Consulting Services for Salesforce Health Cloud

Salesforce Customer Success is a community of customers, partners, and employees committed to driving success for our customers—and our customers' customers. From easy-to-use resources to embedded solution experts, organizations can elevate their AI capabilities and get the most value out of their Salesforce investment. Our comprehensive success portfolio includes: Success Plans - 3 levels of innovative tools, guidance, and support to help you achieve your ambitious goals: - Standard Success Plan: Self-guided resources included with all licenses. - Premier Success Plan: Personalized programs and expedited support. - Signature Success Plan: Proactive partnership and the fastest support. Professional Services: Trusted advisors to help accelerate your time to value with AI + Data + CRM. Partner (Apps and Experts): Over 200,000 credentialed experts and over 5,000 apps on AppExchange to help you scale and grow.

Coastal is the #1 ranked Salesforce Consultancy. And while awards are nice, customer success is what fuels us. We believe in forming meaningful relationships with our customers, delivering work that matters, and being their trusted innovation partner. www.coastal.us Back in 2012, we launched Coastal with a simple goal: to help companies thrive using Salesforce—without the red tape or hassle of so many other consulting firms. Fast-forward to now, when we’ve partnered with 1,500+ organizations to deliver powerful solutions that make a real difference. Our North America-based experts bring the latest tech (think AI, Data Cloud), deep industry knowledge, and a committed, caring approach to every project. From digital strategy to platform evolution, we’re the Salesforce consultancy you’ll love working with. www.coastal.us

Consulting and Implementation Practice.

Consulting and Implementation Practice.

Appirio, a Wipro Company, develops modern business applications for enterprise companies and delivers the tools they need to attract top talent, boost collaboration, and deliver exceptional customer experiences. Our experience-led strategy focuses on the four pillars of success: implementation success, user success, operational success, and financial success to close the value gap and to ensure customers realize the full value of their technology investments. Appirio, founded in 2006, is a global strategic partner of Salesforce and long-time Google partner who has helped over 3,000 enterprises adopt effective cloud-based solutions across industries, including Healthcare & Life Sciences, Banking, Higher Education, Manufacturing, and Retail. We are invested in building industry-focused accelerators that improve time to value and are repeatedly recognized as a key partner in innovation by Salesforce and among the best places to work across the globe.

CloudMasonry is a Salesforce consulting partner, delivering success with transformative cloud-based business services and partner solutions. Registered Salesforce Consulting Partner Consulting Resources with +10 years of Salesforce Experience We offer a tailor-made approach for enterprise organizations, guiding each through the challenges of working with and harnessing the potential of cloud-based tools such as Salesforce. With over a decade’s dedicated experience in the field, CloudMasonry’s business-to-business consulting services are built on a foundation of experience across a range of industries. CloudMasonry was built on the knowledge that many existing Salesforce customers often struggle to utilize Salesforce to its fullest. With Salesforce pushing out three technical releases a year, we looked around and saw that Salesforce customers too often felt like they couldn’t keep up. At the same time, we knew all about the powerful features of Salesforce like Field Service Lightning and know just how powerful they can be. The aim of CloudMasonry is to partner with Salesforce clients to maintain their current CRM while incorporating its very best features, leading to a robust, up-to-date Salesforce-powered solution. SERVICES PROVIDED: Data Migration & Complex Integrations End User Training Salesforce Value Assurance / Health Checks Salesforce Implementation Progam Oversight Technology Roadmapping / System Design Managed Services / Ongoing Innovation

Operatus' mission is to empower companies by building scalable, data-driven RevOps solutions that drive visibility, efficiency, and growth. We are the RevOps partner for our clients at every stage of their growth journey—laying strong foundations, optimizing systems, and providing strategic guidance—ensuring that each organization is equipped to achieve its full revenue potential.

Unlock the potential of your Salesforce investment with the 5-Star Summit Salesforce Partner, Access Global Group. Our curated team of Salesforce experts will utilize a customer-centric approach to provide intuitive solutions for your organization. Consulting Services Include: Salesforce Implementation Services, Salesforce Optimization Services, Salesforce Integration Services, Salesforce Managed Services, Salesforce Cloud Services, Salesforce Staffing Services, Salesforce QuickStart Programs Awarded, Trusted & Proven to Deliver Salesforce Results - Average Salesforce Consultant Experience 10+ Years - 400+ Salesforce Certifications - 500+ Salesforce Integrations - 1700+ Salesforce Projects - 120+ Staff - 5-Star Salesforce Summit Consulting Partner

Ad Victoriam is a Salesforce Platinum Partner and MuleSoft Partner who provides mission-critical, consulting services, from strategy to implementation. Our nimble team of certified professionals across the United States accelerates businesses by simplifying complex problems through cloud and data expertise. As a Certified B Corp, we balance purpose with profits and have made a strong commitment to the community.

Cloudsquare is the most robust end-to-end lending platform, powered by Salesforce. The loan origination software and loan servicing software is designed to help lenders and brokers automate, streamline, and scale their lending operations. It provides a comprehensive suite of modules that manage the entire lending lifecycle, from application to repayment, while offering unmatched flexibility, automation, and integration capabilities. Cloudsquare serves a variety of lending verticals, including equipment financing, merchant cash advances, term loans, and more. The platform is ideal for organizations seeking to eliminate inefficiencies, improve borrower and partner experiences, and drive smarter decisions with real-time insights. Built on Salesforce, Cloudsquare ensures security, scalability, and customization to adapt to any business need. As a completely customizable platform, Cloudsquare enables users to automate workflows, simplify processes, and integrate seamlessly with third-party systems and APIs. Loan Origination Software * Automates application intake, credit decisioning, and document management. * Offers customizable workflows to streamline approvals and enhance borrower onboarding. * Dynamic assignment rules optimize deal distribution across teams. Loan Servicing Software * Tracks repayments, disbursements, and balances with ease. * Provides real-time visibility into borrower accounts for better decision-making. * Offers robust reporting and analytics to manage risk and monitor portfolio performance. Flexible Automation * Customizable settings allow users to tailor the system to their unique requirements. * Automates repetitive tasks, reducing errors and improving operational efficiency. * Supports ACH processing and dynamic disbursements to simplify payments. Real-Time Analytics and Insights * Advanced reporting tools provide actionable data for risk management and business optimization. * Dashboards offer a holistic view of lending operations, helping users track key metrics. Seamless Integration * Easily connects with third-party apps and APIs for enhanced functionality. * Integrates with existing tools to provide a unified, end-to-end lending solution. * Supports syndication and accounting features to manage complex financial processes. Benefits of Cloudsquare 1. Improved Efficiency with Prebuilt Lending Workflows: Automates manual workflows, saving time and reducing errors. 2. Enhanced Borrower Experience: Delivers seamless, transparent processes from application to repayment. 3. Data-Driven Decisions: Offers real-time insights and analytics to optimize lending strategies. 4. Regulatory Compliance: Ensures adherence to industry standards with advanced risk and compliance tools. 5. Scalability: Grows with your business through customizable settings and a robust Salesforce foundation. Cloudsquare eliminates inefficiencies, accelerates growth, and enables businesses to deliver unparalleled borrower and partner experiences. By combining automation, customization, and integration, it stands out as a definitive solution for lending and brokering success. Whether you’re a small broker or an enterprise lender, Cloudsquare’s loan origination software and loan servicing software empower you to optimize your operations and achieve your growth goals.