What We Do

Strategy & Consulting Image

Strategy & Consulting

Our services include digital transformation planning, cloud adoption roadmaps and expert compliance consulting aligned with HIPAA & GDPR standards.

Implementation Services Image

Implementation Services

We leverage Salesforce Health Cloud, Marketing Cloud, Experience Cloud and Sales & Service Cloud to deliver comprehensive 360-degree views of patients, members and providers, enabling personalized care coordination, campaign automation and efficient provider relations.

Integration Services Image

Integration Services

We offer seamless integration with leading EHR/EMR systems, our expertise includes API integration and connectivity with lab systems, telehealth platforms and clinical trial systems to support end-to-end interoperability.

Managed Services & Support Image

Managed Services & Support

We provide ongoing system administration, data management and platform maintenance to ensure your Salesforce environment remains secure, efficient and up-to-date. Our services also include regular release management, user training and support to maximize adoption and operational success.

Data and AI Services Image

Data and AI Services

We leverage AI/ML to enable intelligent patient segmentation, predictive modeling for readmission risk and treatment adherence. Our solutions also include real-time health event alerts and natural language processing to streamline clinical documentation and improve care delivery.

Our Expertise

Expertise Image
Enhancing Patient and Provider Engagement
Expertise Image
Personalized Patient Engagement & Follow-Ups
Expertise Image
Member Support & Plan Retention
Expertise Image
Proactive Outreach with AI-Driven Insights
Expertise Image
Omni-Channel Communication & Smart Routing
Expertise Image
Retention & Sentiment Tracking
Expertise Image
Goal-Driven Incentives
Expertise Image

Enhancing Patient and Provider Engagement

Our healthcare solution enhances engagement by:

  • Empowering healthcare organizations with a unified, 360-degree patient view
  • Integrates EHR, claims, and interaction data across systems using standard APIs and FHIR-based interoperability
  • Implements automated workflows for appointment scheduling, follow-ups, & care plan coordination
  • Significantly reduces manual overhead through automation
  • Utilizes Agentforce solutions to intelligently segment patient populations and prioritize outreach based on historical behavior/engagement patterns
  • Turning every interaction into a strategic advantage through streamlined processes and enhanced communication
Expertise Image

Personalized Patient Engagement & Follow-Ups

At Cloud Peritus our experts can personalize patient interactions by:

  • Leveraging workflow orchestration and health-timeline insights for intelligent process automation
  • Automatically sending follow-ups, appointment reminders, & wellness campaign outreach communication all based on real-time patient activity, care milestones, and behavioral patterns
  • Ensuring timely, personalized interactions to boost patient satisfaction
  • Minimizing missed engagements and improve continuity of care across the patient journey
Expertise Image

Member Support & Plan Retention

At Cloud Peritus, our architected Salesforce Health Cloud solutions empower support teams by:

  • Configuring real-time data (e.g., policy expiration dates) into Omni-channel communication flows
  • Delivering personalized renewal reminders via SMS, email, and voice to reduce coverage gaps and last-minute issues
  • Embing targeted educational content into messaging journeys based on patient demographics and benefit usage
  • Leveraging Salesforce’s dynamic content and segmentation features to boost engagement and benefits utilization
Expertise Image

Proactive Outreach with AI-Driven Insights

Leverage Salesforce Agentforce and predictive analytics capabilities we can:

  • Proactively identify patients at risk of churn using real-time risk scoring, behavioral triggers, sentiment analysis from surveys, chats, and calls
  • Configure automated alerts and task assignments to help care teams take timely, personalized actions such as wellness outreach or issue resolution
  • Surface insights through dynamic dashboards that track patient satisfaction, engagement levels, & churn risk
  • Transform complex data into actionable strategies that drive retention and enhance the overall patient experience
Expertise Image

Omni-Channel Communication & Smart Routing

Through the Peritus Approach, we architect and implement Omni-channel communication by:

  • Utilizing workflows within Salesforce to integrate SMS, email, and voice channels
  • Configuring automated notifications triggered by key lifecycle events such as upcoming or missed wellness check-ups, plan renewals, or care gaps
  • Ensure timely, context-aware outreach to improve engagement and care adherence
  • Leveraging Salesforce automation and Omni-channel routing we can dynamically assign tickets based on urgency, route cases based on skill and auto-escalate high-priority cases
  • Reducing response times and enhance service efficiency across all touchpoints
Expertise Image

Retention & Sentiment Tracking

Leverage Salesforce health cloud and Agentforce to design and implement custom dashboards and real-time reporting frameworks through:

  • Actionable visibility into patient engagement, satisfaction trends, and churn risk indicators
  • Integrating automated survey workflows and sentiment analysis to evaluate feedback from surveys, chat transcripts, and voice interactions in real time
  • Triggering automated alerts based on negative sentiment, allowing reps to intervene proactively
  • Configuring dynamic, role-based dashboards to highlight key metrics tailored to each user's needs
  • Transforming complex behavioral data into clear, prioritized actions for improved decision-making
Expertise Image

Goal-Driven Incentives

Implement real-time, dynamic dashboards in Salesforce for enhanced visibility into rep performance:

  • Track critical KPIs such as retention rates, engagement effectiveness, and patient satisfaction
  • Customize dashboards to include both quantitative metrics and qualitative outcomes
  • Align performance tracking with patient-centric objectives, focusing on meaningful engagement over speed alone
  • Leverage Salesforce automation and scoring logic to configure outcome-based incentive structures
  • Reward high-performing agents to foster a culture of accountability, motivation, and continuous improvement

Why Choose Us???

