Professional Services · Salesforce Sales Cloud for Staffing

Elite 365

Elite 365 Gets a Purpose-Built Staffing CRM on Salesforce in Four Weeks

A Florida-based staffing firm needed Salesforce configured for how their business actually works — applicant tracking, job placement pipelines, CTI integration, and healthcare prospect data through Definitive Health. Cloud Nerd delivered a fully operational Sales Cloud in four weeks.

Engagement at a glance

Industry: Professional Services
Duration: 4 weeks
Services: Architecture & Design · Build & Implement · Integrations
Stack: Salesforce Sales CloudVonage CTIDefinitive HealthOutlook

4 weeks

Research through production go-live

3 ATS objects

Jobs, Job Submissions, and Placements/Contracts configured

3 integrations

Vonage CTI, Definitive Health, and Outlook connected

5 workflows

Automated across the full placement pipeline

The challenge

Elite 365 was running its staffing and placement business without a proper ATS or CRM. Job orders, candidate submissions, and placement contracts were tracked manually, there was no pipeline visibility for leadership, and reps had no CTI integration — meaning call activity wasn't captured in any system.

The approach

Cloud Nerd built a Salesforce Sales Cloud org purpose-built for staffing: a complete applicant tracking system using Salesforce's native object model, guided path configurations for lead status and opportunity stages, automated workflows for the placement pipeline, and integrations with Vonage for call logging, Outlook for email tracking, and Definitive Health for prospect data enrichment.

The outcome

Elite 365 launched with a staffing-ready CRM in four weeks — pipeline visibility from first candidate contact through signed placement, call logging from Vonage writing directly to Salesforce records, and Definitive Health data enriching their prospect universe.

The problem

What was actually broken

No applicant tracking system

Elite 365 had no structured way to track job orders, candidate submissions, or placement outcomes in a system. Leadership had no visibility into placement pipeline, and reps managed everything through spreadsheets and email.

Call activity completely untracked

Reps made calls through Vonage with no connection to any CRM record. Call activity, outcomes, and follow-up tasks weren't captured, making it impossible to coach on activity or understand what was driving placements.

Prospect data requiring external enrichment

Elite 365 targeted healthcare organizations as clients, but the firm had no structured way to identify, segment, and prioritize prospects. Definitive Health provided healthcare organization data but wasn't connected to Salesforce.

How we did it

The work, phase by phase

Weeks 1–2

Research, Design & Configuration

Cloud Nerd mapped Elite 365's full staffing workflow, designed the Sales Cloud data model including the ATS object layer, and began platform configuration.

Sales process defined: from lead identification through candidate submission and placement
Lead, Account, Contact, and Opportunity objects configured with custom fields and record types
ATS objects configured: Jobs, Job Submissions, and Job Placements/Contracts
Guided path configurations for Lead Status and Opportunity Stage
Two homepage layouts and two navigation applications built

Weeks 2–4

Automations, Integrations & Go-Live

Cloud Nerd deployed workflow automations, connected all three third-party integrations, built reporting, and executed production go-live.

5 Salesforce Flow automations covering the placement pipeline (up to 5 steps each)
Vonage CTI integrated via managed package: inbound call screen pops and call logging active
Salesforce for Outlook installed and configured for email activity tracking
Definitive Health connected to Salesforce for healthcare prospect data enrichment
5 dashboards and 10 reports deployed for leadership visibility
2 web-to-lead forms live for inbound prospect capture

The results

What changed for Elite 365

ATS live

Jobs, Submissions, and Placements tracked end-to-end in Salesforce

CTI active

Every Vonage call logged to Salesforce records automatically

5 automations

Qualification, follow-up, and placement workflows running from day one

4 weeks

Research to production deployment

What's next

Elite 365 is evaluating Salesforce Recruiting Cloud and expanding their Definitive Health integration to enable territory-level prospect scoring based on healthcare organization size, specialty, and hiring volume.

Technologies in this engagement

Salesforce Sales Cloud

Vonage CTI

Definitive Health

Outlook

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