Skip to content

Success Stories

Scheduling System
aylo

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.

LATEST SUCCESS STORIES
A healthcare professional bandages a patient's wrist.
Read More
Where Technology Meets Care: Scaling Mobile Wound Operations

A fast-growing mobile wound care provider delivering services to skilled nursing facilities across multiple states faced major operational hurdles as demand surged. Their clinical team traveled daily in branded vehicles to deliver care at patient sites—but behind the scenes, processes were being held together with whiteboards, spreadsheets, and group texts...

Read More
Case Study - PrintsWell
Read More
Transforming PrintsWell's Marketing and Branding With HubSpot

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...

Read More
Case Study - Financial Marketing Solutions
Read More
Revolutionizing Data Reporting for Financial Marketing Solutions With Zoho

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...

Read More
Case Study - Alligator
Read More
Future-Proof Website With Rich Content

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...

Read More
Salesforce and HubSpot Flows
Read More
How We Helped Streamline Lead Management in HubSpot and Salesforce.

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...

Read More
Anderson Design Group Website Mockups
Read More
Creating More Than Just a Summer Fling for Customers

Anderson Design Group carefully crafts artwork and prints commemorating national parks and other travel destinations. We needed to develop a strategy to raise awareness for the firm's other products and offerings, and with a wider range of customers...

Read More
Aultimate Website in Desktop and Mobile View
Read More
Building an Online Brand for a Construction Sales Agency

Aultimate Sales Group serves a wide array of architects and construction companies, representing nearly a dozen manufacturers. They needed strong, consistent branding to differentiate them from their competitors...

Read More
GuardianFeaturedImage
Read More
Marketing a Specialized Business Tax Strategy

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...

Read More
Curana website on a laptop, tablet, and mobile device
Read More
A User-friendly System for Multiple Medicare Advantage Websites

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...

Read More
challenges are implementation in 90 days and faster IT procurement
Read More
Using HIT Project Management to Save Millions in Overhead

When our client acquires an ambulatory clinic, they commit to an implementation deadline of 90 days from contract signing—a deadline they were frequently missing...

Read More
challenges are faster migration and centralized processes
Read More
Migrating Hospitals and Clinics into Centralized Workforce Management System saves $3.5 Million

Our client is the nation’s largest hospital company, owning, leasing, or operating nearly 200 hospitals in 29 states. This client faced a nightmare when trying to integrate scores of hospitals and clinics into a workforce management system after a massive health system acquisition...

Read More
Challenges include supporting a growing network, streamlining processes, and working within budget.
Read More
Upgrading 18,000 Computers to Innovative Tech

Our client had invested more than $36M a year to build a health network spanning 14 hospitals and 12,000 employees. When a computer operating system came to end-of-life, the client wrestled with what to do with thousands of workstations...

Read More
Challenges include evaluating and engaging, IT strategy and planning, and improving efficiency.
Read More
Virtual CIO Helps Grow and Scale New Healthcare Enterprise

Our client, an entrepreneurial group of healthcare operations experts, knew they could outperform the competition. However, it wasn’t until they were opening their first clinic that they realized evaluating and engaging IT vendors and services was not a core competency...

Read More
challenges to improve the customer experience included call wait times and tracking phone call metrics
Read More
How we created a unified system by migrating call metric and telephony platforms to Salesforce CRM.

We needed to transfer the call tracking system to Salesforce Service Cloud to create a unified CRM where all the data would be stored in one place...

Read More
challenges include the IT ticketing system and guest experience system
Read More
How we used Salesforce to transform a retail goods chain’s IT request process.

We needed to transfer all data and IT processes to Salesforce Service Cloud to enable the retail goods chain to maintain IT ticketing system performance...

Read More
challenges include maintaining the same level of service and financial success after retirement
Read More
How we helped a wealth management company thrive using Financial Services Cloud.

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...

Read More
Challenges are more reliable reporting, standard scheduling, and patient progress
Read More
How we standardized a statewide weight loss clinic's Salesforce system for business success.

The weight loss clinic has multiple locations across Virginia, each with different teams using unique processes for targeting new clients, providing consultations, and tracking marketing progress, which made it difficult to standardize efforts...

Read More