Salesforce For Firms Delivering Care or Supplying Medical Products
We help organisations across the healthcare and life sciences sector, from those delivering direct patient care to those supplying regulated equipment and pharmaceutical products.
Adapting Salesforce to healthcare needs
Our work ranges from supporting providers in managing appointments, patient records and consent to helping suppliers track orders, warranties and compliance requirements. Whether you are a healthcare team seeking to improve the patient journey or a distributor managing complex supply chains, we adapt Salesforce to fit your needs.
If you work with patients, diagnostics or treatments
You need a platform that supports secure, end-to-end patient management. Salesforce Health Cloud can be the right starting point for some organisations, or we can deliver custom builds for simpler needs. We've helped organisations:
Patient Data CapturePatient Data Capture
Capture the right patient data at the right time with user-specific page layouts and field-level controls.
Appointment BookingAppointment Booking
Enable online and face-to-face appointment booking using Salesforce Scheduler and other integrated tools.
Medical History & ConsentMedical History & Consent
Manage onboarding forms to collect medical history and consent.
Patient FilesPatient Files
Create patient files that bring together clinical notes, diagnostics, treatment steps and communications.
Prescription ManagementPrescription Management
Use standard Salesforce approval processes to ensure the right clinical sign-off is captured.
User PermissionsUser Permissions
Set up secure user-level permissions for clinical and support teams.
If you manage medical devices or pharmaceutical supply
For companies that supply clinical equipment or pharmaceuticals, visibility after the point of sale is critical. Salesforce helps you manage what happens beyond the sale. We've helped customers:
Device TrackingDevice Tracking
Track where devices are, who uses them and what they need, including install locations, usage records and warranty eligibility.
Authorised HandlersAuthorised Handlers
Ensure that only authorised clinicians or technicians are recorded as handlers for regulated-use devices.
Pharmaceutical OrdersPharmaceutical Orders
Handle licensed pharmaceutical orders with authorisation tracking at the account or contact level.
Service ManagementService Management
Log support requests, plan preventative maintenance and manage service contracts using Service Cloud.
Distributor PortalsDistributor Portals
Build portals using Experience Cloud that allow distributors to submit leads, track opportunities and view pricing.
Accounting IntegrationAccounting Integration
Integrate with accounting platforms to surface billing history or key commercial data in Salesforce.
Let's talk healthcare or life sciences Salesforce
Whether you're delivering care, distributing clinical equipment or building your go-to-market for regulated medical products, we can help you tailor Salesforce to fit the way you work.