Salesforce clouds we live in

Sales Cloud

Streamline sales processes and boost your sales.

Service Cloud

Deliver service and resolve issues faster across every channel.

Marketing Cloud

Personalise journeys across email, mobile, social and paid ads.

Financial Services Cloud

Grow relationships with clients and channel partners.

Nonprofit Cloud

Manage constituent relationships, deliver services and measure impact.

Salesforce Platform

Build bespoke customisations and enterprise apps.

Our Salesforce services

Advisory Services

Strategy & planning for your Salesforce digital transformation.

Salesforce Implementation

Up and running with Salesforce aligning people, process & technology.

Salesforce Re-implementation

Salesforce platform transformation while leverage everything you already have.

Salesforce Custom Development

When out-of-the-box config & customisation is not enough.

Salesforce Support

System admin, data quality, continuous improvement & user support.

Salesforce Integration

Integrate data & orchestrate business processes across systems.

The industries we serve

Nonprofit Organisations

Do your bit towards sustainable development goals.

Wealth Management

Sell and service distribution channels and HNW clients.

Sales Agency

Manage relationships, pricing, orders & delivery all in one place.

Allied Healthcare

Manage and grow your referral base.

Membership Organisations

Sign up, engage & renew members while building community value.

Business Services

Deliver professional & field services across multiple channels.

Featured industry solutions

Payments for Salesforce

Process one-time and recurring payments on Salesforce platform.

Quickstart Solutions

Go live with Salesforce in days, not months.

Nonprofit Solutions

An array of solutions ranging from donation processing to govt reporting.

Associations and Membership Management

Manage memberships, payments & engagement on Salesforce platform.

Allied Health CRM

Manage referrals, GP records & invoices built for practice growth.

Order to Cash with Xero & Salesforce

Sync invoices, credit notes & customers between Xero & Salesforce.

Why Allied Health Practices Need a CRM to Thrive in a Referral-Driven World

Referrals Are the Lifeblood of Allied Health

Referrals from GPs, specialists, and fellow clinicians fuel the growth of allied health practices. But managing referrals – and turning them into lasting patient relationships – can quickly become overwhelming without the right system.

The Challenge

Relying on spreadsheets, phone calls, and scattered records can slow your practice down. Missed referrals mean lost revenue, and inconsistent patient journeys can hurt your reputation.

The Solution: Allied Health CRM

A Salesforce-powered Allied Health CRM centralizes all referral and patient information. With everything in one place, you never lose sight of:

  1. Who referred a patient
  2. When the referral occurred
  3. Why the referral was made

What You Gain

  1. Unified View: One dashboard for patients, referrals, and practices
  2. Automated Reminders: Reduce no-shows and missed appointments
  3. Streamlined Billing: Keep your revenue cycle moving efficiently
  4. Insightful Dashboards: Track referral trends, patient outcomes, and partner performance

The Impact

Practices that embrace CRM shift from chasing paperwork to focusing on what matters most – patient care and stronger referrer relationships.

Get in touch

Please send us a note if you would like to engage us or join our team. We look forward to speaking with you!

Contact Information

Level 12, 64 York Street
Sydney 2000

+61 2 9114 1010

contactus@atlasconsulting.com.au