Case Study: PeerPoint Medical Education Institute automates CME accreditation and document management with SMBHD and Salesforce

A SMBHD Case Study

Preview of the PeerPoint Medical Education Institute Case Study

PeerPoint Medical Education Institute streamlines CME accreditation with SMBHD, saving doctors time and money

PeerPoint Medical Education Institute, a medical education management company, needed an innovative system to automate its Continuing Medical Education accreditation process. Their challenges included connecting Salesforce with their CME Backoffice, implementing a community for medical professionals, and automating document collection. They approached vendor SMBHD for a solution involving Salesforce Sales Cloud and Community Cloud.

SMBHD implemented a multi-phase solution that integrated Salesforce Sales Cloud and a Community with the CME Backoffice system. This provided an automated, end-to-end process for doctors to claim credits, sign documents, and manage forms in a single interface. As a result, PeerPoint's clients now have a system that is easy to navigate, helping them spend less time on the process and save money.


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