Healthcare CRM: Patient Relationship Management

We offer design and implementation services for Salesforce Health Cloud. The Salesforce Health Cloud platform also interfaces with our Personnel Authentication for Work Site app that adds safety, security, and accuracy to your personnel in the field.


Marketing and Sales Transformation

Sales and Marketing optimization – We help companies identify the right solutions to meet their marketing, sales, and customer engagement objectives; like improving prospecting, cadence, and workflow process automation, for example. 

We design, implement and optimize existing digital marketing and sales platforms. We are approved Salesforce, Microsoft Dynamics, HubSpot, and Inside Sales partners. 

Analytics for Marketing and Sales – Our unique approach to sales analytics can best be described as Moneyball for sales and marketing. We built a model that focuses on real-time analytics that measures individual and team performance throughout the sales and marketing lifecycle, not just at the end when it’s too late to adjust behaviors.  


Our Foundational Services

Increase business performance with the right application of CRM tools, analytics, and data management.

Enhance customer engagement, identify revenue opportunities, and optimize critical workflows using the right combination of CRM, Master Data Management, Analytics, and AI.

CRM – We deliver CRM optimization and solution architecture services. CRM is not one-size-fits-all. Finding and tuning the appropriate CRM solution is key to customer engagement success. Also, we focus on organizational adoption and administration to ensure ROI and continued growth. We look deeper into CRM capabilities and way to fully leverage a CRM investment: 

Real-Time Analytics – Most companies track results using standard dashboards that show results. Our models track performance throughout the process and identify issues that impact desired outcomes.

MDM – Master Data Management, Data Maturity Model and Data Monetization – Companies that focus on leveraging their data assets significantly outperform their competition. We design and build platforms for Integrating all your data sources and providing the ability to extract opportunities from the data. The goal is to uncover revenue opportunities while maximizing the sales team’s effectiveness. 

AI and machine learning – enabling applications to learn, change, and predict patterns as they are exposed to new data.  AI is now built into many platforms and are providing real-time feedback and advice to companies and directly engaging with customers on a routine basis: 

Technology Strategy Development

Customer Journey Mapping – Is it time to stand back and look at your technology from a customer perspective? Performing a Customer Journey Map and aligning that with a digital assessment, allows you to optimize your current solutions, retire ones that are underperforming, and implement more effective and up-to-date digital architecture to ultimately enhance your overall customer experience.

Get in Touch

Contact Us