Industry · Digital Health & Telemedicine

Salesforce for digital health and telemedicine companies

Acquire, enroll and retain members at scale. Zime connects your app, teleconsults, care teams and support on Salesforce — so growth doesn’t break your operations.

Illustration of a member operations screen built on Salesforce
What We Do

Zime implements Salesforce for digital health and telemedicine companies in India, the US and the Middle East. We run lead-to-enrollment, teleconsult scheduling, program delivery and member support on Sales Cloud and Service Cloud, integrated two-way with your own app or EHR, using our Digital Health Business Operations accelerator.

Why do digital health companies outgrow spreadsheets and point tools?

Growth adds channels, programs and care staff faster than manual processes can keep up. These are the four problems we see most.

Leads leak between channels

Enquiries arrive from ads, the app and WhatsApp, and nobody clearly owns the follow-up.

Enrollment runs on manual calls

Teams juggle calendars, payment links and reminders by hand, and conversions slip.

No single member view

Coaches, doctors and support each see a different version of the member.

Your EHR wasn’t built for growth

It holds clinical data, but not the pipeline, renewals or support history.

How we solve it

How does Zime run digital health operations on Salesforce?

We put every lead, consult, enrollment and support case on Salesforce and keep it in sync with your own app or EHR. Sales sees the full funnel, care teams see each member’s program and history, and AI agents handle routine follow-ups — so your people can focus on care.

1Capture

Every lead from ads, app, web and WhatsApp lands in one queue with a clear owner.

2Convert

Teleconsults, payment links and reminders run automatically until the member enrolls.

3Retain

Program milestones, coach tasks and renewal prompts keep members engaged.

What's included

Lead-to-enrollment pipeline

Every channel in one funnel, with owners and response targets.

Teleconsult scheduling

Doctor, coach and nutritionist calendars with reminders.

Program & coach workflows

Milestones, task queues and adherence tracking.

WhatsApp & telephony

Conversations and calls logged on the member record.

App & EHR integration

Two-way sync with your own platform through APIs.

Renewals & retention

Spot at-risk members early and prompt timely renewals.

Member support

Cases, queues and service levels on Service Cloud.

AI agents for follow-up

Missed check-ins and lapsed leads handled automatically.

Tied to outcomes

Business outcomes this solution is designed to improve

Every solution we build is shaped around the results that matter most to the business. Technology is the enabler, not the goal.

Lead-to-enrollment conversion
Time from enquiry to first consult
Program adherence and completion
Renewal and retention rate
Accelerator

Digital Health Business Operations

Lead-to-enrollment, teleconsults, programs and support — configured to your programs, care team and app.

Explore the accelerator

Digital health on Salesforce: FAQs

Can Salesforce integrate with our own app or EHR?

Yes. Zime integrates Salesforce with custom-built apps and EHRs through APIs, so member status, consults and program data stay in sync in both directions.

Is Salesforce affordable for an early-stage digital health startup?

We size the licence set to your stage — usually Sales Cloud and Service Cloud first — and build on our accelerator, so you start from a proven foundation.

Can we manage teleconsult scheduling in Salesforce?

Yes. Our intelligent appointment booking manages doctor, coach and nutritionist calendars, handles reschedules, and sends reminders over WhatsApp or SMS with a link to your video consult tool.

How do you protect patient data?

We design for India’s DPDP Act, HIPAA for US companies and local data protection laws in the Middle East, with role-based access, field-level security, consent tracking and audit trails.

See Digital Health Business Operations on your workflows.

Schedule a 30-minute consultation. Tell us the outcomes you're working towards, and we'll show how Salesforce could support them.

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