Salesforce Consulting for Healthcare & Life Sciences

Deliver patient-centric care by transforming the patient experience, care delivery, operations, and developing innovative medical and healthcare devices and diagnostics.

We help customers with all aspects of Salesforce consulting for Healthcare & Life Sciences — patient acquisition and retention, forecasting and pipeline management, clinical or technical support, and more. Thanks to our extensive Salesforce knowledge pool, to help you better serve your patients and customers, no matter what your business challenges.

Salesforce Healthcare Segments & Specialisations


Health Cloud has features specific to the health insurance industry that enable payers to engage with members and providers in more proactive, efficient ways.


With Salesforce Health Cloud, providers can give patients, caregivers, and their staff members more immediate, streamlined access to key information.


Engage and empower sales and account teams with the centralized data, task automation, and immediate insights they need on any device.

Extending The EHR For 1-to-1 Patient Relationships

Our Salesforce Health Cloud services help you in creating an integrated 1-to-1 patient experience by extending the functionality of EHR (electronic health record).

By storing all patient data on a unified CRM platform, we allow health professionals to understand the entire patient story, track their medical history, have a look at their current care plans, and engage with them accordingly. Our services ensure that a single database provides you with all the required information about every patient on a real-time basis, helping you take quick and effective actions.

This allows your health professionals to develop a healthy bond with the patients and improving their overall experience with your institution.

Connected Patient Journeys

Our Salesforce Health Cloud services help you create connected patient journeys, from their admission to their discharge. The CRM functionality of the platform allows you to have a unified view of every patient’s journey and providing them with personalized services at every touchpoint.

The Health Cloud helps you in creating connected patient journeys by helping you attract the patients, serve them in the best possible manner, and ensure ongoing engagement and support.

Attracting Prospective Patients

Naturally, it is important to attract patients and make them choose to avail of your medical services to serve them effectively. Today, patients have a variety of healthcare alternatives at their disposal and a quick Google search would provide an answer to all their questions.

In such a scenario, we help you persuade prospective patients to choose your healthcare services. Most healthcare providers often rely on physician-led referrals to get new patients on board. With in-build Salesforce dashboards, you can track your referring accounts, identify the ones that are most likely to be on board, and nurture them until they start availing of your services.

Seamless Collaboration And Communication

By establishing a care team network, we help your entire team of medical experts to work in complete coordination with each other while catering to the patients.

Similar to a Salesforce Community Cloud, the care team network allows everyone on the network to assign tasks, collaborate, and send secure messages on a centralized platform.

Our Salesforce Health Cloud services provide you with an array of suitable collaborative tools that help your care teams to share important data and communicate with the members on a real-time basis.

Creating Customizable Salesforce Applications

Being a highly customizable platform, Salesforce allows users to create powerful applications using their CRM database via Salesforce AppExchange. We help you develop and deploy Salesforce applications that are unique to your institution and help you provide any of the services discussed above (and many more).

Whether you want your patients to keep a track of their journey with you, access specific notes and recommendations made for them, make appointments from anywhere, get treated from home, or obtain their reports without having to leave their houses, you can develop applications that serve multiple healthcare purposes.

Streamlining The Serving Processes

Once you are successful in getting the prospects on board, you need to serve them in the best way possible to improve patient engagement and their overall experience.

Today, the most pressing challenge faced by healthcare centers is that of coordinating their serving processes. Through our Salesforce Health Cloud services, we help your care managers obtain a complete 360-degree view of every patient at their fingertips. Instead of visiting every patient physically and keeping manual records of their progress, the CRM functionality of the Health Cloud allows you to have all the necessary information about all your patients on a real-time basis.

Use Of Predictive Intelligence

The use of predictive intelligence is not limited to business forecasts and predicting customer behavior. Salesforce Health Cloud employs machine learning tools to make sense of your database and make valuable suggestions, recommend services or suggest wellness programs based on their current condition and medical history.

This seemingly trivial process makes your patients feel special and cared for by the healthcare professionals, ultimately leading to improved engagement.

Ongoing Patient Engagement

Our Salesforce Health Cloud services are designed to increase patient engagement. We ensure ongoing patient engagement through personalized attention to the patients and real-time support before, during, and after the care episodes.

Right from sending appointment reminders through different channels to informing the patients about the pre-work to be done before every check-up, we help you carry out seamless and effective communication with your patient throughout their journey with your institution.

Empowering The Patients

Patients today hate being treated as mere passive products being treated by healthcare professionals. They like to be actively involved in the processes carried out for improving their well-being and consulted before making important decisions.

The Health Cloud empowers the patients by making them collaborative partners on the platform. We allow your patients to have all relevant details about their cases, communicate with the experts, share educational content, obtain relevant medical resources, and drive their own care by effortlessly collaborating with your healthcare team.