Success Stories
Carpe Data
August 23, 2023
Carpe Data, a quickly scaling insurance technology company, turned to Agency73 to migrate their CRM and marketing automation platform from HubSpot to Salesforce. We positioned them for robust growth by leading a successful...
Revvity
August 21, 2023
Revvity, a global biotechnology company, provides health science solutions, technologies, and expertise to complete workflows from discovery to development, and diagnosis to cure. Agency73 helped...
OncoHost
May 11, 2023
Precision diagnostics provider OncoHost wanted to give their doctors access to the order and test result processes and data without the need to fully login to Salesforce. Utilizing Experience Cloud allows for a customized and process-based interface. This portal allows doctors to login and submit requests, providing visibility only into the data they need...
AMAROK
April 14, 2023
AMAROK offers security solutions such as cameras and electric fences to companies around the country. They came to us with the idea of having a custom Business Case record to track how their security solutions have benefited their customers. While they knew what they wanted to see on the custom object, they needed Agency73...
SeaTrees
March 14, 2023
SeaTrees, a program of the 501(c)3 non-profit Sustainable Surf, turned to Agency73 to build customized data architecture in Salesforce to track inventory and advance their mission of restoring coastal ecosystems. Through our partnership, we’ve create a process integrate their tech stack and help them manage operations more effectively at scale....
eSUB
December 1, 2022
eSUB, the leading communication and documentation software for construction contractors, initially leveraged Agency73 to replace a full-time employee and migrate from Marketo to HubSpot while using Salesforce as the CRM. Since then, we’ve provided consistency through major business shifts and high turnover, building up to 20 hours per month of dedicated Salesforce and HubSpot...
Metropolis
November 30, 2022
Metropolis, a SaaS company delivering parking solutions to customers and real estate developers, wanted to utilize Salesforce to manage their current and future parking lot assets from acquisition to live operations and post go-live troubleshooting. Metropolis teamed up with Agency73 to streamline the new location onboarding process, simplify maintenance follow-up, and modify the lead-to-sales...
Shopmonkey
May 31, 2022
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
March 3, 2022
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
March 3, 2022
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
July 1, 2019
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...
California Protons
May 7, 2019
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....