Industry Playbooks
Vertical intelligence, ready to deploy
Quinn's library of industry plays — challenges, compliance, buying journeys, expansion opportunities, and executive messaging for every GRB vertical.
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Healthcare
Provider networks, payers, and life sciences companies modernizing patient experience, care coordination, and revenue cycle on a connected, AI-ready platform.
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Financial Services
Banks, wealth managers, and insurers replacing siloed CRMs with a unified client 360 to grow share-of-wallet and deploy compliant AI advisors.
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Manufacturing
Discrete and process manufacturers connecting commercial, service, and shop-floor data to grow aftermarket revenue and deploy autonomous service.
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Retail
Retailers unifying store, ecom, and loyalty data to deliver real-time personalization and AI-driven assisted selling across every channel.
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Construction
GCs, sub-contractors, and building-products firms unifying preconstruction, project delivery, and service revenue on a connected platform.
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Professional Services
Consulting, legal, and accounting firms running deal-to-delivery on a unified platform with AI to grow utilization, realization, and account expansion.
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Education
Higher-ed institutions and K-12 systems unifying recruitment, success, and advancement to grow enrollment, retention, and lifetime engagement.
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Government
Federal, state, and local agencies modernizing citizen services and case management on FedRAMP-authorized Salesforce platforms.
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Energy
Utilities, oil & gas, and clean-energy operators connecting customer, grid, and asset data to grow programs and field productivity.
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Nonprofit
Foundations, faith-based, and NGO organizations modernizing fundraising, programs, and constituent engagement on a connected, AI-ready platform.
Industry Overview
Provider networks, payers, and life sciences companies modernizing patient experience, care coordination, and revenue cycle on a connected, AI-ready platform.
Business Challenges
- Fragmented patient data across EHR, billing, and engagement systems
- Rising patient acquisition cost and call-center workload
- Slow prior-auth and referral workflows
- Pressure to deploy AI without compromising PHI
Compliance
HIPAAHITRUST21 CFR Part 11State privacy (CMIA, NY SHIELD)
Common Technology Stack
Epic / Cerner EHRWorkdayServiceNowTwilioSnowflake
Typical Salesforce Products
Health CloudService CloudMarketing CloudData CloudAgentforceMuleSoft
Typical Buying Journey
- 1Trigger. Patient-experience score decline or CMS star-rating risk
- 2Evaluation. VP Digital and CMIO scope contact-center + EHR integration
- 3Decision. CFO + Compliance approve HITRUST-ready Salesforce platform
- 4Expansion. Layer Data Cloud + Agentforce for clinical AI
Expansion Opportunities
- Health Cloud → Marketing Cloud for population health
- Service Cloud → Agentforce for autonomous prior-auth
- Data Cloud as the patient 360 substrate
Discovery Questions
- How is patient identity resolved across your EHR, CRM, and billing?
- What's your prior-auth turnaround time today?
- Where does PHI live outside the EHR and how is it governed?
- How are you preparing for CMS interoperability mandates?
Executive Messaging
- CEO"Become the easiest health system to do business with — for patients, providers, and payers."
- CMIO"Surface every clinical signal to the right caregiver, in their workflow, without leaving Epic."
- CFO"Compress revenue cycle and reduce contact-center cost per encounter by 20–30%."
Implementation Strategy
- HITRUST-aligned Data Cloud foundation with Epic + Workday connectors
- Service Cloud + Health Cloud rollout for contact center and care management
- Agentforce for prior-auth automation and patient triage
Case Studies
Sutter-equivalent IDN
−32% AHT, +14 NPS in 9 months
Regional payer
$18M run-rate savings via autonomous prior-auth