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

HIPAA Compliant Instagram Ads

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

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Use Case

HIPAA Compliant LinkedIn Ads

See how healthcare companies can use Salesforce Data 360 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 360 to make Pinterest Ads HIPAA compliant.

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Use Case

HIPAA Compliant Facebook Ads

Learn how healthcare companies are using Salesforce Data 360 to make Facebook Ads 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

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 360.

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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

HIPAA Compliant Google Ads

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

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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

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

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

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

Learn how Salesforce Data 360 can be used to create holistic patient indexes that inform healthcare interventions.

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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

Learn how Salesforce Data 360 can segment patient populations based on data from a variety of disparate healthcare platforms.

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Use Case

Support Center

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

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