Table of Contents
Executive Summary
The healthcare industry faces increasing demands for personalized care, operational efficiency, and regulatory compliance. Salesforce Health Cloud provides a transformative solution, offering tools to unify patient data, enhance engagement, and streamline workflows. Delaying adoption of this platform risks losing patients to competitors, inefficiencies, and potential compliance penalties.
Neev Systems, a trusted Salesforce partner, specializes in implementing Health Cloud to help healthcare organizations achieve superior patient experiences, operational excellence, and sustained growth.
Key Takeaways
- Prioritize customer-centric strategies using Salesforce tools.
- Integrate data across systems for a unified customer view.
- Leverage AI insights to personalize marketing and operations.
- Transition to cloud-based solutions for scalability and agility.
- Strengthen customer relationships through tailored incentives.
Healthcare is at a crossroads, and the message is clear: adapt or fall behind.
Patients today won’t put up with clunky processes or disjointed care. They want it all – quick, seamless scheduling, personalized follow-ups, and clear, consistent communication every step of the way.
Meanwhile, healthcare organizations are wrestling with compliance headaches, outdated systems, and inefficiencies that slow everything down. It’s a tricky balancing act, and the old ways aren’t keeping pace.
Enter Salesforce Health Cloud, a platform designed to transform healthcare at its core. From breaking down silos to automating workflows, it enables healthcare providers to deliver experiences that patients notice and remember.
If your organization has yet to embrace cloud healthcare services, the question is not if but when you will and whether you can catch up.
The choice is simple: lead the transformation or risk falling behind while patient expectations grow every day. This is where Salesforce for the healthcare industry steps in. Salesforce Health Cloud, the platform’s dedicated solution for healthcare providers, bridges these gaps, empowering organizations to deliver superior patient experiences while streamlining operations.
What is HLS in Salesforce?
HLS in Salesforce stands for Health and Life Sciences, a specialized industry focus that encompasses solutions tailored for healthcare providers, payers, pharmaceutical companies, and medical device manufacturers. It includes tools like Salesforce Health Cloud, which streamlines patient engagement, care coordination, and operational workflows, driving better outcomes and efficiency across the industry.
What Operations Look Like Without Salesforce Health Cloud?
What is Healthcare Cloud?
Salesforce Health Cloud is a patient-centric CRM platform designed to enhance healthcare delivery. It integrates clinical and non-clinical data, providing a unified 360-degree patient view. Health Cloud enables personalized care plans, improved patient engagement, seamless team collaboration, and robust data security, helping healthcare organizations deliver efficient, compliant, high-quality care.
Before healthcare cloud services, many healthcare organizations struggled with outdated, fragmented systems. Here’s what that reality looked like:
Disconnected data silos
Patient information was scattered across multiple systems, making a comprehensive view of the patient’s journey nearly impossible.
Manual processes
Scheduling appointments, managing follow-ups, and coordinating care were tedious and error-prone due to reliance on manual workflows.
Limited patient engagement
Communication with patients often took place over phone calls or paper-based methods, resulting in poor engagement and lower satisfaction.
Inefficient collaboration
Due to a lack of integrated tools, healthcare providers, specialists, and care teams faced significant challenges in coordinating care.
Compliance risks
Legacy systems made ensuring compliance with ever-changing regulations complicated, leaving organizations exposed to fines and reputational damage.
Missed opportunities for personalization
Without modern analytics or AI-driven tools, tailoring care plans to individual patients was a monumental challenge.
If you still rely on these outdated systems, you risk losing patients, staff morale, and operational efficiency. Can you afford to remain stuck in the past while competitors move ahead with cutting-edge solutions?
Your Patients Want Personalized Experiences
Why Salesforce in Healthcare? The Risks of Falling Behind
The healthcare sector is at a tipping point. Rising costs, increasing demand for transparency, and the push to improve patient outcomes are forcing organizations to rethink their operations.
Salesforce for the healthcare industry offers a solution, but failing to adopt it comes with significant risks:
Losing patients to competitors
Patients are more likely to choose providers who offer seamless digital experiences, such as online appointment scheduling, patient portals, and real-time communication. Without these capabilities, you risk losing patients to competitors who can deliver what today’s healthcare consumers demand. Every missed opportunity to enhance patient experience will cause them to seek services elsewhere.
Operational inefficiencies
Legacy systems and manual processes hinder productivity. Administrative tasks, such as managing patient records, scheduling, and follow-ups, consume valuable time that could be spent on patient care. Salesforce Health Cloud automates these workflows, a system that allows your team to dedicate their time to enhancing care delivery rather than being bogged down by paperwork. Without it, inefficiencies persist, and costs rise.
