How Is Salesforce Custom Development Used In Healthcare?

by Anastasiia Bitkina

If you’re a business owner or a manager in the healthcare industry, you know that technology can play a significant role in helping you meet business goals. If you’re not taking advantage of custom Salesforce app development, you’re missing out on a powerful tool. 

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Custom Salesforce apps can help you accelerate digital transformation, manage your data more effectively, and improve the patient experience. With the right app development team by your side, you can boost your healthcare organization’s efficiency and performance while keeping tabs on all of your essential data. 

At Alternative-spaces, we’ve been working with Salesforce process automation app development project for medical support center for years and know how to turn Salesforce capabilities to your healthcare business needs. 

In this article, we asked our development team to share their experience using Salesforce technologies for healthcare projects and describe the benefits businesses enjoy as a result.

Salesforce App Market Size in Healthcare Industry

The global healthcare CRM market size is expected to reach USD $9.4 billion by 2025 from USD $4.5 billion in 2020, at a CAGR of 16.0% during the forecast period. The increasing demand for cloud-based solutions and services, the need for better patient engagement and customer experience, and the evolving role of Salesforce in healthcare are the major factors driving the growth of this market.

Salesforce is among the most popular CRM platforms in the healthcare industry, with over 150,000 customers. It’s a cloud-based CRM platform that helps healthcare organizations manage their sales, marketing, and customer service operations. 

In 2011, Salesforce launched Health Cloud, a CRM solution designed specifically for the healthcare industry. Health Cloud consolidates patient data from disparate sources, making it accessible to care providers in a single platform. This gives providers a complete picture of each patient’s health, leading to better treatment decisions. Health Cloud is used by some of the largest healthcare organizations in the world, including Mayo Clinic, Partners HealthCare, and Intermountain Healthcare.

Salesforce does not release specific sales figures for Health Cloud, but the product is a crucial part of the company’s growth strategy.

How is Salesforce used in healthcare?

Patient data management

One of the key features of Salesforce is its ability to track and manage patient data. This is achieved through the use of Salesforce’s Health Cloud.

Health Cloud provides a number of features and tools that make it easy to track and manage patient data. For example, Health Cloud includes a patient profile page that provides an overview of the patient’s health status and history. This page can be used to track important information such as the patient’s medications, allergies, and past medical procedures. 

Health Cloud also provides many tools that make it easy to communicate with patients and their caregivers. For example, Health Cloud includes a secure messaging system that can be used to send and receive messages between patients and their care team.

Care coordination

One of the key advantages of using Salesforce for care coordination is that it provides a centralized repository for customer data. Care coordinators can easily track and manage patient information, appointments, and other important details. 

In addition, Salesforce’s automation features can help care coordinators save time by automating repetitive tasks such as sending appointment reminders or following up with patients after their appointments.

Another advantage of using Salesforce for care coordination is that it offers a number of features and tools specifically designed to help businesses streamline their sales and marketing processes. 

For example, the Salesforce Marketing Cloud allows businesses to create and manage targeted marketing campaigns, while the Salesforce Service Cloud helps businesses automate and manage customer service tasks.

Referrals tracking

Salesforce is a powerful CRM tool that can help healthcare organizations keep track of referrals. By tracking referrals, healthcare organizations can see which patients are being referred to which providers and make sure that patients are getting the care they need. 

Salesforce can also help organizations keep track of provider performance so that they can identify and address any issues that may be affecting care quality.

Healthcare organizations can use Salesforce to track referrals in a number of ways. For example, they can create custom fields to track referral data or use the Referral Management app from Salesforce. Additionally, healthcare organizations can automatically integrate Salesforce with their EHR system to track referrals.

Claims management

One of its many features is the ability to manage claims in healthcare. This can be a helpful tool for healthcare providers, as it can help them keep track of patient claims and ensure that they are being paid correctly.

When a patient makes a claim, Salesforce will automatically generate a claim number. This number can be used to track the claim and ensure it is processed properly. Salesforce will also keep track of the status of the claim and provide updates as it moves through the system.

If there are any problems with the claim, Salesforce will notify the provider so that they can take action. This can help prevent delays in payment and ensure that providers get the money they are owed.

Referrals tracking

Salesforce is a powerful CRM tool that can be used to track referrals in clinics. By tracking referrals, clinic staff can see which patients are being referred by which doctors and can follow up with patients to ensure they are receiving the care they need.

There are several ways to track referrals in Salesforce. One way is to create a custom field for referrals on the Contact object. This field can be used to track the number of referrals a patient has received and can be used to generate reports.

Another way to track referrals is to create a custom object for referrals. This object can be used to store information about each referral, such as the date it was made, the referring doctor, and the referred patient. This object can also be used to generate reports.

Tasks automation and efficiency improvement 

Finally, Salesforce enables clinics to automate tasks and improve communication with patients. There are many ways in which Salesforce can help clinics to automate tasks and improve efficiency. 

