Salesforce Use Cases

Use Case

Physician Re-Credentialing

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

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.

Use Case

AI Assisted Appointment Scheduling

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

Use Case

HIPAA Compliant Instagram Ads

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

Use Case

HIPAA Compliant LinkedIn Ads

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

Use Case

HIPAA Compliant Pinterest Ads

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

Use Case

AI Medical Transcription

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

Use Case

HIPAA Compliant Facebook Ads

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

Use Case

HIPAA Compliant Bing Ads

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

Use Case

Reduce Emergency Readmissions

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

Use Case

Service Line Optimization

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

Use Case

Patient Service Expansion

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

Use Case

Urgent Care Awareness

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

Use Case

HIPAA Compliant Google Ads

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

Use Case

Personalized Patient Experiences

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

Use Case

Provider Relationship Management

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

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.

Use Case

Mental Health Patient Portal

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

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

Use Case

Contract Management

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

Use Case

Supplier Management

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

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

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.

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.

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

Use Case

Provider Recruitment

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

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.

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.

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.

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.

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.

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.