Salesforce Implementation Built for Healthcare’s Real-World Complexity

FortéNext designs Salesforce solutions that fit your workflows, protect your data, and adapt to change - without disrupting care or compliance.

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Implementation That Aligns With Clinical, Operational, and Regulatory Demands

60

Salesforce implementations

54

long-term B2B partnerships

#1

Salesforce implementation partner for complex B2B industries

"FortéNext helped us launch a modern eCommerce portal in just four months - one that not only gives our customers a seamless digital buying experience but also integrates tightly with NetSuite, Salesforce, and our sales operations.

"It’s been a game-changer for order processing and customer engagement. Almost every aspect of the project exceeded expectations.”
Alex Ruggieri
Sales Operations Manager at BioStem Technologies
  1. Adoption That Works Across Roles - We train care teams, case managers, and contact center agents - not just system admins. Personalized training ensures every user understands how Salesforce supports their day-to-day work.
  2. Post-GoLive Enhancements That Don’t Disrupt - Our support doesn’t stop at launch. We refine your org continuously as you scale or shift - whether that means adding payer integrations, updating care pathways, or adjusting workflows for new compliance rules.
  3. Purpose-Built for Complex Workflows - Healthcare isn’t plug-and-play. We don’t just configure Salesforce - we deeply customize it to map patient journeys, provider data, referral flows, or revenue cycle tasks with precision.
  1. HIPAA-Safe Architecture from Day One - We build with privacy and security standards in mind. From data-sharing settings to audit trails, your org is aligned with HIPAA, SOC 2, and HITRUST expectations.
  2. AI That Eases Admin Burden - With tools like Agentforce 2.0, we automate case triage, appointment reminders, care gap alerts, and prior auth workflows - giving back hours to your frontline teams.

You focus on outcomes. We’ll handle the tech.

Training That Drives Adoption Across Care and Admin Teams

We help healthcare organizations overcome adoption barriers by delivering hands-on, role-based training for both clinical and operational users.

From care coordinators to call center agents to billing teams, we tailor 1:1 and group sessions to make sure every user understands how Salesforce fits their day-to-day responsibilities.

Ongoing Enhancements as Care Models and Compliance Evolve

Healthcare never stands still - and your CRM shouldn’t either. As your services expand, regulations shift, or reimbursement models change, we optimize your Salesforce org to support what’s next.

That means reducing manual work, cleaning up tech debt, and unlocking the full value of your data and workflows.

Custom Development to Solve Real-World Healthcare Challenges

We don’t just configure Salesforce - we engineer it to solve the hardest problems in your organization.

Whether it’s referral management, patient onboarding, claims tracking, or multi-channel engagement, we design and build solutions that fit your care model, integrate with your ecosystem, and scale with your mission.

Why healthcare leaders choose FortéNext, time and time again

“From provider networks to medical suppliers, to digital health, we build Salesforce ecosystems that support continuity of care, engagement, and compliance.”

Alex Kolesnichenko
CTO at FortéNext

Our qualified specialists can fill any role in your Salesforce team:

  • Developers
  • Administrators
  • Architects
  • Business analysts
  • QA engineers
  • UI/UX designers

Global presence:

With headquarters in the USA, and delivery centers across Europe and Latin America, FortéNext has the capacity, capabilities, and corporate culture needed to seamlessly augment your Salesforce team with our resources.

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Our Implementation Approach

Discovery

We assess your clinical and operational processes, then map Salesforce capabilities to support care delivery, patient communications, and revenue functions.

Analysis

We build a blueprint for change - aligning every customization and integration to your business goals and compliance standards.

Launch & Training

Deploy Salesforce with confidence. Our team enables smooth transitions for IT and non-technical users alike. We stay engaged to evolve with your teams.

FortéNext case studies
Ovation Medical Accelerates Order Processing and Increases Sales Reps' Productivity
FortéNext helped Ovation Medical smoothly introduce B2B Commerce into their order and data management flows which enabled sales reps to ramp up their productivity by 2x.
Read case study
Enabling Seamless B2B Commerce for Medical Parts Replacement
Together with First Call Parts, FortéNext built a digital B2B storefront that facilitates buying experiences for customers and daily operations for the sales team.
Read case study
Robust Promotions Machine for Beauty Products Distributor
See how FortéNext helped ManocoBlue build a customized B2B Commerce solution with robust promotions capabilities to fuel their commerce engine.
Read case study
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