How Healthcare CRM Enables Consumers and Builds Trust

Summit Blog How Healthcare CRM Enables Consumers and Builds Trust

To revolutionize the healthcare industry and enhance the experiences of all stakeholders, a strong focus on fostering trust through personalization is crucial. Patients do not want to be treated like – or even feel like – they are just a number or a chart. They want to experience a personalized treatment plan.

This can be achieved by seamlessly integrating electronic health records (EHRs) and claims data to create a 360-degree view of each healthcare consumer. By utilizing the power of application programming interfaces (APIs), organizations can access complete consumer information in real-time, collaborate effectively, make informed care decisions, and avoid gaps in care.

Incorporating cutting-edge healthcare customer relationship management (CRM) platforms equipped with AI and advanced analytics can provide actionable insights that elevate patient and member interactions. For example, Community Health Choice (CHC) in Texas has adopted Salesforce’s Health Cloud to provide comprehensive care to its members by fully integrating clinical and claims data to generate a comprehensive view of each patient.

Connected experiences can strengthen trust, increase retention, and ultimately drive better health outcomes and business results for healthcare organizations. By implementing these strategies, healthcare organizations can improve the overall quality of care and create a more positive experience for patients, providers, and other stakeholders.

Summit LLC can help you customize your Salesforce org to create experiences for all your patients building trust and long term satisfaction.

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Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Summit was extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

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As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to the team’s credit for imparting their wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

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We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

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We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

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Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

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The skill set and knowledge that Summit has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Summit and team has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. They are timely and professional, and eager to learn about the why before telling us the what.

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Summit made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). The Summit team are pros, from their accessibility and communication to industry knowledge and attitude, they never said 'no' to a request. When we encountered hiccups along the way they took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Summit and their team.

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