Industry experience

The right strategy starts with how your business operates

Three industries, known deeply. We help leaders identify where Salesforce, automation, and AI create value in how their business actually operates, then architect and deliver the changes that matter.

Behavioral health & addiction treatment

Admissions, Salesforce, and the EHR, connected

For the COO and operations leadership: referrals, VOB, admissions, and census carried by one system instead of re-keyed between two. We build the integration patterns running in production at treatment centers today.

  • Accepted admissions become complete EHR charts automatically
  • One patient identity across Salesforce and the EHR
  • Integrations live in production for years, not pilots

Telemedicine & virtual care

Patient engagement operations that scale

For clinical ops and care navigation leaders: patient messaging where the clinical record lives, presence-aware routing to available nurses, nurse consoles with the episode in view, and engagement analytics leadership can read.

  • 150,000+ patient messages managed on one platform
  • 15,314 surgeries supported across connected patient journeys
  • Presence-aware Omni-Channel routing to an available nurse

B2B SaaS & revenue teams

Revenue systems for the RevOps leader who owns the number

For RevOps and revenue leadership: pipeline architecture, routing, quote-to-close, and attribution built as one system the team and board can trust, with AI adopted safely where it pays.

  • Salesforce and HubSpot roles defined around the buying journey
  • Routing and follow-up automation that converts more of the same traffic
  • Pipeline and attribution reporting leadership can act on

Looking for the outcomes behind these? See the results library.

Industry working session

Your industry’s workflow, not a generic Salesforce build.

Free, 30 minutes, no obligation.

  • You leave with
  • Our first read on where your operation leaks time, live on the call
  • A straight answer on whether a full systems audit is worth it for you
  • If it is: the scope and the fixed price. If not: what to do instead

100+Clinical paperwork that fills itself in