Industries
Salesforce consulting shaped for your industry
Every industry has different customer journeys, compliance needs, data and processes. We adapt Salesforce to those realities instead of forcing a one-size-fits-all model.
Where we help
Proven patterns for your sector
Healthcare & life sciences
Referral and intake workflows, care coordination and connected patient and partner information, with careful access controls.
- Referral & intake tracking
- Care coordination
- Partner & provider relationships
Financial services & insurance
Better customer and case management, automated service processes and connected policy and account data.
- Lead-to-policy pipelines
- Service case automation
- Advisor & agent portals
Nonprofit
Constituent engagement, fundraising and program workflows, service delivery and impact reporting.
- Donor & volunteer management
- Program tracking
- Impact reporting
Real estate & property management
Leads, leasing pipelines, resident service requests and owner relationships in one connected CRM.
- Leasing pipelines
- Resident service portals
- Owner & vendor management
Professional & legal services
Client relationships, matters and projects, approvals and cross-team handoffs with full visibility.
- Client intake
- Matter & project tracking
- Billing & approval workflows
Education
Enrollment journeys, student and alumni engagement and admissions communication at scale.
- Enrollment pipelines
- Student & alumni portals
- Admissions communication
Manufacturing & automotive
Dealer and distributor networks, quotes, orders and after-sales service connected to your ERP.
- Dealer & distributor portals
- Quote-to-order with ERP
- Field & after-sales service
Retail & e-commerce
Unified customer profiles, order-related service and loyalty programs connected to your store.
- Shopify & commerce integrations
- Order & returns service
- Loyalty & marketing journeys
Industries
Salesforce for every industry
From healthcare to manufacturing, we shape Salesforce around the customer journeys, data and compliance needs of your industry.
HealthcareLife sciences & pharmaFinancial servicesBanking & lendingWealth managementInsuranceNonprofitEducationReal estate & property managementLegalProfessional servicesManufacturingAutomotiveRetail & e-commerceConsumer goodsEnergy & utilitiesMedia & entertainmentTelecommunicationsTravel & hospitalityLogistics & transportationTechnology & SaaSConstructionAgriculturePublic sector
Platforms & tools
Sales CloudService CloudExperience CloudData CloudAgentforceSalesforce IndustriesCRM AnalyticsMarketing CloudApex & LWCFlowREST / SOAP integrations
Client work
Real Salesforce projects, real results
A selection of the Sales, Service and Experience Cloud projects we have delivered.
Beta Lab Services
Laboratory servicesSales Cloud
Sales process organized in Sales Cloud with structured lead, account and opportunity tracking and clear pipeline reporting.
One clear pipeline
The sales team works from a single, up-to-date view of every opportunity.
CAMSC
Membership organizationSales Cloud + Experience Cloud
Relationship management in Sales Cloud plus an Experience Cloud portal where members and stakeholders access information and engage online.
Self-service member portal
Members find what they need online instead of emailing staff.
Institute for Integrative Nutrition
EducationSales Cloud
Customer and sales data organized in Sales Cloud to support enrollment conversations, relationship management and opportunity tracking.
Faster follow-up
Every lead and conversation tracked in one place, so no prospect slips through.
Funnel Leasing
Real estate techService Cloud + Experience Cloud
Customer service workflows in Service Cloud with an online experience where customers raise and track their requests.
Faster response times
Cases reach the right team automatically, with full history in view.
OcucoOcuco
Eyecare softwareSales Cloud
Sales relationship management and opportunity tracking configured around a multi-region software sales process.
Forecasts leaders trust
Consistent stages and data across regions make the pipeline reliable.
Headstart Health
HealthcareSales Cloud + Integrations
Sales operations connected through integrations, so data flows between Salesforce and the other systems the team relies on.
Less manual data entry
Hours of weekly re-typing between systems removed from the routine.
INC Group
Business servicesSales Cloud
Pipeline visibility, customer relationship management and opportunity tracking brought together in Sales Cloud.
Real-time pipeline visibility
Managers see deal status instantly instead of chasing spreadsheet updates.
Hanna Center
NonprofitSales Cloud
Relationship management and coordinated processes, giving teams one shared view of every supporter and partner relationship.
Coordinated teams
One shared record of every relationship across departments.
Apana Insurance
InsuranceSales Cloud
Sales Cloud set up for a Medicare insurance agency to track leads, enrollment conversations and policy opportunities across the team.
Every lead followed up
Agents see each prospect’s status and next step in one place, even in busy enrollment periods.
Let’s make your Salesforce investment count.
Start with a free proof of concept. Book a 30-minute call, we’ll scope it together, and you only pay after delivery.