Salesforce Use Cases

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

Use Case

Concierge Medicine with Salesforce

Learn how to launch a concierge medicine program with Salesforce Health Cloud from onboarding, to patient acquisition, to premium experiences.

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Use Case

Clinical Trial Matching with Snowflake

Learn how Snowflake brings demographic and clinical data together to find ideal clinical trial candidates faster.

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Use Case

Community Outreach with Salesforce

Learn how Salesforce helps hospitals overcome the data, engagement, and compliance challenges of community outreach.

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Use Case

Eligibility Verification with Salesforce

Learn how Salesforce helps hospitals verify benefits eligibility with good data and standardize processes.

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Use Case

Care Team Collaboration with Salesforce

Learn how Salesforce helps care team members work together to improve care with a unified view of the patient.

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Use Case

Patient Triage with Salesforce and AI

Learn how hospitals might be able to use AI to help reduce overcrowded emergency rooms with the power of Salesforce.

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Use Case

HIPAA Compliant Chatbot with Agentforce

Learn why Agentforce is the chatbot that helps hospitals improve patient experiences without losing sleep over legal liabilities.

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Use Case

Patient Self-Service with Salesforce

Learn how Salesforce can help meet the compliance, integration, and safety challenges that hospitals face when introducing self-service tools.

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Use Case

Patient Engagement with Salesforce

Learn at how Salesforce can help drive patient engagement with personalized, timely, and multi-channel outreach that scales.

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Use Case

Physician Privileging

Learn how technology driven-processes can overcome some of the most common pain points in physician privileging.

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Use Case

Physician Verification

Platforms that weren't built with healthcare in mind slow recruitment teams down. That's where Salesforce Health Cloud comes in.

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Use Case

Physician Approval

Platforms that weren't built with healthcare in mind slow recruitment teams down. That's where Salesforce Health Cloud comes in.

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Use Case

Physician Recruitment

Platforms that weren't built with healthcare in mind slow recruitment teams down. That's where Salesforce Health Cloud comes in.

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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

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

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

HIPAA Compliant Bing Ads

Learn how healthcare companies are using Salesforce Data 360 to make Bing Ads HIPAA compliant.

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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

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 360.

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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

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 Labs

Learn how labs accelerate pipeline velocity and increase lead visibility with Salesforce.

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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

Clinical Trial Management

Learn how end-to-end clinical trial management with Salesforce can quicken participant recruitment, improve patient experiences, and streamline clinical processes.

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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

Learn how Salesforce Service Cloud creates collaborative supplier relationships that drive value, innovation, and patient satisfaction.

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Use Case

Medical Item Management

Learn how to configure Salesforce Service Cloud to protect patient safety and measure the ROI of item additions and substitutions.

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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

Support Center

Deliver amazing support experiences that build loyalty, engagement, and more revenue.

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