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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

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

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

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 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 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 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

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

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

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

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

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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