Healthcare & Life Sciences
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Healthcare & Life Sciences

Healthcare runs on trust.
Your CRM should reflect that.

Patient relationship management, HCP engagement tracking, and referral pipeline visibility -- CRM designed for the compliance and sensitivity requirements of healthcare.

HIPAA-aware
Data architecture
HCP 360
Physician engagement
Referral CRM
Pipeline visibility
Compliant
Data handling

Healthcare & Life Sciences — the reality

"Healthcare organisations manage relationships across patients, physicians, payers, and partners simultaneously. Each relationship has different data sensitivity, different regulatory obligations, and different commercial dynamics. One generic CRM configuration cannot serve all of them correctly."

Patient relationship management HCP engagement Referral tracking GDPR compliance Clinical data separation MDR compliance

Challenges

What Healthcare teams tell us every week

Medical reps tracking physician relationships in email

Medical reps tracking physician relationships in email

HCP visit notes, product discussions, and sample records are scattered across personal email and notebooks. No visibility across the team.

Referral pipeline invisible to the commercial team

Referral pipeline invisible to the commercial team

Hospital referrals, diagnostic orders, and specialist recommendations happen outside the CRM. Commercial decisions are made on incomplete pipeline data.

Patient and clinical data mixed with commercial CRM data

Patient and clinical data mixed with commercial CRM data

Commercially sensitive data and clinically sensitive data are in the same system with the same access controls. A GDPR audit would be very uncomfortable.

No CRM visibility into device placement or product usage

No CRM visibility into device placement or product usage

Medical devices are placed at hospitals but nobody tracks utilisation, reorder signals, or service history in the CRM. Renewal and expansion revenue is invisible.

Our approach

How Celumai works in healthcare

01

Data separation by sensitivity

We design separate data models for commercial CRM data, HCP relationship data, and any patient-adjacent data -- with distinct access controls and retention policies for each.

02

Compliance architecture before configuration

GDPR, UK GDPR, HIPAA-adjacent requirements, and MDR obligations for medical devices are mapped to specific CRM fields and workflows before any configuration begins.

03

HCP relationship model

We design physician, hospital, and payer relationship hierarchies that reflect the real structure of healthcare commercial relationships -- not just account and contact.

04

Referral and outcome tracking

CRM workflows connect referral activity to commercial outcomes -- connecting HCP engagement to pipeline, orders, and revenue in a single reporting view.

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Regulatory context

We design CRM architectures that respect GDPR and UK GDPR requirements for personal health data, EU Medical Device Regulation (MDR) traceability obligations for medical device companies, ABPI Code of Practice for pharmaceutical companies operating in the UK, HIPAA-adjacent data handling principles for US-facing healthcare clients, and NHS data governance frameworks for NHS supplier relationships.

Case study
Healthcare & Life Sciences — client result
68%

Increase in HCP visit coverage after CRM implementation for medical device company

A European medical device company had no structured HCP engagement tracking. Medical reps worked from personal spreadsheets. We implemented Salesforce Health Cloud with visit scheduling, product discussion logging, and referral tracking.

68%
HCP visit coverage increase
100%
Rep activity captured
MDR
Audit trail compliant

"For the first time we can see which physicians are engaged, which products they have discussed, and what the referral pipeline looks like. Commercial decisions are now evidence-based."

VP
VP Commercial Operations
European Medical Device Company

FAQ

Healthcare CRM questions answered

Everything you need to know about CRM in Healthcare & Life Sciences.

Free assessment

Start your healthcare CRM project

Tell us your HCP engagement or commercial data challenge. We will respond within 24 hours.

We respond within 24 hours
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Fixed-price options available
All data handled under NDA