Nurse Triage Integration
Helping Health Care Practitioners build reports based on patient symptoms Built to help Health Care practitioners generate reports based on patient symptoms. We accomplished this by integrating the Nurse Triage system with Saleforce’s Canvas Application, using their SSO to request authentication. When Canvas initiated, it sends parameters to Nurse Triage such as, zip code, history of current illness, weight etc. Nurse Triage has its own algorithm to create reports based on symptoms, Canvas Nurse sends the report to Salesforce using a REST API. For this to work, we created a Nurse Triage record type in the Salesforce Org.

Omnigage
Sending mass voice messages to customers We created a feature to enable sending voice messages to 50 customers at a time. This is done by sending a request to Omnigage for a voice message to represent the customer’s phone number. In Omnigage, there’s a recording tab, where voice messages can be recorded for different customers. When the voice message is sent, an interaction (a record) is automatically created in Salesforce.

Custom Lead Routing for Sales
Matching Leads to a compatible Sales team member Lead routing is just as important as lead generation. Making sure the most suitable person available is challenging. Recognizing this, we collaborated with Emma to develop a tight lead routing system capable of adding users, reassignment, grouping, off hours and scoring all using Salesforce. This helped boost conversion rates by reducing to eliminate response delays to leads, and gave Emma the ability to monitor how the members of her team treat their leads, to assign leads accordingly, increasing the experience.

Lead Routing for “Emma”
Lead routing is just as important as lead generation. Making sure the most suitable person available is challenging. Recognizing this, we collaborated with Emma to develop a tight lead routing system capable of adding users, reassignment, grouping, off hours and scoring all using Salesforce. This helped boost conversion rates by reducing to eliminate response delays to leads, and gave Emma the ability to monitor how the members of her team treat their leads, to assign leads accordingly, increasing the experience.