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How Can University Administrators Benefit from Salesforce?

Posted on by Shipra

CRM for higher education

Higher education institutions are made up of intertwined networks that need to be maintained for recruitment, admissions and financial purposes. The students’ network is probably the largest at any given university or college, but this does not mean the lecturing staff, administration and alumni are not equally as important. Therefore, for complete academic and administrative success, there is a need for a high level of visibility and strong communication across the institution. The use of CRM for higher education has proved to be the ultimate solution to gain visibility and improve communications throughout university structures. An added benefit of CRM is that most of its software can be accessed on a smartphone or a tablet, which are used by almost 48% of the total users.

Simplified recruitment and admissions

The foundation of all higher education institutions is the successful recruitment of students every academic cycle. Using a CRM for higher education admissions processes helps improve recruiting results and ultimately brings more visibility to the institution. With Salesforce Education Cloud, higher education institutions can create compelling, customized messages to target the best prospects for enrollment. By increasing visibility, means the institution has a broader pool of prospective students and can attract high-quality academic staff, which consequently leads to maximum yields both financially and academically. Keep track of progress towards recruitment goals, monitor recruiter performance all under one roof.

Marian University adopted the use of a CRM platform to impress prospective students and get them to enroll in the university. CRM helps the university make campus visits very personal to prospective students, allowing them to impress on the front-end and still remain efficient on the back-end of the enrollment process. This results in a huge increase in on-time tuition payments for new students by the first day of class.

 Overview and management of enrolled students

It takes a lot of resources to enroll and manage students from enrolment to post-graduation. It is imperative that universities and colleges retain all enrolled students and see them through graduation. Losing a student by any means is a loss of resources to the institution. Salesforce higher education solutions bring a different dynamic to the way colleges and universities manage their students while they are enrolled. With innovative automated solutions like Salesforce’s 360-degree student view program, institutions can learn what makes students tick, identify students at risk, assign staff to help students and consequently build long-lasting bridges that continue to benefit the higher education institution in question. Today, the benefits of CRM and the Cloud have influenced 43% of educational institutes to opt for these technologies.

College for America decided to implement a CRM automated platform as a solution to manage student data and launch a new degree program. They used a CRM concept from Salesforce to connect recruiting, student success, marketing, and IT departments, allowing them to launch a degree program in just 16 weeks. In a recent study, some of the problems behind not implementing CRM were discussed. These, when cleared, could help popularize CRM and also help clear out administrative tangles.

Keeping the alumni connection

The alumni community forms an integral part of a college and university. Keeping the former students engaged with the campus builds strong relations between the institution and the group of former institutions, which can lead to greater donations and improved visibility to prospective students. CRM can be used in higher education to keep alumni connected to the institution long after they have graduated. In a mix of CRM users generated from every field, data suggests that almost 59% of the respondents indicated success through CRM. Gain an insight into the Full lifecycle relationship management and insight into student and alumni journey.

The bottom line

CRM for higher education is an effective solution for better visibility and improved communications across campus structures. CRM can help roll out strategic enrollments, monitor student progress, identify and assist students at risk, coordinate staff members and activities, and maintain relations with alumni. Here is a detailed resource on how universities can leverage CRM.

3 Benefits of Using Salesforce in Financial Industry

Posted on by Shipra

In the financial services sector, Salesforce stands head and shoulders above the other customer relationship management (CRM) and cloud computing platforms out there. That’s because the Salesforce Financial Services Cloud was designed with financial services in mind, allowing you to connect with your clients more personally than ever before.

As Regional Vice President, I’ve worked with many financial services companies to support their digital transformation and business process improvements. I’ve seen firsthand how Salesforce makes a difference in this industry for three main reasons:

  • The security and trust features
  • Their investment in understanding the financial services industry
  • The degree of customizability to suit unique company needs

Below, I dive into each of these three points to show how Salesforce can help take your financial services company to the next level.

