Healthcare Industry-CRM Landing

Healthcare Industry

From empowering medical representatives in the field to streamlining patient engagement and device distribution — solutions designed to meet the unique demands of the healthcare sector.
AI Intelligence Layer — Leverage AI-based analytics, workflows, sales coaches, nudges & recommendations to gain actionable insights into business performance, trends, competitor activity, and brand growth.

Cloud Platform

120+

Built in Features

Home / Healthcare Industry

Healthcare Industry Solution

Pharma & Life Sciences

Hospitals & Diagnostic Chains

Medical Devices & Equipment

Healthcare Distribution

Field Force & Operations

Healthcare Salesforce Solutions: Driving Smarter, Patient-Centric Operations

The healthcare industry is undergoing rapid transformation driven by evolving regulations, increasing patient expectations, and advancements in digital technologies such as AI, data analytics, and connected care. These shifts are redefining how healthcare providers, pharma companies, and medical device organisations operate, engage with patients and HCPs, and deliver outcomes.

2.4 X

Increase in HCP visit efficiency with MR App automation

30%

More lead capture via automated patient & HCP journeys

Delivering complete healthcare solutions across Pharma, Providers, and Patients

Pharma / Medical Devices

Explore ready-to-deploy solutions for pharma companies and medical device manufacturers

Field
Commercial
Patient Engagement

MR Onboarding & Territory Allocation
Visit Planning & Execution Route Optimisation
Geo-tagging & Attendance Tracking
Complaint & Feedback Management
Visit Reporting & Field Insights Expense & Claims Management
Omni-channel Lead Capture Lead Management (HCP & Patients)
Lead & Opportunity Tracking Doctor Visit Management Opportunity Management

Providers

Enable efficient operations and patient engagement across hospitals and diagnostic chains

Patients

Deliver seamless patient journeys with connected communication and care management

Transform Healthcare Operations with CRM Landing: Your Partner in Digital Transformationn

Following are the key features to elevate healthcare operations. Our AI-driven solutions help streamline MR activities, improve patient engagement, and optimise sales, service, and distribution workflows.

MR Onboarding & Territory Allocation
Visit Planning & Execution Route Optimisation
Geo-tagging & Attendance Tracking
Complaint & Feedback Management
Visit Reporting & Field Insights Expense & Claims Management
Omni-channel Lead Capture Lead Management (HCP & Patients)
Lead & Opportunity Tracking Doctor Visit Management Opportunity Management

Quote & Proposal Management
Insurance / Approval Workflows
Order & Prescription Capture
Inventory & Sample Management
Delivery & Post-Visit Follow-up
Patient Feedback & Surveys
Claims & Reimbursement Management
Account & HCP Management
Document Upload & Compliance
Activity Tracking
Forecasting & Demand Planning
Order Placement & Processing

Stock Acknowledgement
Device / Product Lifecycle Management
ERP & Hospital System Integration
CTI / Telephony Integration
IoT / Device Integration
Compliance & Risk Scoring
Mobile Sales Enablement
Patient Mobile App
Workflow Automation
Performance Analytics
Dashboards & Reporting

Quote & Proposal Management
Insurance / Approval Workflows
Order & Prescription Capture
Inventory & Sample Management
Delivery & Post-Visit Follow-up
Patient Feedback & Surveys
Claims & Reimbursement Management
Account & HCP Management
Document Upload & Compliance
Activity Tracking
Forecasting & Demand Planning
Order Placement & Processing

Bay Management
Job Card Creation
Entitlement Management
Social Media Integration
Activity/Camps Management
Service Analytics and Reporting
Dashboard
Customer Feedback Management
Customer Order Placement
Inventory Management
PDI Delivery & Post Sales Follow Up
Post Sales Follow-up Survey
Account and Contact Management
Document Upload and Approval Process
Activity Management
Sales Forecasting
OEM Order Placement
GRN (Goods Received Note)
Used Vehicle Business Management
ERP Integration [OEM & Dealer]
CTI Integration
Digital Marketing Strategy
Email Marketing Campaigns
Customer Loyalty Programs

Feedback Management
Post Service Follow-up Survey
PDI Delivery & Post Sales Follow Up
Warranty & Claim Management
Recall Management
Customer Referral Programs
Social Media Engagement
Event Invitations and Exclusive Previews

Stock Acknowledgement
Device / Product Lifecycle Management
ERP & Hospital System Integration
CTI / Telephony Integration
IoT / Device Integration
Compliance & Risk Scoring
Mobile Sales Enablement
Patient Mobile App
Workflow Automation
Performance Analytics
Dashboards & Reporting

Spares & Accessories Ordering to OEM
Warranty & Claim Management
Recall Management
Spare Parts Inventory Management
Post Service Follow-up Survey
Mobile Sales Enablement for Service Advisors
ERP Integration
CTI Integration
Telematics Integration
CIBIL Score Integration
Mobile Sales Enablement for Dealer Sales Users
Workflow Automation
Sales Performance Analytics
Dashboard
Customer Feedback Management
Post Service Follow-up Survey
Marketing Analytics and Reporting
Lead Generation Campaigns
Content Creation and Distribution

Mobile App for Customers
Spares & Accessories
VAS Pitch
Feedback and Survey Incentives
Content Marketing (Blogs, Newsletters, etc.)

