Salesforce Use Cases

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

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

Clinical Trial Management

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

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

Support Center

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