Regulatory non-compliance
Stringent regulations govern the healthcare industry, and non-compliance can result in severe penalties and reputational damage. Salesforce Health Cloud is designed with compliance in mind, ensuring adherence to HIPAA and HITRUST standards. By using outdated systems, your organization risks fines, lawsuits, and the erosion of patient trust — challenges no healthcare provider can afford.
Data silos and poor collaboration
Healthcare providers deal with vast patient data from various sources, including EHRs, lab reports, and insurance claims. Without a unified platform like Salesforce Health Cloud, this data remains siloed, impeding collaboration between departments and care teams. A lack of coordinated care can lead to costly errors and diminished patient outcomes. Salesforce unifies your data, and it’s time to evaluate if your current system even comes close.
Missed revenue opportunities
Inefficient billing processes, disjointed patient journeys, and missed follow-ups directly impact revenue. Salesforce Health Cloud’s data-driven insights and predictive analytics help healthcare organizations identify revenue leaks and optimize financial performance. In a competitive market, it becomes imperative for healthcare organizations to leverage such tools to ensure financial stability and long-term success.
Inability to personalize care
Personalization is standard in today’s healthcare landscape — it’s the baseline for earning and maintaining patient loyalty. Salesforce for healthcare providers enables providers to leverage advanced analytics and AI to deliver personalized experiences. Failure to adopt such tools leaves organizations unable to meet patient expectations, eroding trust and satisfaction.
Delayed decision-making
Healthcare decisions require accurate, real-time data. Salesforce Health Cloud empowers organizations with advanced analytics and instant insights, enabling better and faster decision-making. Without it, delays can occur, and in healthcare, every moment counts.
Driving operational efficiency for Cepheid with Salesforce
Client: Cepheid | Industry: Medical Equipment Manufacturer | Location: Sunnyvale, California, US
Challenges:
Cepheid’s Salesforce application was inefficient due to multiple vendors supporting various domains, resulting in a lack of accountability and seamless collaboration.
Solution:
Neev Systems became Cepheid’s trusted Salesforce partner, providing end-to-end support and enhancement across multiple regions. Key implementations included Sales Process Enablement, CPQ rollout, Field Service Lightning, Communities, and Salesforce Lightning migration. Customizations and integrations aligned Salesforce with Cepheid’s unique needs, while dual-shore support ensured 24/7 efficiency.
Benefits:
- 98%+ SLA adherence and improved turnaround time.
- Streamlined sales processes, enhanced quote accuracy, and revenue growth.
- Real-time inventory visibility and proactive maintenance.
- Improved field service productivity with mobile access.
- Enhanced user experience and collaboration via Lightning and CPQ.
Neev Systems’ expertise transformed Cepheid’s operations, enabling global scalability and exceptional customer experience.
What is Salesforce Used For in Healthcare?
Salesforce Health Cloud is more than just a CRM. Built on Salesforce’s trusted platform, it integrates clinical and non-clinical data, providing a 360-degree view of each patient.
Attain your healthcare goals with Salesforce
Enhanced patient engagement
Salesforce Health Cloud offers tools to track and manage patient communications, including secure patient portals. These portals empower patients to access their health information, communicate with providers, and actively participate in their care journey.
Features like automated appointment reminders, follow-up notifications, and personalized care plans foster stronger relationships and higher engagement levels.
Customization for individualized care
Patients demand personalized experiences, and Salesforce Health Cloud excels at this. Providers can tailor workflows, communications, and care plans to meet unique patient needs.
For instance, automated messaging can remind patients about upcoming appointments or check on their recovery progress after treatment. This personalization enhances patient satisfaction and loyalty.
Seamless collaboration across teams
Salesforce Health Cloud breaks down silos by integrating data from various sources, enabling seamless communication among care teams.
Whether sharing lab results with specialists or coordinating between primary care physicians and nurses, the platform ensures all stakeholders access the same information for more efficient and effective care delivery.
Robust patient data management
Salesforce Health Cloud simplifies the handling of sensitive data by providing a unified platform for storing, tracking, and managing patient information.
The platform consolidates all data, from EHRs and lab results to insurance details, reducing errors and improving productivity.
Uncompromised data security
Salesforce Health Cloud is built with compliance at its core.
Adhering to HIPAA and HITRUST standards, the platform employs advanced encryption and monitoring tools, such as Salesforce Shield, to ensure data remains secure and accessible only to authorized personnel.
