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Marratech Experts at ViVE 2026

Marratech Experts at ViVE 2026

by | Feb 9, 2026 | Event, Salesforce Consulting Services, Salesforce CRM Solutions, Salesforce Managed Services

Marratech Experts at ViVE 2026

The dynamics of today’s world and healthcare technology landscape ask for staying ahead of innovation, and it is no longer optional—it is imperative. As we look toward 2026, one event clearly emerges as a cornerstone for digital health transformation: ViVE 2026, the premier forum where strategy, technology, and leadership converge to shape the future of healthcare.

Taking place from February 22nd to 25th in the heart of Los Angeles, ViVE is where the business of healthcare meets the future of technology. At MarratechAI, we are committed to being at the forefront of these innovations. That is why we are thrilled to announce that our leadership team – Scott Roessler and Charles Lauller – will be attending ViVE 2026.

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Why ViVE? Why Now?

ViVE (co-created by HLTH and CHIME) is unique because it focuses on the business of transformation. It’s not just about the “cool” technology; it’s about how that technology solves real-world problems like interoperability, patient experience, and operational efficiency.

For Scott and Charles, this event is an opportunity to dive deep into the challenges facing healthcare providers and payers today. As healthcare organizations navigate AI-driven clinical innovation and the growing complexity of data ecosystems, the dialogue unfolding at the Los Angeles Convention Center will define the industry’s direction well into the future.

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Bringing the MarratechAI Edge to Digital Health

At MarratechAI, we specialize in making technology work harder for your business. During the event, Scott and Charles will be focused on discussing three of our core pillars that are particularly relevant to the evolving healthcare sector,

1. Salesforce Managed Services: Your Strategic Backbone

In healthcare, Salesforce is often the “Source of Truth” for patient relationships and provider networks. However, many organizations struggle to keep up with the platform’s constant evolution. Our Salesforce Managed Services are designed to eliminate that friction. We provide 24/7 proactive support, custom implementation, and strategic optimization, ensuring your CRM isn’t just a database, but a driver of ROI.

2. Alana Analytics: Turning Data into Dialogue

Healthcare generates more data than almost any other industry, but much of it remains siloed or underutilized. Alana Analytics changes that. By leveraging advanced conversational AI and machine learning, Alana allows non-technical teams to interact with their data naturally. Imagine asking your dashboard, “What is the projected patient volume for next quarter across our satellite clinics?” and getting an instant, accurate answer. That is the power of Alana.

3. Alana Sales: Redefining Engagement

Responding to healthcare leads with speed and personalization is critical. Alana Sales acts as an AI-powered extension of your team, engaging prospects instantly and qualifying leads around the clock. It ensures that no opportunity is missed and that every interaction feels human, not robotic.

Let’s Connect in Los Angeles

While we won’t have a booth on the floor, Scott and Charles will be active across the various zones—from the AI Innovation Theater to the specialized Diagnostics areas. We believe the best insights come from face-to-face conversations, and we want to hear about the hurdles you’re facing in your digital transformation journey.

Are you struggling with Salesforce adoption? Is your data team overwhelmed? Or are you looking for a way to implement AI that actually delivers measurable results?

Scott Roessler and Charles Lauller are looking forward to meeting with peers, partners, and innovators to discuss how MarratechAI’s suite of services can empower your organization to lead in the new digital health economy.

Will you be at ViVE 2026?

Contact Us Today

“Partnering with MARRA Global remains one of the best professional decisions I have ever made. MARRA brought our CRM and sales/growth capabilities forward at light speed and the results have been amazing. The MARRA team really took the time to understand our business. I highly recommend the MARRA team for your next engagement.”

Chris Arais

Executive Director, Business Development , MemorialCare – USA

Florida Dreamin’ 2025

Florida Dreamin’ 2025

by | Dec 12, 2025 | Event, Salesforce Cloud Services, Salesforce Consulting Services, Salesforce Managed Services

Florida Dreamin’ 2025

Marra Tech’s attendance at Florida Dreamin’ 2025 brought together the best of what we stand for—community, innovation, and practical, human-centered technology. This year’s community-led Salesforce conference delivered a powerful blend of inspiration, education, and connection, and we were proud to be part of it.

