Real clients, real impact.

Powering transformation across Healthcare.

Providers

Coastal empowers healthcare providers to deliver more connected care by unifying patient data, scheduling, and referral management on Salesforce. Our solutions streamline operations, reduce administrative burden, and improve patient engagement—helping providers enhance outcomes while operating more efficiently.

Payers

Coastal helps healthcare payers modernize operations with Salesforce, unifying member, provider, and claims data into a single view. Our solutions improve care coordination, streamline processes, and enhance member experiences—driving efficiency, compliance, and better health outcomes.

View the entire member journey: Understand the journey from enrollment, service, to care management and beyond.

Improve member care management: Engage in proactive interventions with guided workflows, utilization management, and customized care plans.

Optimize provider network management: Standardize provider network management, from recruitment through onboarding and engagement.

Get actionable data-driven insights: Gain valuable insight into how your acquisition and engagement strategies are impacting the member experience.

Life Sciences

Coastal helps life sciences companies modernize operations with Salesforce by connecting commercial, clinical, and compliance data on a single platform. Our solutions streamline trial management, enhance field team productivity, ensure regulatory alignment, and improve visibility across the value chain—driving faster innovation and sustainable growth.

Pharmaceuticals

Coastal helps pharmaceutical companies modernize commercial operations with Salesforce—connecting sales, marketing, compliance, and patient engagement on a single platform. Our solutions streamline field force effectiveness, strengthen data integrity, and improve visibility across the value chain, enabling faster launches, stronger provider relationships, and sustainable growth.

MedTech

Coastal helps MedTech companies scale smarter with Salesforce by unifying customer, product, and service data. Our solutions streamline sales and service operations, strengthen compliance tracking, and improve visibility across the device lifecycle—driving stronger provider relationships, faster innovation, and sustainable growth.

Behavioral Health

Coastal helps behavioral health organizations unify patient records, scheduling, referrals, and care coordination on Salesforce. Our solutions simplify intake, strengthen compliance, and enhance patient engagement—giving providers more time to focus on care while improving outcomes and operational efficiency.

Trusted solutions to common Healthcare challenges.

Salesforce + EMR Connect

Do you struggle to connect the dots between consumer data, marketing efforts, and care outcomes? Coastal's Salesforce + EMR Connect solution gives you control over your data to deliver personalized healthcare experiences from pre-care to post-care.

Evariant to Salesforce Migration

Is your Evariant platform built on Salesforce's Force.com nearing the end of its life? Organizations facing this challenge can transition their existing healthcare CRM, PRM, and data analytics to a modern Salesforce solution to manage and enhance your patient engagement strategy.

24/7 Appointment Scheduling

Maximize revenue and boost customer satisfaction with an After Hours Scheduling Agent, providing 24/7 support.

Patient Acquisition & Engagement

Gain valuable insight into how your acquisition & engagement strategies are working. Identify fallout patterns and leaks within your business to help increase revenue and most importantly population health within your area!

Provider Referral Management (PRM)

Providers want to close care gaps and increase inbound referrals by growing and monitoring their physician network. Action & Insights on a Physician 360, Make Everything Easier for Physicians to Refer, Monitor Contract Lifecycle, Monitor & Improve Referral Rates, Close Care Gaps

Physician Relationship Management

Referring physicians account for a large percentage of patient volume and serve as a channel for patients seeking health services. Get a streamlined process to provide external referring Physician’s services through their In Network Physicians.

Call Center Solutions

Call Centers are essential to patient care access and satisfaction. With a focus on positive patient experiences and communications, contact centers are quickly becoming the forefront to patient care.

Data Modernization & CDP

Data is becoming exponentially larger everyday, and multiple systems can host all of this information. Both CDP and zero-copy data integration allow organizations to aggregate this information and put it to use building targeted audiences without having to write complex queries.

They are true partners who are working side-by-side with us to create the future of experiences.

