Salesforce Financial Services Cloud vs. Salesforce Health Cloud

Salesforce helped us organize all leads into one software. Any call in or email lead we were able to record right into Salesforce. It helped coordinate/track/win/loose all opportunities. It's also very user friendly. When we bring on new employees or even interns; we are able to show them what is needed and they are able to jump right in

Incentivized

The best scenario [is] that it has [a] particular object which can directly store the records of the client [who] has purchased the policy and practitioner details with [their] expertise. The users can directly book the appointment using LWC or Aura components which can be exposed on websites. The object will be linked with each other [using] a lookup relation which creates a complete framework to handle the cases and details of the clients, [their] policies, and other details as well. Booking or finding a practitioner can be done with the [Salesforce] Health Cloud app where it can use [your] current location and provide details of [available] nearby doctors. Health Cloud supports live agent as well where a user can get the details on his insurance policy and get other help if he need from the chat option with live agent.

• Organization.
• Tracking.
• User friendly.

Incentivized

• [There] are particular objects such as person accounts which [are] linked with [health care company accounts if they have a policy].
• We have flows and pages where a user or client can book [their] appointment with a practitioner and get instant help by raising a case or request for [an] appointment.
• [Salesforce] Health Cloud keeps all the records of clients and practitioners and can link them when and where ever needed.
• Objects in the managed package have [a] standard field which gives a perfect solution with out-of-the-box functionality without creating such a model or structure.
• We can raise cases or requests and [use] automation tools like flows [so] the case will be assigned to [a] practitioner or the queue of the user.

• integration with Epic was close to impossible
• buy-in from IT to support a system on Epic was not keen to work with decreased our ability to function in the way we expected
• lack of knowing this integration challenge prior

Incentivized

The software offers a wide range of functionality, which I truly appreciate. However, there is so much there that a lot of drilling into information can be required. This can create a significant learning curve for new users.

We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.

Incentivized

We also evaluated Epic's system called Cheers. Salesforce is much better organized and easy to use. Cheers had some major weaknesses.

Incentivized

• Helped track everything in one place.

Incentivized

• The process of implementation allowed us to better see our data downfalls in our parent EMR system and find ways around it
• Reporting and dashboards allowed us to see the impact of marketing efforts as it related to appointments made
• campaign features allowed us to see which campaigns related to which personas

Incentivized