Practical Salesforce solutions for healthcare and life sciences, focused on outcomes and cost control

Salesforce projects in healthcare don’t fail because of the platform. They fail due to over-engineered solutions and poor workflow alignment.

Pivotal Leap helps healthcare and life sciences teams design, implement, and support Salesforce solutions that improve visibility, coordination, and execution — without unnecessary complexity or enterprise consulting costs.

Trusted by leading U.S. financial institutions, banks, insurers, and fintech companies

Certified Salesforce Developers deployed on global projects
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Successful Salesforce customizations and integrations
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Trusted fast-growing startups
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Successful Salesforce customizations and integrations
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Build with Confidence. Operate Without Disruption.

Healthcare and life sciences organizations operate in complex, regulated environments where data accuracy, coordination, and trust matter.

We are not tied to a single product. We focus on your workflows, your data, and your outcomes — then tailor the right Salesforce architecture and platform capabilities to fit them.

Our healthcare and life sciences Salesforce consulting services are designed around real care delivery, commercial, and research workflows — not product templates.

You get senior-led delivery and predictable pricing without oversized teams or enterprise consulting overhead.

We design for compliance, governance, and long-term scalability from day one, so your Salesforce environment evolves safely as your organization grows.

We manage technical complexity so your internal teams stay focused on patient care, research, and operations.

Why Pivotal Leap?

Workflow first, not product first

We begin by understanding care delivery, research, commercial, and operations workflows — then configure Salesforce platforms and data models to support them.

Senior expertise, lean delivery

Our engagements are led by experienced Salesforce practitioners with healthcare and life sciences experience — not junior-heavy teams or bloated delivery models.

Built for regulated environments

We design Salesforce solutions with HIPAA, data governance, auditability, and security built in from day one.

Lower total cost of ownership

By right-sizing solutions and avoiding unnecessary customization, we reduce build costs and long-term maintenance — keeping programs predictable and sustainable.

Common Healthcare & Life Sciences Salesforce Use Cases

Our clients engage us to solve real operational and commercial challenges, including:
Each solution is designed around how your teams actually work — not how a product demo assumes they should.
Health Cloud — When It’s the Right Fit
Salesforce Health Cloud can be a powerful platform for patient-centric data models and care coordination, but it is only one option within a broader Salesforce ecosystem.

When Health Cloud aligns with your needs, we implement it pragmatically — focused on:
When it does not, we design alternatives using Sales Cloud, Service Cloud, custom platforms, and integrations that better support your workflow, regulatory requirements, and budget.

Our loyalty is to results, not products.

Industries We Support

Healthcare Providers & Care Delivery Organizations

Connected care and secure collaboration

Life Sciences, Biotech & Pharmaceutical Companies

Commercial operations, trials, and patient programs

Digital Health & Telehealth

Scalable platforms and integrated virtual care

Medical Devices, CROs & Diagnostics

Dependable data movement for mission-driven teams

Across all engagements, our goal is the same: ” Make Salesforce practical, compliant, and valuable.”

Our Delivery Approach

Discover

Understand care models, workflows, and regulatory requirements

Design

Map data models, processes, and success criteria

Build

Configure Salesforce around real clinical and commercial use cases

Integrate

Connect EHRs, claims, and partner systems

Adopt

Train teams and support adoption

Support

Ongoing optimization and governance
A senior-led approach built for regulated healthcare and life sciences environments

Build the Right Salesforce Solution — Without Overbuilding

Whether your needs point to Health Cloud or a different Salesforce architecture, Pivotal Leap brings healthcare and life sciences expertise, senior Salesforce talent, and a lean delivery model that keeps costs down and outcomes front and center.

If you are looking for a healthcare and life sciences Salesforce partner who prioritizes workflows, compliance, and long-term value, we are ready to help.

Ready to talk through your healthcare or life sciences Salesforce needs?

Proven Outcomes

Healthcare and life sciences organizations rely on Pivotal Leap to:
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