The New Expectations in Medical Device Marketing

Today’s providers and patients expect more than just innovative products—they want personalized, value-driven experiences. Much of this shift is influenced by consumer experiences in other industries. From online retail to financial services, B2C brands have redefined personalization, speed, and convenience—raising expectations across all sectors, including healthcare. 

Despite this shift, many medical device marketing efforts still rely on outdated tactics that no longer meet modern demands or regulatory requirements. To stay competitive, leading medical device companies are: 

• Connecting every touchpoint
• Building seamless digital journeys
• Delivering timely, relevant, and compliant communications 

They are modernizing field marketing, improving sales support, and fostering trusted engagement at scale—with the right digital marketing platform. 

Why Salesforce Marketing Cloud?

In an industry where personalized engagement, regulatory compliance, and speed-to-market are critical, Salesforce Marketing Cloud offers the flexibility and scalability medical device companies need to stay ahead. 

As consumer brands raise the bar for digital experiences, healthcare organizations must adapt to meet these expectations. Salesforce Marketing Cloud enables you to: 

• Unify and activate first-party data across your CRM
• Segment audiences for targeted, personalized campaigns
• Automate marketing across email, ads, mobile, and web
• Deliver real-time personalization at every touchpoint
• Power ABM and lead generation strategies
• Leverage AI-driven insights to optimize spend and performance
• Increase team productivity with built-in Agentforce and AI tools 

The platform helps create meaningful, compliant, and personalized interactions with both healthcare providers and patients. 

How Perficient’s Salesforce Marketing Cloud Solution for Medical Devices Helps

With over 15 years of experience building Salesforce solutions for medical device organizations, Perficient understands the industry’s unique challenges and opportunities. 

Our Salesforce Marketing Cloud for Medical Devices solution enables you to strengthen acquisition, conversion, and nurture campaigns through better data analysis, actionable insights, and strategic execution. You can: 

• Increase conversion and adoption by educating and building relationships with healthcare professionals and patients
• Boost product sales with optimized buying journeys and enhanced sales and marketing tools
• Reduce call center volume and increase satisfaction through self-service options
• Improve adherence and outcomes by educating patients on proper device usage 

If your marketing feels disconnected or you’re struggling to prove business value, Perficient can help. Let’s modernize your marketing, elevate your engagement strategy, and make every campaign smarter. 

How to Choose the Right Marketing Automation Platform

Today’s marketers are under more pressure than ever: deliver highly personalized customer experiences, drive revenue growth, and do it all with fewer resources. Marketing automation platforms promise to help. 

At a first glance, Salesforce Marketing Cloud Engagement and Oracle Eloqua seem similar. But look closer, and key differences emerge—ones that can directly impact your marketing performance, customer experience, and ability to scale. In our latest guide, we break down exactly how these two platforms compare across four critical areas.

Marketing Cloud Engagement vs. Oracle Eloqua: What to Consider

Not all marketing platforms are created equal. Choosing the right solution is a strategic decision—one that should align with your business goals today and in the future. When comparing Marketing Cloud Engagement vs. Oracle Eloqua, focus on these four critical dimensions:

• Personalization and AI Capabilities: How deeply does the platform leverage AI for predictive insights, dynamic content delivery, and audience segmentation?
• Integration and Connected Ecosystems: Does the platform easily integrate with your CRM, sales systems, and broader MarTech stack to ensure unified data and automation?
• Customer Journey Orchestration: Can it enable intuitive journey mapping, multichannel engagement, and real-time optimization to respond to customer behaviors?
• Scalability and Flexibility: Will the platform grow with your business needs—supporting evolving workflows, customer demands, and new go-to-market strategies?

Download the Full Comparison Guide

Salesforce Marketing Cloud Engagement and Oracle Eloqua each bring strengths to the table—but which is better for your business? Download our guide for details Marketing Cloud Engagement vs. Oracle Eloqua comparison, expert insights, and the key questions you need to ask before making a decision.

Perficient Leads with Strategy at the 3M Open

AI may dominate the executive agenda—but for many organizations, it’s failing to deliver real transformation. 

