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Best Practices from our Work with Leading Medical & Health Companies
We bring industry-specific expertise to:
- Operationalize compliance & security — implement role-based permissions, encrypted integrations, and automated audit trails to ensure HIPAA and GDPR adherence in day-to-day operations.
- Structure complex entities effectively — design scalable CRM architectures that reflect the real-world hierarchy of hospitals, clinics, physicians, patients, and partners for seamless collaboration.
- Translate patient journeys into actionable reports — build dashboards and analytics that mirror the customer/patient lifecycle, enabling smarter clinical, operational, and business decisions.
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How ScaleOps Helps Fintechs Succeed
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Mobile-First Sales Workflows – Equip field reps with simple, mobile CRM tools to log visits, update opportunities, and capture data in real time.
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Account-Based Strategies – Focus sales and marketing efforts on predefined hospitals, clinics, and physicians with ABM-driven campaigns.
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Performance Reporting & Forecasting – Gain visibility into field activities, measure rep productivity, and build accurate revenue forecasts.
I recently completed the implementation of HubSpot and its integration with Salesforce with the help of ScaleOps, and they exceeded my expectations in every way. From the very beginning, I was impressed by their professionalism, knowledge, and dedication.
Deborah Margalit, VP Marketing at Wint.ai
I have had the privilege of working with the fantastic ScaleOps team for over 9 months now. Sometimes I forget they are not internal :) We highly appreciate the devotion and dedication and looking forward to doing great things together!!
Tal Oren, VP of Growth at Medcase
Great Company... really assisted in implementing the CRM functionality, which resulted in expanding to Marketing Implementation as well. great team, Highly recommended!
Amir Erlich, Director of RevOps at Eko
As we grew our company and specifically our sales team we needed a partner to not only implement HS for us to to also help us define the processes, the pipeline and the reports. ScalesOps delivered.
Roger Ordman, EVP Marketing & Biz Dev at Aurora Labs
ScaleOps assists with everything from strategy to implementation - data cleanup, segmenting lists... automating nurturing workflows, and building custom processes for us to keep track of our top-performing content. I highly recommend this awesome team :)
Noa Schuman, Head of Demand Generation at CloudShare
Such a great team! We received valuable assistance from ScaleOps during our HubSpot onboarding process. They provided us with detailed checklists for each process we worked on ... We appreciate their efforts and encourage them to continue their excellent work!
Udi Shore Yossef, Growth Team Leader at Green Invoice
We migrated a very patchy SF database to HubSpot. ScaleOps were phenomenal in getting us up to speed fast, implementing and polishing our process with best practices, training and onboarding sales and marketing staff in a short time. Highly recommend!
Eran Eshed, CEO at Fairtility
Salesforce <-> HubSpot
Check out our step-by-step guide to integrate HubSpot and Salesforce for a seamless sync.
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Integrate with Make
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Quote-to-cash flow
Implementing a quote-to-cash flow involves aligning departments and integrating systems.
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