1. Salesforce Health Cloud Understanding Salesforce Health Cloud Let me tell you, Salesforce Health Cloud is a game-changer. It’s built specifically for the healthcare industry, and I can’t stress enough how tailored it feels. Designed with patient management and communication in mind, it keeps everything organized in one place. You can easily track patient interactions, […]
When I first dipped my toes into the world of health insurance, I quickly realized that having a solid CRM (Customer Relationship Management) tool was essential. With so many options out there, picking the right one can feel like searching for a needle in a haystack. So, I decided to round up what I believe
Step 1: Review Your Current Usage Analyze User Engagement First things first, I always dive into how actively our team is actually using the CRM. Are they logging in daily, weekly, monthly? This can give you an immediate snap of whether your CRM is truly a force multiplier or just there taking up digital space.