Delivering complete healthcare solutions across Pharma, Providers, and Patients

Pharma / Medical Devices

Explore ready-to-deploy solutions for pharma companies and medical device manufacturers

Providers

Enable efficient operations and patient engagement across hospitals and diagnostic chains

Patients

Deliver seamless patient journeys with connected communication and care management

Field
Commercial
Patient Engagement

MR Onboarding & Territory Allocation
Visit Planning & Execution Route Optimisation
Geo-tagging & Attendance Tracking
Complaint & Feedback Management
Visit Reporting & Field Insights Expense & Claims Management
Omni-channel Lead Capture Lead Management (HCP & Patients)
Lead & Opportunity Tracking Doctor Visit Management Opportunity Management
Quote & Proposal Management
Insurance / Approval Workflows
Order & Prescription Capture
Inventory & Sample Management
Delivery & Post-Visit Follow-up
Patient Feedback & Surveys
Claims & Reimbursement Management
Account & HCP Management
Document Upload & Compliance
Activity Tracking
Forecasting & Demand Planning
Order Placement & Processing
Stock Acknowledgement
Device / Product Lifecycle Management
ERP & Hospital System Integration
CTI / Telephony Integration
IoT / Device Integration
Compliance & Risk Scoring
Mobile Sales Enablement
Patient Mobile App
Workflow Automation
Performance Analytics
Dashboards & Reporting

MR Onboarding & Territory Allocation
Visit Planning & Execution Route Optimisation
Geo-tagging & Attendance Tracking
Complaint & Feedback Management
Visit Reporting & Field Insights Expense & Claims Management
Omni-channel Lead Capture Lead Management (HCP & Patients)
Lead & Opportunity Tracking Doctor Visit Management Opportunity Management
Quote & Proposal Management
Insurance / Approval Workflows
Order & Prescription Capture
Inventory & Sample Management
Delivery & Post-Visit Follow-up
Patient Feedback & Surveys
Claims & Reimbursement Management
Account & HCP Management
Document Upload & Compliance
Activity Tracking
Forecasting & Demand Planning
Order Placement & Processing
Stock Acknowledgement
Device / Product Lifecycle Management
ERP & Hospital System Integration
CTI / Telephony Integration
IoT / Device Integration
Compliance & Risk Scoring
Mobile Sales Enablement
Patient Mobile App
Workflow Automation
Performance Analytics
Dashboards & Reporting

Service Marketing
Omni Channel Case Sourcing
Service Planning
Case Management
Knowledge Base Management
Omni-Channel Support
Service Console
Dispatcher Console
Visit Planning and Execution
Route Planning
Geotagging and Attendance Capture
Complaint/Feedback Management
Visit Report & Marketing Intelligence Capturing
Expense Management
Omni-channel Lead Sourcing
Lead Management
Lead & Opportunity Categorization
Test Drive/Ride Management
Opportunity Management
Quote and Proposal Management
Finance Checks & Applications
Social Media Integration
Local Advertising Campaigns
Event and Showroom Promotions
Bay Management
Job Card Creation
Entitlement Management
Social Media Integration
Activity/Camps Management
Service Analytics and Reporting
Dashboard
Customer Feedback Management
Customer Order Placement
Inventory Management
PDI Delivery & Post Sales Follow Up
Post Sales Follow-up Survey
Account and Contact Management
Document Upload and Approval Process
Activity Management
Sales Forecasting
OEM Order Placement
GRN (Goods Received Note)
Used Vehicle Business Management
ERP Integration [OEM & Dealer]
CTI Integration
Digital Marketing Strategy
Email Marketing Campaigns
Customer Loyalty Programs
Spares & Accessories Ordering to OEM
Warranty & Claim Management
Recall Management
Spare Parts Inventory Management
Post Service Follow-up Survey
Mobile Sales Enablement for Service Advisors
ERP Integration
CTI Integration
Telematics Integration
CIBIL Score Integration
Mobile Sales Enablement for Dealer Sales Users
Workflow Automation
Sales Performance Analytics
Dashboard
Customer Feedback Management
Post Service Follow-up Survey
Marketing Analytics and Reporting
Lead Generation Campaigns
Content Creation and Distribution

2.4X

Increase in HCP visit efficiency with MR App automation

30%

More lead capture via automated patient & HCP journeys

100%

Compliant as per UCPMP 2024

3X

Faster lead capture and sample tracking

Delivering Industry Specific Cutting Edge Technology Solutions

Transformative digital technology solutions

Our AI-driven Salesforce solutions streamline healthcare operations, enhance HCP and patient engagement, and drive smarter decision-making. From optimising MR field activities to enabling seamless integrations and real-time insights, we help organisations improve efficiency, compliance, and overall business performance.

