Salesforce is indeed the most popular and widely used CRM having valuable features and functionalities. Salesforce has come a long way with such an evolution. New products and features year after year is what makes it the most preferred platform.

With Salesforce, improve your patients’ outcome 


Metaoups, the best Salesforce consultant for the healthcare industry in Texas, holds insight obtained through 10+ years in the business and many engagements, along with real-life prowess gained across the Healthcare industries, which includes:  supplier, remunerator, medical gadgets, and life sciences. From strategic planning and execution to managed services, we guide and advise clients through every step of their journey — authorising continuous value with the Salesforce platform. 

We know Healthcare provider 

You operate in a highly composite, greatly effective industry. Our Healthcare team has years of unmediated experience in the sub-industries we serve, in addition to Salesforce expertise — helping us entitle you on the journey to personalized experiences and enhanced ROI. 


As a provider, your focus is to ameliorate patient care, coordinate and agent enablement, and value rather than volume where both data standard and patient engagement are bothered. But you’re assigned with delivering progressively personal, targeted care in an industry facing changes in delivery and payment models, increased competition, and the requirement to maximise the ROI on technologies at a modest cost. 

5 Reasons Healthcare Providers Should Use Salesforce as a Healthcare CRM 


1. Connect siloed systems 

You know that removing data silos is the name of the game if you know Salesforce.  

Healthcare is no exception — in reality, this industry could stand to gain from adequate integrations more than most. 

EHR systems are just the beginning. There’s also insurance claims systems, lab reports, billing and marketing details, and more to consider. This wealth of data is not very functional scattered across multiple systems. 

2. Use data intelligently  

Speaking of data: when it is integrated into one system, Salesforce can work its analytical magic to improve health outcomes. Tools like Tableau CRM (formerly Einstein  Analytics) give healthcare providers applicable insights so that the patient’s needs can be anticipated and met forehanded. Risk stratification helps identify patients with high risk and register them in the correct care management program. Data from wearable devices like fitness trackers can be given to Salesforce and assist with post-discharge care for chronic conditions that need monitoring. 

3. Enhance care team collaboration  

Metaoups is the best Salesforce consultant for the healthcare industry in Texas. Salesforce Health Cloud builds on the abilities of Service Cloud and allows healthcare providers to create Care Teams made of members of a patient’s care community.  These could be constituted of primary care physicians, specialists, household caregivers, or anyone else involved in a patient’s healthcare journey. Depending on their position in the team, individuals can view a merged care management plan, assign tasks, and send messages back and forth from any device (much like Salesforce Case  Teams). They could also make use of other Service Cloud features like Knowledge and Live Agent. 

Care Teams encourage collaboration and productivity for those who are working to keep their patients happy and healthy. They’re a win-win for providers and patients…a  trend when it comes to Salesforce and healthcare!

4. Personalised Experiences 

There is no doubt about it: consumers look for personalised experiences across the board, and this doesn’t end with healthcare. Luckily, with a wealth of data at their fingertips,  healthcare providers can use Salesforce to personalise every part of the healthcare journey. 

Contact centre agents who can provide more accurate and customised answers to patient inquiries, since patient data cards and visual care timelines make relevant information very easy to access. 

Personalised care plans can be produced with the consolidation of clinical data, like medical history, and nonclinical data, social determinants, all in one place. And if a patient has any special and particular requirement, like a need for transportation, they can be addressed by the healthcare provider before the patient even has to bring them up. In addition, patient transmissions can always be handled based on the patient’s preference, whether through calls, texts, or an online Salesforce Communities portal. The innumerable personalisation opportunities offered by Salesforce can build trust, deepen patient-provider relationships, and (as always) result in finer health outcomes.

5. Keep Data Secure While Continuing To Innovate 

Data security is one of the biggest concerns for healthcare organisations. Breaches can risk patient safety and cost millions. Luckily, Salesforce makes it easy for healthcare companies to maintain control of their data and stay in abidance with HIPAA and HIT-RUST. Using Salesforce Shield in co-occurrence with Health Cloud, healthcare organisations can make sure that electronically protected health information (ePHI) is encrypted and only attainable by authorised users, as well as monitor user interactions and hold on to an audit trail of field data. 

Even though regulatory guidelines are prohibitive by nature, Salesforce enables innovation despite this. The various ecosystem of AppExchange solutions permits security-conscious healthcare companies to add performance without compromising data security — and the extensive arrangement of native apps built on the platform can make security vetting even easier. Provider-matching, telehealth solutions, document management, and insurance verification apps are only a few of the solutions that healthcare companies can support from the AppExchange to improve their processes securely.


Metaoups is a Salesforce Silver Consulting Partner and is considered as one of the best and the top Salesforce Development Companies in Texas, the USA and India focusing on high quality and scalable solutions for business problems. 


Fuel your customer experience with unmatched Salesforce Expertise 

Contact us to know more.


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8 ways to use Salesforce Services Cloud in the most effective way


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