How Quakker Enhances Salesforce for Healthcare Teams

Quakker goes beyond simple dialing—it automates daily tasks, logs every interaction, including call disposition and notes, directly in Salesforce. This enables real-time agent monitoring and KPI tracking through customizable Salesforce dashboards, empowering data-driven decision-making.

Why Healthcare Providers Choose Quakker to Extend Salesforce

Modern healthcare organizations must go beyond clinical excellence to deliver a high-quality patient experience. Seamless, secure communication is essential — but many facilities using Salesforce find themselves limited by the CRM’s lack of built-in calling and messaging tools.

Quakker bridges this gap. It transforms Salesforce into a fully functional, regulation-ready patient communication platform — enabling healthcare providers to manage calls, SMS reminders, and patient outreach directly from within the CRM.

This article outlines the key operational challenges faced by healthcare providers using Salesforce and explains how Quakker helps resolve them.


The Communication Gap in Salesforce for Healthcare

Hospitals, clinics, and healthcare networks that use Salesforce often maintain well-organized patient engagement records, such as:

  • Appointment schedules and referrals

  • Contact history and communication notes

  • Consent forms and outreach preferences

  • Insurance verification and administrative data

However, while Salesforce excels at managing patient relationships and workflows, it is not typically used to store clinical data such as detailed medical history, visit notes, or treatment plans. These remain in dedicated Electronic Health Record (EHR) or Electronic Medical Record (EMR) systems.

This division leads to a critical gap in operational communication. Even with reliable patient data in Salesforce, real-time communication is often disjointed:

  • Staff make calls using personal phones or third-party tools, disconnected from the CRM

  • SMS reminders are sent manually or from unrelated systems

  • There’s no single source of truth showing who last contacted the patient and why

  • Incoming calls are hard to route and respond to quickly

These issues contribute to higher no-show rates, increased administrative workload, lower patient satisfaction, and a lack of communication traceability — all of which can impact compliance with GDPR and healthcare regulations.


Quakker: A Secure Communication Layer for Salesforce in Healthcare

Quakker is a lightweight, secure, and flexible solution that integrates seamlessly into Salesforce. It adds built-in voice and SMS functionality designed specifically for healthcare workflows and regulatory requirements.

1. Native Voice and SMS Communication

Healthcare staff can call or message patients directly from contact, case, or account records in Salesforce. This eliminates the need to switch tools or manually enter phone numbers — improving both efficiency and accuracy.

2. Automatic Logging of All Interactions

Every call and message is automatically recorded in the patient’s Salesforce record. Notes can be added in real time, creating a centralized, up-to-date interaction history that:

  • Enables better collaboration across care teams

  • Reduces communication errors and duplication

  • Provides full traceability for audits and internal reviews

3. Automated Campaigns for Preventive Care

Quakker supports scheduled and data-triggered messaging campaigns. Healthcare providers can:

  • Send appointment and follow-up reminders

  • Promote vaccination programs

  • Engage patients with preventive care check-ins

All communications are fully customizable, segmented by patient data, and measurable for campaign effectiveness.

 

4. Reduced Administrative Burden

By consolidating all communication into Salesforce, Quakker significantly reduces manual tasks. Reception and care teams can manage dozens of patient interactions per day from a single interface — saving time and improving patient responsiveness.

5. Compatible With Any VoIP Provider

Quakker supports any telecom provider using the SIP over WebSocket standard. Healthcare organizations can retain their existing telecom infrastructure — no contract changes, no hardware upgrades, no IT involvement required.

6. Compliant With European Data Protection Standards

Quakker supports compliance with GDPR, NIS2, and DORA — critical for healthcare organizations handling sensitive patient data. Communications follow principles of data minimization, confidentiality, and operational resilience, offering:

  • Encrypted data transmission

  • User access controls

  • Full communication logs

  • Support for audit readiness


Transform Salesforce Into a Patient-Centered Communication Hub

By adding Quakker to Salesforce, healthcare providers unlock a key capability the CRM has traditionally lacked: direct, secure, and organized patient communication.

With Quakker, Salesforce becomes:

  • A central place for managing all patient engagement

  • A faster way to respond to patient needs

  • A scalable solution for improving follow-up, adherence, and satisfaction

  • A more compliant and transparent system for managing outreach


Salesforce + Quakker = A New Standard in Healthcare Communication

If your healthcare facility already uses Salesforce, Quakker enables you to get more out of your CRM — turning patient data into meaningful, timely communication.

Get in touch or request a demo at quakker.cc to see how we’re helping healthcare teams communicate better — while staying compliant and efficient.

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