Enhancing HCP & Patient Engagement

Build meaningful relationships with doctors and patients through personalised, omni-channel engagement and connected healthcare journeys.

AI-Driven Insights

Unlock new revenue streams and enhance customer satisfaction with our tailored Salesforce solutions designed specifically for the automotive industry.

Seamless System Integration

Reduce manual tasks and improve efficiency with automated processes that allow your team to focus on what matters most: your customers.

MR Field Force Automation

Leverage powerful analytics to gain actionable insights into your operations and market trends, enabling informed decision-making and strategic planning.

Device Sales & Distribution

Experience a cohesive ecosystem with our solutions that seamlessly integrate across all departments, ensuring smooth operations and enhanced collaboration.

Transformative digital technology solutions

Enhancing HCP & Patient Engagement

Build meaningful relationships with doctors and patients through personalised, omni-channel engagement and connected healthcare journeys.

AI-Driven Insights

Unlock new revenue streams and enhance customer satisfaction with our tailored Salesforce solutions designed specifically for the automotive industry.

MR Field Force Automation

Leverage powerful analytics to gain actionable insights into your operations and market trends, enabling informed decision-making and strategic planning.

Seamless System Integration

Reduce manual tasks and improve efficiency with automated processes that allow your team to focus on what matters most: your customers.

Device Sales & Distribution

Experience a cohesive ecosystem with our solutions that seamlessly integrate across all departments, ensuring smooth operations and enhanced collaboration.

Health Care Industry Segments

Pharma

Prescription Drugs
OTC / Consumer Health
Generics & Biosimilars
Specialty Pharma

Hospitals

Multi-Speciality Hospitals
Diagnostic Labs
Nursing Homes
Tele-medicine Platforms

Medical Devices

Surgical Instruments
Diagnostic Equipment
Consumables & Disposables
Wearables & IoT Devices

Distribution

Pharma Distributors
Medical Device OEMs
Retail Pharmacy Chains
Nutrition & Wellness Brands

Health Care Industry Segments

Pharma

Prescription Drugs
OTC / Consumer Health
Generics & Biosimilars
Specialty Pharma

Hospitals

Multi-Speciality Hospitals
Diagnostic Labs
Nursing Homes
Tele-medicine Platforms

Medical Devices

Surgical Instruments
Diagnostic Equipment
Consumables & Disposables
Wearables & IoT Devices

Distribution

Pharma Distributors
Medical Device OEMs
Retail Pharmacy Chains
Nutrition & Wellness Brands

Transforming today's healthcare organisations into tomorrow's patient-first leaders

We've partnered with leading healthcare organisations — including pharma companies, medical device manufacturers, nutrition brands and hospital networks — to implement cutting-edge Salesforce solutions that have elevated MR productivity, improved HCP engagement, and accelerated device distribution at scale.

SUCCESS STORY

Twin Health: Unifying Patient Engagement on Health Cloud

Twin Health deployed our Salesforce Health Cloud and Marketing Cloud solution to manage lab appointment scheduling, sample collection workflows, vaccine trial tracking, and NPD operations — enabling care teams to deliver a connected, personalised patient experience with 100% lead capture and automated marketing journey management.

SUCCESS STORY

Allengers: Scaling Medical Device Field Sales Nationwide

Allengers, a leading healthcare device manufacturer, leveraged our Salesforce Sales Cloud-based automation solution to manage field sales operations — enabling reps to capture leads, manage hospital visits, and drive order fulfilment in real time, significantly improving field productivity and lead-to-order conversion across their national network.

SUCCESS STORY

Hindustan Syringes & Medical Devices: Streamlining SFA & Distribution

HMD (Dispo Van) implemented our Salesforce Sales Cloud solution to manage field sales automation and dealer distribution — enabling field teams to execute visits, capture orders, and track inventory in real time, resulting in measurably improved distribution efficiency and field force accountability.

Transforming today's healthcare organisations into tomorrow's patient-first leaders

SUCCESS STORY

Euler Motors: Revolutionizing Fleet Management

Euler Motors leveraged our Salesforce solutions to streamline their fleet operations, resulting in a 30% increase in efficiency and a significant reduction in operational costs.

SUCCESS STORY

City Life EV: Enhancing Customer Experience

City Life EV adopted our Salesforce platform to enhance customer engagement, leading to a 25% boost in customer satisfaction scores and improved sales conversion rates.

Unlocking Value in Healthcare with Connected Data & AI

Discover how healthcare organisations can modernise operations, improve patient engagement, and drive better outcomes using AI-powered Salesforce solutions.

Read Case Study

Our Insights

Our experts share insights on improving healthcare operations, enhancing patient engagement, and leveraging technology to drive better outcomes and growth.