Patient & member services
Coordinate inquiries, service requests and follow-up with relevant relationship context.
Explore Salesforce consulting ↗Healthcare & Life Sciences Solutions
Salesforce for
healthcare &
life sciences.
Connect the teams behind each relationship.
Bring service requests, provider context and program workflows together, with information and access shaped around the people using them.
✓ Dedicated specialists✓ Scope built around your needs
Understand needsCoordinate teamsStay connected
What a connected experience makes possible
A clearer handoff.
A more connected experience.
Keep people and responsibilities
in view as work moves between teams.
- 01
Understand
Bring the relevant relationship and request into context.
- 02
Coordinate
Route the next step to the right team.
- 03
Follow through
Track service tasks, referrals and program follow-up.
- 04
Improve
Use operational reporting to see where work gets delayed.
Built forHealthcare providersPatient service teamsLife sciences organizationsMedical device companies
Your next step
Where does your
relationship journey disconnect?
Bring your priority workflow and current systems. We’ll map the context, connections and responsibilities that matter.
Discuss your Salesforce needs A focused conversation about your requirements.Your conversation brief
Three things we’ll work through.
- 01
Your people and workflows
Patient services, provider engagement or programs.
PeopleTeamsPriorities - 02
Your connected systems
Clinical, service and engagement platforms.
RecordsCRMInterfaces - 03
Your operating requirements
Data access, ownership and delivery scope.
AccessOwnersRoadmap
Where we help
Salesforce around your
people and processes.
Focused support for healthcare
and life sciences operations.
Provider & practitioner relationships
Organize contacts, affiliations and engagement activities across provider-facing teams.
Referrals & workflow coordination
Define intake, routing and handoffs so teams can see ownership and next steps.
Explore custom development ↗Life sciences program operations
Coordinate program enrollment, service tasks and stakeholder communications around your requirements.
Health Cloud & Life Sciences Cloud
Assess the Salesforce products, data model and licenses that fit your intended workflows.
Explore implementation ↗Reporting & ongoing support
Maintain useful service reporting, data quality and a prioritized improvement backlog.
Explore managed support ↗Salesforce integration for your industry
Connect relevant information.
Keep its purpose clear.
Define what each team needs
and how it moves between systems.
Your healthcare ecosystem
Clinical & operational systemsEHR · Scheduling · Service platforms
Provider & program systemsDirectories · Referrals · Program records
Engagement channelsContact center · Portals · Communications
SalesforceRelationship context, service workflows and coordinated follow-up.
The teams it supports
Patient service teamsRequests and relevant interaction history
Provider-facing teamsRelationships, activities and handoffs
Program & operations teamsOwnership, tasks and service reporting
Illustrative architecture. Source systems retain their agreed roles. We define permitted data, access and synchronization for each connection.
Explore integration services ↗
People, process & governance
Shared context.
Thoughtful access.
Help teams pick up the work with the information they need. Agree data boundaries and responsibilities before connecting systems or rolling out new workflows.
- Role-based access
- Clear data boundaries
- Documented ownership
- Reviewed workflow changes
How we work
Designed with
the teams who use it.
Service, operations and technology.
Priorities agreed together.
- 01
Align
Define the workflow, users and data requirements.
- 02
Design
Agree system roles, access and integrations.
- 03
Validate
Test permissions, handoffs and data exchange.
- 04
Support
Prepare users and agree ongoing responsibilities.
Expertise you can see
Our Certifications & Awards
Clutch & UpCity recognition
Independent perspectives.
Long-standing partnerships.
Why Zivoke
Your operating context.
One Salesforce team.
- Business workflows guide the technical scope
- Integration and configuration planned together
- Training, ownership and support included
From discovery to everyday support
Bring strategy, implementation and connected systems into one plan. We work with your stakeholders to define the right scope and the responsibilities behind it.
Meet your Salesforce partner ↗Common questions
Salesforce for healthcare & life sciences.
Your questions answered.
Talk through your requirements ↗How can Salesforce support healthcare and life sciences organizations?
Salesforce can help teams manage relationships, service requests and operational workflows. We assess use cases such as patient services, provider engagement and program coordination, then define the data and configuration each team needs.
Do we need Health Cloud or Life Sciences Cloud?
We review your use cases, existing Salesforce environment and product licenses before recommending an approach. Health Cloud and Life Sciences Cloud support different industry needs, and the required capabilities are confirmed during discovery.
Does Salesforce replace our electronic health record system?
The integration approach defines a clear role for each platform. Your EHR can remain the source of clinical records while Salesforce supports agreed engagement and service workflows using the relevant permitted information.
Can you integrate Salesforce with our existing systems?
We assess the interfaces available in your EHR, scheduling, provider, service and engagement systems. The plan defines source records, data mappings, access requirements, refresh frequency and how exceptions are handled.
How do you approach sensitive information and access?
Your organization defines its data handling, access and governance requirements. We translate those requirements into the agreed configuration and integration design, then validate permissions and workflows with your responsible teams.
Can you support life sciences programs and provider engagement?
We can help configure relationship management, program tasks and service coordination around your requirements. Product selection, enrollment workflows, communications and reporting are scoped with your program and operations stakeholders.
Can you improve an existing Salesforce environment?
Yes. We can assess current workflows, permissions, integrations, data quality and system performance. The resulting priorities can be delivered as targeted enhancements, a broader project or ongoing managed support.
Let’s talk about what’s next
Connect your teams.
Move the next step forward.
Bring your priorities and current systems.
Let’s define the next step together.