Florida Dreamin’ is more than a conference. It is a gathering built by and for Trailblazers, created with the belief that learning should be accessible, relevant, and rooted in community. Designed to bring the MarraWay spirit directly to the region, the event offered content and training that extended far beyond technical tutorials. It provided real guidance on career paths, soft skills, and the confidence needed to grow within the Salesforce ecosystem.

At the core of the event is a vision to empower individuals through real stories, practical coaching, and relatable expertise. Attendees had the chance to dive into workshops on topics like crafting user stories, navigating client challenges, leading discovery sessions, and developing habits that strengthen professional growth. This focus on empowerment and community deeply aligns with MarraTech’s mission.

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MarraTech: Turning Complexity Into Clarity.

MarraTech delivers data science, AI, and technology consulting solutions that help organizations translate complex data into actionable insights. With strong capabilities in predictive analytics, automation, and scalable cloud infrastructure, Marra supports industries where precision and compliance are essential—healthcare, manufacturing, legal, and financial services.

Our presence at Florida Dreamin’ reflected our commitment to bridging the gap between sophisticated technology and everyday problem-solving. We believe that knowledge should empower, not overwhelm. That philosophy guided everything we shared during the event.

Our Contribution: Practical AI for Real Salesforce Journeys

During the conference, our Strategic Technology Consultant, Charles Lauller, presented insights into the MARRAtechAI Salesforce Framework. The session focused on how organizations can responsibly integrate data science and AI into their Salesforce systems without adding unnecessary complexity.

Attendees explored how predictive analytics can improve decision-making, where clean data plays a critical role in AI accuracy, and how automation can elevate productivity while keeping people at the center of every workflow. The examples shared resonated with consultants, admins, and business leaders looking for ways to modernize without losing their human touch.

The presentation reinforced a simple idea: AI should make work clearer, faster, and more strategic—not more complicated.

Why the Event Felt Familiar

The alignment between Florida Dreamin’ and MarraTech was unmistakable. Both prioritize growth, education, and empowerment. Both believe in using technology to strengthen people, not overshadow them. And both understand that community is essential for innovation to thrive.

This shared foundation made the event feel less like a conference and more like a natural extension of our mission. Every conversation, workshop, and session emphasized the same truth we build into our solutions: better tools lead to better decisions, and better decisions move organizations forward.

Florida Dreamin’ was not an endpoint. It was a beginning. MarraTech will continue to deepen its involvement with the Salesforce community, offering guidance on responsible AI adoption, expanding educational content, and supporting Trailblazers as they navigate their evolving technology journeys.

We look forward to contributing even more to discussions around data, automation, and the future of intelligent decision-making. Our commitment remains clear—help organizations turn complexity into clarity and empower individuals to thrive in a rapidly changing world.

Florida Dreamin’ 2025 demonstrated the powerful impact of community-led learning. It showed that when people come together with curiosity and purpose, inspiration follows naturally. MarraTech left the event energized and motivated, carrying the spirit of the Trailblazer community with us.

“Partnering with MARRA Global remains one of the best professional decisions I have ever made. MARRA brought our CRM and sales/growth capabilities forward at light speed and the results have been amazing. The MARRA team really took the time to understand our business. I highly recommend the MARRA team for your next engagement.”

Chris Arais

Executive Director, Business Development , MemorialCare – USA

The Benefits of Salesforce Integration for Improving Customer Service

The Benefits of Salesforce Integration for Improving Customer Service

by | Jul 10, 2024 | Salesforce Consulting Services

In the fast-paced world of startups, efficiency and scalability are crucial. Salesforce, a robust customer relationship management (CRM) platform, can be a game-changer, but managing it effectively requires expertise and resources that many startups may not have. This is where managed Salesforce services come into play. Let’s explore the key benefits of leveraging managed Salesforce services for your startup.

  1. Unified Customer View
    Integrating Salesforce with your customer service tools provides a comprehensive, unified view of each customer. This integration consolidates customer data from various touchpoints, enabling service agents to access all relevant information in one place.

    Benefit: With a unified customer view, service agents can quickly understand the customer’s history, preferences, and previous interactions, allowing for more personalized and efficient service.
  2. Improved Response Times
    In customer service, speed is of the essence. Salesforce integration can streamline workflows and automate routine tasks, resulting in faster response times.

