salesforce pardot integration


Software and Technology dependencies have significantly increased in almost every industry of the world economy. With the advancement in technology, day-to-day operations have become less complex. The Healthcare industry, in particular, has seen a drastic change when it comes to technological advancement. 

The modern healthcare industry does not rely on technology only for its smooth operations but also for storing data, getting real-time connectivity, and for staying connected with patients and hospital staff. Healthcare Customer Relationship Management (CRM) and Salesforce Pardot Integration become a necessity when it comes to performing its functions more efficiently.  

  • Let's discuss these two terms before understanding their integration and benefits.

What is Healthcare CRM?

Healthcare CRM plays a vital role in any healthcare institution and provides them with the best customer management processes. It also helps you to keep existing patient data updated and to create appointments with new patients. Most institutions prefer Salesforce CRM for Healthcare. 


What is Salesforce Pardot?

Salesforce Pardot is a SaaS tool mainly used for computerization marketing. It provides you with profuse benefits like email robotization, directed email mission, and also promotes B2B deals. Basically, it reduces pressure on manpower and makes use of technology for smoother and more effective communication.

Align and integrate all the sales and marketing efforts to build a strong sales (prospects who are of interest to the company) and lead scoring (prospects who are interested in the products) for better market analysis.

Integration of Healthcare CRM and Salesforce

Healthcare CRM and Salesforce Pardot are, however, two different technologies. Any institution can not get full advantage of these tools until they both are fully integrated. Healthcare CRM and Salesforce Pardot integration help you manage your routine work more efficiently as well as effectively. The approach to traditional marketing is no longer useful for the Healthcare industry as it restricts the expected growth of institutions. Let us now discuss the benefits of Healthcare CRM and Salesforce Pardot Integration:

  • Create Personalized Connections

It is next to impossible to send personalized health-related information to an individual patient. Although as a Healthcare institution, you need to ensure that this critical information is passed to your patients for ensuring their good health. This is where the integration of Healthcare CRM and Salesforce Pardot comes into play. Instead of sending them general healthcare information, share customized information with your patients individually. By sharing personal health recommendations, you can become a professional and reliable expert to your patients. 

  • Save Time and Money

Generally, it’s difficult for any healthcare institution to manage timely content delivery due to a lack of personnel. The integration of Healthcare CRM and Salesforce Pardot allows you to save time and resources by effectively managing the timely delivery of content and multiple marketing campaigns. Therefore, you will need to employ fewer content specialists which will save time and money.

  • Provide Consistent Messaging

You must ensure that your patients are in contact with you as it gives them a feeling of belongingness. Additionally, you must also target your prospective patients so that they remember your name whenever they require any healthcare services. It becomes a complicated process to manually send and track these responses. That’s where you need Salesforce Pardot as it allows you to connect consistently to your existing and prospective patients.

  • Improve Patient Service

The key to effective patient service is communication as some patient wants to understand what’s going on. Suggesting your patients what to avoid and what to prefer is crucial but complicated for any big healthcare institution. The most efficient and time-saving tool for this problem is using Salesforce Pardot as it offers you to set up automated emails, newsletters, and additional communication methods.

  • Analyze Campaign Performance

Healthcare institutions conduct marketing campaigns every now and then to promote their practices. Hence, it becomes difficult to track the performance of each campaign and then work on the deviations. Healthcare institutions can make use of Salesforce Pardot to analyze and improve campaign performances. It tests, tracks, and analyzes each campaign with automated processes which makes it easier to understand the deviations in the campaigns.



Salesforce Pardot has proved to be of great use for the Healthcare CRM. Automated mailing services, newsletters, and additional communication methods have the power to completely revolutionize the Healthcare industry. 

If you are looking for support to handle your Salesforce CRM for Healthcare, you can trust AtoCloud as we have great professionals who have expertise in this field and can help you reach your goals.