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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.

Reviews (2)

Salesforce (Health Cloud) Transcript
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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

Salesforce (Health Cloud) Transcript
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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.