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Unify Your Patient Data and Care Teams with Salesforce Health Cloud

Transform patient care with Salesforce Health Cloud by unifying data, workflows, and personalized engagement
Deliver connected, personalized, and data-driven healthcare experiences. With Salesforce Health Cloud, providers, payers, and life sciences organizations can streamline operations, improve patient outcomes, and build stronger relationships across the care journey.
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Trusted by leading U.S. brands across healthcare, finance, retail, and technology

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Successful Salesforce customizations and integrations
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Successful Salesforce customizations and integrations

Deployment Challenges

The Challenges Healthcare Organizations Face Every Day

68% of healthcare organizations report difficulty in coordinating care due to fragmented systems

Fragmented patient records create blind spots

Providers struggle to see the complete patient story when data is scattered across EHRs, CRMs, and spreadsheets

Care teams lack collaboration

Doctors, nurses, and care managers often work in silos, leading to missed follow-ups and lower patient satisfaction

Outdated systems frustrate staff and patients

Patients expect smooth, digital-first communication. Instead, they face delays, long call times, and disconnected experiences

Compliance and security concerns

Managing HIPAA compliance and sensitive patient data is difficult with legacy systems and manual processes

Scaling coordinated care feels impossible

As patient volume grows, workflows become more complex. What worked before no longer keeps up with today’s healthcare needs

Lack of Data Insights

Without real-time analytics, providers miss patient trends, outcomes, and efficiency insights—making it harder to improve care and cut costs.

Unified Insights

The Salesforce Health Cloud Advantage

85% of healthcare leaders say patient experience is a top priority, yet struggle to unify data for action

Always-On Support

Pivotal Leap is Your Partner for Salesforce Health Cloud Success

62% of Health Cloud projects fail without expert guidance and integration support

Implementation & Customization

End-to-end setup of Salesforce Health Cloud tailored to your workflows, patient journeys, and compliance needs.

Integration with Salesforce Ecosystem

Seamless connection with Sales Cloud, Service Cloud, EHR/EMR systems, claims management, and telehealth platforms.

User Experience & Design

Intuitive, mobile-first portals for patients and care teams—simplifying communication and engagement.

Data Migration & Health Cloud Data Model

Safe transfer of existing medical records, patient histories, and member data into the Salesforce Health Cloud data model.

Training & Onboarding

Hands-on guidance for clinicians, staff, and administrators to adopt Salesforce Health Cloud with confidence.

Support & Optimization

Ongoing monitoring, upgrades, and enhancements to keep your Health Cloud environment secure and effective.

Broad Sector Coverage

Verticals We Serve

90% of healthcare organizations require industry-specific customizations to meet regulatory and workflow needs

Providers & Hospitals

Deliver connected patient care with centralized records, role-based access, and improved collaboration.

Payers & Insurance

Streamline member services, claims, and outreach campaigns while ensuring compliance.

Pharmaceutical & Life Sciences

Manage patient programs, trials, and post-market support with real-time insights and engagement.

Home Health & Telemedicine

Support virtual care, remote monitoring, and home health visits with integrated scheduling and communication tools.

Behavioral & Mental Health

Support integrated care, therapy scheduling, and secure patient communications while maintaining confidentiality.

Dental & Specialty Clinics

Simplify patient scheduling, treatment planning, and follow-ups with connected records and automated workflows.

