Salesforce is a cloud-based Customer Relationship Management (CRM) platform that IPRO has implemented to maintain the data and information needed to assist our clients…Providers, Facilities, and Patients.
It helps IPRO contracts capture information to track and meet deliverables, automate processes and centralizes information when working with healthcare providers and patients including:
- Automating business workflows, removing manual steps from traditional processes
- Promotes sharing of information across business areas using a coordinated data model
- Allows users to segment information and track communications
- Allows multiple systems to integrate such as Ring Central and Microsoft Outlook to centralize workflows
- Connects with other systems through Application Programming Interfaces (APIs) to share data
- Provides Dashboard and Reporting to manage case volume and track productivity
Salesforce is designed to help you:
- Complete activities
- Share information
- Analyze data
- Connect with your customers
| Before Salesforce, your contacts, emails, follow-up tasks and activities might have been organized using multple systems, excel spreadsheets, post it notes, and or other tools to help you stay organized. | |
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Salesforce organizes important data in a single place and can be accessed anytime, anywhere, on any device to support you to:
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