Salesforce Financial Services Healthcare

Case Study: Financial Services-Insurance Healthcare-Salesforce Service/Marketing Clouds

Create a 360 Degree view of their providers to build loyalty and increase patient engagement using data and segmentation

salesforce financial services healthcare

Salesforce provides comprehensive solutions tailored for the healthcare industry, addressing the specific needs of both payers (insurance providers) and providers (healthcare organizations). These solutions are designed to enhance patient engagement, improve operational efficiency, and drive better health outcomes. Salesforce Financial Services and Healthcare solutions.

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PROBLEM

Adding providers and maintaining the network of providers was a difficult and manual process
The networks that providers belong to are constantly changing
Delivering relevant and timely communications
Automate onboarding process for new providers which was taking 60-90 days
Growing the provider network to meet the needs of patients requires constant adjustment

SOLUTION

Implemented Marketing Cloud and Service Cloud
Integration with customers Data Warehouse to obtain Provider and Patient Data
Customize a Provider on-boarding and application management process
The following business processes were implemented in Salesforce: Prospect Management, Practice/Provider Management and Credentials Management

RESULTS

Enabled Marketing Managers to perform advanced segmentation and personalization to drive engagement
Provder On-boarding process reduced from 60-90 days to 14-21 days
Customer has reports and measure to take control of their Provider networks and proactively manage them