Auto Create Complex Excel Workbooks

At one of our clients the Customer Success Managers (CSMs) were spending hours each week manually assembling Salesforce reports into Excel files for their clients. This reporting was far from simple. It included multiple tabs, conditional formatting, charts, graphs, and highlighted data. As the company’s customer base grew, so did the requests for new data…

Home-Based Healthcare: Customized Salesforce Field Service Solutions

Home-based healthcare providers face unique scheduling and operational challenges, particularly when managing multiple patient appointments within the same household. Cloud Notions recently partnered with a leading home-based primary care provider to deploy Salesforce Field Service (Home Health), delivering a customized solution that streamlined appointment scheduling, optimized dispatching, and seamlessly integrated with Athena Health’s EMR Appointment…

Seamless Healthcare: Connecting Salesforce Health Cloud with Athena Health EMR

Cloud Notions recently completed a transformative integration between Salesforce Health Cloud and Athena Health EMR, enabling seamless two-way communication for patient registration and appointment scheduling. This integration eliminates redundant data entry and ensures real-time synchronization between systems, providing healthcare organizations with a more streamlined workflow.

Retail Point-of-Sale for Salesforce

Our retail client operates brick-and-mortar pet stores in multiple states.  They use Salesforce as the CRM system of record, capturing everything from past orders to pet birthdays.  They needed a Salesforce-native point-of-sale system, with customized “bill to my account” functionality.