SECURITY AND TRUST FEATURES

Salesforce is known as the most secure CRM platform available. It’s not only the system the Department of Defense uses, but also the platform chosen by U.S. Bank, Transamerica, Western Union, and numerous other financial institutions for its robust features and reliable data security.

Financial services companies don’t just need to be vigilant against external hacks — they also have to ensure that client information isn’t shared across business lines. These special security needs are well served by Salesforce’s security and trust features. Salesforce features provide advanced configurations for top security, boosting trust among your clients as they share their most sensitive data with you.

DEEP UNDERSTANDING OF THE INDUSTRY

Salesforce Financial Services Cloud was created with the input of wealth management companies and independent software vendors. This is representative of the time Salesforce has invested in understanding the financial services industry.

Through consultations with industry experts and ongoing events for financial services professionals, Salesforce has come to truly understand the financial industry — and it shows in their products. You can be confident that your Salesforce solution will be able to meet your specific needs, especially with the customizations available.

HIGH LEVEL OF CUSTOMIZABILITY

Financial service companies vary widely; from banking and insurance to wealth management and investing, each sector of financial services operates very differently.

Salesforce has the customizability to support them all. Financial advisors, for instance, can leverage Salesforce to deliver personalized relationships to each of their clients. Bankers can use the platform to gain more insight about their customers and identify opportunities to convert and cross-sell their target market. All sectors can benefit from the technology’s ability to streamline client communications, increase data security, and integrate omni-channel efforts.

In fact, Salesforce has so many options that our clients can sometimes feel overwhelmed by the possibilities — that’s where we come in to help.

We encourage our clients to avoid trying to boil the ocean. Instead, as you implement Salesforce, focus on the key areas and problems that need to be addressed. For your organization, the focus may be on risk management, financial reporting timeliness, or regulatory compliance. Identify the top challenges you need your technology solution to help solve. This allows you and your implementation partner to develop a minimum viable product that will address your key needs, and then build and expand on that solution.

As a starting point, aside from using Salesforce Financial Cloud, we have found that many financial services companies benefit from customizing and using:

  • Sales Cloud: to find clients and grow accounts to improve the lead-to-loyalty cycle
  • Marketing Cloud: for help with (GDPR-compliant) marketing automation
  • Service Cloud: to increase client satisfaction and improve customer support
  • Community Cloud: to provide clients with excellent self-service options and account portals
  • Einstein AI: to leverage AI-powered predictions and recommendations to improve internal decision making, increase productivity, and create a better customer experience

What are the benefits of using Salesforce in Manufacturing industry?

Posted on by Shipra

Salesforce offers a number of distinct advantages to customers within the manufacturing industry. The advantages help manufacturers connect with customers, manage and boost sales, handle customer service issues, and seamlessly collaborate across multiple departments to provide excellence in customer service and raise productivity. Salesforce offers these benefits through their unique cloud systems which integrate with each other and offer outstanding options, service, and performance. Let’s take a look at several of Salesforce’s main systems and how they relate to the manufacturing industry.

SOCIAL MEDIA MONITORING MADE EASY WITH THE SALESFORCE MARKETING CLOUD

The Salesforce Marketing Cloud provides a convenient highly functional way for a manufacturing company to monitor social networks, blogs, and community forums that are relevant to their industry. They can track what is being said about the company itself, or monitor relevant keywords so that they can identify when an opportunity exists with a potential customer who may be in need of the product that the company manufactures.

The Salesforce Marketing Cloud also allows manufacturing companies to manager their Facebook, Twitter, and other social media pages and to reply directly to customers who might be interested in their products.

SALES AND EMPLOYEE/TEAM PERFORMANCE TRACKING IN THE SALESFORCE SALES CLOUD

The Salesforce Sales Cloud allows manufacturing companies to create leads based on traditional lead sources or by conjunctive use with the Salesforce Marketing Cloud. For instance if someone is identified on Facebook posting about the product the manufacturing company sells, the company can then use this information to create a lead for the individual in the Sales Cloud. The Sales Cloud also allows the company to conduct valuable research on the person by aggregating their social media information and supplying the cloud with useful information that may help close a deal or help sales reps better connect with the person.

