It gets a bit frustrating. I also hate the double authentication because I do not always have my phone with me when I need to get on the software.

Salesforce is a really great product I loved the tools used and tips to help you create sales and serve better for customers.

Salesforce is the best customer relationship management tool in the market right now. The best thing I like about this software is the features.

There is little to be said about cons. I experienced minor trouble when accessing customer support at some point which would probably be the worst of it.

I love using Salesforce. It is very user friendly and helps me be able to track my progress and create a clean pipeline.

Ref IDs are my biggest pet peeve, they don't always work and I've lost emails this way from clients. This leads to a bad consumer experience for everyone involved.

Ease of use and works great for small (that's us) or large companies it blends well with other programs is customizable and tracking is good,  reach out is also very easy to use.

If you could get the innovative nature of Salesforce to your business you would get amazing talent collection to your organizations.

An awesome CRM platform with a plethora of information to use to become the best marketer you can be.

Overall Salesforce is great and can integrate with hundreds of other platforms which makes it an amazing tool to use company wide, not just for sales.

Like I stated before, I was happy about the switch to Salesforce Lightning, but it has turned out to be great. I like that my emails and Talkdesk are integrated into Salesforce as well.

My team members use it in delivering great sales and customer service experience and it has been a great help for all of us.

This software will help you to build your sales and marketing in the industry, salesforce is a great software and value for money, so therefore I recommend it to the user.

I like the fact that Salesforce is very flexible and customizable to my taste. It is very user friendly and the functionality is superb.

So popular and so powerful for small business  is contact management, task management, opportunity tracking, collaboration tools, customer engagement tools. Flexible and easy  to use.

The integration with gmail is awesome. Being able to automatically log emails to the appropriate account instantly is such a nice feature.

I like that this platform is easy (for the most part) to use. I also find that the customer support is amazing and always willing to help.

It's also supported by awesome community and the best documentation/support in the business. The Trailblazer community leads the tech industry in training and documentation.

They really know how to capture the patients attention and assist in retaining that patient in the future. Safe and secure communication.

Once we started the process of ending our contract,  professionalism and customer service was extremely ugly.

The worst is that when you notice the critical mistake and can't even reach anyone to fix it.

We were happy with Solution Reach, however, the management software we were using at the time integrated their own communication software within our current version.

We wished that the system could intergrate more with our EHR software. Otherwise over the years the platform has been awesome.

Some patients complained about multiple contact attempts etc but this was just an error we made as a new user learning to select the proper settings, etc.

I would recommend solution reach to other dental practices. I had a good experience with them.

I would avoid this contract oriented sales company at all cost.

Helps with appointment reminders  AND review management for a reasonable price; customer service is amazing.

Can be difficult to maneuver from time to time due to updates/ modifications made to the programing.

Overall easy to use and maintain communtication through.

Worst customer service I have ever come across in all my years as an office manager.

Then the company automatically shut off the system so no messages were going out according to our settings. They didn't even let the providers know they were doing so.

I love that we have our patient reminders go through this program. I also love being able to send birthday greetings out to our patients.

The communication abilities with patients was great. I loved being able to reach our to patients remotely in the event of inclement weather and cancellation or closures.

Patient communication has never been so effective, smooth, and successful with using this product. Patients response with this software is so much better than other programs we have used in the past.

Ease of use, variety of options and tasks available. Ability to customize communciations and scheduling delivery of communciation.

It's difficult to install and integrate with some practice management softwares. Get reviews from people who use your PMS before jumping on.

In the beginning, Solutionreach seemed great. They promised they would integrate with our PMS, and with the exception of a few stragglers I would find not in the system it seemed to be working.

Worst company I have dealt with since my business openned.

The price and lack of communication when it came to ending the contract it became very difficult.

What I like most about Solution reach is how easy it is to use, and how quickly we are able to text and get ahold of patients.

First and foremost this product is very user friendly.

When this software works, it's great. The issue is that it often doesn't work and it is impossible to get customer service.

It is able to help us send paperwork, text and email patients reminders and key things before their appointments.

We cancelled our contract with ample notice and they refuse to give us a refund on an over charge and refused to accept a written cancellation AND renewed our contract automatically.

Overall our experience is great and they are constantly proving tutorials and there are a lot of videos on YouTube to help guide you through.

The company has been great to work with and we have integrated seamlessly with their software.

Fantastic customer service and once you subscribe to SR lots of great free tools, educ info etc.

Learning curve is a bit steep, though. Also, the support is very poor.