    Benefit: By automating case creation, routing, and escalation processes, service requests are handled more quickly and efficiently. This ensures that customers receive timely responses, enhancing their overall experience.
  3. Enhanced Case Management
    Effective case management is crucial for resolving customer issues promptly. Salesforce’s case management capabilities can be significantly enhanced through integration with other service tools.

    Benefit: Integrating Salesforce with tools like live chat, email, and telephony systems allows for seamless case management. Service agents can track and manage cases from multiple channels within a single platform, ensuring consistent and efficient case resolution.
  4. Proactive Customer Support
    Predictive analytics and AI-powered insights from Salesforce can help businesses anticipate customer needs and address issues before they escalate.

    Benefit: Integrating Salesforce with AI and analytics tools enables proactive customer support. By identifying patterns and trends in customer data, businesses can take preemptive actions, such as sending reminders or resolving potential issues early.
  5. Increased Agent Productivity
    Integration of Salesforce with other business systems reduces the need for manual data entry and allows service agents to focus on high-value tasks.

    Benefit: Automated data synchronization between Salesforce and other systems ensures that service agents always have up-to-date information. This reduces administrative tasks and increases agent productivity, leading to more effective customer service.
  6. Better Customer Insights
    Integrating Salesforce with analytics and reporting tools provides deeper insights into customer behavior and service performance.

    Benefit: Businesses can generate detailed reports and dashboards that highlight key customer service metrics. These insights help identify areas for improvement, track service performance, and make data-driven decisions to enhance customer service operations.
  7. Seamless Customer Experience
    A seamless customer experience is crucial for building long-term customer relationships. Salesforce integration ensures that customers receive consistent and high-quality service across all channels.

    Benefit: By integrating Salesforce with other customer service platforms, businesses can provide a unified and coherent customer experience. This consistency builds trust and loyalty, encouraging repeat business and positive word-of-mouth.
The Ultimate Step-by-Step Salesforce Implementation Guide for Beginners

The Ultimate Step-by-Step Salesforce Implementation Guide for Beginners

by | Jul 10, 2024 | Salesforce Consulting Services

Salesforce, one of the most powerful customer relationship management (CRM) platforms available, can transform the way businesses operate. However, implementing Salesforce can be daunting, especially for beginners. This step-by-step guide will walk you through the Salesforce implementation process, ensuring a smooth and successful deployment.

  1. Define Your Objectives and Requirements
    Before diving into the implementation, it’s crucial to clearly define your objectives and requirements. Understanding what you aim to achieve with Salesforce will guide the entire process

    Step: Identify the key goals for your Salesforce implementation. These could include improving customer service, increasing sales efficiency, or streamlining marketing efforts. Document your business requirements and desired outcomes.
  2. Assemble Your Implementation Team
    A successful Salesforce implementation requires a dedicated team with diverse skills. Assemble a team that includes stakeholders from various departments to ensure a comprehensive approach.

    Step: Form an implementation team comprising project managers, Salesforce administrators, IT staff, and end-users. Assign clear roles and responsibilities to each team member.
  3. Choose the Right Salesforce Edition
    Salesforce offers various editions tailored to different business needs. Choosing the right edition is crucial for meeting your specific requirements without overspending.

    Step: Evaluate the features of different Salesforce editions (Essentials, Professional, Enterprise, and Unlimited) and select the one that aligns with your business needs and budget.
  4. Plan Your Data Migration
    Data migration is a critical step in the Salesforce implementation process. Proper planning ensures that your data is accurately transferred and remains consistent.

    Step: Conduct a data audit to clean and standardize your existing data. Use Salesforce’s data import tools to map and migrate your data from legacy systems to Salesforce. Test the migration process to ensure data integrity.
  5. Customize Salesforce to Fit Your Needs
    Salesforce is highly customizable, allowing you to tailor it to your specific business processes. Customization ensures that Salesforce aligns with your workflows and maximizes efficiency.

    Step: Customize Salesforce by creating custom objects, fields, and workflows. Set up page layouts, record types, and validation rules to match your business processes. Use Salesforce’s drag-and-drop tools to make these customizations user-friendly.
  6. . Implement Security and Access Controls
    Ensuring data security and appropriate access controls is vital for protecting sensitive information and maintaining compliance.

