SALESFORCE CONSULTING
Enterprise-grade Salesforce solutions that scale with your business.
From implementation to customization to industry-specific builds, we design Salesforce architectures that power sustainable growth—with a special focus on healthcare admissions departments.
OUR APPROACH
Three pillars of Salesforce excellence.
Whether you're implementing Salesforce for the first time, re-architecting your org, or need specialized builds for healthcare admissions, we bring deep technical expertise and industry knowledge.
Integrations
Connect Salesforce to your entire tech stack for a unified revenue system.
Customization
Build custom objects, automation, and workflows tailored to your business.
Healthcare Builds
Pre-configured Salesforce for healthcare admissions with proven accelerators.
INTEGRATIONS
Connect Salesforce to everything that matters.
We architect and implement integrations that ensure clean data flow between Salesforce and the rest of your tech stack—from marketing automation to ERP to support platforms.
Marketing Automation
Connect Salesforce with HubSpot, Marketo, Pardot, or Mailchimp to track every marketing touchpoint and measure campaign ROI.
- Lead scoring sync
- Campaign attribution
- Email engagement tracking
- Form capture automation
ERP & Financial Systems
Seamless integration with NetSuite, QuickBooks, SAP, or Sage for unified customer, order, and billing data.
- Quote-to-cash automation
- Invoice sync
- Customer account linking
- Revenue recognition
Support & Service Platforms
Integrate Zendesk, ServiceNow, or Freshdesk to give your sales team visibility into customer health and support history.
- Case history in CRM
- Support ticket linking
- Customer satisfaction scores
- Escalation alerts
Sales Engagement Tools
Connect Outreach, SalesLoft, or Apollo to automate sequences while maintaining clean data in Salesforce.
- Activity logging
- Sequence tracking
- Email open rates
- Call recording sync
CUSTOMIZATION
Built for your business, not the other way around.
Out-of-the-box Salesforce is powerful, but your business is unique. We design custom objects, flows, and automation that map to your processes—not generic best practices.
Custom Objects & Fields
Design data structures that match your unique business model, from complex deal stages to specialized product catalogs.
Process Automation
Build flows and automation that eliminate manual work—from lead routing to renewal reminders to quote approvals.
Dashboards & Reports
Create executive dashboards and team reports that surface the metrics that matter to your business.
Territory & Quota Management
Configure territory rules, assignment logic, and quota tracking aligned to your compensation structure.
Security & Permissions
Design role hierarchies and sharing rules that protect sensitive data while enabling collaboration.
Mobile Optimization
Ensure your sales team has the data and actions they need on any device, anywhere.
HEALTHCARE ADMISSIONS
Pre-configured Salesforce for healthcare admissions departments.
We've built a proprietary Salesforce solution specifically for healthcare education programs—nursing schools, medical programs, allied health, and more. This accelerator includes everything you need to manage admissions from inquiry to enrollment.
Applicant Tracking & Funnel
- Multi-stage admissions pipeline from inquiry to enrollment
- Automated applicant status updates and notifications
- Document management for transcripts, recommendations, and essays
- Interview scheduling and calendar integration
Program & Cohort Management
- Custom objects for programs, specialties, and cohorts
- Capacity planning and enrollment tracking by program
- Waitlist management and automated offer releases
- Integration with student information systems (SIS)
Communication & Engagement
- Automated email journeys for applicants at each stage
- SMS reminders for deadlines and appointments
- Personalized portal access for application status
- Event management for open houses and interviews
Compliance & Reporting
- FERPA-compliant data security and access controls
- Audit trails for all applicant interactions
- Pre-built dashboards for enrollment metrics and funnel health
- Integration with accreditation and reporting systems
Financial Aid & Tuition
- Track scholarship offers and financial aid packages
- Integration with billing and ERP systems
- Automated deposit tracking and reminders
- Custom calculations for net tuition revenue
Why our healthcare admissions build?
Proven in production
This isn't a concept—it's a battle-tested solution built from years of working with healthcare education programs.
Faster implementation
Launch in weeks, not months. Our accelerator cuts implementation time by 60-70% compared to custom builds.
Industry best practices
Built-in workflows and processes that reflect how top healthcare programs manage admissions.
Fully customizable
Start with a proven foundation, then customize to match your unique program requirements and compliance needs.
Ready to transform your Salesforce implementation?
Whether you need integrations, customization, or a full healthcare admissions build, let's discuss how we can architect a solution that scales with your business.