What We Do

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Strategy & Consulting

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

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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.

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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.

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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.

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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

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

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

No Silos. Just Full-Spectrum Salesforce Mastery

Salesforce All Services

Credentials That Speak For Themselves

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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
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March 26, 2025
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Salesforce Verified

CP's agility and expertise shine in complex scenarios where standard Salesforce falls short. Their resources consistently meet our business needs. Notably, they prioritize out-of-the-box solutions, minimizing customization. Above all, their trustworthy approach, marked by thorough POCs for major projects, makes them a valuable strategic partner

Product Area
Sales Cloud, Financial Services Cloud
Industry
Financial Services
Project Length (months)
15
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November 8, 2024
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Salesforce Verified

Cloud Peritus was a true partner throughout the entire services provided by them, they have strong technical and functionall skills. They delivered a solution and providing services that significantly added value to our system and improved our sales process. We are extremely happy with the results produced by Cloud Peritus team.

Product Area
Sales Cloud
Industry
High Tech
Project Length (months)
3
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October 1, 2024
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Salesforce Verified

Always great working with the Cloud Peritus team!

Product Area
Sales Cloud, Service Cloud, CPQ
Industry
High Tech
Project Length (months)
2
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July 17, 2024
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Salesforce Verified

I joined a new company as head of sales ops and CP offered to provide an assessment of our SFDC orgs and proposed future state. The team did a very thorough analysis and took great care to listen to key-stakeholder requirements. This helped establish me in my new role as a trusted advisor and gave the business confidence in investing in SFDC as our CRM.

Product Area
Sales Cloud, Service Cloud, CPQ
Industry
High Tech
Project Length (months)
2
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July 17, 2024
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Salesforce Verified

The team are very responsive to a C-level requirement and delivered on time, within budget and scope.

Product Area
Mobile, Sales Cloud, Service Cloud
Industry
High Tech
Project Length (months)
9
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November 7, 2023
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Salesforce Verified

Mobile implementation was on one of our key CX omni channel strategy for quite some time, over the years countless hours spent on deliberating which tech stack should be picked which could offer common platform for both internal and external user base also keeping implementation cost at optimal level. After prolonged deliberation with business community with informed POC's we picked up SFDC mobile solution. Over course of this arduous journey Cloud peritus walked with us hand in hand participated in key decision-making process such as architecture, Solution and Delivery. Acted as Strategic partner in driving key decisions during planning and development life cycle. I can say with great confidence that CP will be great partner for any enterprise looking to maximize their ROI on sales force investment.

Product Area
Sales Cloud, CPQ
Industry
High Tech
Project Length (months)
5
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August 9, 2023
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Salesforce Verified

The Cloud Peritus team are awesome to work with. They fit seamlessly into our way of working/ culture and it showed they cared about getting the right solution for our organisation. Their expertise and knowledge of SFDC, Hubspot and other third party integrations was greatly appreciated. They supported us with two CRM migrations. Both delivered ahead of schedule (4-5 days), within budget and met business requirements. Highly recommend working with them.

Product Area
Sales Cloud, CRM Analytics, CPQ
Industry
High Tech
Project Length (months)
6
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August 5, 2023
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Salesforce Verified

Working With Everyone from Cloud Peritus has been great. They have an amazing knowledge of salesforce!

Product Area
Sales Cloud, Financial Services Cloud
Industry
Financial Services
Project Length (months)
13
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July 31, 2023
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Salesforce Verified

We got very good service on whole tech and functional stack from the Cloud Peritus. Not only they were able to bring us up and running but also set us up for long term on salesforce platform.

Product Area
Sales Cloud, Service Cloud, CPQ
Industry
High Tech
Project Length (months)
3
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April 29, 2023
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Salesforce Verified

I've worked with a number of SFDC partners over the years, and by far, Cloud Peritus is the most agile and fearless partner I've worked with. Where other partners cringe at the mess, Cloud Peritus sees nothing but opportunity and wastes no time getting to work!

Our Salesforce Services

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

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Advisory Services

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

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Implementation Services

Transform Salesforce visions into reality with precision and technical excellence.

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Integrated Services

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

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Assessment Services

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

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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.

Financial Services

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.

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