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Salesforce Health Cloud vs CRMnext

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

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
Salesforce Health Cloud Software Tool
CRMnext Software Tool
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Product Basics

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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CRMNext leverages integrated technology to create an easy-to-use interface for financial institutions. It simplifies work, drives growth and delivers results with features such as sales force automation, service management, lead management, forecasting, an autoflow designer and workflow management.

It also provides real-time integration, a business decision engine, sales planning, cross-selling intelligence, machine learning, analytics and more. It’s easily customizable and suitable for users without much technical knowledge. SaaS, private cloud and on-premise deployment are available.
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$325/User, Monthly
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$15/User, Monthly, Freemium
Free Trial is available →
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Tailored to your specific needs
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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

  • 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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  • Data Predictions: Create forecasts based on various aspects such as current pipeline, previous trends, previous forecasts and revenue, competition, economic conditions, team performance, industry trends and more. 
  • Enhanced Collaboration: Highlight critical updates, manage work and share files, links, surveys and insights. 
  • Streamlined Service: Customers can give opinions, share ideas and write feedback via a portal. Automatic routing rules capture customer requests from the website and direct them to the right team. 
  • Coaching: Access enhanced training to stay updated with industry developments and receive coaching tips for teams. 
  • User-Friendly Integration: A codeless, bi-directional suite combines existing campaign tools, models and marketing lists along with social, mobile and behavioral insights. Integrates with third-party apps for e-signature, identity verification and information services. 
  • Faster Data Collection: The Autonoma Integration Designer collates data from different applications and reduces the time for creating integration touchpoints. 
  • Targeted Marketing: Send real-time responses, personalized offers and bulk messages. Create static or dynamic lists of leads by adding members automatically based on predefined criteria. 
  • Stronger Customer Focus: Meet customer needs effectively using big data, behavioral analytics, frequency scoring and personalization. Identify data from different sources, run intelligent algorithms and generate personalized offers using machine learning. 
  • Better Performance: Set performance standards for sales, relationship activities, service effectiveness and more based on various metrics. Monitor sales pipelines and fine-tune processes with real-time insights based on business projections. 
  • Improved Call Support: Call scripts improve answers to customer queries while Dialer/IVR integration offers outbound predictive dialing, context-sensitive screen pop-ups, and integrated reporting and workflows. 
  • Updated Marketing Collateral: Access the latest material and information anytime, anywhere via a centralized library. 
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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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  • Contact Management: Collates information from internal systems, third-party applications and manually captured data for viewing. Provides access to customer intel, targeted offers and behavioral insights along with profile details and editing. 
  • Account Management: Houses account details like status, balance, alerts, attachments, related transactions, activities and service requests. Also: 
    • Automates and streamlines the account opening process
    • Integrates all systems such as back-office, document management, e-signature and more.
    • Eliminates screen hopping, duplicate entries, irrelevant fields, possibility of errors, rework and potential compliance problems.
  • Lead Management: Manage end-to-end sales operations from lead capture and assignment to qualification and follow up. Supports automated allocations, qualification scripts and customized workflows. 
  • Campaign Management: Personalize, automate and execute omnichannel campaigns. Provides a drag-and-drop interface and tracks effectiveness based on time, channels and regions. 
  • Opportunity Management: Manage deals in a sales pipeline and automate lead targeting, goal tracking, customized reporting, outreach, response and lead conversion. 
  • Social Sales: Captures key insights, identifies common contacts and influencers, monitors brand mentions and conversations, offers collaboration tools, and delivers information about leads and service requests. Tracks conversations on Twitter, Facebook and LinkedIn to resolve queries and capture leads 
  • Business Process Management: Create zero touch, end-to-end customer journeys with a visual process designer that integrates a front-end UI design. Automation offers pictorial representation, collects and updates data, and creates journeys and flows based on business requirements. 
  • Referral Management: Track and manage referral programs with end-to-end integrated lead and referral process automation to convert prospects into leads. 
  • Case Management: Capture cases from multiple channels and facilitate resolution by viewing case history and past interactions. Create up to 10 complex case workflows. 
  • Feedback Management: Offers feedback automation, surveys, real-time feedback capture and service processes. 
  • Knowledge Management: A central repository provides access to descriptions, active and past cases, sales and marketing details, FAQs, troubleshooting instructions, product policy and procedures, video demos and more. Allows sharing solutions, tutorials and product updates. 
  • Quotation: Create designs, quotations and more using standard templates. 
  • Performance Management: Enables setting goals and incentives, monitoring performance, and automating reminders and escalations. 
  • Competition Management: Build and adjust strategies in real time. Gathers intelligence on losses against competitors, captures competitor wallet share and generates on-demand reports that pinpoint issues. 
  • Analytics: Offers actionable insights with a multidimensional analysis engine, an advanced business rules decision engine and AI-based algorithmic analysis. Also provides reports and dashboards, filtered data based on roles and permissions, and ad hoc reports for campaign execution. 
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Product Ranking

#67

among all
CRM Software

#425

among all
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User Sentiment Summary

Good User Sentiment 11 reviews
Great User Sentiment 24 reviews
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.

82%
of users recommend this product

CRMnext has a 'great' User Satisfaction Rating of 82% when considering 24 user reviews from 3 recognized software review sites.

n/a
3.7 (13)
4.67 (3)
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5.0 (1)
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4.5 (10)
3.35 (8)
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Synopsis of User Ratings and Reviews

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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Robust Communication: All reviews on this topic state the platform supports client communications and effectively helps operational transitions.
User-Friendly: The system is easy to navigate, offers a 360-degree view and can be used without technical coding knowledge, as 75% of users specifying this aspect indicate.
Customization and Integration: The application is highly customizable and offers legacy system integrations, suggest 83% of reviews on customization and integration.
Unified Dashboard: A consolidated view with various modules like lead management, service management and activity management are linked with each other for easy operation, according to 80% of users mentioning this.
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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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Inadequate Resources: All users who reviewed resources suggest that frequent training sessions and better content delivery could help understand the platform’s functionality better.
Performance Lacks Agility: The software rigidity hampers productivity and it functions slow at higher workloads in the experience of 80% of users.
Cumbersome Features: It would benefit from more easily operative features, according to 80% of users reviewing functionality.
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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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CRMNext helps companies in the finance, automobile, retail and media domains manage customer interactions more effectively through a unified dashboard, a consolidated customer view and user-friendly features. Users also say the ability to integrate with legacy systems and customize the product are notable benefits. Some major drawbacks include limited training and product resources, along with some bugs that affect productivity. It also lacks the performance and speed some users are looking for. In summary, businesses looking to automate their marketing and customer relation efforts may find this to be a good choice.

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Screenshots

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