Capsule CRM vs Salesforce Health Cloud

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Our analysts compared Capsule CRM vs Salesforce Health Cloud based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Capsule CRM Software Tool
Salesforce Health Cloud Software Tool

Product Basics

Capsule CRM is a cloud-based solution for small to medium businesses. It helps foster customer relationships with features like email marketing, website personalization, social media service, automated reminders and more. Organizations can enter basic contact information, pipelines, goals and budgets and start building an in-depth, personalized pipeline with full access to customer details.
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Salesforce Health Cloud enables healthcare providers to store, track and monitor health records while building stronger relationships with patients. It assists healthcare professionals in providing more comprehensive care by knowing and meeting patient expectations. The easy-to-use interface allows patients to gain real-time connections with medical teams. When combined with Salesforce Service Cloud, it gives providers a more precise view of patient information such as demographic, lifestyle and health to better serve customers.

It allows users to access data from various sources, including wearables and EHR/EMR platforms, as well as view critical information such as past patient health records, current and past medications, and appointments.
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$18/User, Monthly
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Tailored to your specific needs
$325/User, Monthly
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Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
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Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Cloud Hosting: Eliminates downtime and lagging due to updates, while gaining easy access to the latest version online with a seamless sync of data and activities. 
  • Mobile Accessibility: Enable remote task management with accessibility on all mobile devices and tablets through native iOS and Android apps. 
  • Integrations: Connect with over 50 pre-built NHS integrations with solutions for customer support, email marketing, accounting and more. An open API creates add-on services and integrates with other applications as needed. 
  • Data Safety: Ensure data safety through SSL-encrypted servers hosted in Amazon’s data centers. Periodic backup of data keeps information safe and secure. 
  • Dashboard: Get updates on the current status and historical trends of KPIs, such as sales opportunities and milestones, with an easy-to-read, real-time visual interface. 
  • Customization: Easily customize using fields, tags and branding options to meet business needs. Measure sales processes with quantifiable milestones for each stage of the pipeline, which in turn can be used to generate revenue forecasts. 
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  • Personalized Engagements: The platform connects teams on a single and secure platform so doctors are available for their patients. This makes patients feel cared for and connected when in need. 
  • Proactive Care: Predictive analytics helps identify patients who are at high risk. This lets users proactively prioritize, manage and cater to patients with appropriate care and management programs. 
  • Time Saved: Quick approvals and data updates reduce a significant amount of man-hours, enabled by multiple integrations that allow users to automate workflows. 
  • Care Coordination: Providers can improve services through better data insights with a platform that simplifies viewing patient records and consolidates a real-time view of patient records. 
  • Data Intelligence: The system assists in data segmentation so users can create personalized patient engagement. Artificial Intelligence helps extract data and turn it into useful insights. 
  • Engaged Patients: Patients are able to engage via their preferred channels and modes of communication such as text, email, web chat or phone call, helping practices be more approachable for patients. 
  • Member-Centricity: The platform provides a 360-degree view of the member journey to quickly resolve questions related to plan details, coverage and costs. AI identifies high-risk members, recommends the next best actions and increases member engagement. 
  • Escalations: Call center representatives have easy access to medical history, patient details, plan information, communication history, preferences, medical claims and offerable benefits. 
  • AI-Based Intervention: The platform suggests the best methods for intervention, using AI and data analysis to predict patients who are likely to stop adhering to a medical routine. 
  • Trial Candidate Recruiting: Salesforce Health Cloud uses AI to surface data insights and applies predictive analytics to identify and recruit candidates for clinical trials. 
  • Optimized Support Programs: Users can improve support programs by leveraging AI to surface data for predictive recommendations. It also gains access to real-world data to gain patient-related outcomes. 
  • Data Insights: AI helps sales teams in real-time by informing production and covering needs across sales, marketing and service. The platform also pulls competitor data with actionable insights so companies can compete in the market more effectively.  
  • Actionable Insights for Devices: The software helps evolve devices and services by offering actionable insights for R&D purposes across all devices, aiding performance and supporting patient and clinician feedback. 
  • Personalized Communications: Health Cloud allows users to integrate EHRs and other systems to identify, segment and personalize communications for patients with the help of HIPAA-compliant self-service portals. 
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  • Contact Management: Stores and tracks information corresponding to all contacts, including opportunities, leads, vendors and customers. Contact and communication information is shareable on a company-wide, team-wide and individual level, making collaboration seamless. 
  • Document Management: Enables publishing, storing, editing and sharing documents like agreements, proposals and more via a central platform. 
  • Tasks and Calendar: Manages and tracks tasks and activities that get synced with the calendar to manage daily schedules. Routine tasks can be set on periodic repetition and processes can be defined using interlinked tasks. 
  • Sales Pipeline: Provides a complete view of the sales pipeline and manages sales opportunities by tracking critical stages, values and probabilities of closing a deal. 
  • Reports: Monitors every aspect of the sales cycle from sales data to pipeline insights and activity stats to aid data-driven decisions. Rule-based success factors support generating revenue forecasts. 
  • Teams & Roles: Allows creation of teams, lead assignment and new opportunities to designated sales representatives for project management. Managers can control access based on the user, user role, groups and more. 
  • Customer Support and Case Management: Offers a dedicated customer support portal that tracks and resolves issues. Create and share a knowledge base to address common questions by customers and manage call center activities for faster response time and higher customer satisfaction.. 
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  • Native Mobile Application: Salesforce Health Cloud is compatible with both iOS and Android devices and can be accessed through Salesforce's mobile app so users and patients can stay connected anytime, anywhere. 
  • Account Management and Forecasting: Access to detailed patient histories lets healthcare workers take the best actions needed. Additionally, AI helps prioritize activities to spot new prospects and close deals. 
  • Sales Dashboard: This feature helps users manage new sales initiatives, improve account performance and monitor sales effectiveness all in one place. It’s supported by insights derived from the software’s data analytics. 
  • Real-Time Messaging: This feature enables real-time, collaborative messaging for everyone from medical professionals and patients to family members and care teams. It also allows patients to reach out to medical advisors through live chat. 
  • Patient Portal: Combining several associated apps, this feature helps patients connect with medical providers in a secure environment. The portal makes it easy for patients to share information and simplifies their healthcare journey. It also assists users in acquiring new patients and providing a comprehensive data view that supports existing patients. 
  • Approval Workflows: This feature allows users to create customized workflows for obtaining therapy approvals. The platform integrates data from multiple systems, and AI tools monitor data to provide insights that allow even greater automation. 
  • App Builder: The software provides drag-and-drop tools such as the Lightning App Builder so users can build apps with less hassle. 
  • Territory Management: Salesforce Health Cloud provides a combination of forecasts that cover industry data, allowing a real-time view for users to create multiple territory models. Using it alongside Salesforce’s territory management capabilities promotes optimum results. 
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Product Ranking

