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Populi Insights for Salesforce

Easy-to-use and install app to ingest and use consumer data on Salesforce

Overview

  • Easy-to-use, easy-to-install. Customers can go from a link to a managed package to building and ingesting into Salesforce Populi's consumer records in 30 minutes.

  • Leverage tools provided to easy match third-party consumer records to existing patients and create net new record when there is no match.

  • Advanced visualizations allow users to easily create audiences using all purchased consumer and propensity data attributes. Audiences can be be loaded into Salesforce and further associated with campaigns with a click of a button.

Access Large-Volume External Data Without Using External Tools How do you automatically import millions of consumer records into Salesforce every month? Further, how do you match them to your existing Person Account records while avoiding hours of tedious manual de-duplication? Although the Salesforce ecosystem provides a number of technologies for high-volume data import, each has its own advantages and limitations. For example, the popular data import tool Dataloader.io has limited input options, and only performs deduplication during import on existing record ID’s. As a healthcare data analytics provider, Populi found that a unique set of requirements led to an unexpected solution — Salesforce CRM Analytics. Populi’s consumer information can be filtered by a number of criteria, including our own clinical propensity scores for a wide range of health conditions.

Categories

Business Needs
Marketing
Campaign Management
Integration
Industries
Healthcare & Life Sciences
Personas
Administrator
Business User
Marketer
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package

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