Healthcare CRM
Salesforce for Healthcare & Life Sciences
Keep customer, device and service records you can rely on, automate the workflows around them and give customers and partners a portal. Avive runs on Salesforce with Brazen Group.
- AppExchange rating
- 5.0
- AppExchange rating
- Salesforce certifications
- 100+
- Salesforce certifications
- as a Salesforce Partner
- 10 Years
- as a Salesforce Partner
Why Healthcare Organizations Choose Salesforce with Brazen Group
Built for strict processes
Clear ownership, permissions and a history on every record and workflow.
Sales, service and finance agree
CRM connected to ERP, so orders, service and invoices line up.
AI with guardrails
Agentforce and Claude on your Salesforce data, scoped in a fixed-price Claudeforce Assessment.
A 5.0-rated Salesforce partner
100+ Salesforce certifications and 10 years as a Salesforce Partner, rated 5.0 on AppExchange.
One view of customers and devices
See accounts, orders, installed devices and service history together.
Talk to us about customer 360Capabilities
- Accounts, contacts and locations in one CRM
- Installed products and serial numbers on each account
- Orders and contracts linked to the customer
- Salesforce Health Cloud where it fits
Controls
- Access by role, down to individual fields
- Field history on key records
Service, training and support
Handle service requests, training and follow-ups without chasing.
Ask about service workflowsCapabilities
- Cases from email, web and phone, with routing
- Service and training visits scheduled and tracked
- Knowledge articles for staff and customers
- Automated follow-ups and renewals
Controls
- Service levels tracked on every case
- A history of every contact
Data protection and compliance
Protect sensitive data with the controls Salesforce provides, designed with your compliance team.
See Odoo for medical device manufacturersCapabilities
- Roles, permission sets and field-level security
- Salesforce Shield for encryption, event monitoring and field audit history
- A Business Associate Addendum from Salesforce for eligible services
- Sandboxes and testing before changes go live
Controls
- Only the people who need data can see it
- Audit history for sensitive fields
AI and innovation for healthcare organizations
Help teams respond faster, with AI that stays inside your rules.
See the Claudeforce AssessmentCapabilities
- Agentforce agents that answer routine customer questions and route the rest
- Claude summarizes case histories and drafts replies for your team to review
- Dashboards on orders, service and renewals from live data
Controls
- A person reviews anything AI drafts before it goes out
- Built on your existing Salesforce permissions
Implementation and long-term support
Start with the processes that matter most and grow from there. We plan the rollout with you, migrate and connect your data, train your team and stay on for support, as we have for Sologistics.
See Salesforce implementation servicesCapabilities
- Discovery workshops that map your real processes
- Configuration first, custom development only where it pays off
- Data migration and integration through APIs or Jitterbit
- Training, adoption support and ongoing optimization
Controls
- Sandboxes and testing before anything reaches production
- Admin training and documentation at hand-over
The Salesforce Tools Healthcare Organizations Use
One customer record, shared by your teams and the portals your customers use.
- Sales Cloud
- Service Cloud
- Health Cloud
- Experience Cloud
- Shield
- Flow
- Agentforce
Connected with
Odoo
Connect Salesforce to Odoo when the ERP runs there, so teams see orders, stock and invoices.
Claude
Ask your Salesforce data questions in plain language, with Claude connected to your org.
Your systems
Connect Salesforce to the systems you already run, through APIs or Jitterbit.
Healthcare Clients
Healthcare and life sciences clients running on Salesforce with Brazen Group.
Clients we work with
Salesforce
See Salesforce Working for Your Team
Tell us how you manage customers, devices and service today. We’ll show you how it would work in Salesforce, and what it takes to get there.
- A walkthrough built around your programs, customers and processes
- An honest view of scope, phases and timeline
- Answers from certified Salesforce consultants
Talk to a Brazen Group expert
Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.
Salesforce for Healthcare FAQ
Does Brazen Group work in healthcare?
Yes. Avive runs on Salesforce with Brazen Group.
Is Salesforce HIPAA compliant?
Salesforce offers a Business Associate Addendum for eligible services, and tools such as Shield for encryption and audit history. Compliance depends on how your org is configured and used, so we design it with your compliance team, who stay responsible for it.
Should we use Salesforce or Odoo?
Salesforce is strongest for customer-facing work: sales, service and portals. Odoo is an ERP for running operations: inventory, manufacturing and accounting. Many organizations use both, connected. We recommend based on your processes, not a preferred vendor.
Where does AI fit for healthcare organizations?
Agentforce agents can answer routine questions and route work inside Salesforce, and Claude can summarize records and draft replies over your Salesforce data, with a person reviewing before anything goes out. Our fixed-price Claudeforce Assessment shows where it would help your team first.
How long does a Salesforce implementation take?
It depends on how many teams, processes and integrations are in scope and how much data you are moving. We agree the scope and timeline with you after a short discovery, and many healthcare organizations start with one team or program and expand in phases.
