Explore Our Work

Shopmonkey

Shopmonkey, an auto shop management solution company, was looking to leverage their Salesforce investment to better manage the Lead to Close process as interest grew in their platform. Agency73 helped define and customize their key processes using various Salesforce solutions to provide a consistent customer experience and centralized visibility across the entire lifecycle....

ResMed

Resmed, a manufacturer of cloud-connected breathing devices was under-utilizing their Health Cloud Org due to information and process silos, and in jeopardy of abandoning their investment. Working with Agency73, Resmed designed and built a robust rules engine that generated tasks for Sleep Coaches based on synchronized device data, deflecting operating costs and on track...

Biotheranostics

Biotheranostics, Inc., a commercial-stage molecular diagnostics company that develops predictive tests for the treatment of cancer patients, was looking to optimize their pre-accessioning process in Salesforce to support “work from home” during COVID. Agency73 extended their Sales Cloud Platform to provide Users with remote capabilities and improved efficiencies....

Sundae

Business process definition and documentation, lead management with automated tasks for each stage, customized lead qualification / conversion process, opportunity management, Docusign document e-signature management, data import and web-to-lead and Pardot® form based lead source management...

SymbeeConnect

Symbee is a software as a service provider that integrates with Amazon Connect to provide its customers its state of the art multichannel customer engagement model, Symbee Connect. Symbee connect uses Amazon Web Services at its core. They engaged Agency73 to help them with setting up their internal CRM platform in order to better...

California Protons

California Protons is a cancer therapy center based in San Diego, California, that uses revolutionary proton beam technology to help fight cancer. Proton therapy is a precision-based treatment that is highly accurate and much less invasive form of cancer treatment....