One way is by using the Salesforce Platform to develop custom applications that can automate specific tasks. For example, a custom application could be developed to automatically book appointments for patients based on their availability and preference.

Another way in which Salesforce helps clinics to automate tasks is by using the various built-in features that the platform offers. For example, the Workflow feature can be used to automate tasks such as sending automatic reminders to patients for upcoming appointments.


How Healthcare Businesses Benefit From Utilizing Salesforce

Salesforce is a powerful CRM tool that can be used by healthcare businesses to improve sales, marketing, and patient care operations. Here are some of the key benefits of using Salesforce in healthcare:

1. Improve sales productivity: Salesforce can help healthcare sales teams manage customer information, sales opportunities, and pipeline data in one place. This can help sales reps stay organized and focused on their sales goals.

2. Enhance marketing campaigns: With Salesforce, healthcare marketers can segment their audiences and target them with personalized messages. Additionally, Salesforce provides insights that can help marketers track the performance of their campaigns.

3. Streamline patient care operations: this tool can be used to manage patient records, appointments, and billing information. This can help healthcare providers provide better care to their patients and improve office efficiency.

4. Increase patient engagement: Healthcare businesses can send automated reminders to patients about appointments and follow-ups using this CRM. Additionally, Salesforce can be used to create targeted patient education materials.

5. Improve customer service: With Salesforce, healthcare businesses can quickly track customer interactions and resolve issues. Additionally, Salesforce can be used to create knowledge base articles and FAQs.

6. Get actionable insights: Salesforce provides healthcare businesses with real-time data that can be used to make informed decisions about sales, marketing, and patient care operations. Additionally, Salesforce’s Einstein Analytics tool can help businesses uncover hidden trends and patterns.

7. Reduce IT costs: Salesforce is a cloud-based platform, which means that there is no need to invest in on-premise hardware or software. Additionally, Salesforce offers a pay-as-you-go pricing model, which can help healthcare businesses save money on their IT budget.

8. Scale quickly and easily: With Salesforce, healthcare businesses can add new users and features as needed. Additionally, Salesforce’s sales, marketing, and patient care applications can be easily customized to fit the unique needs of each business.

Salesforce is a versatile CRM tool that offers many benefits for healthcare businesses. By utilizing Salesforce, healthcare businesses can improve sales productivity, enhance marketing campaigns, streamline patient care operations, increase patient engagement, and get actionable insights. Additionally, Salesforce can help healthcare businesses save money on their IT budget and scale quickly and easily.

Use Cases of Salesforce Health Cloud

The Mayo Clinic

Mayo Clinic has been using Salesforce Health Cloud since 2016, and in that time, they have seen significant improvements in their ability to provide coordinated care. 

One key area where Salesforce Health Cloud has made a difference is in the way Mayo Clinic communicates with patients. In the past, providers would often have to rely on paper records or faxes to send information to patients. This was not only inefficient, but it could also lead to errors if patient information were lost or misplaced. 

All patient information is stored in a secure, central location with Salesforce Health Cloud. This makes it easy for providers to access the information they need and share it with patients via secure messaging.

Mayo Clinic has also seen an improvement in care coordination since implementing Salesforce Health Cloud. 

In the past, care team members would often have to rely on phone calls or emails to communicate with each other. This could lead to delays in care, as well as potential miscommunications. 

With Salesforce Health Cloud, care team members can easily share information and collaborate in real-time. This has helped to improve the efficiency of care delivery and ensured that patients receive the best possible care.

Piedmont Healthcare

Piedmont Healthcare is an Atlanta-based, not-for-profit health system that provides patient care through 11 hospitals, over 100 physician practices, and various urgent care and outpatient facilities. Piedmont sales teams were struggling to keep up with the high volume of leads and opportunities coming in from multiple channels. They needed a way to better manage and track their sales process so they could close more opportunities.

Salesforce Health Cloud was the perfect solution for Piedmont. With Health Cloud, Piedmont sales teams can now see all of their leads and opportunities in one place. They can track every sales process step and ensure that no opportunity falls through the cracks. As a result of implementing Salesforce, Piedmont has increased sales productivity and closed more deals.


One healthcare company that has successfully incorporated Salesforce into its business sales process is UnitedHealthcare. UnitedHealthcare is one of the largest health insurance companies in the United States, with over 50 million customers.

To better manage its customer relationships, UnitedHealthcare decided to implement Salesforce Health Cloud. Salesforce Health Cloud is a special salesforce CRM platform designed specifically for the healthcare industry.

Since implementing Salesforce Health Cloud, UnitedHealthcare has been able to achieve a number of significant benefits. One of the most important benefits is that it has been able to increase sales efficiency by automating sales processes. This has resulted in a significant increase in sales productivity.