Additionally the Sales Cloud allows manufacturing companies to track performance and sales records for their sales reps in real time. This can be used as a motivational tool by sharing snapshots of the sales charts in the My Chatter field so that all sales reps can see the standings. The Salesforce Sales Cloud also allows manufacturing companies to gain valuable information about what goods and products are selling and the demographics that they are selling to.

CUSTOMER SERVICE EFFICIENCY IN THE SALESFORCE SERVICE CLOUD

The Salesforce Service Cloud benefits manufacturing companies by providing them with an easy and efficient way to handle their customer service issues. The Service Cloud aggregates information about the person such as warranties, models bought, past interaction with the company, and contact information so that the company can interact with a person quickly and effectively without wasting time re-gathering this information every time the person calls.

The Service cloud also allows customer service reps to work more efficiently by automatically suggesting relevant articles to them as they are typing in information about the person’s problem. Additionally if the fix for the issue can be solved remotely such as would be the case for a software update, then the service rep can send that fix directly to the customer.

We can also help you brainstorm for particular ways to benefit from Salesforce’s many resources based on the unique profile of your particular manufacturing company.

Top benefits of using Salesforce for Telecommunication Industry

Posted on by Shipra

The telecommunications industry finds itself in a very ironic situation with a problem many would think is a good one to have. A growing customer database may be a gold-mine in business terms but poses a fair challenge on its own. According to the Newsroom, there are 5.3 billion unique telecom subscribers in the world. That is a lot of data, and with Artificial Intelligence and Data Science becoming more and more of a mainstay in business circles, this is important data.

But how do you sort this data is the question. How do you categorize it to tell you what you want to know? How do you pinpoint that one customer that isn’t happy with the service? How do you bring proactivity to your support team? There is one answer to all of those questions: Salesforce!

Salesforce is a market leader in CRM software and a perfect fit for an evolving telecommunications industry. Besides the standard Contacts, Activity and Account features it also helps manage and control customer turnover. Its extensive industry-specific features ensure quick identification of relevant data from different sectors of the organization i.e. Sales, Support, Marketing. This data is consolidated to find a deeper understanding of customer behaviors and habits, not to mention avoiding repetition and churn.

Let’s look at what makes Salesforce perfect for the Telecommunication Industry.

Database Management

Find detailed information on all customers from various functional mediums. This is particularly helpful in dealing with a client in a number of ways; support team can handle the customer better when they know the customer’s history and past experience with the organization. The marketing team can target profitable customers for certain campaigns to increase ROI. The sales team can focus their attention on customers that have a track-record of conversion to boost sales. Uniformity of data ensures that information is never lost and the customer always feels at home, no matter how many layoffs or recruitment you make on your end.

Effective Customer Interactions

They say every contact with a customer influences whether or not that customer will return in the future. Customer interactions are extremely important to the success of a business and Salesforce understands that better than anyone. Salesforce gives you a complete view of your customer that helps create personalized offers and campaigns based on the customer’s behavior, habits, and history. It also uses the data you have to keep existing customers up to date on new offers and promotions, all of which goes a long way in ensuring that every customer gets a personalized experience. Customers want to feel like they are the alpha and not just a part of the herd.

You can take your customer interactions one step further with a social media integration that lets you monitor your customer’s social media habits. Customers on social media are very expressive, and analyzing their online habits can lead you to that elusive pot full of gold at the end of the rainbow.

Follow Up and Tracking

Understanding which customer is at what stage of the pipeline can be an arduous task, and with customers running in the number of millions, this task becomes next to impossible. Salesforce, however, presents a simple solution with a branch of its data consolidation feature. The detailed data also includes real-time updates on the customer’s current status with the organization. You can filter the customers that are, let’s say, regular customers from those that are new. You can also filter those that recently made a purchase and send out an automated follow-up response. You can track their social media behaviors to interpret their level of satisfaction with respect to your product, a little far-fetched but there’s room for improvement and development.

