Just What the Doctor Ordered.
Side effects may include: healthy data, seamless journeys,
and significantly lower blood pressure during reporting season.
20+ Years Leading Solutions in Data, Marketing, and Emerging Technology for Financial Services
How We Service Healthcare & Life Sciences
Implementations & Migrations
Whether you’re launching Health Cloud or migrating patient data from a legacy CRM, our certified Salesforce professionals ensure a HIPAA-compliant journey every step of the way.
Patient & Member Engagement
Scale your outreach without losing the personal touch. Our team provides ongoing support for automated appointment reminders, wellness journeys, and treatment adherence programs across email, SMS, and portal notifications.
Patient-Centric
Design
Effective healthcare communication requires clarity and empathy. From accessible email templates to intuitive patient portals, we design experiences that drive better health outcomes and higher patient satisfaction.
Compliance & Managed Services
Optimize and secure your Salesforce ecosystem across Health Cloud, Data 360, and Agentforce. We specialize in maintaining the delicate balance between high-tech innovation and strict regulatory compliance (HIPAA, GDPR).
Our Key Solution Focus Areas
Data 360
Marketing Cloud
Agentforce
Health Cloud
Experience Cloud
Service Cloud
Tableau Next
- Change Management
- Creative Design
- Engagement Strategy
How We See the Landscape of Healthcare & Life Science
Healthcare is shifting from reactive treatment to proactive wellness, facing talent shortages and rising operation costs.
Value-Based Care
Staffing & Clinician Burnout
Regulatory Evolution
AI is breaking down data silos, allowing for a 360-degree view of the patient.
Generative AI for Charting & Summaries
Interoperable Data Standards (FHIR/HL7)
Interoperable Data Standards (FHIR/HL7)
Today’s "healthcare consumers" expect the same digital convenience from their providers that they get from retail.
Demand for Telehealth
Personalized Health Journeys
Personalized Health Journeys
Success depends on the ability to deliver the right care, at the right time, on the right channel.
Data Integration is Lifesaving
AI Augments (Not Replaces) Care
Trust is the Primary Currency
Proven Performance
Proven Performance Our Healthcare & Life Sciences Portfolio
Scalable solutions for the future of Healthcare & Life Sciences
Customer #1 Profile
Global Enterprise Diagnostics Leader
This diagnostics leader partnered with ListEngage to launch the world’s first live Agentforce implementation for the HLS sector. ListEngage mapped and deployed a full-scale Agentforce implementation for Sales and Service, creating a “Digital Staff Member” that acts as a first-line responder for global operations.
The Implementation
We replaced “administrative bloat” with an automated triage system that navigates, educates, and enriches. By analyzing member intent in real-time, the system ensures that every inquiry is routed to the right specialist with full behavioral context.
+ Navigates & Educates: Guides users through complex web resources while answering high-level knowledge questions.
+ Automates Triage: Analyzes conversation intent to seamlessly assign cases to the correct Customer Service queues.
+ Enriches Lead Data: Captures conversation context, ensuring leads are routed with deep behavioral insights for the sales team.
+ Autonomous Resolution: Over half of all inquiries are now resolved without human intervention, freeing specialists for high-acuity cases.
Performance Highlights
The World’s First Live Agentforce Implementation for HLS
Customer #2 Profile
Global Life Sciences & Diagnostics Innovator
This global innovator is committed to using science and technology to improve human health. To better serve and cross-sell customers across a growing number of Life Science Operating Companies (OpCos), they needed to consolidate fragmented data. ListEngage built the solution to turn a “Siloed Reality” into a “Unified Vision.”
The Implementation
We focused on Data 360 (FKA Data 360) as the foundation to drive a unified view across 40 distinct OpCos. By harmonizing data silos, we empowered sales representatives to identify cross-sell and upsell opportunities that were previously invisible.
+ Harmonized Data Streams: Unified fragmented silos to facilitate intelligent cross-selling for sales reps.
+ Next Best Action: Aligned a unified view to drive lead capture across 40 unique CRM instances.
+ Calculated Insights: Developed 5 high-impact insights focused strictly on lead conversion and marketing stream alignment.
+ Architecture for Scale: Configured 150 data streams to ensure every operating company benefits from the collective intelligence of the enterprise.
Performance Highlights
Customer #3 Profile
Leading Innovator in Image-Guided Laser Therapies
Specializing in minimally invasive treatments for neurological conditions, this medical device leader needed a solution to eliminate the “administrative friction” of field sales. By deploying a specialized Agentforce solution for Field Sales Visit Summarization, ListEngage transformed free-form dictation into a structured, real-time data asset.
The Implementation
We replaced the manual, delayed entry of sales notes with an intelligent CRM interface. Powered by Agentforce, the solution allows field reps to dictate visit details immediately after a consultation, with a “Digital Assistant” that prompts for missing data on the spot.
+ Dynamic Voice Capture: Field reps dictate free-form visit notes via mobile devices immediately after customer interactions.
+ Intelligent Prompting: Agents actively engage the rep with clarifying questions to ensure all organizational requirements are met.
+ Automated Structuring: Captured voice input is instantly transformed into rich, structured data within Salesforce.
+ High-Value Focus: By automating data entry, field reps are freed to focus on “white-glove” customer support and high-acuity surgical cases.
Performance Highlights
Zero-Delay “Talk-to-Text” CRM Updates via Mobile
Improved Data Integrity for Downstream Clinical Analytics
Maximized Field Rep Productivity and Member Experience