Salesforce Case Studies

Check out our library of Salesforce case studies to see why Penrod has the proven experience to take your organization to the next level.

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Healthcare Marketing That Stays HIPAA Compliant

Learn how Penrod helped a leading provider tackle compliance challenges while delivering high-performing digital marketing campaigns.

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There’s No Place Like Homepage

Learn how a home health company scaled their business in Salesforce while continuing to deliver the exceptional care.

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Tackling Marketing Challenges Head-On with Salesforce Managed Services

Learn how Penrod's Salesforce Managed Services drove member engagement and improve data management at a large dental insurer.

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The First Platform for Scalable At-Home Care

Learn how our client built the first platform for scalable at-home care with the power of Salesforce Health Cloud.

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Creating a Tailored Salesforce Platform with Managed Services

Learn how our client used Salesforce Managed Services to optimize marketing, product, sales, and support processes with a unified data model.

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Architecting a Clear Vision for Success with Salesforce

Learn how a medical device company solved data integrity and process issues with a vision for success through Salesforce advisory services.

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Empowering Whole Person Care with In-Home Health Care

Learn how an an in-home healthcare provider ditched paper forms and manual onboarding processes to provide whole person care

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Customer Data Platforms that Put Patient Privacy First on Google Ads

Learn how an internationally recognized hospital system made Google Ads HIPAA compliant with Destinations for Data Cloud

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Revolutionizing the Procure-to-Pay Process and Achieving a 90% Reduction in Match Exceptions

Learn how our client reduced match exceptions by 90% with HealthChain, a supply chain platform built with the power of Salesforce.

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Hitting the Road to Seamless Medical Transportation with Salesforce Managed Services

Learn how our client used Penrod's Salesforce Managed Services for Healthcare to optimize Health Cloud and future-proof its platforms.

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Summarizing Transfer Patient Details in a Fraction of the Time

Discover how Penrod leveraged AI to help an acute care hospital create patient summaries that expedite admissions.

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A Cutting-Edge Provider Portal for a Cutting-Edge Healthcare Company

Learn how Penrod helped an innovative clinical diagnostics lab craft exceptional provider experiences in a new self-service portal.

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A World-Class Administration Portal for World-Wide Health Insurance

Learn how Penrod helped an international insurance company enhance the experiences of plan administrators.

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How a Leading Health Care System Complied with the OCR Bulletin

Learn how Penrod made a leading healthcare system using Google Analytics compliant with the OCR bulletin

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Reclaiming Ownership Over the Patient Journey

Learn how Penrod streamlined patient communications across multiple affiliate clinics with Salesforce Marketing Cloud.

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A Unified Patient Acquisition Strategy Across Disparate Affiliates

Learn how Penrod streamlined patient intake across multiple affiliate clinics with Salesforce Health Cloud.

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Lucet

Learn how Penrod streamlined Provider credentialing and onboarding with an enhanced portal at a leading behavioral health company.

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Making Google Analytics HIPAA Compliant with the Power of Salesforce

Learn how Penrod helped a speciality clinic make Google Analytics HIPAA compliant – and bridged the gap between legal and marketing.

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Transforming Patient Portal Experiences in Healthcare

See how Penrod delivered exceptional patient experiences by improving our client's healthcare portal in a managed services engagement.

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Revolutionizing Healthcare Credentialing

See how Penrod reimagined the healthcare credentialing platform for a premier mental health clinic.

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Modernizing a Digital Marketing Strategy with Member Segmentation

See how Penrod leveraged business intelligence, segmentation, and personalization to engage members, brokers, employers, and providers

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Marketing Journey Case Study

Our client is dedicated to providing outstanding care to a diverse community. They focus on connecting with patients and local PCP referral networks to promote their services. To fully embrace this mission in the 21st century, they recognized the need to upgrade their communication system to a state-of-the-art platform that would drive more engagement.

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Salesforce Managed Services Case Study

See how Penrod Managed Services provide seamless support, a focused approach, and consistent improvements at an international medical device company.

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Sonora Quest Case Study

Sonora Quest partnered with Penrod to leverage Salesforce Marketing Cloud in an effort to boost their engagement with patients and providers. Together we were tasked with implementing their initial digital marketing strategy and ditching disparate spreadsheets and processes to create a unified 360-view of a patient or provider from a single flexible platform.

