Dynamics 365 CRM vs Salesforce Health Cloud

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Our analysts compared Dynamics 365 CRM vs Salesforce Health Cloud based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Dynamics 365 CRM Software Tool
Salesforce Health Cloud Software Tool

Product Basics

Dynamics 365 CRM streamlines customer relationship management through a cloud-based platform. Tailored for mid-size to large businesses, it centralizes interactions, automates workflows, and fosters data-driven insights. Key benefits include sales force automation, marketing campaign management, and service case tracking. Popular features like social listening and lead scoring help nurture potential customers. User reviews within the CRM landscape praise its robust customization options and seamless integration with other Microsoft products. However, the subscription-based pricing model, starting at per-user monthly fees, can be a cost consideration for smaller businesses.

Pros
  • Robust customization
  • Seamless Microsoft integration
  • Strong sales automation
  • Intuitive interface
  • Mobile app functionality
Cons
  • Potentially complex setup
  • Higher learning curve
  • Subscription-based pricing
  • Limited reporting options
  • Occasional performance issues
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Salesforce Health Cloud enables healthcare providers to store, track and monitor health records while building stronger relationships with patients. It assists healthcare professionals in providing more comprehensive care by knowing and meeting patient expectations. The easy-to-use interface allows patients to gain real-time connections with medical teams. When combined with Salesforce Service Cloud, it gives providers a more precise view of patient information such as demographic, lifestyle and health to better serve customers.

