Apollo Hospitals — Four Healthcare AI Use Cases, One Salesforce Backbone
Apollo Hospitals partnered with Wohlig Transformations to deliver four AI use cases on top of its existing Salesforce CRM — combining Gemini Enterprise conversational analytics, a five-agent Vertex AI ADK geospatial intelligence system, web-search doctor mining, and a custom content-generation agent using Gemini LLM, Nano Banana Pro, and Veo 3.1 — distributed through Salesforce’s existing email + WhatsApp APIs.
Project Overview
Apollo Hospitals runs its field representative operations — doctor networks, referral partnerships, sales performance, and marketing collateral — on Salesforce CRM, the centralised system of record for everything its reps do in the field. In a PSF-funded, three-week engagement, Wohlig Transformations delivered four AI use cases on top of that existing Salesforce instance: Salesforce Efficiency Analytics via Gemini Enterprise, Geospatial Intelligence on a five-agent Vertex AI ADK system, Doctor Data Mining, and AI-Powered Content Generation. The governing constraint shaped every design decision: Salesforce itself is never modified. Wohlig consumes CRM data through REST APIs and invokes Apollo’s pre-configured email and WhatsApp APIs only — Salesforce stays the source of truth, and AI becomes the productivity layer on top.
The Challenge
Manual Oversight on Rich Data: Apollo’s Salesforce holds operational data across doctors, referrals, and field performance, but resource allocation, growth-zone identification, and content creation all relied on manual analysis rather than the data itself.
Geographic Blindspots: Field reps had no unified geospatial view of their territory — clusters, opportunity zones, visit recency, and route optimisation sat in spreadsheets and in territory managers’ heads.
Generic Marketing Collateral: Newsletters and brochures were one-size-fits-all rather than region- or specialty-specific, dampening engagement across Apollo’s doctor network.
Untapped Doctor Universe: Public healthcare directories such as Practo and Lybrate contain doctor records absent from Apollo’s CRM, but mining them by hand does not scale.
RBAC at Scale: Any AI-on-CRM solution had to mirror Salesforce’s existing role hierarchy — field reps must not see territory-manager data, and territory managers must not see leadership-only data.
Key Objectives
Conversational Analytics on Salesforce Data: Field reps, territory managers, and leadership query their authorised data in plain English via Gemini Enterprise.
Geospatial Intelligence on BigQuery + Google Maps: Salesforce ingested into BigQuery with a geospatial schema; doctors geocoded; opportunity zones and routes computed by a multi-agent ADK system.
Doctor Network Expansion: A Gemini Enterprise web-search agent mines public healthcare directories with structured output.
AI-Generated Region- and Specialty-Specific Content: A custom ADK agent uses Gemini LLM, Nano Banana Pro, and Veo 3.1 to produce newsletters, brochures, and marketing assets at the regional and specialty granularity Apollo’s territory teams need.
Same-Surface Distribution: Distribution runs through Salesforce’s existing email and WhatsApp APIs — no new tools for field reps to learn.
RBAC End-to-End: The Salesforce role hierarchy is mirrored into Gemini Enterprise permissions; each user sees only what their Salesforce role allows.
The Solution: Four AI Use Cases on a Single Salesforce Backbone
Use Case 1A — Salesforce Efficiency Analytics via Gemini Enterprise: A Gemini Enterprise environment was configured with the Salesforce connection as a data source. Salesforce RBAC was mirrored into GE permissions so field reps, territory managers, and leadership each query only their authorised data through the same conversational interface. Delivery included role-based query restrictions, user guides, and UAT validation.
Use Case 1B — Geospatial Intelligence (the technical centerpiece): Salesforce CRM data is ingested into BigQuery under a geospatial schema, then enriched through Google Maps Platform — Geocoding, Routes, and Places Insights. A five-agent Vertex AI ADK system does the reasoning: Data Preparation cleans and structures the CRM data; Geospatial Analysis runs spatial clustering, aggregating doctors by geographic proximity and computing performance metrics at cluster and territory levels; Route Optimization plans efficient field-rep travel; Communication triggers outreach via Salesforce email and WhatsApp; and Visualization renders the outputs. Those outputs are an interactive heatmap on the Google Maps JavaScript API — with multi-layer toggles for specialty, opportunity score, visit recency, and territory, and a mobile-responsive UI for field reps — alongside Looker Studio dashboards tuned for executive, territory-manager, and field-rep personas. Per the SOW success criteria, ≥95% of doctor addresses are geocoded with valid coordinates.
Use Case 1C — Doctor Data Mining via Gemini Enterprise: Web-search agents mine Practo, Lybrate, and similar public healthcare directories for doctor data, returning structured records that expand Apollo’s referral network — on demand and on schedule.
