01Forward-deployed engineering

Fix the workflows slowing your operation down.

We work with your team to reduce manual work and connect disconnected systems. We build Salesforce solutions, integrations and custom software, then measure the results against an agreed target.

Book a conversation Explore client results
Agreed outcome, or your deployment fee returned.For qualifying deployments with a defined baseline, target, measurement period and shared delivery conditions.

Which workflow needs attention?

HEALTHCARE

From inquiry to patient follow-up.

Connect referrals, scheduling and care coordination.

Explore healthcare operations FIELD SERVICE

From dispatch to billing.

Connect technicians, work orders and the office.

Explore field operations REVENUE OPERATIONS

From lead capture to booking.

Connect CRM, communications and attribution across teams.

Explore revenue workflows

SELECTED CLIENT WORK

Selected clients

Salesforce, automation and integration work across client operations.

SPECIALTY HEALTHCARE / PATIENT ACCESS

Connect patient inquiries, follow-up and booking.

For specialty clinics and groups with multiple locations using phone, forms, CRM and scheduling systems. We help teams track each inquiry and the next action it needs.

  1. 01

    Inquiry

    Phone, forms and referrals

  2. 02

    Intake

    CRM record and assignment

  3. 03

    Follow-up

    Calls, SMS and email

  4. 04

    Booking

    Scheduling and consultation

  5. 05

    Reporting

    Source and conversion tracking

We review response delays, missed follow-ups and duplicate work, then agree which systems need to connect. The steps shown are an example. Each project has its own scope.

Explore the healthcare case study

02Case studies & client perspectives

Client work and results

HEALTHCARE / MULTI-SITE SPECIALTY CLINIC

Connecting patient inquiries, follow-up and Salesforce

Project details

The challenge

Call tracking, web forms, spreadsheets and Salesforce operated separately. Teams lost context switching tools, follow-up slipped, and leadership lacked a clear view of what converted.

What we built

We connected call tracking, web forms and follow-up automation to Salesforce Health Cloud. Teams could work from a single patient record, and conversion data was sent back to the advertising platform.

What changed

Staff spent less time switching tools and entering data. More inquiries progressed to consultations, and the clinic could track which acquisition channels led to patients. We continue to support and extend the system.

40%
less manual data entry
35%
more leads recovered to consultation
10h
saved per rep, every week

FIELD SERVICE / OIL & GAS / ENERGY

Improving scheduling and dispatch with Salesforce

Project details

The challenge

Inefficient scheduling, dispatch and on-site workflows increased coordination overhead and operating costs. Field teams needed a shared system for scheduling and job information.

What we built

We designed and implemented Salesforce Field Service for scheduling, dispatch and on-site work. An initial release was followed by improvements based on feedback from field teams, with support for North America operations.

What changed

Field service efficiency improved by 30%. The engagement also reported lower operating costs and revenue growth, as shown below.

30%
improvement in field service efficiency
30%
lower costs
25%
revenue growth

Client feedback

“They automated our sales processes and cut manual data entry by 40%, turning complex requirements into elegant solutions — often solving problems before they arose. An excellent communicator, too.”
CEO Multi-site healthcare clinic
“Quick to understand the real business problem, then build the optimal solution — skilled at shipping an MVP fast and enhancing from customer feedback. Unique Salesforce work that drove field-service efficiency. Highly recommend.”
VP Oil & gas / energy
“Efficient, intelligent, and reliable. They run our Salesforce as the system of record and automate our whole operation. I'd recommend them to anyone who needs a serious Salesforce partner.”
CEO Staffing & recruiting startup
“Adept, agile, and quick on their feet, with strong attention to detail and the drive to learn. They oversaw the successful execution of our key processes. I'd recommend them to anyone needing a competent Salesforce consultant or architect.”
Client perspective Mid-size litigation firm

Figures and client perspectives are reported in our published engagements, not an independent audit. Measurement periods and detailed baselines are not published here. Results are specific to each engagement, not a forecast for future work. Case studies are anonymized.

03Your first engagement

Choose the support your team needs.

Start with an assessment, a defined project or ongoing engineering support. We agree the scope before work begins. You do not need to commit to an ongoing engagement.

BEFORE AN ENGAGEMENT

Start with a conversation about one workflow.

You do not need a finished brief. Invite the person responsible for the work and someone who knows your systems.