#27

among all
CRM Software

#67

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 178 reviews
Good User Sentiment 11 reviews
88%
of users recommend this product

Capsule CRM has a 'great' User Satisfaction Rating of 88% when considering 178 user reviews from 4 recognized software review sites.

74%
of users recommend this product

Salesforce Health Cloud has a 'good' User Satisfaction Rating of 74% when considering 11 user reviews from 2 recognized software review sites.

5.0 (9)
n/a
4.2 (52)
n/a
4.5 (91)
4.67 (3)
4.2 (26)
3.35 (8)

Synopsis of User Ratings and Reviews

Customization: The platform’s adaptive nature and personalization options are an advantage, according to 71% of users who mention customization.
User-Friendly: It’s intuitive and automatically stores data about clients, as noted by 100% of users who reviewed this feature.
Tracking and Reporting: The solution allows custom tracking and offers robust reporting, as observed by 71% of users who mentioned these features.
Customer Service: The customer service is remarkable and offers instant support, with 60% of reviewers referencing support saying they were happy with it.
Integration: The platform integrations work seamlessly and can connect with all G Suite apps to make work easier, according to 60% of users who reviewed this feature.
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Centralized Patient View: Many users appreciate having all patient data in one place, including medical history, appointments, communications, and care plans. This comprehensive view helps them understand patient needs better.
Personalized Engagement: Salesforce Health Cloud enables tailored communication with patients based on their individual health data. This could involve sending personalized reminders, educational content, or follow-up messages, leading to better patient engagement.
Streamlined Processes: Users report improved efficiency due to automated workflows and tasks. For example, appointment scheduling, referrals, and claims processing can be streamlined, freeing up staff for more critical tasks.
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Not Cost-Effective: Out of the total users who mentioned the cost, 60% suggested the platform gets expensive as the number of users increases.
Restricted Free Version: The free version is only meant for two users and 250 contacts, and 71% of users referencing the free version stated that it restricts functionality.
Not Mobile-Friendly: The mobile app isn’t very user-friendly and could use some updates, according to 66% of reviews mentioning the app.
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Complex Configuration: Some users have reported that setting up and configuring Health Cloud can be quite complicated and may require significant technical expertise or the involvement of Salesforce consultants.
Limited Customization: While Health Cloud offers industry-specific features, some users have expressed that customization options can be somewhat limited, making it challenging to tailor the platform precisely to their unique workflows and requirements.
Integration Challenges: Integrating Health Cloud with existing systems, especially legacy healthcare applications, has proven difficult for some users, potentially leading to data silos and workflow disruptions.
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Capsule offers cloud-based tools, including customization options for fields, tags and branding. The platform has limitations in terms of marketing integrations, cost against the features offered and the free version offers limited functionality, contact records and users. However, it offers a well-versed support team along with potent tracking and reporting features that enhance the user experience. Reviews also noted its intuitive nature and G Suite integration as strengths. Businesses looking for structured sales processes with configurable milestones should consider Capsule.

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Is Salesforce Health Cloud the crème de la crème of healthcare CRM? User reviews from the past year suggest that Salesforce Health Cloud is a strong contender in the healthcare CRM space, but it's not without its drawbacks. Users praise its comprehensive features, highlighting its ability to manage patient data, track appointments, and facilitate communication. They also appreciate its customizability, allowing it to be tailored to the specific needs of different healthcare businesses. The integration with other Salesforce products is another major plus, boosting efficiency and productivity. However, some users find the platform's complexity daunting, particularly for smaller practices with limited IT resources. Others point to the high cost of implementation and maintenance as a potential barrier. Despite these drawbacks, Salesforce Health Cloud's strengths make it a good fit for larger healthcare organizations with the resources to maximize its potential. Its robust features and seamless integration with other Salesforce products can streamline operations and enhance patient engagement. However, smaller practices might find more user-friendly and cost-effective solutions on the market.

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