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Awair Case Study

Awair empowers its users to mitigate their indoor air for health and safety, be it at home, school, the workplace or anywhere else they may spend time indoors such as gyms, cafes, or elsewhere. They engaged Penrod to help build a scalable technology solution that improves their existing sales/lead management process, promote data integrity, and builds a foundation for additional business units to leverage Salesforce in the future.

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Enabling National Service Processes & Sales Collaboration

Penrod and Starkey were challenged with transitioning their Service teams from a highly customized, heavily integrated, legacy system over to Salesforce.

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Provider Management Platform Built on Health Cloud

Our client is a local, nonprofit, managed care organization focused on improving the health of Texas residents. They offer one of the largest portfolios of affordable or no-cost plans that serve one of the largest provider networks.

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A Single Platform for Clinical Trial Management

Our client was using a third-party partner to manage their clinical trials. As a public benefit corporation, our client takes patient experience incredibly seriously - and patient experience often starts with data. The third-party restricted our client from editing patient data, which meant that they were unable to refine the patient experience, act as quickly as they needed, or analyze data in real-time.

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Building Healthcare Communities with a Patient Engagement Portal

Learn how Penrod helps build healthcare communities with a patient engagement portal built on the power of Salesforce Experience Cloud.

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Patient Views

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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Aligning Sales and Marketing

Learn how Penrod aligned sales and marketing to unleash revenue potential with Salesforce Sales Cloud.

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Accelerating Growth

See how we helped a fast-growing vision benefits company build a single source-of-truth with the power of Sales Cloud.

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Member Engagement

Learn how our client improved member healthcare experiences with an engagement platform that gives a personal touch during every interaction.

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Patient Care

Learn how Penrod helped a leading pharmaceutical company put patients at the center of their healthcare experiences with Salesforce Health Cloud.

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Digital Transformation

See how we transformed paper forms into user-friendly digital registration

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Inventory

See how we built a platform that would manage complicated relationships between providers, patients, and distributors

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Datorama

See how Datorama made our client’s marketing data unified, insightful, and actionable.

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Lifestation

LifeStation is a leading provider of alert monitoring and telehealth technology for seniors. Their solutions transform lives, helping people live safely, independently, and in the comfort of their own homes. LifeStation also focuses on the well-being of caregivers, providing them with the peace of mind they need to better manage their busy lives.

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Fresenius

Fresenius Medical Care North America is the premier healthcare company focused on delivering the highest quality care to people with renal and other chronic conditions. The network comprises of more than 2,200 dialysis facilities, 190,000 United Statesbased patients, outpatient cardiac and vascular labs, urgent care centers, and hospital and post-acute providers. The organization’s integrated approach improves patient outcomes and helps lower the overall cost of care.

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Streamlining Infection Disease Testing with Salesforce Health Cloud

See how Penrod is helping Daybreak fight against COVID-19 with convenient, reliable, and rapid testing

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Gilson

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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Security Health Plan

Security Health Plan, a not-for-profit health maintenance organization, offers health insurance plans for families, individuals, and employer groups. They also work with individuals over 65 to provide Medicare plans and with Wisconsin families that need BadgerCare plans.

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Gilson

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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Convergent Dental

Convergent Dental is a dental equipment and technology company known for computer-aided innovations, such as the Solea CO2 dental laser.

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NuMotion

See how Penrod built a platform that would scale with NuMotion's marketing initiatives

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Cambrex

Cambrex Pharma Solutions provides environmental testing for partner organizations. Without an effective quoting system, Cambrex’s team struggled to manage incoming samples for testing.

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Curexa

See how Penrod streamlined support, personalized care, and enabled collaboration at Curexa, a leading specialty pharmacy.

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MedBox

Penrod improved visibility, reduced time-to-intake, and increased conversions at Medbox.

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Autism Learning Partners

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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Agena Bioscience

See how Penrod improved service delivery, streamlined inventory management, and increased customer visibility at Agena Bioscience, an innovative company that helps laboratories translate genomic discoveries into cost-effective testing

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Omni-Channel Donor Management

See how Penrod helped reduce manual outreach, improve donor engagement and retention, and set our client up for scalable growth with an omni-channel donor management platform built with Salesforce Health Cloud and Marketing Cloud

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