Project Consulting
Operatus's team of experienced professionals provide growing companies with guidance on revenue operations and sales & marketing technology.
From strategy through implementation, we help companies optimize their people, processes and systems to deliver business results.
Our approach
Discovery phase
Execution phase
Implementation phase
Project Consulting
For those looking for help on one-time initiatives, Operatus is here to make it happen!
Whether you are setting up Salesforce for the first time, or have a specific project to tackle, this option is best when you have a defined project in mind.
Operatus will complete discovery prior to beginning, and provide a quote and timeline.
Little Otter Doubles Capacity with Salesforce Service Cloud Case Management Overhaul
Read the full case studyLittle Otter faced challenges with its manual scheduling process. Their Care Navigation team struggled to track family preferences and provider availability, leading to communication issues between clinical teams. As the team grew, the system became increasingly unmanageable, complicating the coordination of care.
Implementing Salesforce Service Cloud gave Little Otter a unified view of their case management processes, helping them keep track of patient scheduling, assessments, and general support status. This new system makes working together much easier for their Care Navigation and Clinical teams so Little Otter can provide better service to their patients.
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