Salesforce Agentforce Financial Services vs. Salesforce Agentforce Health

Salesforce Financial Services Cloud is really helpful when it comes to projections for our business. In order to cover our office overheads, we try to project sales leads becoming opportunities and closed and won sales for each quarter so we can ensure all targets are met and obligations too.

Salesforce Health Cloud is great if your organization has the expertise to integrate with your EMR system. All the functionality of service cloud plus healthcare related synergies to help with easy to use appointment reminders and further health suggestions are a huge plus.

Incentivized

• Ease of use
• Reporting
• Customisation

Incentivized

• Account creation is simple and straightforward.
• The software’s global search field works incredibly well and confines information via keyword search throughout the entire system.

• Automation. There is room to automate certain processes that require manual executions.
• Implementation. It is hard and requires a 3rd party to help to implement which is costly.

Incentivized

• They can have standard pages or components which can directly be used to book or record the appointment with the practitioner.
• [I believe] there is nothing more that [Salesforce] Health Cloud can improve as already everything comes under automation, from [booking] to service issues, everything is automated.

It does its job but could be better. I think it all comes down to each business configuration of the platform.

Incentivized

It is a wonderful platform with some limitations in it's ability to easily connect with Epic. If your system has the experience and ability to build the connector, you will have great success and a robust platform to do all you need.

Incentivized

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

When it comes to Health Cloud in other CRM we have to create the related object and fields and we have to set [up] a complete architecture for the healthcare business to run over the CRM. But here Salesforce is proving a managed package, which is Health Cloud, has the framework already built we just [have to] use the standard functionality and get our task with automation done. This has definitely reduced the effort of developers as well as the agents who are working on the Health Cloud. [Even] a person with very little coding skill can use this CRM and get [their] task cases, etc. automated and [the] perfect solution can be built with low efforts.

• Positively helpful with targets
• Motivating and encouraging
• Helpful with figures

• the impact has been positive.