Salesforce solutions for your industry

Hospitals, clinics and care networks need patient information in one place without loosening access controls. We build Salesforce around intake, referrals and care coordination.

Common problems

Referrals tracked in fax, email and spreadsheets
No single view of a patient across locations
Strict rules on who can see protected health information

What we build

Patient intake and referral tracking
Care team collaboration and tasks
Field-level security and audit trails for sensitive data

Talk about healthcare

Banking and finance

Financial Services Cloud

Banks, credit unions and wealth managers need compliant, high-touch service without manual back-office work. We build onboarding and servicing processes that are fast and auditable.

Common problems

Onboarding and KYC slowed by paper and email
Advisors lack a full view of households and relationships
Audit requests take days to answer

What we build

Guided onboarding with document collection
Household and relationship views
Loan and service request tracking with approvals

Talk about banking and finance

Telecommunications

Communications Cloud · Service Cloud

Telecom providers handle large volumes of orders, service requests and renewals. We help sales and support teams work faster with less swivel-chair between systems.

Common problems

Orders re-keyed between sales and provisioning systems
Agents search several tools to resolve one issue
Renewals missed because contract dates live elsewhere

What we build

Quote-to-order flows connected to provisioning
Unified agent console with account history
Renewal alerts and automated follow-ups

Talk about telecommunications

Education

Education Cloud

Schools and universities manage students from first inquiry to alumni giving. We help them run recruiting, advising and engagement on one platform.

Common problems

Applicant data split across portals and spreadsheets
Advisors can't see a student's full history
Alumni outreach is disconnected from student records

What we build

Recruiting and admissions pipelines
Advising notes, cases and early alerts
Alumni and donor engagement tracking

Talk about education

Energy and utilities

Energy & Utilities Cloud · Field Service

Utilities and energy providers need to keep customers informed and crews moving. We connect service, field operations and asset data in Salesforce.

Common problems

Customers call repeatedly for outage updates
Field crews work from paper or separate apps
Asset history is hard to find when a job comes in

What we build

Outage and service request tracking with proactive updates
Field Service scheduling and mobile work orders
Asset records linked to service history

Talk about energy and utilities

Manufacturing

Manufacturing Cloud · Field Service

Manufacturers need sales, operations and service looking at the same demand picture. We connect forecasts, orders and service in Salesforce so fewer surprises reach the plant floor.

Common problems

Forecasts built in spreadsheets outside the CRM
Distributors and dealers email orders and questions
Warranty and service history is hard to find

What we build

Sales agreements and account-based forecasting
Partner and dealer portals on Experience Cloud
Warranty, service and installed-asset tracking

Talk about manufacturing

Insurance

Financial Services Cloud for Insurance

Carriers, agencies and brokers juggle policies, claims and producer relationships across legacy systems. We give service teams and agents one place to see and act on it all.

Common problems

Policy and claims data live in separate core systems
Agents and brokers lack visibility into their book
First notice of loss is slow and manual

What we build

Policyholder 360 view connected to core systems
Digital claims intake with routing and status updates
Producer onboarding and performance dashboards

Talk about insurance

Retail and consumer goods

Commerce Cloud · Consumer Goods Cloud

Retailers and consumer brands win on customer experience and shelf execution. We connect commerce, service and field teams so every interaction uses the same customer data.

Common problems

Online and in-store customer data aren't connected
Service agents can't see orders or returns
Field reps plan store visits by hand

What we build

Order-aware service console with returns and exchanges
Loyalty and customer segmentation
Retail execution with visit planning and audits

Talk about retail and consumer goods

Nonprofit

Nonprofit Cloud

Nonprofits need to raise more and report outcomes with small teams. We set up fundraising, programs and grants so staff spend less time on data entry and more on the mission.

Common problems

Donor data scattered across spreadsheets and tools
Grant deadlines and reports tracked by memory
Program outcomes are hard to report to funders

What we build

Donor and gift management with recurring giving
Grant tracking with deadlines and deliverables
Program and outcome tracking for funder reports

Talk about nonprofit

Public sector

Public Sector Solutions

Agencies and municipalities are expected to deliver services as easily as any online business. We build constituent portals and case management that shorten wait times and paperwork.

Common problems

Permit and license applications on paper or PDF
Constituents can't check the status of a request
Case work tracked in aging custom systems

What we build

Online applications for licenses and permits
Constituent portal with request status
Case management with inspections and approvals

Talk about public sector

Real estate

Sales Cloud · Experience Cloud

Brokerages, developers and property managers track many relationships across properties. We build pipelines and portals that keep leasing, sales and tenant service moving.

Common problems

Leads from listing sites pile up without follow-up
Property, unit and tenant data kept in separate tools
Maintenance requests arrive by phone and email

What we build

Lead capture and leasing or sales pipelines
Property, unit and lease records with renewals
Tenant portal for maintenance requests

Talk about real estate

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