Use Case 2 — AI-Powered Content Generation & Distribution: A custom Vertex AI ADK agent generates region- and specialty-specific newsletters, brochures, and marketing collateral using three Google AI models — Gemini LLM for text, Nano Banana Pro for images, and Veo 3.1 for video — transforming Apollo’s existing brand assets. It then distributes through Apollo’s pre-configured Salesforce email and WhatsApp APIs, with targeted filtering by specialty, territory, and engagement criteria.
Technology Stack — Gemini Enterprise, Vertex AI (Agent Builder + ADK), Gemini LLM, Nano Banana Pro, Veo 3.1, BigQuery, Cloud Run + Docker, Google Maps Platform, Google Maps JavaScript API, Looker Studio, GCP IAM + Service Accounts + Secret Manager, and Salesforce REST APIs.
Key Benefits & Results
Previous: Manual analysis of Salesforce data. Our Solution: Conversational analytics via Gemini Enterprise with Salesforce-mirrored RBAC. Result: Each user queries their authorised data in plain English — no SQL, no spreadsheets, no per-role bespoke reports.
Previous: Geographic blindspots. Our Solution: A five-agent Vertex AI ADK geospatial system on BigQuery + Google Maps Platform. Result: Opportunity zones, hot/cold clusters, route-optimised daily visit plans, and territory-level performance aggregation.
Previous: No interactive map. Our Solution: A web-based interactive heatmap on the Google Maps JavaScript API with multi-layer toggles and a mobile-responsive UI. Result: Field reps explore their territory on their phone.
Previous: Generic marketing collateral. Our Solution: A custom ADK agent generating region- and specialty-specific newsletters, brochures, images (Nano Banana Pro), and videos (Veo 3.1). Result: Doctor engagement tailored to specialty and territory.
Previous: Manual referral-network expansion. Our Solution: A Gemini Enterprise web-search agent mining public healthcare directories. Result: Structured doctor records, on demand and scheduled.
Previous: Hand-crafted bulk emails. Our Solution: Salesforce email + WhatsApp API distribution invoked by the agent. Result: Same-surface distribution, with no new tools for field reps.
Technical Innovation
Five-Agent ADK System for Geospatial Intelligence: Data Preparation, Geospatial Analysis, Route Optimization, Communication, and Visualization — each agent owns a clear responsibility, and the orchestration is deterministic.
Salesforce RBAC Mirrored into Gemini Enterprise: Field rep, territory manager, and leadership roles map cleanly across the analytics surface — the same chat UI, role-different results.
Multi-Model Content Generation: Gemini LLM, Nano Banana Pro, and Veo 3.1, orchestrated by a single ADK agent, produce region- and specialty-tailored newsletters, brochures, images, and videos.
Zero Salesforce Modification: The solution consumes Salesforce data and invokes pre-configured Salesforce APIs — no CRM customisations, no schema changes — a clean separation that respects Apollo’s CRM ownership.
Same-Surface Distribution: Distribution runs through the email and WhatsApp APIs Apollo already has configured; field reps interact with the system they already use, and AI fades into the background.
Wohlig’s Approach
Discovery & CRM analysis — workshops with Apollo’s marketing and field operations stakeholders; review of the Salesforce data structure.
GCP foundation — BigQuery (geospatial schema), Cloud Run, and IAM + Secret Manager.
Salesforce ↔ Gemini Enterprise — connection setup, RBAC mirroring, and conversational-analytics validation.
Geospatial data foundation — ETL pipelines for daily Salesforce sync; geocoding via Google Maps Platform; spatial clustering; territory aggregation.
Multi-agent ADK build — five agents for Use Case 1B (Data Prep, Geospatial Analysis, Route Optimization, Communication, Visualization); the web-search agent for Use Case 1C; the content-generation agent for Use Case 2.
Heatmap + dashboards + distribution — Google Maps JavaScript API heatmap, Looker Studio dashboards, and Salesforce email + WhatsApp distribution; UAT; documentation and knowledge transfer.
About Apollo Hospitals
Apollo Hospitals Enterprise Limited is India’s premier integrated healthcare platform, headquartered in Hyderabad. Apollo operates a large network of hospitals, clinics, and specialist services across India, supported by a field representative organisation that manages doctor networks, referral partnerships, and sales performance across territories. The organisation uses Salesforce CRM as the centralised system of record for all field force activity.
About Wohlig Transformations Pvt. Ltd.
Founded in 2015, Wohlig Transformations specialises in GenAI and DevOps, with 160+ professionals across India and the UK.
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