Baptist Health

Demo

Tableau Next for Healthcare

See how Tableau Next can be a differentiator within the Provider space as we explore a dashboard to better understand appointment trends before engaging in a conversation with the data through Concierge, powered by Agentforce, to uncover cyclical trend in no show appointments, identify demographic patterns, and isolate an a troublesome schedule method.

Meet our Healthcare experts.

Bill Loupakos

SVP, Healthcare & Life Sciences

Mark Loveless

VP, Sales

Jay Twedell

Director, Sales

Brett Newell

Director, Sales

Tim Wilkinson

Director, Sales

Health Cloud frequently asked questions.

See FAQ

Who is Health Cloud designed for?

Health Cloud is built for providers, payers, and life sciences organizations — including hospitals, clinics, home health agencies, behavioral health providers, and health plans. It supports both patient-facing and back-office operations.

What are the benefits of using Salesforce Health Cloud?

Health Cloud improves care coordination, enhances patient engagement, and helps organizations meet compliance standards. It can streamline scheduling, case management, outreach, referrals, and post-care follow-up — all while giving staff a real-time, unified view of the patient journey.

How does Health Cloud integrate with our EMR or existing systems?

Using tools like MuleSoft or native APIs, Health Cloud can be integrated with popular EMRs (e.g., Epic, Cerner), billing systems, and other software. Our team ensures these integrations are secure, compliant, and tailored to your workflows.

Is Salesforce Health Cloud HIPAA-compliant?

Yes. Salesforce Health Cloud is HIPAA-compliant and designed to support healthcare regulatory requirements. Coastal helps configure your environment to maintain compliance through role-based access, audit logging, and secure data architecture.

How long does a typical Health Cloud implementation take?

Implementation timelines vary by scope. A basic deployment may take 6–8 weeks, while more complex, multi-system rollouts may take 3–6 months. Coastal works with you to define phased goals and deliver value early.

What does Coastal offer as a Health Cloud implementation partner?

We provide end-to-end services, including strategy, configuration, integration, training, and support. Our team combines deep Salesforce expertise with real-world healthcare experience, ensuring solutions that work in clinical and operational settings.

Can Health Cloud be used for non-clinical services like marketing or member outreach?

Absolutely. When combined with Marketing Cloud and Experience Cloud, Health Cloud enables seamless communication for patient acquisition, retention, education, and satisfaction tracking.

What type of training or support does Coastal offer after go-live?

We offer tailored training for users, administrators, and IT teams, along with ongoing support options. Whether you need occasional check-ins or full managed services, we provide the level of engagement that fits your team.

Salesforce Health Cloud Implementation

Modernizing Healthcare to Improve Outcomes & Efficiency

Real clients, real impact.

Providers

Expert

5/5

8,001

637

Trusted solutions to common Healthcare challenges.

Salesforce + EMR Connect

Evariant to Salesforce Migration

24/7 Appointment Scheduling

Patient Acquisition & Engagement

Provider Referral Management (PRM)

Physician Relationship Management

Call Center Solutions

Data Modernization & CDP

They are true partners who are working side-by-side with us to create the future of experiences.

Demo

Tableau Next for Healthcare

Meet our Healthcare experts.

Bill Loupakos

SVP, Healthcare & Life Sciences

Mark Loveless

VP, Sales

Jay Twedell

Director, Sales

Brett Newell

Director, Sales

Tim Wilkinson

Director, Sales

Health Cloud frequently asked questions.

See FAQ

Who is Health Cloud designed for?

What are the benefits of using Salesforce Health Cloud?

How does Health Cloud integrate with our EMR or existing systems?

Is Salesforce Health Cloud HIPAA-compliant?

How long does a typical Health Cloud implementation take?

What does Coastal offer as a Health Cloud implementation partner?

Can Health Cloud be used for non-clinical services like marketing or member outreach?

What type of training or support does Coastal offer after go-live?

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