Salesforce for financial services is changing how the finance world reaches clients. With this application, you can create 360-degree client profiles to help you manage your clients’ goals, set alerts for when to contact you clients and track client referrals on a customizable interface. We specialize in Salesforce for insurance, wealth management, alternative banking, capital markets, banking and finance.
The Salesforce Health Cloud places patients back at the center of the healthcare. You didn’t study medicine so you could manage an EHR – you did it to help patients. With Health Cloud for Salesforce, you can improve communication with patients before and after their visits, connect with other medical specialists in your patient’s network to gain a holistic view of your patient’s care, and automate administrative tasks that would normally draw your focus away from your patient.