Streamlining Patient Engagement with Salesforce in Healthcare

Service Area: Technology

Client Type: Independent Company – Physical Therapy

Service Provider Type: Salesforce Consulting Partner

Industry: Healthcare Services

The Need
Implementing Salesforce for Enhanced Patient Management

An independent physical therapy company needed a comprehensive Salesforce setup to leverage its capabilities for CRM and marketing automation, having recently signed up and being entirely new to the platform.

The Challenge
Customizing for Complex Healthcare Requirements

The task was daunting: configuring 200 licenses within HealthCloud, integrating Marketing Cloud, Social Studio, and ensuring the new system could seamlessly interface with existing EMR systems and manage detailed patient interactions and referrals.

How BluWave Helped
Identifying Right Salesforce Consulting Partner

BluWave connected the business with a Salesforce consulting partner specializing in healthcare. This partner was tasked with customizing Salesforce to meet specific healthcare operational needs, from patient management to referral tracking and ROI measurement.

The Result
Tailored Solution That Drives Efficiency, Engagement

The implementation was successful, integrating multiple Salesforce components to create a robust system that supports the company’s marketing and patient management strategies effectively, thereby optimizing their operational workflow. The business was thrilled with the consultant BluWave selected and recommended them for other clients.

Nothing but professional and timely responses to all our requests. Unbelievable as a leader and organizer. Very talented as a communicator and developer.

-Director of Digital Marketing at Company

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