Another benefit of using Salesforce Health Cloud is that it has allowed UnitedHealthcare to manage its customer data better. salesforce provides a central repository for all customer data, which makes it easy for sales reps to access information about their customers. This has resulted in improved customer service and more efficient sales processes.

In addition, Salesforce Health Cloud has also allowed UnitedHealthcare to create more targeted sales and marketing campaigns. By segmenting its customer base, UnitedHealthcare has been able to create more customized sales and marketing messages. This has resulted in higher conversion rates and more sales.

Tribeca Pediatrics

Tribeca Pediatrics is a company that provides pediatric care services. They offer a wide range of services, including well-child checkups, immunizations, sick child visits, and more. Tribeca Pediatrics is committed to providing its patients the highest quality of care. Their team of pediatricians and other medical professionals are dedicated to providing the best possible care for every child they see. 

Tribeca Pediatrics was one of the first companies to adopt Salesforce Health Cloud, and they’ve seen great success with the platform.

Since implementing Salesforce Health Cloud, Tribeca Pediatrics has streamlined its sales process and increased sales productivity. The software has also allowed them to manage patient data better and create a more seamless customer experience.

Salesforce Health Cloud has been a game-changer for Tribeca Pediatrics, and it’s no wonder why the platform is becoming so popular in the healthcare industry.

Alternative-spaces Experience in Salesforce App Development

Alternative-spaces has over a decade of experience in Salesforce development, with a team of certified professionals who are experts in the latest Salesforce technologies. We have delivered successful projects for small and large businesses across various industries. 

We prefer to work with custom Salesforce development since it allows us to solve a particular problem or achieve the business goals exactly your project has. Some of the services we offer include:

  • Custom Salesforce development
  • Salesforce integration
  • Third party services integrations to your Salesforce account
  • Salesforce consulting
  • Salesforce implementation
  • Salesforce support and maintenance

One of our recent Salesforce projects is an app for personnel activity tracking. The client came to us with the request to develop a Salesforce application to help their organization keep the pace of field visit documentation and departmental activities. 

As a result, we created an intuitive app for in-person and remote meetings with physicians to improve physician relations and increase referrals. Thanks to Salesforce capabilities, we also managed to tune the field visit documentation and departmental activity processes. 

In addition, now our clients can easily plan and log the activity of the personnel and control the expenses associated with their business visits.

One more project is a custom Salesforce app for request registration by a medical support center. They approached us since they were looking for experts to create custom functionality that Salesforce doesn’t provide by default. So, we accepted this challenge and created the functionality that optimizes the registration process and makes it easy to gather requests. As a result, this system helps teams to enhance registration processes and save employees time on more value-generating tasks.


Summing up

Salesforce is a powerful tool that can help healthcare organizations boost their efficiency and productivity. By customizing Salesforce to meet the specific needs of a healthcare organization, they can reap the many benefits that Salesforce has to offer. 

Custom Salesforce app development can help improve patient care, reduce costs, and increase operational efficiency. When it comes to healthcare, every little bit helps, and Salesforce can make a big difference.

But despite all the benefits Salesforce possesses, this tool is quite difficult to use and requires special knowledge and deep expertise. Thus, we’re here to help you take maximum advantage of Salesforce development with our experienced team. Just contact us for more information, and we’ll be glad to help.



How can healthcare organizations take advantage of custom Salesforce app development?

Salesforce is a powerful CRM platform that can be customized to fit the specific needs of any organization, including healthcare organizations. By working with an experienced Salesforce development team, healthcare organizations can create custom apps that support their unique business processes and help them better manage patient data, streamline workflow, and improve patient care.

What are some of the challenges of custom Salesforce app development for healthcare organizations?

While custom Salesforce app development can offer many benefits for healthcare organizations, there are also some challenges to consider, such as:

Cost: Custom Salesforce app development can be costly, especially for organizations that do not have an in-house development team.

Time: Creating a custom Salesforce app can take time, and healthcare organizations need to be sure they have the resources and manpower to dedicate to the project.

Complexity: Custom Salesforce app development can be complex, and healthcare organizations need to be sure they have the technical expertise to handle the project.

Change management: Once a custom Salesforce app is live, healthcare organizations need to be prepared to manage any changes or updates that need to be made.

What are some tips for healthcare organizations considering custom Salesforce app development?

1. Work with an experienced development team: Working with an experienced development team is crucial for any organization, but it’s especially important for healthcare organizations because of the complex nature of the project.

2. Define your goals and objectives: Before starting any project, it’s important to define your goals and objectives. This will help you and your development team create a custom app that meets your specific needs.

3. Consider your budget: Custom Salesforce app development can be costly, so it’s important to consider your budget before starting the project.

4. Be prepared for change: Once your custom Salesforce app is live, be prepared to manage any changes or updates that need to be made.

Content created by our partner, Onix-systems.


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