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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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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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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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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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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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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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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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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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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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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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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