Services:
Application Modernization SalesforceIndustry:
HealthcareClient since:
2023Our Client is a leading North American senior living referral service. They operate in the healthcare and senior living industry, connecting families seeking senior care solutions, such as independent living, assisted living, memory care, and home care, with vetted communities and providers. The company works with over 12,000 senior living communities and 3,000 home care providers, employing hundreds of local advisors across the U.S. and Canada.
The client faced a challenge with Change Data Capture (CDC) in Salesforce. It was limited to tracking changes across only five objects. Exceeding this limit resulted in significant additional costs.
The business needed a centralized, scalable CRM solution to unify its sales processes, improve lead management, and synchronize data in real-time between multiple external systems and its internal teams, providers, and other business platforms.
The use of separate, partially integrated platforms, combined with manual processes for data reconciliation and communication, affected the timely synchronization between teams.
Maintenance of multiple systems posed a risk of increasing the effort required to support outdated integrations.
The lack of real-time integration between Salesforce and external systems hindered decision-making and slowed customer service.
Due to Sombra’s proven Salesforce expertise, experience in complex CRM integrations, and ability to deliver customized solutions for high-volume, data-intensive operations, the client decided to proceed with a dedicated Salesforce team model.
We maintained close collaboration with the client’s sales and provider management teams through the daily stand-up meetings, weekly planning meetings, bi-weekly Salesforce stand-ups, and ad-hoc calls for integration milestones and critical releases.
Tech stack: Salesforce Sales Cloud, Apex, Lightning Web Components (LWC), Platform Events, and APIs.
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Of course. Sombra’s pre-sales team works tirelessly to deliver all the necessary information for conscious decision-making, including:
Contact us to get all the details regarding your project estimations or read one of our latest case studies to discover how we work through the project’s phase zero.
Contact us to get all the details regarding your project estimations or read one of our latest case studies to discover how we work through the project’s phase zero.
Contact us to get all the details regarding your project estimations or read one of our latest case studies to discover how we work through the project’s phase zero.
