How We Typically Help

• Build Salesforce around real hospital workflows 

  • Structuring Salesforce so intake, coordination, communication, and administrative workflows happen inside the platform — not across spreadsheets, email, and disconnected systems. 

• Connect systems, data, and coordination across departments 

  • Making sure administrative teams, operations, and leadership are working from consistent information across patient engagement and internal workflows. 

• Turn Salesforce into a system of execution 

  • Embedding workflows, approvals, and coordination processes directly into Salesforce so work progresses consistently without manual handoffs between departments. 

Common Situations We Step Into

Hospitals typically come to us in one of three situations: 

1. New Salesforce implementations 

For organizations implementing Salesforce for the first time, the priority is getting the foundation right. 

We work with you to: 

• Define how intake, communication, coordination, and administrative workflows should operate inside Salesforce 

• Design data models for patients (as appropriate), referral sources, services, and operational activity 

• Structure workflows for intake, requests, approvals, and coordination 

• Integrate Salesforce with EMR/EHR, scheduling, and operational systems 

• Deliver reporting that reflects engagement, coordination, and operational performance 

This is usually a strong fit for teams that want to get it right from the beginning, instead of rebuilding later. 

2. Recovering and stabilizing existing Salesforce environments 

For organizations where Salesforce exists but real coordination and workflow activity is still happening outside the system, the focus is getting things back under control. 

We work with you to: 

• Understand how communication, coordination, and administrative work is actually being done today 

• Identify where workflows break down across departments 

• Reconnect processes so work flows end to end inside Salesforce 

• Clean up data models so reporting reflects real activity 

• Start making steady, visible improvements 

This tends to work best for organizations that are ready to simplify and fix what’s there — not just keep adding more on top. 

3. Expanding Salesforce as a platform 

For organizations where Salesforce is already in place, the focus shifts to extending it across more of the organization. 

We work with you to: 

• Extend Salesforce into additional departments and workflows 

• Introduce structured processes across communication, coordination, and approvals 

• Improve reporting across patient engagement and operational performance 

• Replace inconsistent processes with something repeatable across teams 

This is typically where Salesforce starts becoming part of how the organization operates, not just something a single team manages. 

AI and Automation in Hospital Workflows

A growing part of our work is applying Salesforce AI and automation to real operational processes. 

This includes: 

• Supporting intake, communication, and request coordination workflows 

• Automating routing, follow-up, and approvals 

• Improving communication across departments and with patients 

• Reducing administrative burden across teams 

• Keeping processes moving without relying on manual coordination 

The focus is always practical — applying automation where it improves responsiveness, coordination, and operational visibility. 

Our Delivery Model

We typically work with organizations in one of two ways, depending on internal structure. 

In many hospitals, systems are fragmented across departments, making coordination difficult. We work differently — the same people who design the solution are the ones working with you throughout. 

Acting as Your Salesforce Team

For organizations without dedicated Salesforce leadership: 

• • Take ownership of Salesforce across administrative and operational workflows 

  • Align it to how your organization coordinates and delivers services 

  • Define and manage what gets built and when 

  • Coordinate across systems and departments 

  • Deliver implementation, enhancements, and ongoing improvement 

This creates a single place where responsibility sits. 

Acting as a Strategic Salesforce Partner

For organizations with an existing team: 

• • Work alongside your team on the parts that are slowing coordination down 

  • Lead specific initiatives or problem areas 

  • Fix areas that have degraded over time 

  • Deliver work without adding more layers 

This tends to work best when teams want support where it matters, without changing how they’re structured. 

Handling Growth, Compliance, and Complexity

Hospitals operate in environments with increasing demand, operational complexity, and regulatory requirements. 

We support: 

• Expansion of services and patient engagement models 

• Changes in regulatory and reporting requirements 

• Standardizing workflows across departments and locations 

• Integrating new systems and technologies 

• Improving visibility across operations and performance 

We also support transformation scenarios, including: 

• Aligning processes across departments and facilities 

• Consolidating systems and data 

• Standardizing how coordination and workflows are managed 

This usually works best for organizations that want to simplify through change, not carry forward every variation. 

How We Work

Whether implementing, fixing, or expanding Salesforce, the approach is the same: 

• Make it reflect how your business actually needs to operate 

• Keep it aligned as things change 

We’ll also tell you directly when something isn’t working — including when the right answer is to simplify or remove what’s already been built. 

Our Accelerators

Fostering has delivered many successful Salesforce Implementations and Enhancements for banking clients.  This means we've solved many of the challenges that you might face - an overview of some of the technical solutions we've deployed is available here.