The newsletters were a bit difficult to create and very slow. THe forms and info that patients filled out at check-in has no way of importing into our EHR system- we have to manually input everything.

US Dollar

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools from Sales Cloud.

This Salesforce platform has CRM capabilities that include lead management, marketing automation, and contact management. These applications help organizations to manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post-sale. Salesforce Lightning Experience is upgraded CRM version of Sales Cloud that streamlines the sales process by allowing any sales rep to generate and follow-up on leads, manage account activity, track the status of each campaign, and create reports without hassle.

With Salesforce for Outlook, users can synchronize contacts, calendars, emails, and tasks in both applications without interrupting any business process. Salesforce Sales Cloud for small businesses allows users to manage contacts, track sales deals, manage tasks and events, harvest leads, and track performance. The sales cloud enterprise edition layers in call scripts, team-selling functionality, business workflow, setup approval and automation, custom applications, API integrations, and more.

The Salesforce CRM solution is available only for software-as-a-service (SaaS) deployment. In addition, this Salesforce app provides a technology stack that covers database and security as well as workflow and user interfaces.


LongDescription

Commenting/Notes

Engagement Tracking

Content Delivery

Cataloging/Categorization

Employee Management

Customer Surveys

Forecasting

Multi-Channel Marketing

Business Card/Badge Scanning

Quality Management

Purchase Order Management

Meeting Management

Safety Management

Internal Chat Integration

Product Catalog

Presentation Tools

Lead Capture

Performance Management

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Ad hoc Reporting

Financial Management

Material Requirements Planning

Order Management

Calendar/Reminder System

Competitive Analysis

Project Management

Approval Process Control

Auto-Dialer

Lead Distribution

Projections

Knowledge Management

Multi-Campaign

Pipeline Management

Customer Database

Call Recording

Call Logging

Medical History Records

Audience Targeting

Goal Management

Call Management

Customizable Fields

Collaboration Tools

Assignment Management

Sales Trend Analysis

Call Center Management

Shipping Management

Client Tracking

Scheduling

Data Import/Export

Email Tracking

Call List Management

Campaign Planning

Customer Support

Graphical Data Presentation

Buyer Management

Lead Generation

Email Templates

Self Service Portal

Contact Management

Sales Approval

Version Control

XML/RSS

Opportunity Management

Content Management

Configurable Workflow

Bills of Material

Lead Management

Conversion Rate Optimization

Multi-Currency

Email Marketing

Statistical Analysis

Mobile Access

Sales Reports

Dashboard Creation

Performance Metrics

Routing

Territory Management

Channel Management

Dynamic Modeling

Training Management

Maintenance Management

Shared Contacts

Production Scheduling

Marketing Automation

Proposal Management

Landing Pages/Web Forms

Request Escalation

Social Media Integration

Lead Segmentation

Basic sales and marketing for up to 5 users
$25
/user/month*
(billed annually)

Complete CRM for any size team
$75
/user/month*
(billed annually)

Deeply customizable CRM for your business
$150
/user/month*
(billed annually)

Unlimited CRM power and support
$300
/user/month*
(billed annually)

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Salesforce Sales Cloud

In Person

Live Online

Webinars

Documentation

Videos

For 23 years, Solutionreach has been helping vision, dental, and medical organizations of all sizes implement technology that supports practice-wide efficiency and revenue growth with flexible patient communications and office operations tools built for scale. With digital tools like appointment reminders, two-way texting, batch messaging, online reputation management, and more, Solutionreach provides an all-in-one solution to connect with patients through customizable, personalized touchpoints at every step of the care journey.


Patient Records Management

Messaging

Surveys & Feedback

Electronic Payments

Patient Engagement

Mobile Alerts

Patient Questionnaires

Rescheduling

HIPAA Compliant

SMS Messaging

Progress Tracking

Client Database

Confirmation/Reminders

SMS Reminders

Communication Management

Patient Intake

Recurring Appointments

Call Reminders

No-Show Tracking

Registration Management

2-Way Messaging

Recall Tracking

Payment Reminders

Two-Way Communication

Multi-Location

Booking Management

Online Payments

Survey/Poll Management

Compliance Management

Orthodontic Charting

Multi-Channel Communication

Patient Education

Forms Management

Email Reminders

What's included in the Solutionreach platform: 

Two-way texting, HIPAA-consent, automated reminders, automated recall, appointment confirmation, quick message templates, message flagging, marketing campaigns, waitlist, customization, group messages, missed appointment messages, patient loyalty surveys, reports and analytics, robust patient newsletter template library, patient referrals, team chat, birthday messages.

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