The PERITUS Approach

Our Blue Print to Client Success

Our Unique Salesforce Consulting Approach Isn’t Just A Method - It’s A Promise!

Icon
Personalized Discovery & Vision Mapping
Icon
Empathetic, Agile & Collaborative Design
Icon
Results-Driven Implementation with Continuous Monitoring
Icon
Integrated Ecosystem Approach
Icon
Transformational Change & Future-Ready Strategy
Icon
Unified Support & Continuous Learning
Icon
Success: Measurable Business Impact

No Silos. Just Full-Spectrum Salesforce Mastery

Salesforce All Services

Credentials That Speak For Themselves

Parallax Image

Reach Out. Let Us Help You!

Don’t Just Take our Word for it...

Trust our Proven Track Record

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
Star
StarStar
StarStarStar
StarStarStarStar
StarStarStarStarStar
March 26, 2025
Checked
Salesforce Verified

Cloud Pertitus' involvement has gone to such an extent that most of the business owners and sponsors to date believe that team is part of our internal team.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
Star
StarStar
StarStarStar
StarStarStarStar
StarStarStarStarStar
March 26, 2025
Checked
Salesforce Verified

While most of the SIs quoted a significantly elongated timeline and budget to roll out the program, Cloud Peritus took up the challenge of delivering this program in record time with a significantly lower total cost of delivery thereby maximizing the ROI of the program.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
Star
StarStar
StarStarStar
StarStarStarStar
StarStarStarStarStar
March 26, 2025
Checked
Salesforce Verified

They started 2 years ago with a small team and have become our go-to and trusted partner for anything related to Salesforce. Cloud Peritus has become a large part of the Salesforce CoE which manages an extremely large and complex portfolio for our business.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
Star
StarStar
StarStarStar
StarStarStarStar
StarStarStarStarStar
March 26, 2025
Checked
Salesforce Verified

Thank you Cloud Peritus for your partnership and for making our project a success.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
Star
StarStar
StarStarStar
StarStarStarStar
StarStarStarStarStar
March 26, 2025
Checked
Salesforce Verified

When I say our team, Cloud Peritus is a big part of that. They go above and beyond just being a partner and are every bit a part of our team.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
Star
StarStar
StarStarStar
StarStarStarStar
StarStarStarStarStar
March 26, 2025
Checked
Salesforce Verified

They have helped us identify ways to solve business problems that are simpler and provide way greater flexibility. I would not hesitate to use Cloud Peritus in a future project.

Product Area
Service Cloud, Service Einstein
Industry
High Tech
Project Length (months)
16
Star
StarStar
StarStarStar
StarStarStarStar
StarStarStarStarStar
March 26, 2025
Checked
Salesforce Verified

Cloud Peritus delivers a CRM that is Intuitive Scalable & most importantly, is built the right way.

Our Salesforce Services

At Cloud Peritus, we take a strategic & tailored approach to Financial Service in the following ways:

Services Icon

Advisory Services

Deliver strategic guidance throughout your Salesforce journey, ensuring optimal business outcomes and technology alignment.

Services Icon

Implementation Services

Transform Salesforce visions into reality with precision and technical excellence.

Services Icon

Integrated Services

Keep Salesforce environments optimized, secure, and aligned with evolving business requirements.

Services Icon

Assessment Services

Provide comprehensive evaluation of existing Salesforce environments to identify optimization opportunities.

Services Icon

Enterprise QA Services

Delivering top-tier QA services designed for scale, speed and certainty ensuring your Salesforce implementations work seamlessly, every time.

Industries We Specialize In

Finance

Modernizing Financial Services with Precision & Trust.

Finance & Wealth Management

With rich experience working with Lending, Wealth and Financial Ops, we’re able to help institutions digitize customer journeys, automate origination, and streamline KYC. Our solutions enable seamless client experiences with built-in compliance, security, and operational excellence, driving scalable growth in a tightly regulated space.

HiTech

Driving Innovation. Powering Scale. Accelerating Growth with AI-Driven Solutions.

Technology & Software (HiTech)

Backed by extensive HiTech expertise, we help fast-growing companies leverage AI and generative tech to streamline Quote-to-Cash, Subscription Management, and Customer Success. Our next-gen Salesforce solutions drive intelligent automation, operational efficiency and data-driven decisions. fueling faster revenue growth and scalable impact.

MedTech

Reimagining Patient Journeys. Optimizing Partner Networks. Delivering Life-Changing Impact.

Healthcare and Life Sciences (HLS)

Our proven experience in MedTech enables us to digitize patient journeys, order-to-cash processes, automate backend operations, manage B2B partner ecosystems and more. Through tailored Salesforce solutions backed by AI capabilities, we able to help drive end-to-end operational efficiency, helping MedTech businesses deliver better patient outcomes at scale.

EdTech

Empowering the Future of Learning with Intelligent Digital Experiences.

Education and Academic Institutions

Built for the future of learning, our proven EdTech solutions connect ERPs with Salesforce, automate enrolment, simplify partner management and more. Our tailored Salesforce solutions allow education providers to deliver personalized experiences and drive long-term learner success.

Our In-house Accelerators

Explore our library of purpose-built Salesforce accelerators, designed to help reduce costs, fast-track delivery, maximize efficiency and your ROI.

Book a demo