Working Approaches

Three Models to Work With Pivotal Leap

Every healthcare organization operates differently—flexible engagement models ensure your success

Streamlined Integration Steps

Our Proven Integration Process

82% of Successful Integrations Follow a Clear, Step-by-Step Process

1. Discovery & Requirements Gathering
We map your care models, patient journeys, and system integrations.
Outcome
A clear blueprint aligned with your clinical and business goals.
2. Solution Design
We design workflows, care plans, and integration patterns (EHR, CRM, claims, and more).
Outcome
A customized Health Cloud roadmap.
3. Implementation & Integration
We configure Salesforce Health Cloud with custom care plans, role-based access, and connected portals. Our certified Salesforce integration consultants build, configure, and integrate APIs or connectors, followed by thorough end-to-end testing.
Outcome
A live system that aligns with your patient care processes.
4. Training & Onboarding
We guide your staff and providers to maximize adoption. We provide hands-on training so your teams confidently manage integrations, build workflows, and monitor system health.
Outcome
High usage, smooth transitions, and effective outcomes. High adoption, faster execution, and reduced dependency on external support.
5. Ongoing Optimization & Support
Continuous updates, compliance monitoring, and enhancements.
Outcome
Salesforce Health Cloud that grows with your healthcare needs.

Stories of Trust

Client Testimonials

Real U.S. Businesses Are Transforming Customer Engagement with Salesforce Cloud Implementation Services

Before working with Pivotal Leap, our support processes were disjointed and inefficient. With their expert Salesforce Cloud Implementation Service, we unified customer data and automated workflows, increasing our case resolution speed by 40% in just three months.
VP of Customer Experience
National U.S. Retailer
Patient engagement was a constant challenge. Thanks to Pivotal Leap’s Salesforce Service Cloud Implementation, we now send HIPAA-compliant appointment reminders and manage patient cases more effectively, improving appointment attendance by 30%.
Director of Digital Engagement
U.S. Healthcare Network
We struggled to link service interactions to business outcomes. Pivotal Leap’s Salesforce Cloud Implementation Services provided real-time dashboards, giving leadership clear visibility into service ROI.
Chief Marketing Officer
Mid-Market Financial Services Firm
Implementing Salesforce Cloud Implementation Services with Pivotal Leap empowered our support team to automate case routing and customer follow-ups. As a result, customer satisfaction scores increased by 25% within the first quarter.
Head of Support
SaaS Startup

Powered by Expertise

Why Pivotal Leap Excels in Salesforce Health Cloud ? 

Why healthcare organizations choose Pivotal Leap for Salesforce Health Cloud consulting services:

Hire Salesforce Health Cloud consultants fast

Get certified experts onboard within 48 hours.

Strategic Alignment

Tailored solutions that improve patient engagement, clinical outcomes, and operational efficiency.

Seamless System Integration

Connect Salesforce Health Cloud with EMRs, claims systems, and patient apps.

Rescue & Recovery Services

Fix underperforming Salesforce Health Cloud projects and drive results quickly.

Compliance-First Approach

Ensure HIPAA and healthcare regulations are met with secure, audit-ready implementations.

Scalable Solutions

Build Salesforce Health Cloud systems that grow with your patient volume, new services, and future innovations.

Talk to an Expert About Your Salesforce Emergency Management Implementation Process

Drive innovation, boost efficiency, and deliver personalized client experiences with Salesforce Financial Services Cloud.
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Top Queries

Frequently Asked Questions

How can Salesforce Health Cloud improve patient care coordination?
Salesforce Health Cloud centralizes patient data, care plans, and communication, ensuring providers have a 360° view for faster, more accurate, and personalized care delivery.
Yes, it’s built with HIPAA compliance, role-based access, and audit trails to protect sensitive health data while enabling secure collaboration across teams.
Health Cloud offers APIs, MuleSoft connectors, and FHIR compatibility, enabling seamless integration with EHR/EMR systems for unified patient records.
Depending on size and complexity, implementation usually ranges from a few weeks to a few months, covering setup, integration, testing, and staff training.
Absolutely. It enables personalized communication, care reminders, and self-service portals that strengthen engagement and enhance patient satisfaction.
ROI comes from reduced admin work, improved care coordination, faster patient onboarding, better outcomes, and operational efficiencies—all tracked via dashboards.
Salesforce Health Cloud provides scalable workflows, automation, and integration options that adapt to changing patient volumes, regulations, and organizational needs.
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