Salesforce & HubSpot Experts for Healthcare Organizations
Vantage Point helps healthcare organizations improve patient engagement, streamline provider relationships, and drive growth with Salesforce Health Cloud or HubSpot.
Challenges Facing Healthcare Organizations
Fragmented Patient Data
Patient information scattered across EHR, billing, and communication systems prevents unified engagement.
Provider Network Management
Difficulty tracking relationships with referring physicians and managing provider networks.
Patient Communication Gaps
Inconsistent patient outreach leads to missed appointments, poor follow-up, and lower satisfaction.
Compliance Complexity
HIPAA requirements add complexity to patient communication and data management processes.
Our Approach to Healthcare CRM
We help healthcare organizations implement CRM that improves patient engagement, strengthens provider relationships, and supports growth while maintaining HIPAA compliance.
Salesforce Health Cloud
Best for: Health systems, specialty practices, provider networks
Health Cloud with patient 360 views
Care coordination and referral management
EHR integration (Epic, Cerner, Athena)
HIPAA-compliant communication workflows
Provider network management
HubSpot CRM
Best for: Private practices, healthcare marketing teams, patient acquisition focus
Patient lead capture and nurturing
Marketing automation for health campaigns
Appointment scheduling workflows
Cost-effective for smaller organizations
Key Capabilities
Patient 360 View
Unified view of patient interactions, appointments, communications, and care journey across your organization.
Automated outreach for appointments, follow-ups, wellness campaigns, and patient satisfaction surveys.
HIPAA-Compliant Communications
Secure patient communication workflows with proper consent tracking and audit trails.
Expected Outcomes
Healthcare organizations that implement CRM with Vantage Point typically achieve:
30%
Fewer No-Shows With automated reminders
25%
More Referrals From provider engagement
10-16
Week Implementation For Salesforce Health Cloud
6-10
Week Implementation For HubSpot CRM
Who We Serve
We work with healthcare organizations across the spectrum:
Health Systems
Specialty Practices
Medical Groups
Urgent Care Centers
Healthcare Startups
Frequently Asked Questions
Common questions about CRM solutions for wealth management firms
Is Salesforce Health Cloud HIPAA compliant?
Yes. Salesforce Health Cloud can be configured for HIPAA compliance with proper Business Associate Agreements (BAA), encryption, access controls, and audit logging. Salesforce Shield provides additional security features. The responsibility for compliance is shared — Salesforce provides the compliant infrastructure, but organizations must configure and use it properly.
Can HubSpot be used for patient marketing?
HubSpot can be used for patient acquisition and marketing with proper configuration. You can capture leads, automate appointment booking, and run health campaigns. However, HubSpot is not HIPAA-compliant by default. For PHI handling, use HIPAA-compliant forms and integrate with compliant systems. Many organizations use HubSpot for marketing to prospects and Salesforce for existing patients.
How does CRM integrate with EHR systems?
CRM integrates with EHR systems (Epic, Cerner, Athena) via APIs, FHIR standards, or middleware. Common integration points include: patient demographics, appointment data, care team information, and clinical summaries. Salesforce has established EHR connectors through Mulesoft; HubSpot integrations typically require custom development or middleware.
What's the ROI of CRM for healthcare organizations?
Healthcare organizations typically see CRM ROI through: reduced no-show rates (15-30% improvement), increased referrals from provider engagement, higher patient satisfaction scores, and improved care coordination efficiency. Most organizations achieve payback within 12-18 months, with ongoing value from patient retention and growth.
How do healthcare organizations manage provider relationships?
CRM tracks provider relationships by: logging referring physician interactions, measuring referral volumes and patterns, automating provider outreach, and identifying high-value relationships to nurture. Both Salesforce and HubSpot handle provider relationship management, with Health Cloud offering more healthcare-specific features.
Ready to Transform Your Patient Engagement?
Schedule a consultation to discuss your organization's CRM needs. We'll help you choose the right platform and implementation approach for patient engagement and provider relationships.
Ready to grow your company to the next level?
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