While 84% of CIOs list AI as a top business priority, just 11% have achieved full-scale adoption, and only 12% of employees feel properly trained. The result? AI initiatives stall, internal skepticism rises, and the promise of innovation gets buried under fatigue.

That’s why this July, Perficient is partnering with Salesforce to bring 60 senior executives together at the 3M Open. Over four days of candid conversation and collaborative strategy, we’ll help leaders move past pilot paralysis and define what a meaningful, AI-first transformation strategy really looks like.

Rethinking the Narrative: How AI-First Transformation Strategies Create Value

The most successful organizations aren’t using AI just to automate—they’re using it to fundamentally reimagine how they deliver value. 

Employees using autonomous agents are 72% more likely to feel “very productive,” freeing time for high-value, strategic work. In contrast, those without agents spend nearly 40% more time on administrative tasks. The companies seeing these gains aren’t just adding tools—they’re rethinking culture, workflows, and priorities around an AI-first strategy that puts people and data at the center.

What sets these organizations apart?

• Radical transparency: Leaders are proactively communicating how AI supports—not replaces—their people. That clarity accelerates adoption.
• Internal innovation: Before going to market with AI-powered offerings, they optimize internally first. Think sales enablement, client operations, and process automation.
• CIO-led momentum: Sitting at the crossroads of technology, data, and strategy, the CIO plays a pivotal role in leading AI-first enterprise-wide transformation.

Turning Potential into Performance: Operationalizing an AI-First Transformation Strategy

But even the most visionary AI strategy can collapse without the right digital foundation. Too many businesses start with automation before addressing the fundamentals—poor data quality, disconnected systems, and organizational resistance—which quickly derail momentum. 

That’s where our Salesforce PrecisionIQ Assessment comes in. It’s more than a platform audit—it’s a purpose-built evaluation to accelerate your AI-first transformation strategy.

Our two-part solution helps organizations:

• Identify and eliminate technical debt
• Surface data governance gaps
• Align people, process, and technology around a unified AI transformation roadmap

Whether you’re still exploring AI pilots or scaling enterprise-wide adoption, we help organizations build a strategy that moves from experimentation to measurable impact. It’s this outcome-driven approach that earned Perficient recognition as a Gold Globee winner for Best Artificial Intelligence Service Provider—because we don’t just consult; we deliver. 

Let’s Connect at the 3M Open: Where AI-First Transformation Strategies Take Shape

The next wave of enterprise innovation demands more than just technology—it demands alignment and clarity. If you’re attending the 3M Open, let’s get you connected to our onsite leadership team. Together with Salesforce, we can help you navigate the realities of enterprise AI and design an AI-first transformation strategy that turns fatigue into results.

The Great Marketing Evolution

Marketing today is no longer about sending the right message—it’s about delivering that message at the right moment. Customers expect brands to anticipate their needs, adapt quickly, and deliver personalized experiences without feeling intrusive. The companies that succeed? They’re not guessing. They’re using data and automation to stay ahead. 

But making the leap from fragmented campaigns to connected experiences isn’t easy. Some organizations are stuck in an endless cycle of marketing automation platform evaluation, while others invest in tools they never fully activate—or that ultimately limit their growth.

So, what separates success from stagnation? Speed-to-activation and the ability to personalize at scale.

Why Speed, Personalization—and Marketing Automation Platform Evaluation—Matter

High-performing teams are launching campaigns in weeks—not quarters—while delivering deeply personalized customer journeys. The difference isn’t just technology—it’s how they choose and use it.

A strategic marketing automation platform evaluation begins by identifying gaps in your current approach and aligning technology and processes to real business goals. Success hinges on a few key criteria:

• Personalization & AI Capabilities: Can the platform deliver dynamic, data-driven experiences and predictive insights?
• Integration & Connected Ecosystems: Will it unify your CRM, sales tools, and broader MarTech stack?
• Customer Journey Orchestration: Does it support intuitive mapping, multichannel engagement, and real-time responsiveness?
• Scalability & Flexibility: Can it grow with your business and adapt to changing workflows?

