Salesforce for Healthcare — Top Integrations and Applications You Need

Do you wish there was a way to simplify administrative processes, boost operational efficiency, and improve care? Salesforce for healthcare, with its robust platform, has a reputation of a milestone for the digital revolution taking place in the industry.

It allows you to increase cooperation and break down silos by providing seamless interfaces with important technologies like billing systems and powerful analytics.

salesforce and healthcare

In this article, we will explore the key integrations that render it vital and practical examples that showcase its capacity to tackle industry obstacles and provide significant results.

What Is Healthcare CRM Software?

This specialized platform is designed to manage and optimize interactions between your organization, customers, and other stakeholders. It streamlines administrative workflows and enhances communication to deliver a more personalized and efficient approach.

At its core, healthcare CRM development serves as a single source, consolidating medical histories, treatment plans, and other functions into one accessible platform. It helps you track and manage the entire journey, from initial contact and appointment scheduling to follow-ups and long-term plans.

This custom healthcare practice software also supports automated communication tools, enabling session reminders, follow-up messages, and educational outreach to keep customers informed and engaged. Additionally, advanced analytics and reporting capabilities allow you to identify trends, measure performance, and optimize resource allocation. These technologies are often equipped with HIPAA-compliant security features to ensure sensitive documents remain secure and adhere to industry regulations.

salesforce crm for healthcare

Most Common Salesforce Healthcare Solutions

Specific API healthcare solutions provide a set of resources to revolutionize patient involvement, streamline operations, and revolutionize healthcare delivery.

For instance, in 2022, the global market for integrity software was valued at USD 11.86 billion. From 2023 to 2030, it is projected to reach USD 30.21 billion, a growth rate of 12.6%. With 39.12 percent of the global market in 2022, North America was by far the most important region.

Below, we'll examine how healthcare companies using Salesforce may improve efficiency, communication, and results.

  • Patient Engagement It enables you to build stronger relationships with customers through personalized communication, self-service portals, and automated follow-ups.
  • Population Health Advanced analytics tools help you identify at-risk populations, track trends, and proactively address public challenges.
  • Care Coordination Tools Centralized dashboards and task automation simplify coordination among professionals, reducing delays and enhancing collaboration.
  • AI-Powered Predictive Analytics You can implement AI tools to predict outcomes, optimize resource allocation, and identify high-risk cases requiring immediate attention.
  • Interoperability This supports seamless sharing across EMR systems, portals, and third-party applications, ensuring consistent and reliable access to information.
  • Revenue Cycle Tools for billing, claims processing, and payment tracking enable you to improve financial performance and minimize revenue leakage.
  • Workforce Administration Technology helps optimize staffing schedules, reduce burnout, and ensure adequate coverage across facilities.
  • Regulatory Compliance Built-in compliance tools help to meet industry regulations, ensure privacy, and maintain audit readiness.
  • Patient Feedback and Satisfaction Tracking It allows you to gather, analyze, and act on feedback to improve services and enhance satisfaction.
salesforce healthcare crm

How Salesforce Health Cloud Redefines the Way Your Firm Operates  

Cloud-based Salesforce healthcare CRM is specifically designed for organizations, including clinics, hospitals, and physician practices, to incorporate a comprehensive set of custom web development features. In addition, a case study on healthcare CRM shows that its capabilities can be further enhanced through consolidation with other tools and third-party systems, such as EHRs and RPM software, to address the unique needs.

In this section we discuss how healthcare cloud Salesforce offers a diverse range of functionalities, allowing you to tailor workflows and align them with their operational goals.

Customer Engagement and Professional Efficiency

Utilizing clinical information and evaluations from the discovery framework, integrated care assists in developing effective strategies.

Insurance companies may use it to help define and implement medical policies, and it streamlines the process of hiring partners and contractors while enhancing communication among stakeholders.

Through relationship cards, which also give important information about medical institutions and providers, authorized users may quickly find physicians by location, specialization, or availability.

Fast and Accurate Arrangement

Agents may receive calls, confirm identities, and take appropriate action with the help of a contact center, which automates customer support duties. Professionals' availability and client requirements are both taken into account by intelligent appointment.

