Success Stories


FEATURED SUCCESS STORY
How We Transformed Aylo Health's Scheduling System With Salesforce
Aylo Health, a growing primary healthcare provider, was using a scheduling tool to engage with patients to facilitate scheduling and automate flows. The tool was intended to send patients appointment reminders, check them in, input intake data, assist patient advocates in navigating the office, and more.

PrintsWell, a leading stationery manufacturer and fulfillment company, has been in business for over 30 years. Originally a retailer, the company transitioned to focus their efforts on becoming a white-label fulfillment provider, supporting designers selling on platforms like Shopify and Etsy...
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Guardian Tax Consultants grew by providing highly-specialized services to a niche market of business leaders. They developed a unique MSO strategy for business owners and were growing through referrals from satisfied customers...
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The client is a successful manufacturer of automotive after-market tire-pressure monitoring replacements. They’ve developed key products that work with 99.7% of vehicles on the market, from Aston Martins to Volkswagens. They needed an up-to-date website to not only showcase their offerings, but that could be streamlined for their customers to use, as well...
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RJ Young, a 70-year-old company known for its expertise in imaging solutions, had grown rapidly, doubling in size in two years due to its expansion into tech solutions. This rapid growth put strain on their existing sales and marketing systems, leading to inefficiencies in lead management...

Anderson Design Group carefully crafts artwork and prints commemorating national parks and other travel destinations. These pieces grace the walls of homes, not to mention the pages of travel journals and greeting cards. Yet, with the success of their national park designs in particular, they became known to their customers through this work alone...
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Our client had outdated, inconsistent branding and an overall weak online presence. Aultimate Sales Group serves a wide array of architects and construction companies, representing nearly a dozen manufacturers...
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Guardian Tax Consultants grew by providing highly-specialized services to a niche market of business leaders. They developed a unique MSO strategy for business owners and were growing through referrals from satisfied customers...
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Our client is dedicated to transforming targeted healthcare systems by enabling long-term care providers with the ability to launch managed care plans for seniors. Curana manages 10+ health plans, covering over 10,000 patients and up to 500,000 providers across 22 states in the United States...
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Healthcare Industry Using HIT Project Management to Save Millions in Overhead Services Provided Security EMR Training Automation Compliance Implementation The Challenge: Missing Deadlines This client is a multi-billion-dollar hospital management company in 22 states...
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The Challenge: Migration Our client is the nation’s largest hospital company, owning, leasing, or operating nearly 200 hospitals in 29 states...
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Our client invested over $36M a year to build a health network spanning 14 hospitals and 12,000 employees. Past the support deadline for 18,000 computers, a growing health network turned to...
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Process gaps were causing the company to miss implementation targets when acquiring new clinics regularly. When our client...
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A retail goods chain with more than 300 convenience stores across six states in the southeast U.S. - most of which connect to gas stations – is known for its friendly and helpful customer service. As a fast-growing business, it struggled to keep up with the demands of...
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A retail goods chain with more than 300 convenience stores across six states in the southeast U.S. uses an IT ticketing system with 20 users for technology requests, in-store maintenance issues, customer complaints, and more. Over the years, the system has not adapted to changes in...
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To help clients plan for financial success after retirement, the wealth management company uses its Salesforce CRM to host up to 150 users to support its prospect pipeline, connect with customers, schedule internal and external meetings, and more...
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The clinic has a strong online presence and runs local ads to drive prospects to the top of its marketing funnel. At the lead stage, they schedule a free consultation in one of their locations to create a custom weight loss program for the customer...
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