If these are tough questions to answer—or if your tools aren’t delivering results—it might be time for a smarter approach.

Perficient’s Proven Approach to Marketing Automation Platform Evaluation

Our marketing automation platform evaluation is designed to move you from indecision to activation. Whether you’re assessing new solutions or trying to get more from what you already have, Perficient helps you align your platform to business outcomes fast.

For those considering Salesforce Marketing Cloud, we offer jumpstarts to increase time-to-value:

• Marketing Cloud Workshop: Understand key capabilities and define a minimum viable product with an implementation plan.
• Marketing Cloud Engagement Accelerator: Centralize marketing data and gain clearer visibility into customer behavior in less than eight weeks.
• Marketing Cloud Personalization Accelerator: Deliver customized experiences across every stage of the customer journey in less than eight weeks.

Moving Beyond Platform Paralysis

Choosing the right platform is just the beginning. Perficient brings deep technical expertise and strategic insight to every stage of your transformation—from marketing automation platform evaluation to activation and adoption. The result? Smarter campaigns, stronger customer connections, and measurable growth.

Don’t let platform paralysis slow you down. Let’s work together to accelerate your marketing strategy.

The Cost of Disconnected Sales and Marketing Processes

In many organizations, there’s palpable friction between marketing and sales teams. Should marketing be responsible for MQLs, meetings, pipeline—or all three? Why aren’t sales converting and closing enough deals? Too often, what happens between these teams is messy, manual, and misaligned. Leads fall through the cracks, handoffs lack crucial context, and reporting becomes a guessing game. 

This internal disarray doesn’t just hurt alignment—it damages the customer experience. When prospects encounter inconsistent communication, slow follow-ups, and disconnected touchpoints (like having to repeat themselves), trust erodes. Frustrated buyers turn elsewhere, leading to lost revenue and poor marketing ROI. 

High-Performing Organizations Take a Different Approach

Leading organizations aren’t leaving sales and marketing alignment to chance. They map every step from initial awareness to deal closure and beyond—building a lead-to-revenue engine that’s repeatable, measurable, and scalable. This transformation starts by: 

• Connecting marketing, sales, and revenue operations teams around shared goals.
• Unifying data and streamlining workflows.
• Executing clean, actionable handoffs—not just basic lead routing, but delivering rich, contextual insights throughout the customer journey. 

And it’s all powered by Salesforce. 

How Perficient Accelerates Your Lead-to-Revenue Transformation

At Perficient, we bring strategy, process, and platform into seamless alignment. Our Salesforce Lead-to-Revenue Management solution helps you:  

• Identify and eliminate friction points.
• Streamline handoffs between marketing and sales.
• Design reporting frameworks that are intuitive, actionable, and trusted across teams. 

We’ve helped clients shorten sales cycles, increase conversion rates, and unlock hidden pipeline with a connected, insight-driven approach. 

Core Components of Salesforce Lead-to-Revenue Management

• Strategy: Centralize marketing performance-management processes around unified revenue goals.
• Journey Design: Align the buyer journey and lead-to-revenue processes to deliver consistent value at every stage.
• Lead Management: Streamline lead generation, scoring, nurturing, and routing with dynamic results chains.
• Platform Foundation: Modernize marketing, sales, and data integration platforms to build a future-ready tech stack.
• Insight Model: Unlock outcome-based analytics and AI-driven insights to optimize decision-making and measure impact. 

Business Benefits You’ll Gain

When sales and marketing teams are aligned, enterprises gain: 

• Mature processes and automation that deliver a seamless, end-to-end customer experience.
• Multichannel engagement strategies that adapt to real-time customer behavior and preferences.
• Holistic value capture with clear campaign ROI, marketing attribution, and predictive insights powered by AI. 

Ready to Unify Your Path to Revenue?

If your growth engine feels disconnected—or if marketing and sales are speaking different languages—Perficient can help you align, streamline, and accelerate with our Salesforce Lead-to-Revenue Management solution.

