Communications

Every message, delivered and owned

SMS, chat, email, Slack, Teams: wired into Salesforce properly. The communication layer connects both sides of the business, from patient messages on the care side to deal alerts on the revenue side.

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SMS, chat, email, Slack and meeting channels flowing two ways into one Salesforce conversation timeline

What we build

Four kinds of communication, one system of record

Two-way messaging & chat

Patient and client conversations inside Salesforce, where the record lives: threaded, routed to an owner, translated when the two sides speak different languages, and logged for compliance.

SMS, wired properly

Text conversations built on Salesforce messaging channels with routing, opt-in handling, and history on the record. Built as infrastructure, not a bolted-on texting app.

Email automation

Journey and lifecycle email driven by what actually happened in the record: admissions, milestones, renewals. No orphan sequences running against stale data.

Slack & Teams architecture

Deal-won alerts, new-case assignments, deployment notices: the events your team cares about, delivered to the channel they already watch, with links back to the record.

Proof, both sides

Communication systems carrying real conversations

On the care side, a patient chat we built carries six-figure message volume where the clinical record lives. On the revenue side, deal alerts and assignment notices reach the channels teams already watch.

100,000+

Patient messages on a chat we built where their clinical data already lived

A national surgical-recovery care program was paying a separate patient-messaging vendor that knew nothing about their patients. We advised against buying another point solution and built the messaging into Salesforce instead: nurses and patients talking in the same place the clinical record lives, with years of message history brought across so nothing was lost in the move. Spanish-speaking patients read Spanish while nurses type English, without hiring a translator. Every look at a patient record is logged, so compliance always has an answer. Five years on it carries 100,000+ patient messages and has supported 15,314 surgeries.

From the communications lane

How we think about this work

Architecture8 min read

We Built Real-Time Patient Chat Inside Salesforce with Platform Events (Instead of Buying Another Vendor Tool)

Why we built patient chat inside Salesforce instead of buying another messaging vendor: 100,000+ patient messages, where the clinical record already lives.

Service + case operationsRead →

Guide7 min read

How to Use ChatGPT with Salesforce: 7 Practical Workflows

Working patterns for revenue operations, support, administrators, and leaders, with the connection and governance choices made explicit.

Revenue systemsRead →

Playbook8 min read

n8n + Salesforce: 10 Automation Patterns, and When to Use Flow Instead

A practical guide to cross-system orchestration, failure recovery, and choosing the right automation layer for the job.

Platform transformationRead →

How engagements run: the audit (discovery and scope) → the build → then either we run it with you as ongoing ownership, or we hand it off to your team, documented.

The Salesforce + AI Audit

Find out where your messages fall through, and what to do about it.

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You leave with
A map of every channel your team and clients actually use
Where messages fall through today, and what that costs
A prioritized plan with a fixed quote for the next phase