Salesforce
Salesforce Implementation for a US ABA Therapy Provider
Success Story
Manual processes and fragmented data management typically lead to significant operational challenges. Our client underutilized Salesforce, struggled to align it with its business workflows, and needed guidance to unlock its full potential.
Therefore, Scalefocus’ dedicated team used Health Cloud and other advanced technology to deliver a tailored solution. Our comprehensive business analysis, strategic platform redesign, and targeted training sessions enabled the company to fully adopt Salesforce and streamline its internal processes.
Streamlined administrative processes and reduced manual workload
Enhanced collaboration between teams using a unified platform
Faster response times to customer inquiries via automated case creation
The Client
A prominent provider of Applied Behavior Analysis (ABA) therapy services in the US. With a mission to deliver high-quality care to individuals with developmental disorders, the enterprise operates across multiple locations and serves thousands of patients. Their administrative and clinical teams were heavily reliant on manual processes and shared spreadsheets, which hindered efficiency and data visibility.
The Challenge
The client’s existing Salesforce setup remained largely unused, which meant administrative processes were manual, slow, and error-prone, and there was no centralized system for communication and collaboration between administrative, management, and clinical teams.
As a result, a large volume of patient data was stored in shared spreadsheets, making it difficult to access, monitor, and extract actionable insights. Scalefocus’ task to digitalize operations and improve data governance was even more demanding because our team took over system support and maintenance from another vendor.
The Solution
Scalefocus deployed a dedicated team to design and implement a comprehensive Salesforce solution tailored to the client’s needs. Our experts conducted a comprehensive business analysis to understand workflows and pain points, followed by tailored training sessions to ensure successful platform adoption. The Health Cloud implementation involved a 360-degree view of each patient, including clinical history and care programs.
Scalefocus also enabled the direct capture of customer requests from the client’s website into Salesforce, dynamic page layouts, and lightning flows to enhance user experience and streamline workflows for different user roles. Furthermore, patient data was migrated and structured for better accessibility and reporting.
Onboarding administrative, management, and clinical teams onto a single platform vastly improved collaboration and reduced silos, while taking over maintenance and support responsibilities, ensured system stability and continuous improvement.
The Results
Scalefocus’ custom solution streamlined the client’s administrative processes, reduced manual workload, and improved data accuracy and visibility across departments. The full adoption of Salesforce across departments unlocked its full potential, and unifying the platform enhanced collaboration between its teams.
Automated case creation accelerated response times to customer inquiries, while our reliable system support and maintenance services ensured long-term scalability.
Client Success Stories
We have a global client base that includes Fortune 500 companies, innovative startups and industry leaders in Information Technology, E-Commerce, Insurance, Healthcare, Finance and Energy & Utilities.
