Salesforce features for Healthcare

Vimera is a recognized leader in Salesforce-based CRM solutions for the Healthcare and Dental industries in 2024, according to Clutch.

We are excited to empower healthcare companies and organizations to enhance their customer service and deliver faster, more efficient care. We’d like to introduce you to a range of valuable features available through Salesforce solutions, including Health Cloud, Life Sciences Cloud, Sales Cloud, Einstein AI, and more.

These capabilities and features will benefit clinics and hospitals, pharmaceutical companies, biotech, medical device, apparel, software and packaging companies.

For Clinics and Hospitals

For hospitals and clinics, Salesforce has developed a special solution – Health Cloud that is focused on personalized patient care and interaction in healthcare facilities. Health Cloud features help automate patient interactions, manage schedules, store patient data, and improve quality of care.

Schedule Management and Notifications (Health Cloud and Field Service). Includes appointment scheduling, patient reminders, and appointment notifications. Helps manage physician and staff schedules, notifies patients of schedule changes or the need to confirm appointments.
Household System. Allows patients with family or other relationships to be grouped together to track the medical history of family members and their overall care. Useful for pediatric clinics or family physicians.
Clinical Records. Allows you to store key patient data (e.g., diagnoses, recommendations, and treatment history), provides centralized access to patient medical data.
Doctor Change Tracking. Tracks changes in the attending physician or referrals of patients to other specialists. Useful for managing large medical teams and coordinating care.
Medical Templates (Health Cloud and Dynamic Forms). Allows you to use different templates, for example for prescriptions, reports or consultations. Reduces time spent filling in repetitive data and increases documentation standardization.
360-Degree Patient View. A single place to store all patient data, including medical history, appointment schedules, lab results, and insurance data.
Case Management. Designed to organize all patient inquiries, from appointment scheduling to treatment or insurance questions.
Care Coordination. Provides communication between physicians, nurses, patients and other treatment participants for coordinated care.
Patient Timeline. A chronological view of all patient interactions with the clinic, including appointments, referrals, and prescriptions.
Integration with Electronic Health Records. Allows you to connect to electronic health records for instant access to important information.
Risk Stratification. Allows you to use data to assess risk and prioritize patients with chronic conditions or high care needs.
Benefit Verification. Automates the verification of insurance coverages for patients. Helps determine which medical services and procedures are covered by insurance, which helps clinics and pharmaceutical companies offer patients accurate financial calculations and reduce the risk of insurance company denials.
Personalized communication. Automated reminders for appointments, medications or preventive care via SMS, email or portal.
Regulatory Compliance. Supports HIPAA, GDPR and other data privacy and security requirements.
Reports & Dashboards. Allows you to analyze quality of care, patient health metrics, and healthcare performance.
Telemedicine and remote monitoring. Integration with remote consultation and real-time patient health tracking platforms.

Experience Cloud features and, in particular, the Patient Portal (Customer Community) are also very useful for hospitals and clinics. Patients can log in to the portal to make appointments, access medical records, and communicate with the clinic. This improves patient interaction with the healthcare provider and reduces the burden on administrators through self-service.

For Pharmaceutical, Biotechnology, MedTech, Medical Equipment companies

For Pharmaceutical, Biotechnology, MedTech, and medical equipment companies Salesforce has developed Life Sciences Cloud to optimize sales, ensure compliance, conduct clinical trials, and improve operational efficiency in a highly regulated industry.