  1. What is getting in the way?Walk through the task, the people involved and where time or opportunities are lost.
  2. What needs to connect?Discuss the tools, access constraints and existing processes.
  3. Is there a clear next step?Decide whether a detailed assessment would be useful. Delivery scope, fees and timelines are agreed separately.
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OUTCOME GUARANTEE

Agreed outcome, or your deployment fee returned.

For qualifying outcome-based engagements. We agree the baseline, target, measurement period, dependencies and client responsibilities before work begins. If we do not deliver under those conditions, the deployment fee is refunded.

04How we deliver

How we work

01 / Understand

Find where work slows down.

Walk through the work with operators. Map the systems, delays and manual steps before deciding what to change.

THE OUTPUT

Workflow map and a measurable baseline.

02 / Build

Build the software and integrations.

Agree the target and scope, then build the Salesforce configuration, software or integrations around the existing operation.

THE OUTPUT

A tested system with clear acceptance criteria.

03 / Deploy

Launch and support the team.

Test in the operating environment, review access and dependencies, and support the people adopting the new workflow.

THE OUTPUT

Production deployment, documentation and handover.

04 / Measure

Compare the result with the baseline.

Review the agreed outcome. Decide what needs adjustment, what support is required and whether another workflow should follow.

THE OUTPUT

Results review and an agreed next step.

Salesforce, integrations and custom software.

We choose the tools after reviewing the task and your existing systems. That may mean configuring Salesforce, connecting applications or building custom software. AI work includes testing and human review.

Salesforce
Health Cloud, Field Service, workflow automation and platform integrations.
Software & integration
Business applications, APIs, data flows and reporting.
AI & automation
Scoped to the task, with testing, review and support requirements agreed before deployment.

05Where we deploy

Where we work

Healthcare, field service and revenue operations.

FIELD / 01

Field Service & Industrial Operations

Connect dispatch, technicians and service records.

Technician productivityDispatchAsset historyWork ordersService-to-billing

Reduce technician paperwork and track each job through to billing.

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CARE / 02

Specialty Healthcare & Multi-Site Care

Coordinate referrals, scheduling and patient follow-up.

ReferralsPatient accessSchedulingCommunicationCRM / EHR workflows

Help staff respond to inquiries and follow up on missed appointments.

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REVENUE / 03

Revenue Operations & Booking

Connect lead capture, follow-up and booking.

Lead captureAttributionCRM routingCalls + messagingScheduling

Track leads from their source to the booked appointment.

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Rupam Patra, founder of FusionsForceFOUNDER / RUPAM PATRA

06Delivery led by Rupam

Work directly with the founder.

Rupam Patra leads discovery, architecture and delivery at FusionsForce. He has more than five years of experience building Salesforce systems, automation and integrations for healthcare and enterprise operations.

  • 5+ years across Salesforce and enterprise systems
  • AI and automation engineering
  • Healthcare and operational workflow experience
  • Building and supporting live systems

07Before we start

Questions before we start?

Scope, systems, ownership and what happens next.

Talk through your workflow
Do we need Salesforce or AI to work with you?

No. We start with the workflow and the systems you already use. Salesforce is a core capability, but the solution may be an integration, custom software or simpler automation. AI is used only where it fits the task.

What happens in the first conversation?

We discuss one workflow, who owns it, where it slows down and which systems are involved. If there is a fit, we agree a next step. The call does not commit you to an ongoing engagement.

Who owns the code and deliverables?

Ownership, repository access, handover and any third-party licenses should be explicit in the statement of work. We review these with your team before delivery begins.

Where will our data live, and who gets access?

The deployment plan defines the hosting environment, data flows, integrations and required permissions. Your technology and security teams are part of that review before access is granted.

How long does the first deployment take?

The timeline is set after discovery. Integration complexity, system access and the agreed scope determine the milestones, which are documented before implementation.

What happens after launch?

Handover, monitoring, support responsibilities and further improvements are scoped explicitly. Ongoing work can continue through an embedded deployment engagement.

Does the guarantee apply to every engagement?

It applies to qualifying outcome-based deployments with agreed measurement and delivery conditions. Fixed-scope implementations and ongoing team engagements have their own commercial terms.

08Start a conversation

Which workflow is costing your team the most?

Tell us what is slowing the operation down, which systems are involved and what a better result would look like.

Book a conversation

30 MINUTES WITH RUPAM

Choose a time that works for you.

Tell us about the task, the systems involved and what needs to improve. We will discuss whether we can help.

Calendar not loading? Open Calendly in a new tab or email Rupam. Scheduling is provided by Calendly.

Prefer email? Contact rupam@fusionsforce.com.