In turn, home health oversees all aspects of home visits, from scheduling to verification and evaluation. Clinicians can see the big picture of mental health journeys—including important events, evaluations, and sessions — with the help of the behavioral health app.

By collecting critical data and making it easier to seek hospital beds, the crisis support center streamlines crisis response. Simplifying procedures, responding to crises more quickly, and providing better customer service are all benefits of these systems.

Improved Coordination

Important environmental and social variables that could impede appropriate treatment are stored in social determinants. With unified health scoring, you may access patient records stored in an EHR and get suggestions on what to do next. Program management simplifies program registration, shipment requirements, and customized programs.

Through the use of advanced therapy, coordinators can manage processes and arrange appointments at several locations. Collecting pertinent data and enabling evaluation against country-specific standards, medication regulation, and evaluation guarantee the safety of recommended treatment.

Also, you might quicken your search for benefits-based insurance using benefit verification. Making recommendations to experts easier and faster is what referral management is all about.

salesforce in healthcare

Some Worthwhile Salesforce Healthcare Benefits That You Should Pay Attention To

From dealing with massive volumes of records to guaranteeing effective team communication and providing customers with tailored experiences, the sector is facing more and more problems.

Within this intricate system, digital transformation in healthcare provides a strong, personalized innovation that is designed to meet these demands. You can concentrate on providing high-quality services since it has capabilities to boost engagement, automate administrative processes, and interface with other platforms.

It raises the bar in an increasingly digital environment and improves operational efficiency by connecting disparate technologies. In this section, we will examine how these technologies help to improve workflow, teamwork, and patient outcomes.