Account Management. Manage relationships with healthcare providers (HCPs), payers, and distributors in a single system.
Opportunity Management. Track and manage sales pipelines for pharmaceutical products and healthcare software deals.
Health Intelligence. Gain actionable insights by analyzing healthcare and patient data to improve outcomes and business decisions.
Pharma CRM. Manage interactions with healthcare providers (HCPs), track sales performance, and optimize field force activity.
Participant Management. Streamline recruitment and engagement of participants in clinical trials, ensuring efficient coordination and communication.
Data Cloud for Health. Centralize and analyze healthcare data across systems for a unified, patient-centric view.
Chain of Custody Management. Ensure compliance and traceability for drug samples, clinical trial materials, and other sensitive products throughout the supply chain.
Medical Sales Emails. Automate personalized email campaigns for healthcare providers, distributors, and payers to drive engagement and sales.
Einstein AI. Predict demand, analyze trends, and provide next best action recommendations for medical sales and operations.
Field Sales Management. Equip medical representatives with mobile tools to track visits, manage samples, and engage HCPs effectively.
MuleSoft Integration. Connect Salesforce with ERP, inventory, and regulatory systems to streamline operations.
Compliance Management. Ensure adherence to industry regulations, such as GDPR, HIPAA, and FDA standards, with built-in compliance tools.
Pharmacy Benefits Verification. Verifies and reconciles drug benefits through insurance companies and pharmacies. The function specifically focuses on verifying drug availability by insurance plans, including analyzing patient cost, prescription drug coverage, and pharmacy restrictions.

For Medical Device, Apparel and Packaging companies

Manufacturing companies can utilize a variety of Salesforce solutions and clouds. Let's list the most popular features that optimize sales, customer service, and operational efficiency.

Sales Cloud (Opportunity Management). Track and manage B2B sales pipelines and close deals faster.
CPQ (Configure, Price, Quote). Simplify custom pricing and quoting for bulk and specialized orders.
Service Cloud (Case Management). Handle customer service requests efficiently, including maintenance and support.
Experience Cloud. Create self-service portals for distributors and partners to check inventory or place orders.
MuleSoft Integration. Connect Salesforce with ERP systems for real-time inventory and production tracking.
Einstein Analytics. Analyze sales trends, demand forecasts, and supply chain performance.
Marketing Cloud (Journey Builder). Automate personalized email campaigns to nurture client relationships.
Field Service. Manage installation, repairs, and on-site maintenance of medical equipment.

Here we would like to consider the CPQ tool separately.

Salesforce CPQ for Healthcare

Salesforce CPQ (Configure, Price, Quote) brings significant value to medical device, medical apparel, and medical packaging companies, it automates the complex processes of product customization, pricing, and quote creation, which is especially important in these spheres.

Specific examples of the CPQ capabilities

Product personalization and customization for Medical Equipment company
Example: A manufacturer of diagnostic equipment can customize a quote for an individual order by considering parameters such as size, power or special options such as adding touch screens.
How CPQ helps: Automatically creates product configurations based on selected features and eliminates specification errors.

Accounting for Regional Pricing for Packaging manufacturing company
Example: A company that manufactures packaging for medical products works with customers from different regions where raw material and transportation prices differ.
How CPQ helps: Allows you to create price lists customized to regional conditions, including shipping and taxes.

Bulk orders and discounts for Medical Apparel manufacturing company
Example: A medical apparel manufacturer offers volume orders to hospitals with graduated discounts (e.g., 10% per 1,000 units).
How CPQ helps: Sets discount rules and automatically applies discounts based on quantity, ensuring transparency and accurate calculations.

Comprehensive packages of services for Medical Equipment company
Example: A company selling MRI machines offers additional services such as installation, training and post-warranty service.
How CPQ helps: Combines equipment and services into a single package, automatically calculating the total cost and specifying terms and conditions.

Quick Proposal Creation for Healthcare
Example: A customer requests a quotation for a large volume of products with different specifications.
How CPQ helps: Generates a professional, ready-to-send quote in PDF or Excel format in minutes, including all details.

Integration with ERP and CRM
Example: A packaging manufacturer synchronizes inventory and production capacity data from an ERP system.
How CPQ helps: Integrates with ERP to take into account up-to-date product availability information when creating offers.

CPQ simplifies and accelerates sales processes by making them accurate and transparent, which is especially important for companies with a wide range of products and complex specifications.

We will be happy to implement these features into your company or organization and help you help others.