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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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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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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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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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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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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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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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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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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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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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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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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