Likelihood to Recommend 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.
Read full review Salesforce Partner Management is a great tool for scenarios where a partner portal needs to be created in a quick and cost-efficient manner by teams that do not necessarily have a broad technical knowledge and when the time to market is key. In the situations where the use case is more advanced and cannot be covered by the out-of-the-box functionalities of SPM, then the tool is less effective.
Read full review Pros [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. Read full review Clear, concise user interface. Organizes calls & notes & client info into one uniform platform. Allows knowledge to be shared across the organization & account teams. Read full review Cons 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. Read full review One thing is, you have to put the time you took on the case if you edited it. I would like to change the name or a note and not have to go back and put how long it took. Reports can sometimes be hard to create. Read full review Likelihood to Renew We are definitely going to renew as we created and developed a very functional and complete solution that we won't want to lose. and the reason we achieved that is by continuously evolving and enhancing. That would not be possible without the qualified technical support we have at our disposal internally.
Read full review Usability Salesforce Partner Management is complete and has great usability. Just as a
Salesforce full CRM does. However, when you have to deploy the initial implementation and/or create the infrastructure for your
Salesforce Partner Management it might require, as expected, a very good support and development team and resources
Read full review Alternatives Considered 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.
Read full review Tune provides great on-boarding experience for new users, but the functionality of the product itself is limited. For example if you multiple partners worldwide who sell your product,
Salesforce CRM integration is a must to achieve business goals.
Salesforce ecosystems helps to avoid having multiple tools and licenses. One big differentiator is that
Salesforce Partner Managements allows for personalization that is user-friendly, while with Tune user is expected to do some coding
Read full review Return on Investment Definitely, [the ability] to handle [a] large number of users, [Salesforce Health Cloud] serves the best solution to the healthcare industry. [The] best part is that it is cloud-based technology where data and records will always be ready for use and there is minimal chance of losing the data. It has reduced the efforts of the agents to book appointments or find the right practitioner which saves time [for] both the agent as well as the client. There are automation tools [that] are used to send emails for reminders of policies. Issues of people can be handled when a case is created and it gets assigned to a user or queue of users to get the issue resolved asap. Read full review Single integrated lead management system- positive. Partner information and communication - positive. One system for all partner needs like assigning deal registration or MDF- positive. Trainings required internally- negative. Too expensive- negative. Read full review ScreenShots