Healthcare & Life Sciences

Case Study: Intelliguard

RevOps foundations & automated quoting

A CRM That Had Outgrown Its Setup
Intelliguard had been on HubSpot for years, but growth had left the platform fragmented. Quotes were built in Excel with no approval workflows, five disconnected tools were being used to track different parts of the business, and health system account structures didn't reflect how hospitals actually buy. d
HubSpot Modernized Without Starting Over
Everpeak restructured 5,000 accounts into a consistent health system → facility hierarchy, cleaned up duplicate records and outdated data. With the client, we moved quoting entirely into HubSpot with a structured, self-service workflow.
800+ Hours Saved and Same-Day Quote Turnaround
Automating the quoting process eliminated an estimated 800+ hours of manual work per year. Quote turnaround went from 1–3 days to same-day delivery, discount approvals are now embedded directly in the workflow, and leadership has clear visibility into deals, pricing history, and account performance.

Salesforce Managed Services

A Decade of Complexity, One Overextended Team
After more than 10 years on Salesforce, this leading online pharmacy had accumulated a complex tech stack with multiple orgs, growing administrative overhead, and a team stretched too thin to keep pace. The cost of maintaining Salesforce was high, and the results weren't matching the investment.
Everpeak as an Outsourced Salesforce Team
Everpeak stepped in as an embedded managed services partner, providing strategic guidance on data and technology integrations, bringing in subject matter experts as needed, and delivering consistent execution without the overhead of an internal team.
40% Cost Savings and Rising Salesforce Satisfaction
The client realized a 40% cost reduction compared to internal resources for equivalent work. Salesforce adoption and team effectiveness both increased over the course of the engagement, as the platform became more reliable, better supported, and aligned to how the business operates.