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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How a Fast Growing Hospital Personalizes Every Interaction

Learn how one of the fastest-growing health systems used a new marketing platform to overcome fragmented data, personalize patient engagement, and drive growth.

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How a Telehealth Provider Helps More Veterans Access Mental Healthcare

Learn how our client is breaking down administrative barriers to mental healthcare for Veterans with Salesforce Marketing Cloud.

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How a Home Health Company Built a High-Volume Call Center in Just Weeks

Learn how a home health company quickly built a powerful call center to handle a surge in new patients.

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HIPAA Compliant Full-Funnel Conversion Tracking

Learn how Penrod Destinations helped a healthcare provider to achieve HIPAA-compliant conversion tracking in MyChart.

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Building a Scalable Platform for Patient Intake with Penrod Foundations

Learn how Penrod helped a behavioral health clinic unify data and improve patient intake with a quick-start on Salesforce Health Cloud.

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How an Eye Clinic Gained Visibility into Ad Conversions While Staying HIPAA-Compliant

Learn how a multi-location eye clinic runs HIPAA-compliant ads across Google Ads, Meta, and X while retaining conversion data.

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Building Healthier Communities with Salesforce Nonprofit Cloud

Learn how a nonprofit hospital manages grants, participants, and career development in a custom implementation of Salesforce Nonprofit Cloud.

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HIPAA Compliant Marketing with Platform + Partner

Learn how a large hospital system made Google Analytics, Google Ads, Meta Ads, and LinkedIn Ads HIPAA compliant with Penrod Destinations.

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Bringing Safe Medical Tourism to the Masses with Salesforce

Learn how our client replaced email and spreadsheets with a patient intake engine built on the power of Salesforce Health Cloud.

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Building a Top-of-Funnel Platform for Top-Notch Patient Intake

Learn how our client replaced email and spreadsheets with a patient intake engine built on the power of Salesforce Health Cloud.

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How a Hospital Secured HIPAA Compliance Without Sacrificing Marketing Performance

Learn how a large health system balanced strict internal security, HIPAA compliance, and performance marketing with Penrod Destinations.

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Driving Patient Acquisition with Personalization

Learn how our client improved patient relationship management, from acquisition to surveys, with the power of Salesforce Marketing Cloud.

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Upgrading A Century-Old Hospital to the Digital Age

Learn how a large community hospital upgraded fragmented communications into the digital age with Salesforce Marketing Cloud.

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When Compliance Drives Expanded Access to Mental Health Care

Learn how our insurance client solved their challenges meeting state requirements to contact physician networks with Salesforce.

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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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A Patient Acquisition and Intake Platform for Whole Person Care at Home

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 360

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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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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 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, Google Ads, and Meta 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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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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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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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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Digital Transformation

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

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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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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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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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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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