Allied Health Solutions for Salesforce

Salesforce Practice Relationship Management (PRM)

With our extensive industry expertise, we specialise in helping Allied Health practices maximize the potential of Salesforce. Our goal is to provide you with a comprehensive 360-degree view of referring practices, seamlessly capturing sales activities, and accurately matching referrals using provider numbers.

CloudActive Allied Health Solutions
CloudActive Allied Health Solutions

360° View of Practice Referrals

Are you finding it challenging to measure sales activities and their impact on referrals and associated revenue?

With over 20 years experience in the Healthcare sector, CloudActive’s Allied Health Team have developed a customised suite of offerings developed on the on the Salesforce platform.

  • Industry focused sales activities
  • Referral management by provider number 
  • Practice Reporting 
  • Practitioner Reporting 
  • Activity measurement against referrals
CloudActive Allied Health Solutions

Allied Health CRM

CloudActive’s Allied Health Sales Module provides adult health practices with the ability to track sales activities with referral outcomes.

Functionality:

  • e-Referral
  • Practice Software 
  • Radiology (RIS) Integration 
  • Track and provision referral pads 
  • Reporting 
  • Dashboards
CloudActive Allied Health Solutions Referral Management

Track and Measure Sales Activities against Referral Revenue

Track and Measure the impact of your practices sales activities against referral revenue. CloudActive’s Allied Health Sales Module provides the framework to capture all sales activities and metrics for greater insight into sales operations. Capture competitor information, referral pads, electronic referral systems and more.

CloudActive Allied Health Solutions

Salesforce Consulting Partner. Salesforce Implementation Partner. Salesforce Apps. Salesforce Integration. Salesforce CRM. Salesforce Marketing. Salesforce Service. Salesforce Portals. Salesforce Sales Cloud. Salesforce Marketing Cloud. Salesforce Service Cloud. Salesforce Community Cloud. Simplus. Infosys. Tquila. TechForce. WDCI. Carnac. Carnac Group. FulCRM. Ful CRM. Bricoleur. 8squad. 8 squad. Air Call. AirCall. Conga. Conga Composer. DocuSign. DocuSign for Salesforce. Pendula. Pendula SMS. Pendula for Salesforce. Bullhorn. Bullhorn Consulting. Bullhorn for Salesforce. Bullhorn 4 Salesforce. Bullhorn4Salesfoce. BH4Salesforce. Bullhorn Apps. Conga Gold Partner. Deloitte Digital. Deloitte Salesforce. Cognizant Salesforce. Slalom. Slalom Salesforce. SMS Magic. SMS Magic for Salesforce. FormAssembly. Form Assembly. Form Assembly for Salesforce. CRM. CRM Consulting. Best CRM. Best CRM for my Business. Integrate Xero to my CRM. Salesforce AppExchange. AppExchange. Salesforce Apps. Salesforce Connector. Salesforce Connectors. OptimoRoute Integration to Salesforce. OptimoRoute Integration. OptimoRoute. Google Maps Integration to Salesforce. How do I integrate OptimoRoute and Salesforce? How do I integrate Google Maps and Salesforce? How do I integrate PropertyMe and Salesforce? PropertyMe integration to CRM. How do I integrate Salesforce and HubSpot? Salesforce Forms. Salesforce Form Management. Salesforce Timesheets. Salesforce Time Sheet Management. How do I configure Salesforce? How do I configure Salesforce Sales Cloud? How do I configure Salesforce Service Cloud? How do I configure Salesforce Marketing Cloud?

Features

$ 149
99
Per User Per Month
  • Practice Lead Management
  • Log Practice Business Development Activities
  • Practice/Account Management
  • Territory Management
  • Measure Practice Engagement
  • Measure Territory Engagement
  • Measure Reffering Practice by Revenue
  • Meassure Reffering Practices by Territory
  • Measure Revenue by Provider Number
  • Track Team Engagement
  • Log Practice Metrics
  • Referral Segmentation
  • Team Collaboration
  • Measure Total Referrals Per Practice
  • Measure Revenue Per Referral
  • Measure Revenue Per Activity
  • Ability to Record, Track and Order Referral Pads

Integrations

$ Contact Us
  • Integration with Best Practice
  • Integration with Karisma
  • Integration with Conrad

Request a Demo - Get in touch