  • 360-Degree Patient View Consolidating all the information into one centralized program, technologies provide a complete picture of every medical history, current therapies, and historical encounters. Specialists may use this 360-degree viewpoint to guarantee continuity of treatment, customize strategies, and make wise decisions. It improves professional coordination and accuracy by lessening the fragmentation of records.
  • Improved Patient Engagement Systems empower you with tools to deliver personalized communication across multiple channels, including email, SMS, and healthcare app development. Automated appointment reminders, follow-up messages, and post-care surveys keep people engaged and informed. You can also deliver educational resources tailored to each condition, fostering better understanding and adherence to treatment plans.
  • Simplified Processes Automated administrative tasks, including paperwork, follow-up reminders, and appointment scheduling, save time, lower hand-off mistakes, and let experts concentrate more on treatment than on paperwork. Workflow automation guarantees operational bottlenecks are reduced, deadlines are reached, and jobs are allocated to appropriate team members.
  • Enhanced Collaboration Professionals get shared access to documentation and real-time changes, therefore enabling flawless cooperation across professionals. View and contribute to the same records among doctors, nurses, experts, and administrative personnel to guarantee everyone stays on the same page. This guarantees speedier decision-making, helps coordination, and closes communication gaps.
  • Compliance and Security It follows strict laws like GDPR (General Data Protection Regulation) and HIPAA (Health Insurance Portability and Accountability Act). Regular security audits, access restrictions, and advanced encryption guarantee that private and safe sensitive documentation stays that way. The built-in compliance tools lower the legal penalty risk and help companies prevent violations.
  • Scalable Programs Salesforce Marketing Cloud healthcare architecture is designed to grow with organizations. Whether it’s a small clinic expanding its operations or a large hospital managing multiple facilities, it adapts to increasing demands without requiring significant infrastructure changes. Its scalability ensures consistent performance even as statistics volume and user numbers grow.
  • Advanced Analytics and Insights It offers robust analytics and reporting tools, enabling your firm to extract meaningful insights from healthcare websites. You can track outcomes, measure performance metrics, and identify areas for improvement. Predictive analytics can also forecast trends, identify at-risk patients, and recommend proactive interventions.
  • Telehealth The services integrate seamlessly with platforms and healthcare software development and consulting, enabling remote consultations, virtual follow-ups, and real-time monitoring. This extends services in remote or underserved areas, improving accessibility. It also ensures that statistics from virtual consultations are securely recorded and linked to records.
  • Improved Patient Retention Utilizing automatic follow-ups, tailored correspondence, and flawless experiences fosters enduring ties with patients. Surveys of satisfaction, loyalty schemes, and proactive engagement techniques guarantee better retention rates and return visits.
  • Customizable Healthcare Projects in Salesforce You can make it possible to alter workflows, interfaces, and reporting tools to satisfy your distinctive needs. In the context of managing specialized treatment plans, facilitating insurance claim workflows, or conducting clinical research projects, it is possible to customize it to meet a variety of requirements.
  • Journey Mapping It helps you see and maximize the whole trip—from first contact to post-treatment. Plotting important touchpoints helps you to find possible obstacles and enhance experiences at all levels. Customized communication techniques can also be used all along the road to increase involvement.
  • Remote Patient Monitoring To gather real-time metrics — heart rate, blood pressure, glucose levels — technology connects with wearable sensors and applications. The technology safely stores this, allowing care professionals to watch remotely and act early should aberrant data be found.
  • Seamless Integration with EHR/EMR Systems This guarantees a comprehensive and unified view by integrating medical devices, electronic health records (EHR), and electronic medical records (EMR) systems. This streamlines administrative workflows, improves accuracy, and eliminates record duplication.
  • Automated Appointment Scheduling You can simplify appointment scheduling with intelligent tools that match availability with calendars. Automated reminders reduce no-show rates, while unification with other systems ensures sessions are updated in real time.
  • Care Plan Management You can design, manage, and track personalized plans for each patient. They include treatment goals, medication tracking software, and task assignments for teams. People also receive updates and reminders to stay engaged with their care plan.
  • Mobile Access Mobile applications allow you to access critical information anytime, from anywhere. Doctors can review medical histories, nurses can update records, and administrative staff can manage appointments—all from their mobile devices.
  • Referral Management It streamlines the referral process by tracking referrals, automating follow-ups, and ensuring that specialists receive accurate information. This minimizes delays and reduces the risk of miscommunication.
  • Scalable Infrastructure You can support them as they expand operations, whether opening new facilities or onboarding additional professionals. The technology scales without compromising system performance or integrity.
  • AI-Powered Insights with Salesforce Einstein Predictive analytics and practical insights are delivered by this AI technology. It finds potential problems, predicts how customers will act, and suggests ways to better manage resources and provide services.

healthcare cloud salesforce

Transformative Salesforce and Healthcare Integrations That Will Greatly Improve Your Business

It serves as a powerful hub for operations, offering healthcare CRM benefits and seamless implementation with various systems and tools to streamline workflows and improve care delivery. Besides, the customer relationship management software market is expected to generate $89.03 billion in sales by 2024.

This provides a substantial expansion opportunity for the sector. The market is predicted to increase gradually at an annual rate of 10.34% from 2024 to 2029, resulting in a market volume of US$145.60 billion by 2029. Here is the list of the most useful integrations.

EHR and EMR

Consolidating with those systems ensures all documents are consolidated into a single, easily accessible platform. This eliminates silos, reduces administrative errors, and Salesforce for healthcare providers gives them a complete view of each customer’s medical history. With real-time synchronization, professionals can make more informed decisions, improving the accuracy of diagnoses and treatment plans.

Billing and Claims Systems

Utilizing steps to build medical billing software and claims systems simplifies financial operations by automating repetitive tasks, reducing manual errors, and accelerating payment cycles. This results in faster claims processing, improved billing accuracy, and enhanced transparency in financial transactions. Additionally, organizations can gain better visibility into their financial performance through centralized dashboards.

Telemedicine Platforms

Implementing these capabilities enables you to seamlessly manage virtual consultations, appointment scheduling, and follow-ups directly. All interaction records and communication logs are stored securely, ensuring continuity of care across both virtual and in-person appointments. This enhances accessibility and reduces barriers to receiving timely care.