How Salesforce Turns from Catalyst to Constraint

At a time when agility and efficiency are the new currency of business, your Salesforce org should be your most powerful asset—not a tangled web of technical debt, short-term workarounds, and outdated architecture. Yet many companies are feeling the strain. 

• Customizations are built in silos
• New functionality gets bolted on without long-term planning
• Reporting becomes a nightmare 

Instead of accelerating business, Salesforce becomes something teams work around, not with. This results in slower decision-making, frustrated teams, and a fractured customer experience.

The Strategic Value of a Salesforce Health Check

Leading companies treat Salesforce not just as a CRM platform but as strategic business infrastructure. They regularly assess the health of their org, ensuring it:  

• Aligns with evolving business priorities 

• Stays lean, scalable, and optimized 

• Drives growth and AI-first innovation 

Perficient’s Salesforce PrecisionIQ Assessment provides your team a critical edge by evaluating your org’s performance, usability, security, and business alignment. More than a technical audit, it’s a business-led roadmap to help you unlock trapped value from your existing Salesforce investment. 

Key areas of focus include: 

• Identifying sources of technical debt
• Streamlining processes and workflows
• Enhancing usability to drive faster adoption
• Future-proofing your Salesforce investment for AI and innovation 

What You’ll Gain from Perficient’s Salesforce Health Check

Through two packaged offerings, the Salesforce PrecisionIQ Assessment, evaluates your people, processes, and platform to uncover gaps, reduce technical waste, and deliver actionable insights so your Salesforce solution works harder for your business.

Here’s what you’ll gain: 

• Increased Employee Productivity: Standardized processes replace swivel-chair workarounds, providing a single source of truth and accelerating task completion.
• User Adoption: Maximize ROI, improve data quality, and ensure the platform becomes an essential, productive part of daily operations.
• Improved Customer Experience: Eliminate departmental silos and manual handoffs to deliver faster, more cohesive service and engagement.
• Cost Savings: Reduce technical debt and realign Salesforce to support revenue-generating activities, empowering teams with real-time insights to close deals faster.
• Scalability and Future-Readiness: Prepare your Salesforce environment for the adoption of Agentforce and Einstein, ensuring your team is ready for the next wave of AI innovation. 

Is Your Salesforce Org Ready for What’s Next?

If you’re unsure what you’re paying for, how to scale your Salesforce org, or how to clean it up so it’s optimized for AI-first growth, Perficient can help. Ready to turn potential into performance? It starts with Perficient’s Salesforce PrecisionIQ Assessment.

AI Isn’t the Future—It’s Already Here

Sales, service, and marketing teams face increasing pressure to do more with less, and artificial intelligence is expected to play a pivotal role in meeting that challenge. Yet despite the rapid adoption of generative AI (GenAI), many organizations are struggling to turn that excitement into real business value. According to Gartner’s 2024 Hype Cycle for Artificial Intelligence, the buzz around GenAI has created confusion for AI leaders, making it harder to identify the right use cases and increasing the risk of failure.  

To truly benefit from AI, organizations must broaden their perspective. GenAI may dominate headlines, but it’s only one piece of the innovation puzzle. Gartner highlights the need to explore a wider range of AI capabilities—those that can drive operational efficiency and create sustainable business impact.  

At Perficient, we believe what matters most now is practical implementation. Businesses aren’t asking if they should use AI—they’re asking how. How can they automate routine tasks? How can they streamline processes? And how can they empower their teams to focus on what really matters—high-value decisions? 

Why Salesforce is the Launchpad of Enterprise AI

For enterprise organizations, the most powerful AI outcomes often start with Salesforce. As the dominant CRM platform across industries, Salesforce is the central system for sales, service, marketing, and operations data. This makes it an ideal launchpad for AI. 

With rich, structured customer and operational data at its core, Salesforce offers a unique opportunity to embed intelligence directly into the tools and workflows teams already rely on. High-performing teams aren’t chasing flashy, disconnected GenAI pilots—they’re embedding automation and intelligence into Salesforce so their teams can work faster, smarter, and more strategically. Here’s how: 

• Sales reps spend more time building relationships instead of logging activities.
• Service agents resolve issues faster and more accurately, improving satisfaction.
• Marketers automate campaign execution and gain real-time performance insights. 

