The Toronto Group Book a call
For healthcare organizations

Can you trust who is in your Salesforce, and who can see them?

Clinics, home-care providers and health charities run referrals, intake and follow-ups in Salesforce. Check your own org: is the same person in more than one record? Are handled referrals still open? Do people who left still have access? Each one makes reporting slow, and makes it hard to say who can see what. We clean it up at a fixed price, in a set number of days, with a written report of what changed.

Book the twenty-minute call Take the score
The fix list

What we check

  • One record per client or patient, with every referral and visit linked to it.
  • Referrals and follow-ups closed when they are done, so open counts are true.
  • Consent fields linked to the right person’s record. Your privacy lead decides what consent you need.
  • Access removed from people who have left.
  • Clear rules on who can see each person’s records, and why.

We do not give legal or privacy advice. Your privacy lead decides what the law needs.

Book a call

Twenty minutes, three numbers.

We help you pull three counts from your own Salesforce. No names or records are shown to us. You get a fixed price in writing the business day after the call.

What the three counts look like (made-up numbers)
  • 236 groups Duplicate client or patient records
  • 540 Referrals open past 90 days
  • 14 Paid licences unused in 90 days
A few days and times that suit you.

A person replies within one business day (Monday to Friday, 9 to 6).

Thank you. We have your request. A person replies within one business day (Monday to Friday, 9 to 6).

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The catalogue

Three things we do, each with its price.

All prices are in Canadian dollars.

Data Clean-Up

Start here before year-end.

Priced by record count, from$2,500plus tax: one fixed number and a fixed number of days, written before we start.

We work inside your Salesforce, read-only until you say yes. Duplicates, dead fields and broken automations fixed, with a written report of what changed.

Agent-Ready

$1,950fixed, plus tax. Five business days.

Your readiness score checked in your org, the data and rules put in shape, and the setup Agentforce needs before you switch it on.

Care

$900 or $1,650a month, plus tax. Three-month start, then month to month.

Six or twelve senior hours a month, billed on the first. Hours you do not use do not carry over.

Half before we start, half at the walkthrough. Read-only until you sign off the fix list. You back up first. Nothing changes in your org without your written yes. Salesforce licences are not in these prices. These prices are for organizations of 50 to 249 people on one Salesforce org; larger organizations, or more than one org, are priced by quote after the call.