5 Reasons Salesforce as a Healthcare CRM is a must for Healthcare Providers

5 Reasons Salesforce as a Healthcare CRM is a must for Healthcare Providers

You’ve been aware of how Salesforce improves customer experience by creating personalized experiences, enhancing collaboration, thus leading to more sales and more revenue. There’s an assumption around Salesforce as just being a platform for B2B or B2C. However, that’s not the case we have seen over the years when it comes to the healthcare industry. A report by Everest reveals that Salesforce services for healthcare generated US$700 million in 2020 at a 35% growth over the last three years. With the world’s #1 CRM, you can track all sales activity, including every lead, opportunity, and customer, enhancing patient-provider relationships and ultimately achieving better health outcomes.

Let’s explore five reasons healthcare providers should use Salesforce as a healthcare CRM: 

Smart Data Usage:

It is necessary to integrate the Health Cloud into the existing software infrastructure of your healthcare organization. Patient needs can be well anticipated & met without delay due to actionable insights provided by analytical tools. Similarly, risk stratification helps identify high-risk patients to enroll them in the correct care management program. On the whole, Salesforce aids healthcare providers through thick & thin to improve patient-provider relationships.

Connect Siloed Systems:

Data, if scattered across multiple systems, isn’t helpful. Salesforce not just helps connect Electronic Health Record (EHR) Systems but also insurance claims systems, lab reports, billing marketing information & much more. This data can be securely integrated with Salesforce. When all the normally-disconnected patient data is collected in one place, healthcare providers have a definite chance of working more efficiently and spending more time on patient care.

Increase Care Team Collaboration: 

Salesforce Health Cloud allows healthcare providers Care Teams comprising patients’ community members. Anybody from the patient’s physicians, household caregivers who are a part of the team can view a care management plan, designate tasks, and communicate via messages from any device. Care teams, thus, promote productivity with ease, making it beneficial for both providers & patients.

Personalized Experience: 

Knowing your medical history & other non-clinical data can help healthcare providers design a personalized experience for them. When a patient requires any special requirements, they can be met without any obstruction. Moreover, patient communication can also be managed based on their preference via calls, texts, or online Salesforce Communities. This personalization helps build better patient-provider relationships, thus producing better health results.

Data Security: 

Data breaches can put patient safety at risk & cost healthcare organizations a lot of money. Salesforce allows healthcare providers to control their data securely while also staying in compliance with HIPAA & HITRUST. Salesforce Shield, which includes Shield Platform Encryption, Event Monitoring, and Field Audit Trail, helps build trust, monitor user interactions, and retain an audit trail of field data. This enables healthcare companies to add the desired functionality without compromising on data security, thus enhancing productivity.


Salesforce Health Cloud enables healthcare providers to operate as efficiently as possible, but it all comes down to the main benefit, 360-degree view of the patient. All information regarding the patient can be stored & accessed from a single place in the cloud. This allows for smart data usage at every step of the care journey, enabling healthcare providers to render a class-apart experience to the patient.

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