Wearable Devices and Remote Monitoring

You can capture and analyze real-time statistics, such as vital signs, activity levels, and other metrics. This proactive approach to monitoring enables specialists to detect early warning signs, reduce hospital readmissions, and provide timely interventions, ultimately improving outcomes.

Analytics and Business Intelligence Tools

Advanced analytics allow you to gain valuable insights, track trends, and forecast needs. This approach supports strategic decision-making, helping allocate resources more effectively and improve operational efficiency.

APIs and Middleware Healthcare Solutions for Salesforce

Robust API capabilities ensure seamless communication between systems, creating a connected ecosystem. This eliminates data duplication, enhances interoperability, and ensures information flows securely, improving collaboration between different departments and stakeholders.

Healthcare Solutions for Salesforce Cost

Salesforce provides a broad range of services aimed at improving patient care, streamlining operations, and increasing collaboration throughout the ecosystem. Despite its various benefits, the advanced technologies can be expensive to develop and maintain. In this section we break down all the aspects that influence the final cost.

Licensing Fees

  • Cost: $150–$300 per user per month
  • It typically requires purchasing licenses for each user. Prices vary depending on the plan and the features included. For an organization with 50 users, the annual licensing cost could range from $90,000 to $180,000.

Implementation Costs

  • Cost: $50,000–$200,000+
  • Customizing to fit specific needs involves significant initial costs:
  • System Setup: Configuration of core functionalities and data migration (~$10,000–$30,000).
  • Custom Development: Tailoring specific features (~$20,000–$100,000).
  • Third-party Integrations: Connecting with existing systems, tools, or platforms (~$10,000–$50,000).
  • Compliance Setup: Ensuring adherence to HIPAA and other regulations adds to complexity and cost.

Training and User Adoption

  • Cost: $5,000–$20,000
  • Training healthcare staff to use the platform effectively is essential for successful adoption:
  • User Training Sessions: Customized training programs for admins and users (~$1,000–$5,000 per session).
  • Documentation & Support Materials: Developing manuals and guides adds costs.

Maintenance and Support

  • Cost: $15,000–$50,000 per year
  • Maintenance costs include:
  • System Updates: Regular updates to remain compatible with changes.
  • Bug Fixes & Enhancements: Ongoing customization to meet new requirements.
  • Technical Support: Retaining certified professionals or external consultants.

Additional Costs

  • Third-party Apps: $5,000–$20,000 annually
  • Many organizations rely on third-party tools from Salesforce AppExchange to extend functionality.
  • Data Storage: $1,500–$10,000 annually
  • It provides limited storage; additional capacity for records or analytics can significantly increase costs.
  • Consulting Fees: $10,000–$50,000
  • Consulting firms may be needed for large-scale implementations or specialized healthcare features.

Example Total Costs (Mid-sized Healthcare Organization)

For a mid-sized healthcare organization with 50 users:

  • Year 1 Costs (Implementation): $165,000–$400,000
  • Annual Recurring Costs (Licensing, Maintenance, Training): $120,000–$200,000

While Salesforce provides great capabilities, the overall cost might be too expensive for some enterprises, particularly small to medium-sized practitioners. Hidden costs, such as data storage and compliance modifications, drive up the financial commitment. These high expenses, along with the difficulty of implementation and maintenance, make it critical for to thoroughly examine their needs and budget.  

Instead of stretching budgets on costly platforms like Salesforce, consider a more tailored and cost-effective solution: custom healthcare software. Designed specifically to meet the unique needs of practices, these solutions offer the flexibility, scalability, and functionality you require — without the burden of hidden fees. By investing in a custom system, you gain full control over features, seamless integration with existing tools, and the ability to adapt as your business grows.

healthcare companies using salesforce

Examples of the Most Innovative Salesforce Healthcare Projects

With its versatile platform and robust capabilities, CRM software development companies support a wide range of projects such as advanced analytics and coordination systems. These projects are designed to address critical CRM in the healthcare industry challenges, such as fragmented data, communication gaps, and administrative inefficiencies while ensuring compliance with regulations.

Below we’ll explore key projects, showcasing how they drive innovation, improve delivery, and create seamless experiences.

