Explore what it takes to earn patient trust in the age of agentic AI.
Download reportAccelerate a trusted path to AI on a unified platform that turns manual workflows into coordinated care execution. Scale capacity beyond staffing constraints while delivering measurable value beyond the EHR and freeing clinical teams to focus on exceptional patient care.
*Salesforce 2025 Customer Success Metrics
Elevate patient experiences by providing personalized service, streamlining triage, and seamlessly connecting patients and care teams through their preferred channels — all powered by AI-driven automation for enhanced outcomes.
Bring together clinical and non-clinical health consumer data on a single platform to create a complete view of every patient that enables informed, coordinated responses and personalized care across every interaction.
Empower health consumers with self-service tools — powered by Agentforce — that handle benefit verification, scheduling, and care activities, reducing manual effort and accelerating time to care.
Deploy AI agents that detect signals, trigger next steps, and guide your team in real time, keeping work moving and delivering proactive engagement throughout the patient journey. Expand capacity and maintain continuity with your existing teams.
Connect patients to the care they need faster with AI agents working alongside your access teams: executing routine work and streamlining the patient access journey. Agents handle repetitive tasks, freeing up your team to focus on complex cases.
Transform your healthcare marketing by moving beyond one-size-fits-all campaigns. Engage patients with hyper-personalized, data-driven outreach across multiple channels. Build patient loyalty, enhance brand reputation, and nurture long-term relationships by delivering tailored experiences that strengthen health consumer engagement throughout their care journey.
Collect and unify first-party health consumer data across multiple channels to create a comprehensive view of each individual. This enables personalized outreach for each patient’s needs, increasing acquisition and loyalty while creating a foundation for connected care experiences.
Use segmented patient data to craft personalized journeys tailored to each patient's preferences. Deliver relevant content across the right channels, boosting engagement and improving retention while tracking campaign effectiveness.
Use segmented patient data to craft personalized journeys tailored to each patient’s preferences. Deliver relevant content across the right channels, boosting engagement and improving patient retention, while making it easier to track and measure the effectiveness of your campaigns.
Empower patients and care coordinators to achieve better health outcomes, faster, by leveraging AI-driven insights, streamlining communication, and proactively addressing health consumer needs across the care journey.
Identify care gaps and adherence issues, and prioritize interventions based on a comprehensive view of patient data. Engage them where they are to ensure timely and personalized care delivery, keeping care teams focused on high-impact work.
Collaboratively develop personalized, evidence-based care plans that address each patient's unique needs. Leverage Data 360 to continuously update these plans with real-time data, enabling proactive care coordination that improves outcomes and team efficiency.
Use Agentforce to analyze real-time changes in a patient's health status and trigger next steps automatically. Activate the necessary medical or community resources efficiently, ensuring coordinated and responsive care tailored to the patient's evolving needs.
Provide seamless home and community-based care for aged or post-acute services with powerful tools for schedulers, care professionals, and health consumers. Streamline care coordination, improve outcomes, and enhance accessibility with AI-driven and offline solutions that amplify your team's impact for both virtual and in-home care delivery.
Enable patients to easily submit concerns and determine eligibility through asynchronous communication. Use an intelligent scheduling engine to offer personalized, convenient in-home or virtual appointment bookings that align with health consumer preferences.
Optimize visit routing and automate the documentation and verification of in-home visits. Schedule recurring appointments and manage ongoing care tasks efficiently, reducing manual effort and scaling productivity without adding staff.
Enable telehealth visits, digital intake forms, and virtual assessments on a unified platform. Collaborate on care plans and use remote monitoring tools powered by real-time data to track patient progress, ensuring continuous care and engagement across every touchpoint.
Optimize your connections with both internal and referring providers across service-lines to reduce leakage and enhance patient flow. By analyzing referral patterns and leveraging Agentforce to capture valuable market insights, maximize your network management effectiveness while increasing patient volume and strengthening competitive positioning.
Build and nurture relationships with external providers while measuring the effectiveness of your engagement strategies. Extend your reach beyond existing markets to maximize patient volume and minimize leakage, ensuring a steady flow of referrals with the support of intelligent AI-driven insights.
Capture detailed insights on both external and internal providers on a single platform, breaking down data silos to gain a comprehensive view of your organization's health by service-line. Identify improvement opportunities and enhance collaboration to drive better outcomes and integrated care delivery.
Manage every aspect of the provider lifecycle — from recruitment to credentialing and privileging — on a single, connected platform. Reduce manual effort and improve the provider experience, freeing your team to focus on building stronger, more strategic relationships.
Connect data and teams, automate processes, and personalize engagement on a single, intelligent platform to improve outcomes.
Empower teams to engage customers at every touchpoint, with relevant health insights and contextual data in the flow of work.
Integrate data from any system and automate complex tasks to deliver connected customer experiences, faster.
Create customizable, predictive, and generative AI experiences to fit all your business needs safely.
Help your entire team find important answers and start making data-driven decisions.
Personalize customer experiences and optimize each campaign with data-first enterprise solutions for any channel and device.
Transform patient contact and self-service interactions across every channel to simplify the customer experience.
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Learn how Salesforce empowers healthier connections.
Agentforce 360 for Providers is a unified platform that orchestrates the work supporting care. It combines CRM, patient data, industry workflows, and pre-built agents that automate tasks, guide care teams, and coordinate actions across systems, all with enterprise-grade trust and governance.
Healthcare CRM unifies patient data — health records, social determinants, and preferences — into one platform. This amplifies team capacity by automating workflows and streamlining intake for consistent experiences. On average, providers see a 30% boost in patient acquisition* and 29% reduction in manual tasks* with Salesforce.
Choose a healthcare CRM that is built for healthcare, not adapted to it. Pick a platform that integrates with your EHR, unifies clinical and non-clinical data, and supports patient access, outreach, and care coordination. It should scale, meet compliance requirements, and deliver value quickly.
EHRs manage clinical records, while Salesforce powers patient access, outreach, and coordination across teams and channels that sit outside the clinical encounter. It integrates with all major EHRs to activate data in real time, helping organizations move faster, reduce administrative burden, and scale operations securely.
AI delivers immediate value in patient access, contact centers, outreach, and coordination. These areas are high-volume, non-clinical, and operationally complex, making them ideal for automation and intelligent assistance without introducing clinical risk.
Salesforce is built for healthcare-grade trust and HIPAA-ready compliance. It delivers governed AI with built-in guardrails, human-in-the-loop controls, and clear escalation paths to protect sensitive patient data. Patient data is never used to train public models. Providers see on average 35% fewer threats with Salesforce*, with security embedded across the entire platform.
