Why Salesforce for Financial Services?
Salesforce for Financial Services brings together a team of industry experts and technology-focused product managers that intimately understand the financial services space. They know where the industry has been, and where it is going, and they are dedicated to creating a product that financial services professionals can rely on. All this on a platform that is easy to use, buy, understand, deploy, and support.
Why Partner with Kicksaw?
Kicksaw is made up of a diverse group of lifelong learners, pioneering spirits, and creative thinkers. We’re all unique, but there are certain core values that we each adhere to. They’re our guiding principles, our collective “North Star,” that we live by today and push to be better at tomorrow.
With 200+ Salesforce certifications on a growing team, we’ve got what it takes to deliver an elevated implementation experience. And if you need some truly out-of-the box functionality, our engineering team is ready to jump in and build the perfect solution.
Our unique consulting model puts the emphasis on what our customers need and want from us. We don’t lock you into a box — there’s nothing static about our process. Your project is free to grow and evolve as many times as it needs to.
We’ve dedicated many hundreds of hours to building robust Health Cloud instances for our customers, and we’re only just getting started. As one of the most trusted names in the Salesforce for HLS arena, rely on us to deliver a stand-out implementation experience.
Regenexx streamlines healthcare operations and increases revenue through automation
Regenexx is the inventor and administrator of a non-surgical orthopedic stem cell treatment procedure offered by over 1,200 self-funded employer health plans and 87 affiliates who license their processes and technology. They have pioneered a form of interventional orthopedic treatment rooted in their mission to address root causes of knee, hip, back, and joint pain, rather than exclusively treating symptoms or resorting to surgery.
SBMA Benefits brings unity to their internal systems with the help of Kicksaw
SBMA Benefits is a third-party administrator of health insurance that specializes in ACA-compliant medical plans. Their team works with businesses to implement full health benefit suites for their employees. Now 8 years into operation, SBMA maintains a staff of 100-200 employees.
Quext partners with Kicksaw to level up multifamily property operations technology
Quext is a technology company born out of a singular need to deliver better, smarter solutions to the multifamily space. They offer a complete platform of powerful digital automation tools and innovations that streamline and enhance multi-unit property operations. With solutions like patented smart apartment and digital human customer support, their intelligent tech ecosystem rewards owners, operators and tenants alike, meeting key resident needs while driving meaningful insights, significant financial returns, and unparalleled operational efficiencies for business.
Oma Fertility builds brand momentum with the help of Kicksaw
Oma Fertility is a national chain of fertility clinics working to reduce barriers of cost and accessibility to fertility care. They specialize in leveraging robotics and Artificial Intelligence to improve outcomes for IVF, servicing both heterosexual and homosexual partners looking to start a family. In a field with so much minutiae, Oma Fertility has set themselves apart by developing proprietary AI tools to alleviate the more manual parts of the IVF process that require human intervention, effectively reducing costs, striving for greater odds, and expediting the fertilization process. Most recently, they’ve launched a new innovation known as Oma Sperm InSight, which uses AI to select the most viable sperm for fertilization.
Truepill brings better healthcare to millions with the help of Kicksaw
Truepill is powering the future of direct-to-patient healthcare. Working with accredited pharmacies, labs, and providers across the country to provide unmatched access and convenience for patients, Truepill seeks to modernize healthcare with the industry's first pharmacy API. In 2019, they were featured in the Forbes “Next Billion-Dollar Startup” list. And with innovative healthcare partners joining their mission at a breakneck pace, their prospects are only looking brighter and brighter.
Atrium leans on Kicksaw for help with Salesforce optimization
Atrium creates data-driven sales management software that helps sales organizations, along with those organization’s sales managers, sales leaders, and reps, use metrics and data to improve their team’s performance. Atrium’s software integrates with their customers’ CRM solution through a read-only connection. From there, customers can take advantage of Atrium’s 100+ pre-baked KPIs that are ready to go out-of-the-box. Atrium then continuously monitors those KPIs in order to tell managers and leaders what’s working well and what isn’t. This means that sales managers and leaders can spend their time changing rep or SDR behavior to chase further improvement rather than digging around in a bunch of dashboards to figure out what’s going on. Atrium employs about 40 people, and they work with a few hundred customers, mostly organizations that have between 10-300 salespeople.
Osso VR brings virtual reality to the health care industry with the help of Kicksaw
Osso VR is a surgical virtual reality company. They build virtual reality experiences and modules specifically to help surgeons and other clinical professionals train in a surgical environment. The key benefit of training in virtual environments is that surgeons can practice in a virtual, safe environment and get a very realistic surgical experience before they’re practicing on patients for the first time.
Convergence Care turns to Kicksaw to optimize their Salesforce setup
Convergence Care is a revolutionary startup focused on transforming the worker's comp industry. By leveraging her 17+ years of experience in the insurance arena, founder Meghan Walker's vision is to be an advocate for injured workers. By coordinating products and services for the injured worker based on diagnosis or doctor recommendation, Convergence Care seeks to lift some of the burden from the injured worker. They've got an injury to deal with — they don't need more paperwork and headaches on top of that.
BioLife Solutions streamlines and unifies their marketing strategy with Kicksaw
BioLife Solutions is a leading provider of bioproduction tools and services to the cell and gene therapy and broader biopharma markets. When they needed help cleaning up, streamlining, and unifying their marketing strategies and procedures, they turned to Kicksaw.
Time by Ping turns to Kicksaw for help with their Outreach integration for Salesforce
Time by Ping's Outreach Salesforce integration was failing to create leads in Salesforce, limiting their ability to track sales rep progress and convert leads into opportunities.
SignWell relies on Kicksaw to provide scalability and security
SignWell is an electronic signature tool for legally binding esignatures and faster document signing, with over 61,000 customers. They're a rapidly growing company that can't afford to be held back by suboptimal Salesforce operations. So they came to Kicksaw.
Kicksaw Helps Leading Sales Teams Perform Their Best
Optimize your business software suite with help from our team of experts. When you work with Kicksaw, you work with a highly engaged group of creative engineers, architects, and project managers to create the best strategy for your business' unique needs.
Want to learn more about our Fractional Operations business model? Wondering if our experience is a good match for your business needs? Drop us a line and we'll be in touch!