How to Deliver Streamlined Services with Salesforce’s Healthcare Solutions

Salesforce offers transformative solutions to the healthcare & life science industry to deliver seamless, transparent, and intuitive healthcare services to take patient relationships and healthcare innovation to new heights. With Salesforce Cloud services, healthcare service providers can forge stronger relationships between patients, payers, and service providers. You can face the ever-growing challenges of the healthcare industry head-on, by using Salesforce.

The Salesforce Health Cloud has added even more tools in its arsenal now, further helping build a more comprehensive system for payers and providers:

  • The healthcare provider management system provides a single point for healthcare workers and doctors to efficiently manage patients’ accounts and activities.
  • Einstein Analytics for Healthcare provides industry KPIs and built-in dashboards to help agents and managers keep track of performance.
  • Leveraging the power of Salesforce Community Cloud, you can connect to patients with a single engagement platform that helps them access the right services faster which drives higher satisfaction.
  • Automated workflows & processes powered by Salesforce will help you to streamline processes & enhance productivity.

With a 360-degree view of your patients, Salesforce will help you personalize your patient care experience by:

  • Helping you accelerate the acquisition
  • Streamlining and improving sales & service
  • Increasing enrolment
  • Assisting in digital transformation and innovation
  • Pinpointing add-ons and specializations for your patients
  • Streamlining your sales
  • Fostering collaboration across ecosystems
  • Reducing Time to Market (TTM)


With Salesforce, providers get access to more insights and control over their patients’ experience.

  1. Provide personalized 1-to-1 experience to your patients, from acquisition, care coordination, and engagement, and forge enduring relationships with your patients.
  2. With a single point of engagement for all patient data, your healthcare teams can collaborate and deliver the best patient experiences seamlessly.
  3. Salesforce Health Cloud provides a single engagement platform for your patients so that they can access your services faster. This will also help you cut down excess operational costs. 


We understand that payers have to carefully balance the demand for lower medical costs and value-based care. Salesforce can help payers provide customer-centric solutions and ensure their business doesn’t suffer.

  1. From sales and enrolment to administrative and clinical support, you can provide a truly connected experience to your members.
  2. Salesforce’s Healthcare platform connects sales teams, brokers, and employer groups, thereby shortening cycle times, improving sales insights, and reducing paperwork.
  3. By integrating the Healthcare Cloud and Marketing Cloud, Salesforce can help payers improve visibility, data tracking, and workflows.


Salesforce provides solutions that help Pharma companies maintain their relationships with varying stakeholders, like patients, caregivers, insurers, and healthcare providers.

  1. Salesforce solutions ensure data integration to help the health information systems work together to effectively deliver healthcare services.
  2. Salesforce’s 360-degree view helps you create patient-centered personalized experiences.
  3. The advanced analytic tools of Salesforce help you measure the effectiveness of your patient engagement activities.
  4. With exceptional connectivity and dashboards, Salesforce helps companies conduct clinical trials while maintaining data integrity, patient privacy, and protocol adherence. 

Medical device suppliers

Salesforce’s unique solutions help medical device suppliers respond to challenges like massive R&D costs, data integration, ROI, and data management.

  1. Salesforce’s advanced analytics tools can help you understand and accurately measure your ROI.
  2. Salesforce ensures that you maintain data integrity and interoperability so that your devices can collect, analyze, and share information effectively, in a regulatory and compliant way.
  3. Salesforce solutions are customer-oriented, which means you can get insights on how to engage with your patients better.
  4. With extensive industry expertise, Salesforce can guide you through the application of technology like AI and IoT in your business.

Salesforce goes way beyond the traditional silo-based systems to deliver an engaging, seamless, and holistic experience to patients. Being a Salesforce partner for more than 10 years, our team of healthcare industry experts at CEPTES will help you enhance performance, optimize processes, and promote a dynamic healthcare environment for your clients. CEPTES can be your digital transformation partner in order to help you scale up to a modernized, agile, secure, and scalable system so you can build a next-gen healthcare system.

Please get in touch with our experts to know more.

Healthcare, Salesforce

3 Insights from Health and Life Science Marketers with Salesforce

It is a tumultuous time for the entire Health and the Life Sciences industry. This is the one, where very little is certain among such a changing political, social and even economic ambience. But what is fixed is that everyone (beginning from patients to providers), is indeed navigating an engagement dynamic, which is a substantial shift from the status quo to value based care.

Therefore, the movement forces marketers to refocus their efforts over more personalized, timely experiences that can help build loyalty and advocacy among their customers — whether patients, members, employers, physicians, or others are involved.

Marketing trends have changed a lot in the recent period. There has been Salesforce’s new research report, for Healthcare and Life Sciences. This reveals the requirements, what more than 150 HLS marketing leaders have to say about their ability to meet the growing demands. The report is also said to explore how HLS marketers are indeed shifting their strategies and implementing intelligent tech approaches to help them deliver.

Let us take up a quick overview of key findings from the Health and Life Sciences marketing research:

  • Customer Experience Is Completely Reshaping Health and Life Sciences Marketers’ Mandates

Whether it is a patient seeking answers online before an appointment or it is a provider seeking reimbursement information from his/her payer, customers nowadays expect a seamless journey across touchpoints. Health and Life Sciences marketers have become quite dedicated to foster experiences that will successfully turn leads into loyal customers.

Apart from the above-mentioned benefits, the HLS marketing techniques as well track, customer satisfaction scores as one of the most important feature. It is also said that, almost 64% of HLS marketing leaders view customer experience as a key competitive differentiator.

  • Health and Life Sciences Marketers Struggle with Personalization and Disconnected Data

The HLS marketers say that the process of leveraging data from different sources is among the top three challenges in creating a well-connected customer experience. For instance, most of the Health and Life Sciences marketing leaders admit that they either broadcast the identical messages across email and through various other channels or they do not coordinate between email and other channels at all.

This method is highly risky, given the detrimental impact any disconnected customer’s journey can have on the customer loyalty.

  • Health and Life Sciences Marketers and Customers Look for Evolved Experiences

The need to maintain the data sources is getting even bigger, especially with the role of Internet of Things (IoT)/connected devices in the HLS marketing and customer engagement. It completely makes sense, that HLS marketers would obviously turn to IoT/connected devices and artificial intelligence (AI) as some of their top marketing technologies with the highest anticipated growth rates over the next few years. HLS marketers also expect AI usage to rise by a massive percentage of 55% within the next few years. While all these innovations will likely bring an increased improvement and as well add a new level of patient care