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Salesforce (Health Cloud)

Salesforce Health Cloud is a HIPAA-compliant healthcare CRM platform for patient data, care coordination, and patient engagement through omnichannel support.

Overview
Reviews
Customers

Product Overview

Security and Compliance Certifications: SOC 2 Type 2, HIPAA
Salesforce Health Cloud is a HIPAA-compliant healthcare CRM platform for patient data, care coordination, and patient engagement through omnichannel support.

Customers Served

Digital Health Provider
Ambulatory Practice
Hospital / Health System
Health Plan
Life Sciences

Categories

Company Info

HQ Location
San Francisco, California
Founded
1999
Headcount
5001-10000
Total Funding
$65.4M
Latest Round
Post IPO equity
Latest Round
10/18/2022

Company Socials

LinkedIn
X
Crunchbase
YouTube
Vimeo
GitHug

Demos

Reviews

See all (2)

View Product Page

4/5
15 min readReviewed on: 11/22/2023
Reviewer
Title: Operations Director
Organization Type: Virtual-First Provider
Specialty: Behavioral Health
Summary
  • Product Usage: The primary use case is tracking sales information, logging calls, meetings, and prospecting activities; Salesforce is also used for dashboarding and reporting, partnership management, admissions and intake process, verification of benefits, and post-treatment care.

  • Strengths: Salesforces strengths lie in its flexibility to handle various types of data and workflows, the ability to automate reporting, sending notifications and emails based on triggers, and its ability to integrate with numerous systems.

  • Weaknesses: The products weaknesses include limitations in visualization, dashboarding, and complex reporting, and a dated user interface; furthermore, too much flexibility can lead to a bloat with features and functionalities.

  • Overall Judgment: Despite some drawbacks, Salesforce is a valuable tool for managing a wide range of processes within the company, from sales tracking to patient admissions and intake, making it a favorable choice.

Other Products Considered

View Product Page

4/5
28 min readReviewed on: 09/18/2023
Reviewer
Title: Head of Technology
Summary
  • Product Usage: Salesforce Health Cloud is used to provide a care management platform intended to support various user types (network development, health coach, account executive), integrate workflows and enable shared data models.

  • Strengths: The platforms primary strengths are its high customization potential and extended application ecosystem, allowing users to build around or expand upon standard Salesforce objects.

  • Weaknesses: Theres a risk of building oneself into a corner through over-customization, and theres a challenge of potentially running out of custom objects, space, or hitting API limits if one hasnt had prior experience with Salesforce.f.

  • Overall Judgment: The decision to use Salesforce Health Cloud is deemed to be correct; its flexibility has allowed the client to build a robust care management and sales management platform.

Customers

6
Verified customers
0.2
Median usage (years)
Type
40%
40%
20%
0
1
2
Primary Care Clinic (2)
Virtual-First Provider (2)
Care Navigation (1)
Specialty
40%
40%
20%
0
1
2
Behavioral Health (2)
Primary Care (2)
Women's Health (1)
Provider Headcount
50%
50%
0
1
1-100 (1)
101-500 (1)
Showcased Customers
See all (1)
Blue Shield of California
Customer Since: Q4 2024
The payer and the CRM platform are partnering on a solution that promises to give patients prior auth responses within the course of their appointment.

Similar Products

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Healthie

Company Info
Founded: 2016
Headcount: 51-200
Customers
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
8 Reviews
Security and Compliance Certifications: SOC 2 Type 2, HIPAA, PCI DSS, GDPR, ONC Health IT (2015 Edition)
Healthie is an EHR with both a modern web UI and an API layer for additional development. Features include a client engagement portal, scheduling capabilities, wellness program management, care plans, patient data logging, and telehealth services. Additionally, the platform offers a mobile app for both wellness providers and clients, which supports HIPAA-compliant communication and client management.