Salesforce CRM for Healthcare

Empower your healthcare team by providing them multiple channels to connect with patients

Salesforce for Healthcare

Salesforce Features for Healthcare

We help high-tech teams connect their systems, streamline communications, and equip agents with the tools they need to deliver consistent, best-in-class service. With Salesforce, teams can leverage features like Service Cloud for efficient case management, knowledge sharing, and customer support automation. Salesforce's integration capabilities allow seamless connection between various systems, ensuring data consistency and real-time updates. Tools like Live Agent and Salesforce Chat empower agents to communicate effectively with customers, while Salesforce's AI-powered Einstein features provide personalized insights to improve decision-making and customer satisfaction.

Streamline Appointment and Resource Management

The Fynaxis team implements Schedule Management Reminder to streamline appointment scheduling with doctors and care providers. Patients can visit the medical clinic's website or app to book appointments with doctors and medical services, selecting a convenient time. Upon booking, patients receive a confirmation email. Medical staff can easily access and view the booked appointment details in Salesforce, ensuring smooth coordination and efficient management of patient schedules.

Boost engagement model

Our team implements a Customer Community Portal that enables seamless communication between patients, doctors, and medical officers. This platform allows users to discuss prescriptions, ask questions about medications, make appointments, and more. By enhancing communication, the solution delivers a more satisfying experience, fostering stronger relationships and helping you build loyalty among patients, doctors, and partners.

Optimize Doctor's Shift Management

The team implements the Doctor’s Shifts Tracker, a customized Salesforce solution integrated with your central database. This tool allows patients or managers to easily schedule appointments with doctors at clinics within the same region, ensuring seamless access to healthcare services and efficient management of doctor schedules.

Automated treatment planning

We configure Medical Templates Automation to streamline the treatment planning process. For example, in the case of physiotherapy procedures, when a patient visits with back pain, the system ensures that both the patient and doctor have an immediate, predefined plan of potential treatment actions based on medical indications. This automation ensures timely and consistent care while reducing the administrative burden on healthcare providers.

Tailored Solutions for Healthcare and Life Sciences Industry Challenges

We understand the need for solutions tailored to address common pain points in the healthcare and life sciences industry — such as intuitive tools that ensure safety, compliance, and security for employees, contractors, and patients. Our solutions help reduce operational costs, improve visibility, and provide deeper insights into patient and customer needs. Additionally, we optimize processes and schedules across sales, service, and support functions, ultimately enhancing the quality of patient and customer care.

Customer 360-degree view

Harness the power of the Salesforce Customer 360 cloud console to centralize customer insights and streamline processes. Equip your employees with advanced customer analytics and predictive insights, and provide your customers with personalized self-service experiences featuring intuitive, guided journeys.

Advanced Mobility

Custom tools designed for specific tasks and roles ensure efficient fieldwork completion, providing secure access to real-time information, optimized schedules, dynamic forms, virtual remote assistance, and detailed maps to easily locate sites.

Job Planning and Scheduling

Achieve precise and efficient planning and scheduling—reduce truck roll costs, seamlessly integrate vegetation management and routine tasks to minimize downtime, and respond to emergencies swiftly with accurate response time allocation.

Asset and Inventory Management

Centralize asset and inventory management on-platform, allowing for efficient and cost-effective integration of lifecycle tracking, as well as routine, emergency, and preventative maintenance into your business operations.

Analytics, Forecasting, and Planning

Optimize forecasting and planning with intelligent analysis of organizational and customer data. Access real-time, data-driven reports and KPIs to gain a deeper understanding of both the details and the big picture.

Compliance and Safety

We provide tools and reminders, along with configured workflows, to automate regulatory compliance, safety tasks, tracking, and reporting—making it easier to manage and ensure compliance and safety.

Boost Efficiency with AI and Automation

Tailored consulting services that align your Salesforce implementation with your business goals, ensuring optimal performance and ROI.

Industries

Improved Efficiency

Streamline your operations and boost productivity with Salesforce. Automate routine tasks, accelerate business processes, and reduce manual effort. By optimizing workflows and leveraging Salesforce to its full potential, you can maximize efficiency and achieve your business goals.

Industries

Enhanced Accuracy

Ensure data accuracy and consistency with Salesforce. Automate data entry, reduce human error, and improve data quality. By leveraging Salesforce's powerful features, you can gain valuable insights and make informed decisions.

Industries

Cost Savings

Reduce operational costs and maximize ROI with Salesforce. Automate processes, eliminate manual tasks, and optimize resource allocation. By streamlining workflows and reducing errors, you can achieve significant cost savings and improve your bottom line.

Industries

Boosted Customer Experience

Deliver exceptional customer experiences with Salesforce. Personalize interactions, improve response times, and build stronger customer relationships. By empowering your teams with the right tools, you can exceed customer expectations and drive loyalty.