Scaling Addiction Treatment With Salesforce

• Data was locked in manual systems and filing cabinets, requiring physical access to retrieve information.
• Critical information was stored across multiple systems, making real-time updates and access difficult.
• The team relied on whiteboards to track bed availability, a time-consuming manual process.
• Processes lacked automation, slowing operations and creating unnecessary administrative burdens.

• Staff spent excessive time managing physical files and handling repetitive tasks, reducing time for client care.
• Onboarding and assigning beds required manual coordination, delaying the intake process for new cases.
• Lengthy and inconsistent intake processes frustrated clients and affected their dignity.
• Crisis management relied on manual systems, causing delays in critical care and inefficiencies.

• Existing systems couldn’t support the growing client base and expanding locations.
• Scaling operations required more staff, increasing overhead costs and financial strain.
• An over-reliance on senior staff created bottlenecks and slowed decision-making.
• Processes couldn’t distribute workloads effectively, limiting operational efficiency.

• Locked paper files restricted access to sensitive information, slowing support and increasing risks.
• Manual processes risked errors, potentially causing compliance issues and data breaches.
• Inconsistent reporting processes relied on multiple documents, limiting operational visibility.
• Historical client data was difficult to retrieve, hindering follow-ups and decision-making.

• Staff had to be physically present to access whiteboards and files, making remote work nearly impossible.
• Billing adjustments and audit trails were difficult to track without a centralized system.
• Complex billing processes increased administrative strain and introduced potential errors.
• Onboarding new staff was time-intensive due to inconsistent processes across sites.

• Automated bed assignments and client intake, significantly reducing staff workload.
• Cut onboarding time from 15 minutes to just 90 seconds per client.
• Streamlined processes to double the workload capacity of staff.

“Streamlining intake means two of us now handle double the workload. This ensures faster, more reliable service for those in need.”

• Eliminated repetitive questioning, preserving client dignity.
• Crisis intakes are now managed in real-time, ensuring immediate care.
• Enhanced the client journey with seamless, personalized support.

“Now, everything is in one place, providing a respectful, efficient, and personalized experience for every client.”

• Provided real-time occupancy and financial tracking for better decision-making.
• Introduced audit trails, ensuring transparency in financial processes.
• Enabled data-driven decisions with automated and accurate reporting.

“Generating reports used to be a nightmare. Now, we can track every adjustment, ensuring nothing slips through the cracks.”

• Staff can now securely access client information remotely, enhancing work-life balance.
• Crisis management is now possible outside office hours, improving response times.
• Allowed seamless operation of staff during emergencies or remote work situations.

“Managing crisis intakes used to mean delays. Now, we can handle everything in real-time, providing better care 24/7.”

• Replaced manual filing with a centralized, secure digital system.
• Restricted access to sensitive information based on staff roles.
• Ensured data confidentiality and compliance with regulatory requirements.

“We’ve created a secure, professional environment that ensures confidentiality while maximizing impact.”