Appointment Management

Modern systems face challenges in managing appointments effectively to minimize revenue loss. Intelligent appointment scheduling enhances experiences by streamlining workflows. Systems can be configured to allow self-scheduling for specific appointment types, while others may require direct patient-provider interaction. Unification between scheduling systems, EMRs, and outreach tools ensures a seamless experience.

Physician Network Development

Organizations leverage to strengthen relationships with referring physicians and attract new partners. For instance, the Arizona Center for Cancer Care (AZCCC) increased provider referrals by 15% shortly after implementation, demonstrating its effectiveness in physician network growth.

MedTech Field Service & Asset Tracking

Salesforce Health Cloud data model and Field Service optimize medical device servicing, inventory tracking, and field operations. Device-generated QR codes allow field service engineers to update centralized inventory repositories via mobile apps, ensuring accurate, real-time visibility for all stakeholders.

Intelligent Sales for MedTech

Originally designed as a sales force automation (SFA) tool, it remains a leading option for enterprise sales teams. Gynesonics is used to identify key physician targets and monitor training histories for its Sonata System. Cardiofocus reported a fivefold increase in logged surgical cases and a 50% rise in closed opportunities after adopting automation.

Benefits Verification

Benefits verification often creates bottlenecks in workflows. Health Cloud Salesforce simplifies this process by providing on-screen access to records and enabling real-time verification for services, medications, and equipment. Collaboration tools like Chatter streamline communication among professionals, while third-party integrations automate verification milestones, removing access barriers and enhancing experiences.

Intelligent Case Routing

Omni-Channel streamlines post-care interactions and reduces operational costs. Regardless of the communication channel (phone, email, web form, or chat), inquiries are routed to the appropriate clinical or non-clinical team member. Critical (STAT) cases are prioritized for resolution within 30 minutes.

Referral Intake Processing

Organizations rely on efficient referral and intake processes for optimization. It standardizes and automates workflows, reducing manual entry and ensuring a smooth transition from referral initiation to discharge.

Prior Authorization

PRIA, a services company, uses Experience Cloud to secure prior authorizations for innovative MedTech procedures. You can easily request authorization through PRIA, improving access to advanced treatments.

Regulating Network Relationships

Hospitals and systems often require detailed tracking of relationships among facilities and networks. You can support hierarchical structures tailored to organizational needs, displaying relevant fields based on user roles and facility types. This approach minimizes entry errors and improves accuracy.

Bottom Line

Technologies has established itself as a transformative force in the industry, offering a robust technology that bridges the gap between clinical, administrative, and financial operations. Its adaptability and scalability ensure that both small clinics and large systems can harness its capabilities to drive efficiency and innovation.

As healthcare continues to evolve in a digital-first landscape, it remains a key enabler, empowering you to deliver better outcomes, reduce operational complexities, and create a seamless experience for both clients and professionals.

If you're aiming to enhance your business, CleverDev Software is ready to support you every step of the way during the implementation process. Our team of specialists will create a tailored plan to meet your unique needs. Reach out to us, and we'll respond promptly.

People Also Ask

How is Salesforce customized for the healthcare industry?

Icon PlusIcon Minus

Can Salesforce integrate with healthcare billing systems?

Icon PlusIcon Minus

What third-party applications work with Salesforce in healthcare?

Icon PlusIcon Minus

Icon PlusIcon Minus

Icon Minus

About the Author

Logotype SmallLogomarc Big
Anastasiya Kastsiukovich

Anastasiya Kastsiukovich

Tech & Innovation Expert

Anastasiya is committed to making the complex simple. Her passion for writing, proficient research, and strong interviewing skills allow her to share in-depth insights into the ever-evolving IT landscape.

Logotype SmallLogotype Big

How Can We Help You?

Get in touch with us, and we will gladly get back to you as soon as possible. If you need a professional team, CleverDev Software will be happy to assist you in making your vision a reality.
Thank you! Your submission has been received!
Our customer care specialist will get in touch with you within a business day.
Oops! Something went wrong while submitting the form.