    Step: Define user roles and profiles to control access to data and functionality. Implement field-level security, sharing rules, and login restrictions to enhance security. Regularly review and update these settings.
  7. Integrate with Other Systems
    Integrating Salesforce with other business systems, such as ERP, marketing automation, and customer service platforms, enhances its functionality and provides a unified view of your operations.

    Step: Use APIs and middleware tools to connect Salesforce with your existing systems. Ensure real-time data synchronization to maintain consistency across platforms. Test integrations thoroughly to avoid disruptions.
  8. Conduct Training and Change Management
    User adoption is crucial for the success of your Salesforce implementation. Effective training and change management strategies help ensure that your team embraces the new system

    Step: Develop comprehensive training programs tailored to different user roles. Use a mix of training methods, such as hands-on workshops, online tutorials, and documentation. Implement change management strategies to address resistance and encourage adoption.
  9. Test Thoroughly Before Launch
    Thorough testing identifies potential issues before they impact your business operations. This step is essential to ensure a smooth launch.

    Step: Conduct various tests, including unit tests, system tests, and user acceptance tests (UAT). Validate that all customizations, integrations, and data migrations work as expected. Address any issues promptly before going live.
  10. Go Live and Provide Ongoing Support
    Once testing is complete and issues are resolved, it’s time to go live. After the launch, ongoing support is crucial to address any issues and optimize the system.

    Step: Plan the go-live date and communicate it to all stakeholders. Provide real-time support during the initial phase to address any immediate concerns. Establish a support system for ongoing maintenance and continuous improvement.

Implementing Salesforce can be a transformative journey for your business, enhancing efficiency, customer satisfaction, and overall performance. By following this step-by-step guide, beginners can navigate the complexities of Salesforce implementation and set the stage for long-term success.

Ready to start your Salesforce journey? Contact us today to find out how our expert team can support your implementation and help you achieve your business goals

5 Reasons to Hire Salesforce Consulting Services for Your Business

5 Reasons to Hire Salesforce Consulting Services for Your Business

by | May 28, 2024 | Salesforce Consulting Services

In today’s competitive business environment, leveraging the right technology can make all the difference. Salesforce, a leading customer relationship management (CRM) platform, offers a suite of tools designed to help businesses streamline operations, enhance customer relationships, and drive growth. However, to maximize its potential, you might need expert guidance. Here are five compelling reasons to hire Salesforce consulting services for your business.

  1. Tailored Solutions to Meet Your Unique Needs
    Every business is different, with unique challenges and goals. Salesforce consultants can provide customized solutions tailored to your specific requirements. Whether you need help with Salesforce implementation, customization, or integration, consultants bring the expertise to align the platform with your business processes.
  2. Maximize ROI with Expert Implementation
    Implementing Salesforce can be complex and time-consuming. Without the right expertise, you might not fully leverage its capabilities, leading to a lower return on investment (ROI). Salesforce consultants ensure a smooth and efficient implementation process, helping you avoid common pitfalls and ensuring that your Salesforce setup is optimized from day one.
  3. Improve User Adoption and Training
    One of the biggest challenges businesses face with new software is user adoption. Salesforce consultants not only set up the system but also provide comprehensive training to your team. This ensures that your staff can effectively use the platform, which is crucial for getting the most out of your Salesforce investment.
  4. Seamless Integration with Existing Systems
    Integrating Salesforce with your existing systems (like ERP, marketing automation tools, or customer service platforms) can significantly enhance its functionality. Salesforce consultants have the technical expertise to ensure seamless integration, helping you create a unified, efficient technology ecosystem.
  5. Ongoing Support and Optimization
    The business landscape is constantly evolving, and your Salesforce setup needs to keep pace. Salesforce consultants provide ongoing support and optimization services to ensure that your CRM system continues to meet your business needs. This proactive approach helps you stay ahead of the competition and continuously improve your operations.

Conclusion
Hiring Salesforce consulting services can provide significant advantages for your business, from tailored solutions and expert implementation to improved user adoption and seamless integration. By maximizing your Salesforce investment, you can enhance your operations, improve customer relationships, and drive growth.

Ready to take your business to the next level with Salesforce? Contact us today to learn how our expert consultants can help you achieve your goals.