Salesforce Use Cases

Check out the ways Salesforce solves use cases across the healthcare, life sciences, and medical device industries.

Use Case

Physician Re-Credentialing

Learn how Salesforce Health Cloud helps healthcare providers consistently re-credential physicians to keep them billable.

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Use Case

AI Provider Referral Management

Learn how physician liaisons are using AI provider referral management to detect dips in referral volume before they impact revenue.

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Use Case

AI Assisted Appointment Scheduling

Learn why providers are turning towards autonomous agents like Agentforce to assist with multi-step appointment scheduling.

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Use Case

Physician Network Outreach

Learn how payers are complying with state-level physician network outreach rules by using the power of Salesforce.

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Use Case

HIPAA Compliant Instagram Ads

Learn how healthcare companies are using Salesforce Data Cloud to make Facebook Ads HIPAA compliant.

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Use Case

HIPAA Compliant LinkedIn Ads

See how healthcare companies can use Salesforce Data Cloud to make their LinkedIn Ads HIPAA-compliant.

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Use Case

HIPAA Compliant Pinterest Ads

Learn how healthcare companies are using Salesforce Data Cloud to make Pinterest Ads HIPAA compliant.

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Use Case

Patient Tracking

Learn how hospitals eliminate manual tasks in the provider onboarding process with Salesforce Health Cloud.

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Use Case

Provider Onboarding

Learn how hospitals eliminate manual tasks in the provider onboarding process with Salesforce Health Cloud.

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Use Case

HIPAA Compliant Web Tracking with Snowflake

Learn how regulated healthcare companies can implement Snowflake as part of a solution to make web trackers HIPAA-compliant.

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Use Case

IDP healthcare with Mulesoft

Learn how hospitals make vast amounts of data from emails, faxes, contracts, and clinical notes actionable with IDP for healthcare.

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Use Case

AI Medical Transcription

Learn how healthcare companies are using AI medical transcription to improve data accuracy and eliminate manual processes.

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Use Case

HIPAA Compliant Facebook Ads

Learn how healthcare companies are using Salesforce Data Cloud to make Facebook Ads HIPAA compliant.

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Use Case

HIPAA Compliant Bing Ads

Learn how healthcare companies are using Salesforce Data Cloud to make Bing Ads HIPAA compliant.

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Use Case

Home Health EVV

Discover how electronic visit verification (EVV) solutions help home health providers comply with a crucial provision of the 21st Century Cures Act.

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Use Case

Mobile Patient Management

Learn how mobile patient management empowers caregivers to deliver exceptional care in the field with Salesforce Mobile.

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Use Case

Home Health Route Planning

Learn how Salesforce Maps helps in-home caregivers get from point A to B on time, visit more patients, and reduce administrative work

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Use Case

Home Health Scheduling

Learn how appointment scheduling is essential for fostering strong relationships between patients and providers

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Use Case

Reduce Emergency Readmissions

Learn how costly readmissions can be mitigated with proactive patient outreach through unified clinical data

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Use Case

Service Line Optimization

Learn how to grow your most profitable service lines with the right patients on the Salesforce platform

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Use Case

Patient Service Expansion

Learn how dental clinics are breaking through limited resources and fragmented architecture with Salesforce Marketing Cloud and Data Cloud.

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Use Case

Urgent Care Awareness

Learn how healthcare companies are engaging patients before and after appointments to increase patient adherence.

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Use Case

Appointment Adherence

Learn how healthcare companies are engaging patients before and after appointments to increase patient adherence.

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Use Case

HIPAA Compliant Google Ads

Learn how healthcare companies are using Salesforce Data Cloud to make Google Ads HIPAA compliant.

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Use Case

Asset Management

Learn how medical device companies manage shipping logistics, inventory levels, and product quality across multiple locations via asset management with Salesforce.

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Use Case

Personalized Patient Experiences

Learn how Salesforce Marketing Cloud empowers personalized patient experiences that increase satisfaction and improve healthcare outcomes.

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Use Case

Member Segmentation

Member segmentation is crucial for health insurance companies looking to build engaging, personalized marketing journeys.

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Use Case

Member Portal

Learn how payers build member portals in Salesforce Experience Cloud that empower exceptional experiences.

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Use Case

Sales Force Automation For Medical Device Companies

Learn how medical device companies accelerate pipeline velocity and increase lead visibility with Salesforce.

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Use Case

Provider Network Management

Learn how provider network management with Salesforce helps payers grow their care delivery networks to broaden member access to care.

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Use Case

Provider Relationship Management

Learn how Salesforce helps you grow provider relationships, manage physician networks, and discover new referral opportunities.

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Use Case

Dental Clinic Portal

Learn how Salesforce Experience Cloud builds a foundation for dental clinic portals that engage patients, improve outcomes, and personalize care.

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Use Case

Mental Health Patient Portal

Learn how Salesforce Experience Cloud builds a foundation for mental health patient portals to increase patient satisfaction.

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Use Case

Population Health Management

Learn how population health management in Salesforce improves healthcare outcomes in groups of patients with segmentation and engagement.

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Use Case

Care Plan Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

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Use Case

Match Exception Resolution

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

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Use Case

Contract Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

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Use Case

Supplier Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

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Use Case

Medical Item Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

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Use Case

Revenue Cycle Management

In order to streamline revenue operations, providers must optimize the claims process, manage denials, and develop payment plans.

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Use Case

Appeals and Grievances Management

The complaints, appeals, and grievances (CAG) management use case increases productivity, builds member loyalty, and ensures compliance with the CMS.

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Use Case

Utilization Management

The utilization management use case guarantees the involvement of all parties - providers, payers, and members - in ensuring timely and appropriate treatment.

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Use Case

Provider Credentialing

When built on Salesforce, the provider credentialing use case creates a single source of truth across enrollment, contracting, credentialing, marketing, and sales.

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Use Case

Supply Chain Management

When built on Salesforce, the supply chain management use case streamlines order entry, optimizes clinical workflows, and automates supply procurement

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Use Case

Provider Recruitment

Learn how Salesforce can be used by recruiters and on-boarders throughout the provider recruiting process.

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Use Case

New Jersey Bill 332 Compliance

When using Salesforce and Marketing Cloud, healthcare companies in New Jersey can fulfill all the requirements of Bill 332.

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Use Case

Patient Acquisition

When built on Salesforce, patient acquisition and intake platforms can empower healthcare organizations to effortlessly track and manage all referrals and new patients from a single engagement platform.

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Use Case

Mammogram Scheduling

To encourage mammogram screenings and prioritize community health, it is crucial to focus on specific patient populations and tailor outreach tactics accordingly.

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Use Case

Holistic Patient Indexes

To optimize healthcare outcomes, it is imperative to proactively monitor patients using a combination of clinical and non-clinical factors. These factors seamlessly integrate to provide comprehensive insights into the patient, enabling the calculation of objectively-created risk scores.

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Use Case

HIPAA Compliant Web Tracking

The delicate balance between compliance and digital marketing strategies in the healthcare and life sciences industry is causing growing concern.

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Use Case

Patient Segmentation

Patient segmentation is critical for healthcare providers as it allows for personalized healthcare delivery, enhancing both the patient experience and health outcomes.

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