By putting AI to work inside Salesforce, these teams are creating scalable, sustainable gains in productivity and customer experience.

Enter Agentforce: The Key to Scalable AI Inside Salesforce

Agentforce is Salesforce’s newest innovation in AI-powered productivity—a platform that enables you to create secure, trusted AI agents directly within your CRM. These agents interact with users through natural language, automate common workflows, and continuously learn from your Salesforce data to deliver smarter outcomes over time.  

It brings the power of Data Cloud, LLMs, Trust Layer, Atlas Reasoning Engine, and automation to streamline sales, service, and marketing functions. Whether it’s generating follow-up tasks, summarizing service cases, or orchestrating campaign execution, Agentforce helps you move faster with fewer clicks and more confidence. But successful Agentforce implementation doesn’t happen by accident. 

Why Agentforce Implementation Requires a Purpose-Built Strategy

Agentforce offers tremendous potential—but only if it’s implemented with the right focus and approach. A successful Agentforce implementation starts with a clear understanding of where your business can benefit most from AI, followed by a roadmap to scale.

That’s exactly what Perficient delivers.

From Readiness to Results: A Guided Approach to Agentforce Implementation

As a trusted Salesforce consulting partner, Perficient helps organizations identify the highest value opportunities for Agentforce and turn them into action. 

• Agentforce Readiness Assessment: In just two-to-six hours, we assess your organization’s AI maturity and Salesforce environment to identify where Agentforce can make the biggest impact. You’ll receive a clear, prioritized roadmap of use cases tailored to your goals.
• Agentforce Workshop: This collaborative session aligns stakeholders and defines an MVP strategy for launching Agentforce. You’ll walk away with a detailed architecture diagram, delivery plan, and team resourcing recommendations.
• Agentforce Activation: With two streamlined accelerator packages, our Salesforce-certified teams help you implement AI agents in just two or six weeks. Using pre-defined use cases and your Salesforce data, we ensure a smooth and secure deployment that drives measurable outcomes. 

With Perficient, you’re not just adopting a new feature—you’re building a sustainable, AI-driven operating model inside Salesforce. 

Ready to Accelerate Your Agentforce Implementation?

If your team is being asked to “do more with AI” but lacks a clear starting point, Perficient can help. With our guidance on successful Agentforce implementation, you can streamline operations, boost productivity, and unlock new efficiencies—all within the tools your team already uses.

Salesforce Agentforce Empowers Teams With AI-Driven Sales, Service, and Marketing

Customer expectations are higher than ever in an always-on, always-connected world. To meet these demands, your teams need intelligent tools, real-time data, and seamless automation. Enter Salesforce Agentforce—a powerful suite of assistive and autonomous AI agents designed to transform sales and service experiences.

Why Agentforce?

Agentforce 2dx empowers teams to deliver faster, smarter, and more personalized customer interactions. By integrating AI, real-time analytics, and automation directly into the Salesforce platform, it helps businesses stay ahead of customer needs. Key capabilities include:  

• Agentic AI Assistance: Delivers intelligent recommendations based on customer sentiment and history.
• Unified Customer View: Offers a 360-degree perspective of customer data across Salesforce.
• Automation: Streamline repetitive tasks so agents can focus on complex requests.
• Real-Time Analytics: Provides actionable insights to manage workloads and optimize experiences. 

But successful implementation doesn’t happen by chance—it starts with a clear, strategic approach.

What Is the Agentforce Readiness Assessment—and Why It Matters

At Perficient, we guide organizations through transformational technology journeys. With over 15 years as a trusted Salesforce consulting partner, 160+ certified AI consultants, and recognition as a launch partner in the Salesforce Agentforce Partner Network, we bring a proven framework for Agentforce success.  

Our Agentforce Readiness Assessment is a structured, seven-step process that helps you evaluate, implement, and scale Agentforce effectively—whether you’re new to Salesforce or expanding your existing investment.