Proactivity (Predict Trends)

Data mining is not something new to CRM platforms. The extensive data presents an excellent opportunity for mining behaviors that can be used to analyze trends and predict the market direction. Innovation is the cornerstone of success in the telecommunication industry due to minimal differences in the level of services provided. Salesforce takes data mining one step further with its predictive analytics that helps you make educated guesses about the trends of the market. With the help of Salesforce, you can interpret your customers’ collective behavior and habits to set yourself for the future.

Conclusion

Salesforce gives you a 360-degree look at your customers with a layered manual of their habits and behavior that set you up perfectly to target them with your products. The telecommunication industry has one of the biggest customer bases among industry verticals and can use Salesforce to get their customer’s worth in gold.

Ways in which Salesforce is beneficial to Real Estate sector

Posted on by Shipra

BENEFITS OF USING A CRM FOR REAL ESTATE / PROPERTY MANAGEMENT

CRM or Customer Relationship Management is an effective tool for every business, including the real estate, but a few people could visualize the relevance and criticality of it in a real estate business. Contrary to the popular belief that a CRM is more appropriate for a business where the number of transactions is quite high, it is equally beneficial for “less transaction-high turnover” business of a property dealer.

Some advantages that you haven’t thought about

  • Intuitiveness makes a CRM quick and effective: It is said that if one takes a few weeks to understand the navigation and functionality of a CRM, it means it is not contemporary. Leave aside the exaggeration, but it is true that modern CRM systems are unbelievably easy and user-friendly. They are widely accessible and available on different devices like iPads, iPhones, Android, etc.
  • Easy customization and adaptability: Modern CRM systems are highly customizable and professionally developed ones. In the dynamic business world today, entrepreneurs do not like a common system that fits for all. Rather, they need adaptable CRM that can be customized according to user specifications.
  • They automate a majority of operations: When you invest heavily in a CRM system, the biggest benefit is automation of mundane tasks. Though a real estate business is not heavily transaction oriented, still a CRM is useful in making it automated up to the largest extent. Keep your back end staff busy in creative thinking and keep the maximum information available to the sales force by installing rugged and multi-faceted software.
  • Customer Info at the distance of a click: It is a fact that automated systems like CRM makes loads of customer information incredibly accessible. The same is not possible if you are an old-fashioned real estate developer using a manual system. Some call it contact management, and some think it is customer management. We consider it “relationship building”.  When you have an easy to use interface and effective way of organizing and storing information, converting clients into lifetime relationship is not difficult at all. A detailed client history and event management makes it further effective and reliable.
  • Cost saving on human resources by automating pre and post sales activities: When you automate pre and post sales activities using CRM software, the things become pretty simple. You can organize and systematize customer interaction, schedule appointment, store information and defining triggers and alarms. Synchronize the daily planner and do not miss even a single potential sales lead. We know that timing is the crux of success in the competitive world. Since you automate the things, no burden on the pocket.
  • Effective customer conversion ratio: Since you strike when the iron is hot, there are fair chances of converting a sales inquiry into a sales deed. CRM makes it possible for you. Another interesting thing helps in enhancing customer conversion ratio. CRM brings smart marketing tools to keep your real estate firm top-of-the-mind when customers plan actual purchase. Libraries of smart emails, newsletters, teasers and several other tools make the business projection into reality.
  • Better process management and payment collection: It is said that the speed of a business is determined by the speed of transactions. When you make use of a robust and reliable CRM system, speed doesn’t remain an issue. You stay connected to the clients, process the transactions speedily and keep them satisfied forever. Workflow-based system brings enhanced process management and transaction system ensure that right from sales lead generation to payment processing, everything happens in the blink of an eye.

