading of needed licenses or certifications, includes secure eSignature, populates all required PDF's and makes all final files available in Salesforce for any future action like emailing them to the provider.
It also feeds into the Caregiver License Management accelerator.
*Utilizes Salesforce Customer Community Licenses.
License/Certification
Management
Tracking employee or 3rd party licensing and renewals can be a full-time job for multiple people. This accelerator manages the process by automating reminders as license expirations approach, escalations when renewals aren't submitted, the upload of renewal licenses and the internal review and approval.
It automates 85-90% of the required effort and allows your team to focus on the remaining 10-15% where attention is needed.
*Utilizes Salesforce Customer Community licenses.
Accelerate to Value and ROI
Our Accelerators offer great value to businesses by providing customized assistance and expert advice. This enables our clients to quickly tackle complex issues and improve how they use Salesforce. They provide specialized features and support to ensure clients get the most out of their Salesforce investment faster, leading to better performance, higher satisfaction and a very quick ROI.
Partner Onboarding
In today's fast-paced digital landscape, a seamless and secure onboarding process has never been more critical. Our Partner Onboading Accelerator streamlines the entire onboarding experience, enhances security and maximizes efficiency.
It includes configurable and secure online onboarding form and simplifies the onboarding process by requiring data only be entered once (IE. enter your first name once and have it automatically populated on every PDF), allowing eSignature and the uploading of any required document(s).
The Accelerator includes a secure online form with the ability to create online forms for ANY need and a Salesforce Community for the partner engagement to continue.
Survey Securely
Surveyor provides a best-in-class survey experience completely in Salesforce. This allows a flexible survey application that completely complies with GDPR.
Some of the most common use cases include:
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Scheduled Customer NPS surveys
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Automated CSAT surveys following closed cases
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Client surveys following caregiver support with escalation when poor care was received
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Employee surveys
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Anonymous surveys
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Salesforce community embedded surveys
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Standard website embedded surveys
Automate your customer or employee outreach and feedback and notifications.
Engagement Mgr
Salesforce is great at integrating with email applications and calendars to handle individual events and our Engagement Manager provides the next level of support. Allowing people to sign up for group events.
Some of the more common use cases are:
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Museums use to allow student groups to register for a group visit
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Lunch & Learns
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Community Events (Resume Building, Service Opportunities)
Accelerate business with Touchpoint.
Speak with one of our certified Salesforce experts today.
SMS Texting
Our Hum texting solution helps clients get up and running with text communication quickly. It is built completely on Salesforce and utilizes Twilio texting functionality.
Clients use it as the internal hub for customer, partner and employee communication. It includes a texting console (the Hum Inbox) to manage all communication, and components to be added to any object with a phone number for direct communication.
Additionally, Hum works in Partner Communities to integrate your 3rd party users into the organizational fold.