Inside the Agentforce Readiness Assessment: Seven-Steps to Implementation Success

1. Establish a Strong Data Foundation: Accurate data is essential for AI-driven outcomes. Start by auditing your current data sources for quality, completeness, and consistency. Fix data gaps and normalize formats to ensure your agents are working from the best information. When paired with Salesforce Data Cloud, Agentforce can deliver precise, actionable insights.
2. Identify and Prioritize Use Case: Begin with one or two use cases, then expand. For example:
   • In manufacturing, a Maintenance Agent could detect equipment performance issues and proactively schedule service.
   • In healthcare, a Medical Sales Agent might guide patients to the right physician based on symptoms, availability, and location.
3. Define Data Security and Access Controls: AI tools must be deployed securely. Establish access controls and user-role-based security models. This supports safe model training, usage, and governance while protecting sensitive data.
4. Choose the Right Lange Language Models (LLM): Agentforce integrates with most LLMs—including custom models. During this assessment, we’ll test and recommend the best LLM for your use case based on accuracy, performance, scalability, cost, privacy, and potential for bias.
5. Monitor and Manage Logs: Designate responsible stakeholders for prompt and response logging. All AI activity is stored in Salesforce Data Cloud, so establish a logging process to monitor usage, maintain accuracy, and ensure compliance.
6. Assess Compliance and Security Risks: Evaluate your compliance and security requirements related to data handling and governance policies. Review these with corporate security groups and document which people and roles should have access to specific types of data.
7. Plan for Change Management: AI adoption is as much about people as it is about technology. Prepare your organization with a strong communication plan. Identify stakeholders, educate users, and roll out the change thoughtfully to minimize resistance and maximize impact. 

Partner With Perficient: Get Agentforce-Ready

The path to Agentforce success starts with strategy, readiness, and the right partner. With our Agentforce Readiness Assessment, and deep Salesforce expertise, Perficient is ready to help your team adapt and scale AI with confidence.  

Ready to get started? Schedule a consultation with us today. 

Data is Everywhere but Actionable Insights Remain a Challenge

According to Salesforce, 94% of business leaders believe they aren’t getting enough value from their data.  

• Marketers want to personalize at scale.
• Sellers crave visibility into buying signals and win themes.
• Service agents need contextual understanding.
• Business leaders demand connected reporting for smarter decisions.  

Yet disjointed systems and messy data continue to block progress for most organizations; however, some are closing the gap. With Salesforce Data Cloud, they’re unifying data sources, warehouses, and lakes into a single, trusted customer view. With real-time, harmonized data, these teams drive personalization, optimize customer journeys, and make faster, more accurate decisions. 

But here’s the truth: Before you can act on real-time data, you have to trust it. 

Start With a Salesforce Data Cloud Workshop

At Perficient, we help organizations uncover what data they have, assess its quality, and securely connect it to create measurable business value. 

Our Salesforce Data Cloud Workshop is a partial or full-day session designed to: 

• Build education and internal alignment around Salesforce Data Cloud.
• Clarify your current data ecosystem and future-state vision.
• Scope and architect the ideal data model to support your business goals.
• Plan integrations with systems like Snowflake, Databricks, and Salesforce Marketing Cloud—enabling zero-copy data access for enhanced scalability. 

Salesforce Data Cloud Workshop Deliverables

Following the workshop, you’ll receive: 

• A clear MVP roadmap with phased features, timelines, and cost estimates.
• Architecture diagrams showing your immediate Data Cloud MVP and long-term vision.
• A defined team roster identifying required roles and skill sets for successful implementation and growth. 

Ready to Move from Data Theory to Impact?

Our Data Cloud Activation Packages can help you launch Salesforce Data Cloud in as little as two to 20 weeks. Whether you’re just starting out or struggling to maintain momentum mid-journey, Perficient is here to help. We’ll ensure your data is trustworthy, actionable, and central to your competitive edge—because without real-time data driving real-world results, advancing your AI agenda will be impossible.