A good real estate CRM makes the things amazingly simple for you

  • It manages every bit of information related to your clients and customers. Right from personal and professional details to demographics and correspondence details to preferences; everything is there at the fingertips.
  • You can keep the communication channel always open by sending email, social media messages, and advertising campaigns. It keeps the clients noted about the latest happenings and offers. It enhances business potential.
  • CRM offers a clean and simple user interface that gives relevant information in a legible and presentable format.
  • You can schedule appointments, chalk out plans and organize yourself using a good CRM system. The more organized you are, higher is the efficiency.
  • Workflow makes the things simple and practical. They automate and systemize your tasks.

While robust lead management simplifies the efforts made by real estate marketing executives, reliable customer relationship management makes the things easy for customer care executives. As a real estate business owner, you wish to have control over these two functions; a fully functional CRM is need of the day.

How Salesforce can help your business in improving sales

Posted on by Shipra

Are you wondering whether your business should start using Salesforce as a tool to boost sales and profitability? Not sure if it’s the right tool for your needs? There are plenty of CRMs on the market, but Salesforce often emerges as a leader, and for a good reason. Here are some of the benefits of Salesforce technology.

Why Use Salesforce Over Other CRMs?

It can help you generate more leads and close more deals.

Do you ever feel like sales is a game of chance? If you’re looking to improve your sales, ROI, or even your processes, Salesforce is designed to assist your business throughout the entire customer lifecycle. One of Salesforce’s standout features is its ability to help you track customer (and potential customer) lifecycle from lead generation to closing sales. You can leverage the technology to look deep into your data and get customizable insights. You can even anticipate customer needs before they happen, allowing you to stay proactive. Salesforce is truly designed to help you find the right customers, build relationships with them, and offer stellar customer service while keeping costs down.

It allows you to keep up with rising customer expectations and serve your customers better.

Customers expectations have changed tremendously in the last decade and today’s customer is demanding more throughout the entire customer journey: they expect proactive service, user-friendly interfaces, reliable support, and interactions that are personalized to their needs. Salesforce can help you gain a competitive advantage by connecting with your customers in the most optimal way. It allows for customization, a connected journey, data protection, and a proactive approach to meeting customer needs. The best part is that you can do all of that at scale and at a much lower cost.

It can help increase sales.

Did you know that 66% of consumers say they’re likely to switch brands if they feel treated like a number, not an individual? Imagine if you could retain all those customers by treating them with a personalized, custom approach. Salesforce helps your company to:

  • Improve forecast accuracy
  • Keep important customer information all in one place
  • Manage sales tasks and set reminders to follow up
  • Track your performance over time
  • Quickly identify problems/issues to be fixed in the sales process

When used correctly, a CRM can help improve productivity by 30%, helping you in turn increase sales and close more deals. You would also see a significant increase in brand loyalty and a subsequent increase in revenue as a result of using Salesforce.

It works for businesses large and small.

Salesforce is an adaptable technology that is used by over 150,000 businesses of all sizes across many different industries. Whether you have a startup, a small business, a medium-sized enterprise or a large corporation, Salesforce makes it easy to deliver personalized experiences to your customers.

It’s ideal for many different industries.

Wondering what industries use Salesforce? The answer is, almost any company can take advantage of its benefits. Financial services, communications, media, consumer goods, healthcare, insurance, manufacturing, nonprofit, retail, hospitality—all these industries and more are using Salesforce as their CRM.

It is easy to customize and scale to your unique needs.

All businesses are different, and Salesforce seems to understand this. The cloud-based software is very customizable and modifiable. Not only can you configure it to your requirements from the start, but you can also add or extend functionalities as your business needs grow or change over time. You can integrate your own apps, add in custom objects or fields, integrate third-party extensions and more. All this can help you achieve the ideal complete solution for your company.

It has a long track record.

