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

Aylo Health, a growing primary healthcare provider, used a 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...

A weight loss clinic with a strong online presence 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. They use Salesforce to manage online marketing, local ads, incoming leads, consultations, custom programs, and more...

A retail goods chain was experiencing an emergence of new IT processes and change management. Although it had a unified way of handling its IT ticketing system, the users did not like the platform. They felt it provided a complicated user experience...

A fast-growing retail business needed to track its phone call metrics in the same system as the rest of its data. 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...

After looking at their system structure and understanding their business process, our team concluded that Sales Cloud—which they were using at the time—was not the most strategic or efficient for their needs. The structure had little automation, which resulted in less productivity and lost data...