Data model and ownership
Agreed definitions for accounts, contacts and cases, duplicate rules and a named owner for each record type.
Industry context
CRM solutions in healthcare and life sciences
We implement CRM around an agreed data model, so sales, service or case teams work from one record of each account and contact.
A CRM implementation stands or falls on its data model: how accounts, contacts, cases and interactions are defined, and which system is the master for each. We agree that model and the integration with your other systems first, then configure the sales, service or case-management processes around it.
Healthcare providers, insurers and life sciences companies work under patient safety obligations and strict health data rules. Clinical leaders, privacy officers and IT need to agree how data is accessed and shared before anything is configured. Contact preferences and marketing consent fall under the UAE PDPL and the Saudi PDPL, and many organisations also need Arabic names, national ID formats and hosting in UAE or Saudi cloud regions.
We hand over with runbooks and training, and can stay on under agreed service levels.
Alongside sector regulation, we often map delivery evidence to cross-industry baselines such as the UAE Information Assurance Regulation issued by TDRA, the NCA Essential Cybersecurity Controls in Saudi Arabia and the NIST Cybersecurity Framework, which many risk reviewers already use.
What we deliver
Specialists in healthcare and life sciences and platform engineers, with you from design to stable operation.
Process configuration
Sales, service or case-management flows configured to how your teams actually work, with views for each role.
Integration and consent
Links to ERP, contact channels and marketing tools, with consent and contact preferences recorded once and respected everywhere.
Health regulators and exchanges
We work within the requirements of the authority that licenses you: DOH in Abu Dhabi, DHA in Dubai or MOHAP in the UAE, or the Ministry of Health, the Saudi Food and Drug Authority and the National Health Information Center in Saudi Arabia. In Saudi Arabia, health insurance claims follow the Council of Health Insurance's rules through NPHIES, and public hospitals are grouped into health clusters under Health Holding. Integration with exchanges such as Malaffi, Nabidh, Riayati and NPHIES is planned where your services use them.
Migration and de-duplication
Accounts and contacts migrated with match rules, so the new system does not start with duplicates.
Adoption by role
Training, dashboards and usage measures for each team, reviewed with their managers after go-live.
What to have in place first
A CRM programme is ready to start when the teams involved agree what an account is and who owns each record.
- Privacy has decided which health data the platform may hold and where it may be hosted.
- The teams that will use the CRM have agreed which system holds the master record for each type of contact.
- Someone has been named to own data quality in the CRM after go-live.
Plan CRM solutions in healthcare and life sciences
Share your current systems, compliance themes and timeline. We will return a phased plan, a staffing model and a risk register for your stakeholders to review.