The healthcare industry is facing many data challenges, including growing patient volumes, complex data infrastructures, and the need to deliver personalized care. Salesforce Data Cloud can help healthcare organizations address these issues by providing a unified platform for data integration, management, and analytics.
At Dreamforce 2023, Salesforce announced that Data Cloud free licenses are now included so customers can familiarize themselves with its capabilities and start using it to build unified segments for specific needs. Coastal’s team of U.S.-based certified Salesforce Data Cloud experts can help you develop custom use cases for your healthcare organization so you get the most value from the free licenses.
For a limited time, we’re offering a No-Cost Strategy Workshop where we’ll work side-by-side with you to articulate one use case tailored to your business and address your questions.
The complimentary workshop includes:
- One-hour conversation with data & integration pros
- Creation of a data-powered use case for your business
- Detailed plan for execution
- Unlimited Q&A
To jumpstart ideation, here are some use cases we’re already working on with our healthcare clients.
Grow & Retain Patients
Challenge
We want to grow our primary care patient volume but cannot easily integrate data from the EMR. Salesforce Marketing Cloud segmentation is difficult with ‘code not clicks’ and often requires a developer.
Solution
Integrate appointment history from the EMR into Data Cloud, Health Cloud, and Marketing Cloud, along with third-party New Mover data, to facilitate targeted activation. This comprehensive data solution empowers providers to reach out to new and existing patient segments, inquire about the most convenient time for contact, and directs to live chat—reducing the friction in booking appointments.
Benefits
- Easily integrate data from the EMR with minimal time/effort
- Marketing and the business can segment in real-time with clicks not code and activate Marketing Journeys in days not weeks!
- Easily connects to Analytics and CRM
Simplify Screening Bookings
Challenge
We want to grow our screening volume but cannot easily integrate the data from the EMR, and Marketing Cloud segmentation is difficult with ‘code not clicks.’
Solution
Integrate Salesforce Health Cloud with Epic data (appointments, encounters, and diagnoses) sourced from the existing data warehouse. Marketing Cloud is used for activation. Leveraging Coastal’s extensive experience with industry-standard diagnosis codes and data structures, we can swiftly create a simplified reference structure to satisfy marketing and reporting needs.
Benefits
- Easily integrate data from the EMR with minimal time/effort
- Marketing and the business can segment in real-time with clicks not code and activate Marketing Journeys in days not weeks!
- Easily connects to Analytics and CRM
Target with Propensity Data
Challenge
We have population health and propensity data from third-party partners that we want to use for a more personalized patient experience, however, the extensive volume of data is challenging to work with.
Solution
Integrate data from Health Cloud, EMR, Marketing Cloud, and third-party propensity sources (i.e. Populi.ai) into Data Cloud. Propensity data can be segmented for distribution to direct mail partners or harmonized with existing patient data for digital activation.
Benefits
- Marketers can create segments using the propensity data standalone, or it can be unified with known patient data for activation
- Surfaces data on patient records in CRM for Health Cloud user context
One expert partner who can do it all: Enterprise Data, Tableau & Salesforce Clouds
Salesforce ranks Coastal as the #1 Consulting Partner in Expertise in the United States (above more than 2,000 consultancies). With a heavily certified onshore-only team, 6,500+ completed projects, deep healthcare expertise, and company DNA that focuses 100% on customer success, we’re the experienced firm in a nimble package that you’ll love working with.
Over the past decade, we’ve managed data from every major ERP / EHR system, and data lakes/warehouses with systems such as Snowflake. You can rely on our team to rapidly connect your data and work with your enterprise data architecture.
Coastal is the #1 rated Salesforce consulting firm, 100% focused on customer success. From strategy to platform evolution, we’re the Salesforce consultancy you’ll love working with.
