Salesforce, HubSpot and AI consulting in Dayton

Yes. Salesforce can track opportunities by agency, contract vehicle, prime and teaming partner, with stages, proposal deadlines and past performance attached. Restricted information stays out of the CRM, and permissions limit who sees what. Accounting and timekeeping systems connect through APIs or middleware. We confirm feasibility in discovery. A typical implementation runs 10-16 weeks, depending on integrations and data quality.

It can be for outreach, referral tracking and patient follow-up, with a typical implementation of 4-8 weeks. Protected health information should stay out of marketing workflows, and you need the right agreements with any vendor touching it. For heavier case or care-coordination workflows, Service Cloud may fit better. We compare both against your process and compliance needs, and we say so when the lighter option is the better one.

Start with an AI readiness assessment covering data quality and permissions. Then choose narrow internal uses, such as drafting proposals from approved past content or summarizing public technical documents, with a person reviewing every output. Client-confidential and restricted material stays out of scope until access rules are proven, and pilots stay small and measured. We document each approved use so leadership and compliance can audit it later.