Defy Medical partnered with TRooTech to engineer a unified, secure, and scalable Salesforce ecosystem tailored for patient-centric operations. The goal was to eliminate manual workflows, ensure HIPAA-compliant onboarding, and create a robust referral engine tied to patient acquisition and engagement. By integrating Salesforce with platforms like Persona, AMD, and Magento, TRooTech enabled Defy Medical to synchronize patient data across the funnel, automate lead routing, and prepare for a high-volume referral system—positioning the organization for next-level operational agility and revenue expansion.

Resources Utilized

Engagement Period

Tech Stack Deployed

About Client

Our Strategies in Action:

One of the biggest challenges was replacing an outdated, manually operated referral workflow with a real-time, rules-driven engine—without disrupting live operations. Additionally, aligning data schemas between Magento, AMD, and Salesforce required extensive API orchestration. Building logic for flexible, role-based lead distribution also posed complexity due to dynamic availability rules across teams.

Bottlenecks We Encountered:

Integrated Salesforce with Persona for secure, automated patient identity verification

Developed dynamic round-robin lead distribution based on rep availability

Built an automated patient conversion workflow synced with AMD and Magento

Engineered a digital referral system to replace manual, error-prone processes

Enabled unique referral code generation for seamless sharing across channels

Connected the referral system with patient signup flow to auto-capture leads

Initiated real-time referral credit tracking to boost internal efficiency

Solutions Implemented By Us

Salesforce + Persona Integration for secure patient verification

Dynamic Lead Routing using availability-based round-robin logic

End-to-End Patient Conversion Workflow with multi-system sync

Automated Referral Management (under development)

Personalized Referral Links & Codes generation

Referral Signup Capture integrated into patient onboarding

Real-Time Referral Credit Issuance to boost engagement

Core Features and Functionalities:

 Users:

Build a connected D2C ecosystem with Salesforce and Shopify for global scale and local relevance.

Unify Commerce. Delight Customers.

Healthcare

Salesforce Custom Integration

Salesforce

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