Wise Wolves

July 15, 2026

Elevate Health Drives Adoption by 40% with AgentForce and Service Cloud

Elevate Health, a healthcare compliance and risk management firm, was burning cash on manual data entry and unreliable telephony as demand pushed its systems to the limit. Wise Wolves rebuilt their service operations on Salesforce Service Cloud Voice and Agentforce allowing Elevate to scale client capacity by 40% without adding management headcount.

At A Glance

Industry: Healthcare compliance
Products: Service Cloud Voice, AgentForce, Experience Cloud, Einstein
Engagement: 9 months, 2 client stakeholders and 4 Wise Wolves experts
Result: 40% increase in clients with added capacity to scale

Initial
Situation

Elevate Health runs a flat organization that relies on technology, not added management layers, to maintain service quality. As the firm grew, that model started to strain. Consultants spent too much time on manual data entry instead of serving clients, telephony was unreliable, and critical client context never surfaced when a call came in. For a business built on referrals and reputation, every dropped call was a risk.

Wise Wolves architected a unified service platform on Salesforce, working directly with [Jason Jiang, project sponsor] at Elevate Health. We replaced fragile, multi-layered AWS call routing with a streamlined Salesforce Omni-Channel flow that delivered role-specific customer history the moment a call connected.

We then layered in Einstein Activity Capture and Einstein Conversation Insights, so client interactions were logged and analyzed automatically instead of by hand. Agentforce guided agents toward the right next action in real time, turning Salesforce from a passive database into the operational hub of the business.

Solutions
‍Implemented

Business Outcomes

When the roadmap came together, the RYTES team could see for the first time exactly where their investment would pay off fastest. The email channel improvements alone -- classified as low-hanging fruit -- promised to eliminate a significant chunk of the manual work that was pulling agents out of Salesforce daily. Combined with the call center UX refinements, the roadmap showed a clear path to making Salesforce the single operational hub their leadership had been asking for, rather than one of several disconnected tools.