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Salesforce Health Cloud consulting

A disconnected patient experience costs you volume. Our Salesforce Health Cloud work unifies relationships, outreach and coordination.

// The challenge

A disconnected patient journey

When CRM, EHR and ERP do not talk, patients slip through the cracks. Outreach is scattered and volume quietly leaks away.

  • CRM and EHR data stay siloed
  • Outreach is manual and scattered
  • No single view of the patient

// Our approach

One connected patient platform

We implement and optimize your CRM so teams manage relationships, activate patients and coordinate care on one platform.

  • CRM implementation and optimization
  • Patient outreach workflows
  • EHR, ERP and CRM integration

// Why Pivot Point Consulting

The uncommonly agile difference

A disconnected patient experience costs you volume and loyalty. Our patient relationship management implements the CRM you choose, including Salesforce Health Cloud, so teams manage relationships and coordinate care on one platform.

We bring cross-platform CRM depth, from Salesforce Healthcare and Epic Cheers to ServiceNow customer service. That range means our advice serves your goals, and every hospital CRM we build ties into the EHR and ERP.

// Success story

Results that speak for themselves

Real outcomes from our Salesforce Health Cloud clients.

Read more success stories
Medical center
ERP chosen in ~4 monthsunder budget

Success story · ERP selection & RFP

A new ERP system selected in ~4 months flat

We fast-tracked the RFP and evaluation for a Pacific Northwest medical center, landing a new ERP, including supply chain, under budget.

// What we cover

Implement, connect, and then adopt

Implementation

We implement and optimize the CRM you choose, from Salesforce Health Cloud to Epic Cheers, configuring it for healthcare workflows rather than forcing a generic sales tool onto clinical and access teams. The result is a platform that staff adopt because it matches how patient relationships really work.

  • Salesforce Health Cloud implementation
  • Epic Cheers and Loyal builds
  • Healthcare-specific configuration
  • Adoption and training support
Pivot Point's experience helped us confirm our strengths and close the gaps that mattered.
Chet Naran
Villages Health
// FAQs

CRM consulting FAQs

Our most frequently asked CRM consulting questions, answered.

Have any questions?

We work across Salesforce Health Cloud, Epic Cheers, ServiceNow, Loyal and more, so our recommendation fits your goals and existing systems rather than one vendor's product.

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Ready to connect the journey?

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