Advanced analytics and actionable insights
Salesforce Health Cloud’s analytics tools, including Tableau CRM, help providers identify trends, predict risks, and optimize operations.
Features like Risk Stratification enable care teams to proactively identify at-risk patients and intervene early, improving outcomes and reducing costs.
Transforming fax integration for Guardant Health
Client: Guardant Health | Industry: Biotechnology Research | Location: Redwood City, California, US
Challenges:
Guardant Health faced integration issues with its existing fax vendor, sFax. These included poor customer support, an inability to monitor fax status, and manual workflows that required 4-8 minutes per fax to identify case details. These inefficiencies hindered customer experience and operational performance.
Solution:
Neev Systems migrated Guardant Health to mFax and implemented bidirectional integration workflows with Salesforce, ensuring the seamless transmission of faxes between patients, physicians, and hospitals. Automated reprocessing workflows, real-time alerts, and monitoring dashboards streamlined processes and minimized errors.
Benefits:
- 60% reduction in case resolution time.
- Lower user errors with streamlined workflows.
- Improved customer experience with high-quality fax communication.
- Enhanced operational efficiency with automated processes and real-time monitoring.
Neev Systems’ solution empowered Guardant Health to deliver superior service while optimizing its fax integration processes.
Overcoming Implementation Challenges
Adopting a new platform has challenges, but the risks of inaction are far more significant. Here are strategies to ensure a smooth transition with Salesforce:
- Data integration
A unified view can be difficult with disparate data sources like EHR, billing, and scheduling systems.
Solution:
Establish an effective data migration and integration strategy using Salesforce’s APIs and connectors. It ensures a unified view of patient information across EHR, billing, and scheduling systems. Partnering with experienced Salesforce consultants can help with this process.
- Security and privacy
During integration, ensuring sensitive healthcare data remains secure and compliant with regulations is critical.
Solution:
Use Salesforce’s HIPAA-compliant Health Cloud, encryption tools, and advanced security features to safeguard sensitive healthcare data. Regular audits and compliance checks can further strengthen data protection.
- Customization
Every healthcare organization has unique workflows, making it challenging to tailor the platform to specific needs.
Solution:
Leverage Salesforce’s flexibility to create custom workflows with its declarative tools like Process Builder and Flow. Engaging stakeholders early in the design process ensures the platform meets specific organizational needs.
- Workflow integration
Integrating Health Cloud with existing processes can disrupt complex healthcare workflows if not appropriately planned.
Solution:
Map existing processes and identify potential bottlenecks before integration. Salesforce Health Cloud’s prebuilt templates and integration capabilities can help streamline workflows without disrupting day-to-day operations.
- Training and adoption
Resistance to change and a lack of familiarity with new systems can hinder effective adoption among staff.
Solution:
Conduct tailored training sessions and provide ongoing support to staff. Salesforce’s Trailhead learning platform and role-specific training materials can help build confidence and accelerate adoption.
- Cost
The financial investment required for integration can be significant, making it essential to demonstrate clear ROI to stakeholders.
Solution:
Focus on demonstrating ROI by highlighting Salesforce’s ability to enhance operational efficiency, patient outcomes, and revenue generation. Start with phased implementations targeting high-impact areas to show quick wins and build stakeholder trust.
Redefine Healthcare Excellence with Salesforce Health Cloud
The healthcare industry is evolving rapidly, and staying ahead requires decisive action. Salesforce Health Cloud is your opportunity to redefine patient care, enhance operational efficiency, and future-proof your organization in a competitive landscape. By leveraging its robust features and capabilities, you can ensure personalized patient experiences, streamlined workflows, and improved team collaboration.
Partner with Neev Systems, a trusted Salesforce Health Cloud integration partner, to unlock the full potential of this transformative platform. With proven expertise in tackling integration challenges, customizing workflows, and ensuring compliance, Neev Systems is equipped to help healthcare organizations achieve their goals.
Take the first step towards a future where technology empowers healthcare excellence. With Neev Systems, you can turn vision into reality, delivering unmatched care through successful salesforce implementation services for healthcare.
Streamline Your Healthcare Operations!
Manohar Reddy Ramreddygari
With 12+ years in the Salesforce ecosystem, Manohar specializes in delivering solutions across Sales, Service, Experience, and Revenue Clouds. Proficient in Lightning Web Components, Einstein Bots, and CPQ, he ensures seamless integration with external platforms. Manohar focuses on leveraging Salesforce technologies to optimize operations and drive strategic growth.
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