Healthcare & pharmaceuticals
A patient support programme, a pharmacy network and a commercial team each need a clear way to coordinate their work. OOB Consulting builds Salesforce workflows, partner portals and integrations that connect the right people and information, with access designed around each person’s role.
Discuss your project
Business workflows
A professional may work with more than one institution, while purchasing, service and account management sit with different people. Keep those connections explicit so teams understand who they are speaking to, the organisation involved and the purpose of the next contact.
Connect referrals, eligibility review, enrolment and consent records with the participant’s programme history. Assign a coordinator, plan follow-up and track milestones, support tasks and missing documents. Give teams clear queues for overdue actions, with defined approval and withdrawal steps.
Provide authenticated access for pharmacies and authorised partners to submit requests, supply documents and follow status updates. Define partner onboarding, staff roles and the records each organisation can see; share only the participant or programme details needed for the agreed task.
Connect healthcare professionals, institutions and distributors through their roles and affiliations. Keep account ownership, contact preferences and interaction history together. Plan visits and follow-up, record outcomes and show managers outstanding commitments across their teams.
Route website and partner enquiries to the responsible team, then track qualification, proposals and decisions. Connect product references, agreed prices and customer terms to quotation templates. Define discount and revision approvals before issuing commercial documents.
Track customer questions and operational issues with a category, priority, owner and status. Route requests to the appropriate team, keep the response history together and identify cases that need escalation.
Assess API connections to order, finance or specialist platforms so users can see the information needed for follow-up. Agree which system owns each record, what can be updated and how failed or duplicate updates are handled.
Track enrolments, incomplete applications, follow-up workload and partner response times alongside separate commercial dashboards. Agree how each metric is calculated, control access to participant-level detail and reconcile figures from connected systems.
Separate commercial contact data from sensitive information and give each role only the access it needs. Define required fields, retention and permitted exports, then test permissions and automation with representative users before release.
How we approach it
Programme coordination and partner access must be designed around the information each role genuinely needs. Clinical records, prescribing, dispensing and safety reporting retain their specialist requirements and accountable teams. We agree those boundaries, consent handling and existing product licences before deciding what belongs in Salesforce or a connected portal.
How we workYes. We can design the programme workflow and portal together, from partner registration and role-based access to requests, documents and status tracking. The data shared, consent process, programme rules and required licences are agreed before implementation.
No. The scope can support healthcare businesses, pharmaceutical companies and distributors managing professional relationships and commercial operations. We define the workflows for your organisation instead of assuming one model fits every business.
That depends on the required data and workflows. We review the existing environment and compare standard configuration, custom development and separately licensed products before recommending a solution. Specialist product licences are not assumed to be included.
Yes. We can review data quality, account structure, permissions, automation and integrations, then agree priorities with your team. Migration, training and support are planned around the changes actually needed.
Bring a typical customer journey, the teams involved and a list of existing systems. Use anonymised examples to explain where follow-up breaks down, which reports matter and what information each role needs.
Healthcare & pharmaceuticals
Review summary
Prompt integration support and reporting delivery under technical pressure.
Healthcare & pharmaceuticals
Review summary
Professional delivery with flexibility as requirements evolved.
Healthcare & pharmaceuticals
Review summary
Responsive advice and solutions suited to a startup.
Healthcare & pharmaceuticals
Review summary
Strong Salesforce knowledge, coordination and accessible support.
OOB Consulting
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