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Salesforce Case Studies

Check out our successful Health Cloud, Service Cloud, Communities, Sales Cloud, Pardot, and CPQ implementations across our healthcare, life sciences, and medical device clients

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Case Study

Streamlining Patient Intake to Improve Experiences

See how Penrod improved visibility, reduced time-to-intake, and increased conversions at Autism Learning Partners, a leading behavioral health provider.

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Case Study

Integrating Leads, Inventory, and Cases in Salesforce

Our medical device client needed a platform that would manage complicated relationships between providers, patients, and distributors.

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Case Study

Outgrowing a Homegrown Quoting Solution

Prior to Penrod, LifeStation used a homegrown platform and separate Salesforce instance to managed patient information, quotes, and orders. LifeStation realized that while the existing system was functional, it would not scale with the rapid growth they expected.

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Case Study

When the Spreadsheet Spreads Patient Management too Thin

MedBox is a specialty pharmacy that strives to care for patients like they were family. They collaborate with the entire health care ecosystem, including payors, doctors, and pharmaceutical companies to help patients with rare and chronic conditions attain access to the best medication, financial help, and education. Prior to Penrod, MedBox managed patients, pharmacies, and opportunities in spreadsheets.

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Case Study

Mobilizing a Personalized Patient Engagement Strategy

Penrod partnered with Numotion, the leading provider of complex rehab technology in the United States. Numotion’s marketing strategy was focused almost entirely on communications. In order to help more people with their vital rehab technology, the marketing team developed new strategies that would engage broader audiences. It became clear that their current marketing automation system was not up to the challenge.

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Case Study

Digitally Transforming a Paper-Based Certification Process

Our client is a kid's community hospital that strives to create friendly environments that produce the best possible healthcare outcomes. In order to ensure local schools were putting kid’s health first, the hospital created a certification program to promote a heart-healthy environment. Before Penrod and Formstack, the certification process was completely paper-based.

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Case Study

Creating a 360° View of the Patient in a Centralized Platform

Penrod partnered with a pharmaceutical company that manufactures treatments for rare bone cancer disorders in children, specifically related Fibrodysplasia Ossificans Progressiva (FOP). In order to maximize the reach of its treatments, our client needed robust insight into those suffering from FOP, and a process to refer them to high-quality physicians.

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Case Study

Aligning Sales and Marketing with a Centralized Platform

Our client is one of the leading manufacturers of industrial vacuum delivery systems and commercial respirators for healthcare providers in the United States. The client wanted to align marketing and sales so that they could more effectively execute their mission of delivering innovative, life-saving products to consumers and hospitals.

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Case Study

Delivering Compassionate Care for Life-Saving Drug Trials

Our client is a patient-focused, results-driven pharmaceutical company with an amazing mission — developing life-saving therapies for patients with rare diseases.

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Case Study

Personalizing Healthcare Experiences with a Member Engagement Platform

Penrod partnered with a leading health insurance company focused on telemedicine, transparent health expenses, and healthcare-focused technology interfaces. As their services became more popular, the health plan experienced rapid growth. Maintaining their member-centric approach was becoming more and more unsustainable with each new member. Without a member engagement solution, our client risked losing their key service differentiator.

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Case Study

Accelerating Growth with Sales Cloud and Unified Data

Penrod partnered with one of the fastest-growing vision benefits companies in the United States to eliminate their data silos. We delivered a unified platform that allows them to track projects, vendors, and budgets in one system.

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Case Study

Service Cloud Implementation Prepares Convergent Dental for Growth with Salesforce

Convergent Dental grew a successful business developing leading-edge dental technology, including the Solea CO2 laser. They were growing rapidly, but their software systems were not equipped to handle the transformation. Learn how Penrod solved pain points and crushed workflow inefficiencies with an amazing Service Cloud implementation.

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Case Study

Fixing Complex Quoting Processes with a Salesforce CPQ Integration

Cambrex Pharma Solutions provides environmental testing for partner organizations. Without an effective quoting system, Cambrex’s team struggled to manage incoming samples for testing. Their new and improved CPQ tool leverages the power of the Salesforce platform to ensure Cambrex’s partners get the tests they need.

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Case Study

Building Healthcare Communities with a Patient Engagement Portal

Penrod partnered with a large hospital system dedicated to the health and well-being of children everywhere. The hospital is ranked among the nation’s best in cardiology, cancer treatment, neonatology, and neurology programs. Download our case study to learn how we helped them connect with their community with a patient engagement portal!

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Case Study

Revolutionizing Patient Experience with Salesforce Service Cloud for Healthcare

Fresenius Medical Care North America has a bustling call center dedicated to helping patients and members. However, their existing platforms were reducing efficiencies. Managers were unable to quickly generate reports and customer service reps spent a large amount of time toggling between systems— time that could be better spent dedicated to customer case resolution. Penrod implemented Salesforce Service Cloud, to help unify the data, automate processes, reduce “toggle time,” and revolutionize the caller experience.

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Case Study

How Penrod’s Pardot Implementation Transformed Nevco’s Marketing Process

Through implementing Pardot and its marketing automation capabilities, Penrod helped Nevco transform their marketing processes to nurture existing relationships and better reach new clients.

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Case Study

Enhancing Gilson’s Customer Service with Salesforce Communities

Gilson, a life science company best known for its PIPETMAN pipettes, manufactures and sells lab accessories and lab tech software. They teamed up with Penrod previously to implement their Salesforce CPQ, and we continued our partnership to build their customer community.

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Case Study

Enhancing a Global Quoting System With an Integrated Automation System

Gilson used the Salesforce platform in its United States organization for 10 years with great results. To improve efficiency throughout all their organizations, they sought to deploy it globally. Their goal was to upgrade and improve their quoting process through an integrated automation platform.

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Case Study

Improving Patient Care with Healthcare CRM Software

Curexa is a specialty pharmacy with a vast network and they serve patients throughout the country. They have strong focus on patients dealing with chronic illnesses, such as Crohn’s disease, ulcerative colitis, hepatitis C, HIV, psoriatic arthritis, and psoriasis. Managing these illnesses often requires a network of physicians, insurers, account managers, educators, and other healthcare professionals. Read how we improved patient care with Salesforce Health Cloud, the leading healthcare CRM software.

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Case Study

Improving Customer Experience with a Community Portal and Knowledge Base

Penrod Partners with CIC Plus to build Community, Knowledge Base, and Customer Satisfaction

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Case Study

Service Cloud Solving Customer Service Headaches

During open enrollment period for health insurance, Security Health Plan faced the challenge of meeting high customer service call volumes, managing a heavier load of data, and managing platforms their customer service agents (CSAs) use.

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