It allows users to access data from various sources, including wearables and EHR/EMR platforms, as well as view critical information such as past patient health records, current and past medications, and appointments.
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$65/User, Monthly
Get a free price quote
Tailored to your specific needs
$325/User, Monthly
Get a free price quote
Tailored to your specific needs
Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Gain a 360-Degree View: Sales and marketing benefit from a single source of customer data to provide a consistent experience for buyers. Customer service teams also get a view of every customer’s journey across all touchpoints. 
  • Execute Multichannel Campaigns: Target a number of channels for lead generation, including email marketing, events, SMS, landing pages and more. A connector to lead gen forms for LinkedIn enables audience targeting, lead nurturing and buyer journey creation using LinkedIn information. 
  • Deliver Exceptional Service: Predictive care tools and AI insights provide customer service agents with data to tackle issues proactively and reach the best outcomes. Other tools include intelligent case routing, gamification elements that encourage high performance, self-service options, agent performance metrics and more. 
  • Boost Conversion Rates: Scoring models help determine which contacts are most likely to convert, and smart scheduling capabilities ensure reps reach out at the best time. Sales reps can view lead score, lead trend and lead grade metrics to determine the status of each contact and target the hottest opportunities for better win rates. 
  • Personalize Messaging: Leverage embedded insights to use the most relevant, personalized messaging. Use in combination with segmentation to ensure tailored content reaches the right audience. Customize landing pages using prospects’ data. 
  • Connect With LinkedIn Sales Navigator: Create trust with contacts and conduct relationship selling using relevant data and rich profiles, such as related leads. 
  • Optimize Content: Know which contacts open emails, reply, click links and interact in other ways through metrics. Make informed email strategies, provide relevant content and reply with timeliness. Understand customer needs accurately using customer surveys. 
  • Use Other MS Tools: Microsoft Dynamics 365 has Office 365 apps built in, facilitating work with familiar tools like Excel and Outlook. 
  • Streamine Processes:: AI-driven prompts simplify data entry for records, and playbooks centralize sales techniques, ensuring more focus on selling. 
  • Coordinate Marketing and Sales: Ensure a smooth hand-off from marketing to sales, and automatically send leads to sales reps once lead scores reach the predetermined level. 
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  • Personalized Engagements: The platform connects teams on a single and secure platform so doctors are available for their patients. This makes patients feel cared for and connected when in need. 
  • Proactive Care: Predictive analytics helps identify patients who are at high risk. This lets users proactively prioritize, manage and cater to patients with appropriate care and management programs. 
  • Time Saved: Quick approvals and data updates reduce a significant amount of man-hours, enabled by multiple integrations that allow users to automate workflows. 
  • Care Coordination: Providers can improve services through better data insights with a platform that simplifies viewing patient records and consolidates a real-time view of patient records. 
  • Data Intelligence: The system assists in data segmentation so users can create personalized patient engagement. Artificial Intelligence helps extract data and turn it into useful insights. 
  • Engaged Patients: Patients are able to engage via their preferred channels and modes of communication such as text, email, web chat or phone call, helping practices be more approachable for patients. 
  • Member-Centricity: The platform provides a 360-degree view of the member journey to quickly resolve questions related to plan details, coverage and costs. AI identifies high-risk members, recommends the next best actions and increases member engagement. 
  • Escalations: Call center representatives have easy access to medical history, patient details, plan information, communication history, preferences, medical claims and offerable benefits. 
  • AI-Based Intervention: The platform suggests the best methods for intervention, using AI and data analysis to predict patients who are likely to stop adhering to a medical routine. 
  • Trial Candidate Recruiting: Salesforce Health Cloud uses AI to surface data insights and applies predictive analytics to identify and recruit candidates for clinical trials. 
  • Optimized Support Programs: Users can improve support programs by leveraging AI to surface data for predictive recommendations. It also gains access to real-world data to gain patient-related outcomes. 
  • Data Insights: AI helps sales teams in real-time by informing production and covering needs across sales, marketing and service. The platform also pulls competitor data with actionable insights so companies can compete in the market more effectively.  
  • Actionable Insights for Devices: The software helps evolve devices and services by offering actionable insights for R&D purposes across all devices, aiding performance and supporting patient and clinician feedback. 
  • Personalized Communications: Health Cloud allows users to integrate EHRs and other systems to identify, segment and personalize communications for patients with the help of HIPAA-compliant self-service portals. 
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  • Campaign Builder: Set up and execute campaigns via a visual building tool, and design customer journeys by arranging templates using the drag-and-drop interface. It’s also possible to set triggers based on a range of rules, choose segmented groups, assign emails, include events or surveys, and more. 
  • Dashboards: Access a host of metrics related to leads, revenue and other data sources from dashboards and customize them to show the most important KPIs. Dashboard types include: 
    • User Dashboards: Visible to and controlled by individual users. 
    • System Dashboards: Visible to everyone, with the option to reduce visibility to certain roles. Customized and controlled by system admins. 
  • Lead Nurturing: Account-based marketing features provide capabilities such as customer segmentation, personalized email content and performance metrics. Build buyer journeys and set rules that define a lead’s score based on the individual lead record, the related contact or the related account. 
  • Integrations: Apart from the Dynamics 365 toolset and other MS applications, the platform integrates with partner systems. Integration with Zapier offers access to more than 1,500 apps, ensuring greater extendability. 
  • Event Management: Control all aspects of events, from registrations and speakers to sessions and venue logistics from an event portal. It integrates with ON24 and other providers to support running webinars. 
  • Customer Service Insights: Powered by AI, machine learning and BI tools, this feature helps track KPIs visually for at-a-glance insights. Monitor: 
    • Customer satisfaction levels
    • A range of case metrics
    • Backlog trends
    • Incoming support topics
    • Engagement patterns
    • Support agent performance
  • Customer Insights: This add-on feature uses AI to support marketing efforts. 
    • Use Microsoft Graph to input audience intelligence.
    • Build triggered workflows with Microsoft Flow.
    • Customize reports and dashboards with the Power BI connection.
    • Microsoft PowerApps enables custom app creation.
    • Governance tools and security features ensure GDPR compliance and data privacy.
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  • Native Mobile Application: Salesforce Health Cloud is compatible with both iOS and Android devices and can be accessed through Salesforce's mobile app so users and patients can stay connected anytime, anywhere. 
  • Account Management and Forecasting: Access to detailed patient histories lets healthcare workers take the best actions needed. Additionally, AI helps prioritize activities to spot new prospects and close deals. 
  • Sales Dashboard: This feature helps users manage new sales initiatives, improve account performance and monitor sales effectiveness all in one place. It’s supported by insights derived from the software’s data analytics. 
  • Real-Time Messaging: This feature enables real-time, collaborative messaging for everyone from medical professionals and patients to family members and care teams. It also allows patients to reach out to medical advisors through live chat. 
  • Patient Portal: Combining several associated apps, this feature helps patients connect with medical providers in a secure environment. The portal makes it easy for patients to share information and simplifies their healthcare journey. It also assists users in acquiring new patients and providing a comprehensive data view that supports existing patients. 
  • Approval Workflows: This feature allows users to create customized workflows for obtaining therapy approvals. The platform integrates data from multiple systems, and AI tools monitor data to provide insights that allow even greater automation. 
  • App Builder: The software provides drag-and-drop tools such as the Lightning App Builder so users can build apps with less hassle. 
  • Territory Management: Salesforce Health Cloud provides a combination of forecasts that cover industry data, allowing a real-time view for users to create multiple territory models. Using it alongside Salesforce’s territory management capabilities promotes optimum results. 
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Product Ranking