Can you believe that Salesforce has been around for twenty years? That’s an impressive length of time, and Salesforce has grown exponentially and remained a leader in the CRM industry for many years. Based on Salesforce’s steadfast presence in the industry, it is safe to say that the company isn’t going to leave you high and dry anytime soon. And when you use Salesforce, you’re benefiting from two decades of knowledge and experience to back you up.
It harnesses AI and other emerging technologies.

As one of the early investors in AI, Salesforce is hard at work improving its unique artificial intelligence technologies and integrating them with its CRM platform. Salesforce’s AI can help your business learn from trends and show you how you can take the best course of action in a variety of situations.

It provides more than just CRM tools.

Most people think of Salesforce as strictly a customer relationship management software, but it offers more than that.

  • Salesforce Commerce Cloud is a B2B/B2C commerce solution that lets you create unified buying experiences across mobile, social, web and physical channels.
  • Salesforce’s productivity platform Quip has been generating a buzz with its easy-to-use collaboration tools that keep teams on the same page.
  • Salesforce Ventures is the venture capital and investment arm of Salesforce.
  • Salesforce for Startups can help your brand-new business get off the ground with helpful resources and technology. It is focused on building startups that give back to their communities.
  • The AI Innovation Fund has invested several million dollars into startups whose products incorporate AI with Salesforce.
  • The AppExchange is Salesforce’s own app store. Like the Apple store or the Google Play store, it lets you find a wide variety of free and paid apps (around 3,000!) that will integrate with Salesforce and meet your business needs.
  • The 1-1-1 model of philanthropy is one of Salesforce’s defining characteristics. This company is dedicated to giving away time, products and resources for the good of the community. With millions of dollars donated and millions of hours of community service on the books, Salesforce has shown itself to be far more than your regular profits-centered corporation.

You can attend the largest software conference in the world each year.

Salesforce puts on an annual user conference that attracts more than a hundred thousand attendees each year! There are dozens of experts on hand, leading hundreds of sessions to educate and inspire professionals across many different industries. You can network with other professionals, learn from the experts, and learn more about how Salesforce can help your business.

Expert consulting is available to help you get the most out of Salesforce.

Is your company going through rapid expansion and struggling to stay ahead? To help you get started with Salesforce and get the most out of it.

Why Salesforce is a necessity for your logistics business

Posted on by Shipra

Why Salesforce is a necessity for your logistics business

Customer satisfaction and loyalty drive growth and sustained profitability. However, if your clients aren’t happy, sales will drop and in the end you may lose your business. This is especially true for the highly competitive transportation industry, where customers are often very selective about Logistics Service Providers (LSPs). They look not just at affordable prices and on-time delivery, but at the overall quality of interactions. Therefore, to keep your customers contented and deliver them exceptional experience, you need to empower your business with a Salesforce solution.

Capture more value from relations with your customers

The use of Salesforce is a best practice approach for a wide range of businesses, including logistics, transportation, shipping and freight forwarding. It helps optimize customer service, manage the sales pipeline, drive successful marketing campaigns, identify and retain valuable customers, encourage unstable ones to spend more, etc.

Salesforce can help you strengthen relationships with your clients and thereby gain a competitive advantage over other LSPs. Salesforce is the right tool for you to:

  • Take advantage of the complete view of interactions and communications with customers
  • Design customer service strategies
  • Determine factors that affect customer behavior
  • Understand the actual and potential value of customers
  • Define your most valuable customers
  • Analyze customer feedback
  • Discover customer preferences
  • Find CRM levers that are most effective in ensuring customer loyalty
  • Deliver better all-round customer service
  • Win back customers gone over to competitors
  • Optimize business workflows.

Your 5 key benefits

Consider the following 5 benefits for your logistics and transportation business:

  • Maximized quality of customer service
  • Strengthened marketing and sales
  • Improved image of your business
  • Greater customer loyalty
  • Increased profit.

