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Salesforce

Turn customer data into action with best-in-class customer relationship management tools, mastering your true customer 360 by combining data from multiple systems, EMRs, and platforms. Elevate customer service, automate business processes, attract new customers, and optimize customer engagements at every touchpoint with Salesforce’s suite of products.

Doret Consulting can be your guide to select the right solutions for your needs and optimize investments with successful implementations. 

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Marketing Cloud

Compliantly orchestrate personalized engagement with patients, providers, donors, staff, and more, via email, SMS, and other channels.  Marketing Cloud offers best in class automation, personalized journeys, and marketing solutions to drive growth, remove friction points, and increase brand loyalty.

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Data Cloud 360

Harmonize data from multiple disparate sources to create comprehensive patient and customer 360 views.  Integrate data from EHRs, call centers, web forms, web analytics, claims, and more to easily create personalized segments that power true automation.

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Reporting Tools  (MCI & Tableau)

Measure valid multi-touch marketing attribution and ROI and display the data in beautifully arrayed dashboards and graphics.  Monitor performance of each channel and its impact on growth in revenue.  Connect data from multiple sources, including EMR and billing data, web, search, online scheduling, and more.

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Health Cloud

Patient CRM- Manage healthcare customer experience with a variety of CRM processes, including scheduling call centers, clinical care management, referral management, and more.  Integrate data from EMRs, web, and more to give insight to customer service and clinical staff.

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Agentforce

Automate and augment customer service experiences with leading AI technology, including AI voice, automated chat, agentic workflows, and agent assist tools. 

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Health Cloud Provider Data Management (PRM)

Optimize the provider experience with data, communication, referrals, and engagement. Master data for community providers, measuring who is sending referrals and who is not by using EMR and claim data, providing insight to business development and community provider liaisons.  Make it easier for providers to send referrals, receive reports, and get patient updates. For employed physicians, manage recruitment, onboarding, and credentialing with improved data and workflows.

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Sales & Service Cloud

Manage a variety of business applications in the health system, including community event management, IT service management, project management, government relations, transplant services, and more.

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Charity and Foundations

Optimize donations and gifts to healthcare foundations and charities with advanced tracking, engagement, automation, portals, and more.

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Experience Cloud

Easily build portals, applications, and sites that patients and customers can interact with and align with CRM data and experiences. Create online communities for patients and families with chronic or terminal diagnosis, provider portals, financial assistance applications, and more.