Why Salesforce Healthcare CRM is the best option for Healthcare providers

Updated on October 17, 2021

Salesforce is considered the best Customer Relationship Management (CRM) service provider globally. It also offers a suite of enterprise applications catering to marketing automation, application development, customer service, etc. Worldwide business data shows that companies using Salesforce CRM are crushing their sales goals time and again. And how exactly is Salesforce achieving that? The CRM combines personalized experience, increased collaboration, along with eliminating data silos. If you wish to become a Salesforce Admin, check out the Salesforce Admin Certification course. 

Salesforce released Salesforce Health Cloud in 2016. Salesforce CRM has proved to increase collaboration and efficiently handle patient-provider relations, which enhances health outcomes. Salesforce has also shown us how fast and adaptive it is. They released Vaccine Cloud that helped nonprofits, companies, government organizations to track vaccine operations and use it to scale operations, registrations, scheduling, inventory, etc. 

Let’s now dive into the Salesforce CRM integration with Healthcare to find out the top reasons why Salesforce CRM is the best option for Healthcare providers? 

Salesforce helps in connecting siloed systems.

Salesforce is known for its ability to connect siloed systems to remove data silos. The Healthcare industry also benefited from this advantage. According to an industry report, a hospital uses 16 different EHR (Electronic Health Record) systems. So if these hospitals integrate Salesforce CRM, then they can connect these systems. 

EHR systems are just the beginning, there are a lot more places to use Salesforce like billing and marketing, insurance claims, lab reports, and more. All of this information is scattered across the systems within the hospitals. And there is no use of these data if they remain scattered. 

Salesforce connects these data from different systems. For this, they use APIs like Health Level 7 (HL7). Using these APIs, they can connect EHR data and various other types of data securely using Salesforce. Many tools will help healthcare IT systems to lighten the burden. With this Salesforce integration, healthcare providers can bring their scattered data to one place and then use it to analyze and arrive at proper insights that would drive decisions to increase healthcare outcomes. It would mean these hospitals can focus more on improving patient care rather than making blind guesses. 

Salesforce helps in extracting the right insights.

If no proper analysis is done over data, then there is no value in acquiring large volumes of data. Salesforce has lately acquired Tableau that will improve its analytical prowess. Healthcare providers can now merge their data sources, put up analysis, and work out insights that point out the patient needs proactively rather than working on damage control. Tools like Tableau CRM help offer actionable insights, and Risk Stratification helps these care providers in identifying patients at high risk and then enroll them to correct care management programs. 

Today wearable devices like a smartwatch can track fitness through various parameters like steps, heartbeats, etc. With Salesforce, you can combine these disparate sources of data and maybe use it for post-discharge health monitoring, wherein the patient needs to be in continuous monitoring. Salesforce thus helps these healthcare providers in making data-driven decisions rather than making gut decisions in the absence of true insights, which helps in providing enhanced patient-provider satisfaction. 

Salesforce improves collaboration within the team. 

Salesforce Cloud helps in improving team collaboration within the healthcare sector. It also helps in setting up a team involving patient care. This team involves physicians, experts, caregivers, and all of those members involved in a patient’s healthcare journey. All of these roles and better handled through a unified care management plan can use that to assign tasks, use it for sending messages, and many more to streamline the priorities and other tasks. Tools like these help in improving both productivity as well as a collaboration which is a must for improvising the healthcare sector. 

Salesforce helps in personalizing experiences.

Customers of today need customized experiences that highlight their preferences. Data can help any industry to offer personalized experiences to their customers. The Healthcare industry is no different. They use Salesforce to do this, as they have a wealth of data to personalize their patient journey at each step. They can create plans based on data that are clinical data, medical history of patients, genetics, other issues like social factors, etc. And if any patient needs transportation facilities, then healthcare providers can offer them without even the patient asking for them. They can communicate with their patients in a preferred way like text, calls, or through online portals, whichever the patient finds suitable. If you are looking to ace the Salesforce interview, check out Salesforce Admin Interview Questions. 

Salesforce enhances the data security and pace of innovation.

Data Security is a primary concern that has held back the healthcare sector from experimenting with the digital revolution. Salesforce uploads all of its data to Salesforce Cloud that complies with HIPAA and HITRUST regulations. Regulatory guidelines will put on brakes naturally. But despite that Salesforce, continues to innovate and helps its customers through cutting-edge services to keep patients happy and offer them apt services to improve health management. 


Salesforce has helped thousands of businesses beat their competitors, improve conversions, and achieve their targets. Salesforce with Healthcare will help in streamlining this sector, by analyzing and collating data from different sources to help patients live a healthy and peaceful life. And this is possible only if the healthcare infrastructure is smart and data-driven. 

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Throughout the year, our writers feature fresh, in-depth, and relevant information for our audience of 40,000+ healthcare leaders and professionals. As a healthcare business publication, we cover and cherish our relationship with the entire health care industry including administrators, nurses, physicians, physical therapists, pharmacists, and more. We cover a broad spectrum from hospitals to medical offices to outpatient services to eye surgery centers to university settings. We focus on rehabilitation, nursing homes, home care, hospice as well as men’s health, women’s heath, and pediatrics.