Sales Cloud
Pipeline architecture, lead routing, forecasting, dashboards, and territory management for sales orgs that have outgrown spreadsheets and HubSpot.
Official Salesforce Consulting Partner
Salesforce, built for operations — not for the demo.
We are an official Salesforce Consulting Partner delivering Sales Cloud, Service Cloud, Health Cloud, CPQ, and Revenue Cloud implementations for healthcare practices and growing businesses across the United States. Fixed-scope. Two-week sprints. HIPAA-aware.
Why us
A Salesforce partner that has actually run a Salesforce org.
Most Salesforce partners sell hours. We sell outcomes. Because we also run Salesforce for our own fractional CTO clients, we know what breaks at month nine — and we build to avoid it.
6 wks
Average Sales Cloud go-live timeline
120+ orgs
Salesforce orgs touched across the team
$35K start
CPQ + Revenue Cloud fixed-scope packages
BAA
Health Cloud delivered under Business Associate Agreement
What we implement
Every cloud we deploy is one our team has shipped in production.
Sales, Service, Health Cloud, CPQ, Revenue Cloud, Experience Cloud, Marketing Cloud Account Engagement (Pardot). No subcontractors. No “we’ll figure it out.”
Service Cloud
Case management, omni-channel routing, knowledge base, and SLA-tracked support workflows for healthcare, SaaS, and professional services teams.
Health Cloud
Patient timelines, care plans, household relationships, referrals, and Carestack/Dentrix/Open Dental integration — all under BAA-covered delivery.
CPQ
Product bundles, discount schedules, guided selling, contracted pricing, and DocuSign/PandaDoc-ready quote templates. Built so reps stop quoting in Word.
Revenue Cloud
Subscription billing, renewals, amendments, and revenue recognition wired into your accounting system. Stops the spreadsheet handoff to finance.
Integrations
MuleSoft, Salesforce Connect, n8n, Workato, REST APIs. Carestack, VoiceStack, Weave, HubSpot, QuickBooks, NetSuite, Stripe, Shopify, and custom.
Health Cloud + Practice Stack
Salesforce Health Cloud for real dental and medical practices.
Most Health Cloud implementations stop at the data model. We finish the job — integrating Carestack, Dentrix, or Open Dental on one side, and VoiceStack, Weave, and your AI receptionist on the other.
The result: a single Salesforce record showing every appointment, every text message, every voicemail, every insurance verification, and every dollar collected — across every location.
- Patient 360 — every touchpoint on one timeline, including PMS, phone, SMS, and chat.
- Referral management — track GP-to-specialist referrals with closed-loop reporting.
- Insurance + benefits — capture eligibility, verification, and pre-auth status as structured fields.
- Marketing attribution — tie new-patient revenue back to Google, AEO citations, and paid channels.
- HIPAA posture — Shield, Event Monitoring, encryption-at-rest, audit trail, BAA on file.
- Multi-location reporting — production, collection, hygiene reappointment by location, in real time.
Real outcome
From “five logins” to one screen.
A 6-location dental group in the Chicago suburbs replaced five dashboards with Salesforce Health Cloud. Front-desk task time dropped, and revenue reporting moved from monthly to live.
42%
Reduction in front-desk admin time
$18K/mo
New-patient revenue newly attributed to channels
Already paying for Salesforce and barely using it?
We run a 5-day Salesforce rescue audit — fixed price, written remediation plan, no obligation to continue.
How we deliver
A 6-week Sales Cloud rollout, step by step.
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1
Discovery + scope
One week of stakeholder interviews, object model design, and a fixed-price scope. You sign one document.
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2
Build sprint 1
Objects, fields, page layouts, permission sets, and core flows. Demo at end of week 2.
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3
Build sprint 2
Integrations, automation, reports, dashboards. Demo at end of week 4.
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4
UAT + training
User acceptance testing, recorded training, written runbooks, and admin handoff sessions.
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5
Go-live + hypercare
Two weeks of hypercare with same-day response SLA, then move to monthly admin retainer.
FAQ
Questions buyers ask before signing the SOW.
Real answers to the questions practice owners ask before signing.
Are you an official Salesforce Consulting Partner?
Yes. Discover Solutions is a registered Salesforce Consulting Partner. We deliver Sales Cloud, Service Cloud, Health Cloud, CPQ, and Revenue Cloud implementations under the Salesforce Partner Program, with certified architects, admins, and developers on the delivery team.
How long does a typical Salesforce implementation take?
A focused Sales Cloud rollout takes 4–6 weeks. Service Cloud or Health Cloud with integrations is 8–12 weeks. CPQ and Revenue Cloud usually run 10–16 weeks depending on quoting complexity. We deliver in two-week sprints with working software at the end of each sprint.
Do you implement Salesforce Health Cloud for dental and medical practices?
Yes. Health Cloud is one of our specialties. We integrate Health Cloud with Carestack, Dentrix, Open Dental, VoiceStack, and Weave so the patient record, communication history, and revenue data live in one place. All Health Cloud work runs under a Business Associate Agreement.
How much does a Salesforce implementation cost?
Fixed-scope Sales Cloud implementations start at $10,000. Health Cloud and Service Cloud builds typically range $18,000–$45,000. CPQ and Revenue Cloud start at $35,000. Most clients then move onto a monthly admin retainer starting at $2,500/month.
Can you fix a Salesforce org that’s already broken?
Yes — Salesforce rescues are a meaningful share of our work. We audit your object model, flows, permission sets, and integrations, then deliver a written remediation plan with a fixed price. We do not rip and replace unless the math justifies it.
Do you handle Salesforce integrations with Carestack, HubSpot, QuickBooks, NetSuite?
Yes. We build native integrations via MuleSoft, Salesforce Connect, REST APIs, and middleware like n8n or Workato. Carestack, Dentrix, HubSpot, QuickBooks, NetSuite, Stripe, Shopify, and VoiceStack are common integration targets.
Do you work outside of healthcare?
Yes. Our Salesforce Consulting Partner practice serves professional services, SaaS, manufacturing, and B2B sales organizations. Healthcare is a specialty — not a restriction.
Are you available nationwide?
Yes. We deliver Salesforce implementations remotely across the United States. Our team is headquartered in the Chicago Suburbs (Naperville), with senior staff in Houston and Dallas. Engagement quality is identical nationwide.
Get a Salesforce partner who finishes the job.
Book a 20-minute scoping call. We’ll tell you whether Salesforce is the right call — and if it is, exactly how we’d implement it.