Integrated KYC + CPQ for Seamless B2B Onboarding
How Mirketa built a Salesforce onboarding platform that takes small-business applicants from document upload through KYC verification to a ready-to-sign quote, with no manual intervention.
Customer Success Summary
| Detail | Description |
|---|---|
| Client | A sleep apnea treatment center (client name withheld) |
| Industry | Healthcare / sleep medicine |
| Challenge | Disjointed CRM, EHR, and billing systems across multiple platforms, with a need to simplify EHR forms, billing, and payment flow while minimizing staff screen time |
| Solution | A full implementation of Elixir on Salesforce, unifying CRM, EHR, and billing into one end-to-end business flow |
| Technologies Used | Elixir (Mirketa's EHR platform), built on Salesforce |
| Business Impact | Significantly increased staff productivity, with disjointed system interactions replaced by one unified platform |
Background & Context
The client is a sleep apnea treatment center that needed to bring its CRM, EHR, and billing processes together into one system, rather than continuing to operate across multiple disjointed platforms.
Business Challenges
The client wanted a full implementation of the Elixir solution to streamline CRM, EHR, and billing processes. The goals guiding the engagement included:
- Enhancing patient experience and staff productivity through system automation and process optimization across the end-to-end business flow
- Customizing the user experience to ensure minimum screen time for staff
- Simplifying EHR forms setup and usage, and enabling reporting
- Simplifying the billing process to support the business flow
- Optimizing the payment flow in Salesforce
- End-to-end system integration, minimizing interaction with multiple disjointed platforms
Solution Overview
Mirketa implemented Elixir to replace the client's disjointed system interactions. The end-to-end business flow was optimized on top of Salesforce to support users and their respective requirements.
Architecture & Integration
Unified CRM, EHR, and Billing on Elixir
Elixir was implemented as the single platform bringing CRM, EHR, and billing together, replacing the client's prior reliance on multiple disjointed systems.
End-to-End Business Flow on Salesforce
The end-to-end business flow - spanning patient interactions, clinical documentation, and billing - was optimized on top of Salesforce to support each type of user and their specific requirements.
Implementation Highlights
- A full Elixir implementation, unifying CRM, EHR, and billing that previously ran across separate, disjointed platforms
- An end-to-end business flow optimized on Salesforce, designed around the needs of each user type
- A single system to reduce interaction with multiple disjointed platforms, aligned with the client's goal of a more streamlined day-to-day workflow
Business Outcomes
By replacing disjointed CRM, EHR, and billing systems with a single Elixir implementation on Salesforce, the treatment center moved toward the streamlined, end-to-end business flow it set out to achieve, reducing the number of separate platforms staff had to work across each day.
Key Results
- Significantly increased staff productivity, following the Elixir implementation
- Disjointed CRM, EHR, and billing systems replaced with a single, unified Elixir implementation on Salesforce
- An end-to-end business flow optimized to support the specific requirements of each user
Technologies Used
- Elixir (Mirketa's EHR platform)
- Salesforce
Lessons Learned
This engagement reinforced that in a treatment center setting, the biggest productivity gains often don't come from any single feature, but from removing the friction of switching between disjointed CRM, EHR, and billing systems throughout the day. Building that unified experience on top of Salesforce, rather than stitching together separate point systems, is what made it possible to optimize the business flow around each user's actual requirements - clinical staff, billing staff, and administrators alike - instead of forcing every role through the same generic workflow.
About Mirketa
Mirketa Inc. is a Salesforce AppExchange Partner specializing in digital transformation solutions across Education, Healthcare, and Nonprofit sectors, with additional experience delivering the Elixir EHR platform for treatment centers and other specialty healthcare providers. With deep expertise across the Salesforce platform, Mirketa enables organizations to achieve automation, scalability, and superior user experiences. Headquartered in Dublin, California, with delivery centers in Noida and Bangalore, Mirketa has successfully delivered hundreds of Salesforce implementations globally.
Frequently Asked Questions
Elixir is Mirketa's EHR platform built on Salesforce, designed to bring CRM, EHR, and billing functions into one system instead of requiring staff to work across multiple disjointed platforms.
Building on Salesforce lets a platform like Elixir optimize the end-to-end business flow, from patient interaction through clinical documentation to billing, around the specific requirements of each type of user, using Salesforce's underlying CRM and automation capabilities as the foundation.
Clinical and administrative staff at a treatment center need to move quickly between patient interactions and system tasks. A user experience customized to minimize screen time reduces the time staff spend navigating the system instead of focusing on patients.
It means CRM, EHR, and billing processes operate as one connected system rather than as separate platforms staff have to switch between, reducing the disjointed interactions that slow down day-to-day operations.
No. While this engagement was with a sleep apnea treatment center, the same approach - unifying CRM, EHR, and billing under Elixir on Salesforce - applies to other specialty treatment centers facing similar disjointed-system challenges.
In this engagement, simplifying EHR forms setup and usage, and enabling reporting, was one of the goals guiding the implementation, delivered as part of unifying the client's systems onto Elixir rather than maintaining a separate forms process.
Still managing patient CRM, EHR, and billing across disjointed platforms? Schedule a consultation with Mirketa to talk through your Elixir implementation.
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