Ease of development and trust were crucial to Provider Assist’s decision to use Salesforce. Not only was the Salesforce platform able to secure their data and bring it to life, the fact that it was a Platform-as-a-Service meant that its developers didn’t have to worry about infrastructure. Instead, they could jump straight into building out the company’s services to offer greater customer experiences.
“Heroku provided a way to take our data out from restricted and siloed databases and use it to power our whole business and change the way we engage with clients in real-time,” said Tabone. “We loved that everything was so visual, and it came with all the features we needed to build apps very quickly.”
MyVitals and other new client apps are now running on Heroku and better support clients to identify and resolve funding gaps. Provider Assist has also developed apps for employees which help them to visualise data in Salesforce and manage internal processes like invoicing.
Built on the Lightning Platform by the users themselves, these employee apps share data with the customer facing apps using Heroku Connect. This ensures employees and clients both have access to real-time data to make more timely decisions. Additionally, Einstein Analytics can be used to spot trends in this data and drive the business to take action. For example, if the analytics show that a client is consistently missing out on funding, their advisor may need to visit them and provide related coaching.