Quilia + Salesforce: Better Together
See how Quilia and Salesforce work together to improve client communication and streamline your practice.
Salesforce can do anything with enough development. Quilia gives you client engagement that works today. Add what would take months to build in Salesforce.
What Salesforce offers: Salesforce can create client portals through Community Cloud, but requires custom development. Experience Cloud and custom mobile apps are possible but expensive to build and maintain.
Why Use Quilia with Salesforce?
- ✓Client engagement in days, not months
- ✓Mobile app works alongside Salesforce CRM
- ✓Treatment tracking without custom development
- ✓Automatic sync between Salesforce and Quilia
- ✓Focus Salesforce resources on CRM, not client apps
What Your Clients Can Do
Quilia turns passive clients into active participants. Here's what clients can actually do in each platform.
| Client Action | Quilia | Salesforce |
|---|---|---|
| Log medical appointments and treatments | ✓ | Custom build required |
| Upload photos and documents when prompted | ✓ | Custom build required |
| Complete intake tasks from their phone | ✓ | Custom build required |
| Use app in their native language (10+) | ✓ | Add-on |
| Watch educational videos about their case | ✓ | Custom build required |
| Receive automatic appointment reminders | ✓ | Custom build required |
| Get push notifications for case updates | ✓ | Custom build required |
| Message their legal team securely | ✓ | ✓ |
How Quilia Automates Client Engagement
Every client action is work your team didn't have to do. Here's what happens automatically with Quilia.
What Each Platform Does Best
| Feature | Quilia | Salesforce |
|---|---|---|
| Client Mobile App | ✓ | Custom build |
| Treatment Tracking | ✓ | Custom build |
| Automated Case Updates | ✓ | Custom build |
| Client Portal | ✓ | Custom build |
| CRM / Lead Management | Basic | ✓ |
| Reporting & Analytics | Standard | Advanced |
| Multilingual Support (10+) | ✓ | Add-on |
| Implementation Time | Days | Months |
Complementary Strengths
Quilia Provides
- ✓Ready-to-use client mobile app
- ✓Days to implement, not months
- ✓Treatment tracking without custom dev
- ✓10+ languages out of the box
- ✓Purpose-built for legal client engagement
Salesforce Provides
- ✓Salesforce has enterprise-scale analytics
- ✓Salesforce offers unlimited customization
- ✓Salesforce integrates with thousands of apps
The Bottom Line
Salesforce can do anything. Quilia does client engagement right now. Add what would cost six figures and six months to build—in days and for a fraction of the cost.
Frequently Asked Questions
Can't I build all this in Salesforce?
Yes, Salesforce can be customized to do almost anything. But building a client mobile app with treatment tracking, automated prompts, and 10+ languages would take months of development. Quilia provides these features in days.
Can Quilia integrate with Salesforce?
Yes. Quilia integrates with Salesforce, syncing client engagement data to your CRM.
Why not just hire a Salesforce developer?
You could, but the cost and timeline often don't make sense for client engagement features. Quilia is purpose-built and ready to use. Focus your Salesforce resources on CRM and analytics.
How does cost compare?
Custom Salesforce development for client engagement features would cost significantly more than a Quilia subscription. Plus ongoing maintenance, updates, and support.
Ready to Use Quilia with Salesforce?
See how the Quilia + Salesforce integration can transform your client communication.