Why choose Salesforce

Maintaining strong collaborative relations with customers is a strategic imperative for your logistics business. In comparison to out-of-the-box software, customizable IT solutions are designed to streamline and automate processes within your particular organization in the most efficient way. With a Salesforce, you can flexibly and quickly plan, design, implement, and execute a number of customer-oriented initiatives. Tailored to the specific needs and priorities of your company, Salesforce is the very instrument you need to succeed.

How Salesforce helps in transforming Healthcare Sector

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Though all businesses have some things in common, each sector has quite unique needs and thus has different requirements as per software. Let’s take healthcare as an example. Here, just as with other industry domains, organizations also need some tools to facilitate interactions with customers and besides they require tools for team collaboration, workflow management, etc.

Salesforce is a great CRM for all types of medical organizations, be it a provider, payer, or a pharmaceutical company. And not so long ago it introduced Health Cloud – a great patient relationship management solution for healthcare providers. Here are a few reasons why medical companies now consider it an indispensable tool.

Benefits of Using Salesforce Health Cloud

Health Cloud offers ample integration opportunities. Membership, insurance claims systems, EHR (electronic health records) solutions and other applications can be integrated with Salesforce seamlessly, eliminating the need to open several apps to see the full patient profile. This in its turn provides a number of advantages.

Unified view of the patient

All information concerning a specific patient is stored in a single place in the cloud. These data are secured and available only to those workers who have been granted access.Consequently, a medical worker with access can easily get a single view of the patient history. Care plans, timelines, clinical and nonclinical data, records all these are available to physicians in a matter of a few clicks. Moreover, the system provides an opportunity to share this information with the patient, and vice versa, for the patient to share some information with their doctor.A great thing about Salesforce Health Cloud is that it can be integrated with end users’ medical devices and wearables. For example, a patient can set up their wearable device to pass the data from a healthcare app directly to the Cloud, making it accessible to their care team. This is especially great for post-discharge care, for patients with diabetes, cardiovascular diseases, epilepsy, and other chronic medical conditions, as well as the elderly.

Faster service

Having the necessary information always at hand can significantly reduce the lines in hospitals and clinics, which is of paramount importance to organizations with large workloads. Besides, in critical situations fast access to patient history can actually save the person their life.

New ways to interact with patients

With the pace of modern life getting faster each day, people value every tool that allows them to save time for important things in their lives. Of course, one’s health isn’t something to cut corners on, but if there is a chance to skip driving to the doctor’s, standing in lines and waiting for an appointment, hardly anyone will miss it. Salesforce offers great opportunities to adopt telemedicine and home health. Moreover, for some patients the availability of virtual care options might be a decisive factor when choosing a healthcare provider.

Personalized care

Health Cloud can actually help medical organizations better react to and even anticipate patient needs. This is achieved thanks to custom assessments and surveys, as well as Einstein AI. Advanced predictive analytics algorithms allow segmenting patients into groups and lists, surfacing risks, and offering specific services based on this information. As a result, there are opportunities to offer highly personalized care plans, which brings service at hospitals and clinics to a whole new level of excellence. Doctor-patient relationships evolve far beyond scheduled appointments, driving patient satisfaction up significantly.

Enhanced collaboration

Salesforce provides numerous tools to enhance care team productivity. These are task management, case management and tracking, care plan management, assessments, mobile apps integration and a lot more. Besides, Salesforce Health Cloud can be integrated with EHR legacy tools and HL7 standards.What is more, Salesforce AppExchange offers countless applications specifically tailored to the needs of medical organizations. These are collaboration solutions, workforce management tools, electronic patient records (EPR) apps and more.Salesforce Health Cloud is an advanced healthcare CRM with unlimited potential for enhancing patient relationships and increasing the quality of medical services provided. However, in order to make the most of the solution, it is necessary to properly set it up, integrating the Cloud into the existing software infrastructure of the medical organization and customizing it to meet the needs of the hospital or clinic through the required add-ons and tailor-made apps.