Case Study: Sundown M Ranch streamlines client intake with Bigger Boat Consulting

Sundown M Ranch improves intake turnaround within days with Bigger Boat Consulting

Sundown M Ranch, a nonprofit addiction treatment facility in Washington State, faced a challenge with its inefficient client intake process, which involved its patient management system. To address this, they partnered with Bigger Boat Consulting to implement a streamlined solution using Salesforce.

Bigger Boat Consulting worked to understand the organization's complex needs and implemented a new Salesforce intake process that prioritized suitable clients. They also integrated Salesforce with Sundown's Sigmund patient management system to eliminate double data entry. The project launched successfully, and within days, Sundown saw immediate process improvements and a faster response time to calls, which had a direct positive impact on the people they help. The result was appreciated throughout the organization.

Sundown M Ranch