Patient Acquisition and Outreach Solutions: How a Healthcare Provider Can Benefit from Salesforce

In today’s digital age, healthcare providers face increasing pressure to attract and retain patients while managing their brand reputation effectively.

5 min. read

In today’s digital age, healthcare providers face increasing pressure to attract and retain patients while managing their brand reputation effectively. Salesforce Health Cloud and Marketing Cloud offer comprehensive solutions to streamline patient acquisition and brand management processes. This blog will provide healthcare leaders with a detailed understanding of how these platforms can revolutionize patient engagement and optimize efficiency, ultimately driving competitive advantage.

Let’s do so by breaking down the following key use cases:

The text outlines various use cases for patient acquisition and outreach with Salesforce, including collecting and unifying patient engagement data, promoting and managing brands effectively, segmenting and activating consumer data for targeted marketing, navigating the consumer journey, communicating through preferred channels, nurturing engagement, identifying high-performing marketing journeys, and measuring marketing effectiveness and KPIs.

Collecting and Unifying Patient Engagement Data

Salesforce Health Cloud serves as a centralized hub for consolidating patient engagement data across various touchpoints. Imagine a patient interacting with a healthcare provider through multiple channels like email, social media, and website inquiries. For example, a patient might engage with an email campaign, visit the provider’s website, and register for a wellness program through the patient portal. With this unified data, the provider can anticipate the patient’s needs, follow up with targeted communications, and ensure a seamless experience throughout their healthcare journey.

Key Benefits

  • Personalized Engagement: Tailor communications based on a comprehensive understanding of patient interactions. 
  • Improved Satisfaction: Enhance patient satisfaction through consistent and relevant engagement. 
  • Stronger Relationships: Foster stronger provider-patient relationships, leading to better health outcomes and increased loyalty.

Promoting and Managing Your Brand Effectively

Salesforce Health Cloud and Marketing Cloud enable healthcare providers to maintain brand consistency and integrity across all marketing channels. These platforms offer tools for crafting compelling messaging, monitoring brand sentiment, and responding swiftly to patient concerns. For instance, providers can ensure a cohesive brand presence by aggregating and analyzing data from, email, and patient portals.

For example, A healthcare provider can use Marketing Cloud to segment their audience and deliver personalized messages. For instance, sending tailored health tips via email to new mothers or reminders for annual check-ups to elderly patients.

Segmenting and Activating Consumer Data for Targeted Marketing

Salesforce Marketing Cloud, when integrated with Salesforce Health Cloud, offers healthcare providers powerful tools to segment and activate consumer data for targeted marketing. By unifying patient profiles from various sources and enriching this data with additional consumer information, healthcare providers gain a comprehensive understanding of patient behaviors and preferences.

Key Benefits

  • Dynamic Segmentation: Create dynamic segments based on demographics, health conditions, and engagement levels. 
  • Targeted Campaigns: Execute highly targeted campaigns with personalized content through preferred communication channels. 
  • Automated Workflows: Automate workflows and event-driven campaigns triggered by specific patient actions or milestones.

Marketing Cloud, integrated with Health Cloud, empowers healthcare providers to guide consumers from “unknown” leads to “known” patients effectively. This journey begins by attracting potential patients through various channels like email campaigns, and online ads. Initial touchpoints capture basic consumer data, creating awareness about the provider’s services and engaging individuals interested in health-related information. 

A practical example of this use case would be when a new lead interacts with an online ad and signs up for a newsletter. Marketing Cloud tracks their engagement, and Health Cloud integrates this data to build a comprehensive profile, enabling personalized follow-up communications and services.

Communicating Through Preferred Channels and Managing Preferences

By creating customized preference centers, providers can capture patients’ communication preferences, including their favored channels like email, SMS, phone calls, and social media, as well as specific topics of interest. This information is seamlessly integrated into Health Cloud, creating a unified patient profile that encompasses both health data and communication preferences.

Key Benefits

  • Omni-Channel Engagement: Reach patients through the most convenient and effective methods. 
  • Personalized Messaging: Tailor communications based on individual preferences and medical history. 
  • Compliance and Trust: Manage patient consent and ensure secure communication to maintain compliance with regulations and build trust.

Nurturing Engagement for Repeat Business

By centralizing patient data from Health Cloud and enhancing it with behavioral insights from Marketing Cloud, providers can create comprehensive patient profiles. This enables tailored messaging that addresses individual patient needs and preferences, delivered through preferred channels like email, SMS, and mobile apps.

Providers can set up automated reminders for appointments, medication refills, and annual check-ups, as well as follow-up messages after visits. Targeted health campaigns and wellness programs keep patients informed and motivated, while educational content such as articles and webinars helps them stay connected to their healthcare provider.

Identifying High-Performing Marketing Journeys

Together, Marketing Cloud and Health Cloud enable healthcare providers to optimize their marketing efforts, fostering better patient engagement and health outcomes. This integration allows providers to create unified patient profiles by combining health data from Health Cloud with behavioral insights from Marketing Cloud. With this comprehensive view, providers can track engagement metrics like email open rates, click-through rates, and overall journey performance through Marketing Cloud’s Journey Builder. 

Key Benefits: 

  • Advanced Analytics: Analyze campaign performance to determine the most effective marketing strategies. 
  • Dynamic Segmentation: Ensure targeted messages reach the right audience, enhancing patient engagement. 
  • Predictive Insights: Utilize predictive analytics and AI to optimize marketing strategies.

Measuring Marketing Effectiveness and KPIs

By combining patient data from Health Cloud with engagement insights from Marketing Cloud, providers can create unified patient profiles and track interactions across various marketing campaigns. This integration allows for precise monitoring of engagement rates, conversion rates, and other critical metrics through Marketing Cloud’s Journey Builder. 

Key Benefits: 

  • Comprehensive Analytics: Understand the performance of marketing efforts across different platforms. 
  • Real-Time Insights: Use customizable dashboards to monitor campaign performance and patient engagement. 
  • ROI Calculation: Link marketing efforts to health outcomes and financial data to calculate the return on investment (ROI).

Conclusion

Salesforce Health Cloud and Marketing Cloud together provide healthcare providers with a powerful and comprehensive solution to streamline patient acquisition, enhance engagement, and manage brand reputation effectively. By leveraging the advanced capabilities of these platforms, healthcare organizations can create unified patient profiles, deliver personalized and targeted communications, and track the performance of their marketing efforts in real-time. This integrated approach not only optimizes efficiency and improves patient satisfaction but also drives competitive advantage in a rapidly evolving healthcare landscape. Embracing these technologies enables providers to make strategic, data-driven decisions that foster long-term patient loyalty and better health outcomes, ultimately thriving in today’s competitive market. If you want to learn how Health Cloud and Marketing Cloud can enable your healthcare organization, connect with one of our team members today.

Avatar

AUTHOR

Allison Getty

Allison Getty is the Healthcare & Life Sciences Practice Lead at Torrent Consulting. She is 7x Salesforce certified, is a member of the Salesforce Health Cloud Advisory Board, and has worked in the healthcare space for 8 years.

Let's Work Together