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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Case Study

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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Case Study

Reclaiming Ownership Over the Patient Journey

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

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

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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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