Is Your Salesforce Working for You
— Or Against You?
We specialize in helping Behavioral Health providers who fall into three categories
The “Outgrown” Provider
You’ve moved past basic CRMs (or spreadsheets) and need a robust, scalable system.
The “Broken” Implementation
You have Salesforce, but it was set up by generalists who don't understand the BH lifecycle, leading to poor adoption and "dirty" data.
The “Disconnected” Stack
You have great tools (Kipu, CTM, CMD), but they don't talk to each other. We build the bridges that unify your data.
What Sets Us Apart
01
Behavioral Health Only
We don't serve every industry - we serve yours. Every engagement is informed by deep familiarity with the operational realities of behavioral health organizations.
02
Collaborative
Energy
A decade-plus of building Salesforce solutions in this space means we've already solved the problems most consultants are still discovering.
03
Expert
Facilitation
We carry the credentials to back it up - recognized by Salesforce as a trusted partner delivering results in a complex, regulated sector.
04
Integration-First Thinking
We design every solution with your full tech ecosystem in mind, eliminating the manual workflows that slow your team down.