Transform patient, provider, and member engagement with a healthcare CRM strategy

Healthcare-tailored strategy

We’ve architected and launched 750+ CRM solutions for hospitals, health systems, and payors to bring leading practices and proven strategies customized to your unique workflows and goals.

End-to-end expertise

From strategy and data integration to change management and ongoing optimization, we help you own every phase of your CRM journey and ensure you’re set up for continued success.

Results-driven metrics

Our benchmarks and dashboards help you track what matters most, empowering your teams to make data-informed decisions and prove value in real time.

We have a true CRM now, where you can follow a member and their relationships with their physicians and their employer groups. That is something that’s given us flexibility, adaptability, and agility to handle any use case that either the market or internal customers ask of us.”
— Samuel Miller, Vice president of engagement programs, Capital District Physicians’ Health Plan Inc.

Enhance provider engagement to grow referrals and strengthen networks

Map, analyze, and strengthen your physician network to reduce referral leakage and grow market share.

Identify high-value providers using claims and referral data
Automate outreach with smart work plans and campaigns
Track engagement and network performance in real time

Personalize consumer and patient outreach with data-driven insights

Tailor outreach and interactions based on clinical insights, consumer preferences, and service line priorities.

Segment audiences with predictive and propensity models
Launch multichannel campaigns to deliver personalized outreach at scale
Measure marketing ROI with real-time dashboards

Modernize your contact center to improve access and patient satisfaction

Give patients flexible access points that feed into a single view to improve resolution rates, staffing efficiency, and patient experience.

Consolidate data into a unified agent console for 360-degree patient views
Route inquiries with automated verification and triage logic
Apply chat, voice, and AI to reduce handle times

Improve care coordination and patient outcomes through connected experiences

Integrate care teams, clinical data, and care pathways to ensure timely, personalized treatment and seamless collaboration.

Unify data from clinical and social sources
Automate outreach and enrollment workflows
Use predictive models to guide next best actions

A Salesforce Summit partner with healthcare expertise

Our experts combine strategic rigor with deep healthcare knowledge to guide your CRM journey on any platform. When Salesforce is the right fit, we bring proven expertise as a certified partner since 2011.

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Ready to transform your healthcare CRM approach?

Today’s healthcare consumers expect more — personalized care, seamless digital access, and proactive communication. Your organization needs more than just technology. You need an expert team who can turn CRM into a growth engine.

Connect with one of our experts to discuss what's next for your team