#4

among all
CRM Software

#67

among all
CRM Software

Find out who the leaders are

User Sentiment Summary

Great User Sentiment 5825 reviews
Good User Sentiment 11 reviews
82%
of users recommend this product

Dynamics 365 CRM has a 'great' User Satisfaction Rating of 82% when considering 5825 user reviews from 5 recognized software review sites.

74%
of users recommend this product

Salesforce Health Cloud has a 'good' User Satisfaction Rating of 74% when considering 11 user reviews from 2 recognized software review sites.

4.6 (21)
n/a
3.7 (1433)
n/a
4.3 (3779)
4.67 (3)
4.5 (23)
n/a
3.9 (569)
3.35 (8)

Synopsis of User Ratings and Reviews

Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
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Centralized Patient View: Many users appreciate having all patient data in one place, including medical history, appointments, communications, and care plans. This comprehensive view helps them understand patient needs better.
Personalized Engagement: Salesforce Health Cloud enables tailored communication with patients based on their individual health data. This could involve sending personalized reminders, educational content, or follow-up messages, leading to better patient engagement.
Streamlined Processes: Users report improved efficiency due to automated workflows and tasks. For example, appointment scheduling, referrals, and claims processing can be streamlined, freeing up staff for more critical tasks.
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Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.
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Complex Configuration: Some users have reported that setting up and configuring Health Cloud can be quite complicated and may require significant technical expertise or the involvement of Salesforce consultants.
Limited Customization: While Health Cloud offers industry-specific features, some users have expressed that customization options can be somewhat limited, making it challenging to tailor the platform precisely to their unique workflows and requirements.
Integration Challenges: Integrating Health Cloud with existing systems, especially legacy healthcare applications, has proven difficult for some users, potentially leading to data silos and workflow disruptions.
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A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

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Is Salesforce Health Cloud the crème de la crème of healthcare CRM? User reviews from the past year suggest that Salesforce Health Cloud is a strong contender in the healthcare CRM space, but it's not without its drawbacks. Users praise its comprehensive features, highlighting its ability to manage patient data, track appointments, and facilitate communication. They also appreciate its customizability, allowing it to be tailored to the specific needs of different healthcare businesses. The integration with other Salesforce products is another major plus, boosting efficiency and productivity. However, some users find the platform's complexity daunting, particularly for smaller practices with limited IT resources. Others point to the high cost of implementation and maintenance as a potential barrier. Despite these drawbacks, Salesforce Health Cloud's strengths make it a good fit for larger healthcare organizations with the resources to maximize its potential. Its robust features and seamless integration with other Salesforce products can streamline operations and enhance patient engagement. However, smaller practices might find more user-friendly and cost-effective solutions on the market.

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