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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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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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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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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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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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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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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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, 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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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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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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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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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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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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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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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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