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Description

Salesforce Agentforce Health is a comprehensive healthcare CRM designed to unify patient, provider, and operational data in one secure platform. Built on Salesforce’s deeply integrated architecture, it includes healthcare-specific workflows, compliance controls, and interoperability capabilities. The solution combines clinical and non-clinical data to deliver a 360-degree view of patients and members. AI-powered agents assist teams by summarizing records, automating document processing, and recommending next steps. Contact center teams gain real-time access to EHR data, eligibility details, and claims information to improve service speed and personalization. Care management tools enable coordinated, whole-person care with configurable care plans. Intelligent document automation reduces manual intake and accelerates case creation. Data 360 for Health enhances contextual insights across every touchpoint. Integration with MuleSoft, Slack, Marketing Cloud, and Service Cloud extends collaboration and engagement capabilities. Agentforce Health enables healthcare organizations to modernize operations, improve outcomes, and scale patient-centric care efficiently.

Description

Relied upon by the worldwide life sciences sector to enhance intelligent interaction, Veeva CRM elevates customer experiences through real-time, smart healthcare professional engagement across various channels. By harnessing data science and integrated intelligence, it ensures the delivery of precise and timely communications to clients. Field teams are equipped with the latest information and insights necessary for planning and executing interactions effectively. Moreover, it fosters stronger customer connections through compliant note-taking practices. With the availability of both pre-built and customized visualizations, tailored insights are accessible at the moment of execution. Veeva CRM offers commercial organizations the adaptability needed to incorporate artificial intelligence according to their specific requirements. Additionally, Veeva CRM Suggestions presents a flexible framework for implementing next best actions, utilizing any data science provider to optimize decision-making. This comprehensive approach not only streamlines processes but also enhances overall operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Adobe Real-Time CDP No 
BioGRID No 
CorralData No 
Cvent Event Management No 
Eloqua No 
Flosum No 
InEvent No 
Lyftrondata No 
Lyriko No 
ON24 No 
PhoneIQ Yes 
Quaeris No 
Saasment No 
StarfishETL No 
SyncSmart No 
appRules Portal No 
portatour No 

Integrations

Salesforce Yes 
Adobe Real-Time CDP Yes 
BioGRID Yes 
CorralData Yes 
Cvent Event Management Yes 
Eloqua Yes 
Flosum Yes 
InEvent Yes 
Lyftrondata Yes 
Lyriko Yes 
ON24 Yes 
PhoneIQ No 
Quaeris Yes 
Saasment Yes 
StarfishETL Yes 
SyncSmart Yes 
appRules Portal Yes 
portatour Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/healthcare/cloud/

Vendor Details

Company Name

Veeva Systems

Founded

2007

Country

United States

Website

www.veevasystems.com

Product Features

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications Yes 
Patient Management Yes 
Physician Management No 
Predictive Analytics No 

Hospital Management

Accounting Integration Yes 
Appointment Management No 
Appointment Scheduling Yes 
Bed Management No 
Billing & Invoicing No 
Claims Management No 
In-Patient Management No 
Inventory Management No 
Medical Billing Yes 
Out-Patient Management No 
Patient Records Management Yes 
Physician Management No 
Policy Management No 
Revenue Management No 

Patient Case Management

Activity Tracking Yes 
Assessment Notes No 
Billing & Invoicing No 
Calendar Management No 
Candidate Identification No 
Case List Management No 
Eligibility Verification No 
HIPAA Compliant Yes 
Medical History Records No 
Patient Records No 
Referral Management No 
Treatment Planning No 

Patient Management

Admissions Management No 
Bed Management No 
Discharge Management No 
Historical Reporting No 
Patient Flow Management No 
Patient Location Tracking No 
Patient Monitoring Yes 
Real Time Reporting Yes 
Waiting Time Tracking No 

Patient Portal

Appointment Confirmations No 
Appointment Scheduling No 
Bill Payment No 
Care Plans Yes 
Care Summaries No 
EHR-Agnostic Yes 
Health Record Access No 
Intake Forms No 
Lab Results No 
Prescription Renewals No 
Secure Messaging No 
Video Consultations No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

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