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Platform · Sales Cloud

Salesforce Sales Cloud for healthcare and life sciences

Run referrals, B2B deals, enrollments and distributor orders on the world’s most widely used CRM — configured for how healthcare businesses actually sell.

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Illustration of a healthcare pipeline screen built on Salesforce

What is Salesforce Sales Cloud?

Salesforce Sales Cloud is Salesforce’s core CRM for managing leads, contacts, accounts, opportunities, quotes and forecasts. It gives sales and growth teams one place to track every relationship and deal, with automation, mobile access and reporting.

For healthcare businesses, Zime configures Sales Cloud around the real revenue motion — patient or member enrollments, doctor referrals, B2B pharma deals or distributor orders — and connects it to your app, ERP, telephony and WhatsApp.

When to choose Sales Cloud
  • You need to track leads, referrals or enrollments to revenue
  • You sell B2B — to hospitals, distributors, corporates or exporters
  • You don’t yet need clinical data models in CRM
  • You want a fast, cost-effective first step on Salesforce

Sales Cloud use cases in healthcare

Real workflows we build for healthcare businesses, by industry.

Digital healthLead-to-enrollmentLeads from ads, app and WhatsApp converted to paying program members.LabsDoctor referral managementTrack referral volume and visits, and spot lapsed referrers.Pharma & APIB2B enquiry and quotationRFQs to quotations to orders, with ERP price and stock data.DistributorsOrders, schemes and secondary salesField rep orders and schemes with daily sell-through visibility.ProvidersProcedure and package enquiriesQuotes and follow-ups for planned procedures and health packages.Home careLead-to-careFrom the first family call to an assigned caregiver.
Tied to outcomes

Solutions tied to business outcomes

Every Sales Cloud solution we design is shaped around the outcomes that matter to your business.

Lead response time
Conversion rate by channel
Forecast accuracy
Revenue per account

Accelerators built on Sales Cloud

Digital Health Business Operations →Lab Management System →Distributor Management System →

Sales Cloud for healthcare: FAQs

Is Sales Cloud enough for a healthcare business?

Often, yes. Sales Cloud handles leads, referrals, enrollments and B2B deals well. Add Health Cloud only when you need clinical data such as care plans, care programs or medications in CRM.

Can Sales Cloud connect to WhatsApp and telephony?

Yes. We connect WhatsApp and telephony providers so messages and calls are logged on the lead or account, and follow-ups are created automatically.

Which Sales Cloud edition do we need?

Most healthcare businesses we work with use Enterprise Edition for its automation and integration capabilities. We recommend editions and add-ons based on your users and roadmap.

Can we move from another CRM to Sales Cloud?

Yes. We migrate data from spreadsheets and other CRMs, clean duplicates and map it to the new model before go-live.

Plan your Sales Cloud rollout with us.

A free 30-minute consultation about the outcomes you want and how Sales Cloud can support them.

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