There’s No Place Like Homepage

The Problem

Our client’s challenges with Salesforce were a perfect storm of misalignment and technical debt. Here’s what they were up against:

• Misaligned to Business Needs
  Their Salesforce instance wasn’t designed with the complexities of home care in mind, such as care coordination and patient enrollment.
• Opportunity Black Holes
  Opportunities slipped through the cracks due to poor tracking and reporting, harming pipeline visibility and team collaboration.
• User Experience Limbo
  Network liaisons, sales managers, and other roles were stuck navigating the same generic interface, slowing down operations.
• Technical Debt Overload
  Band-aid fixes introduced inefficiencies that bloated maintenance costs and stifled scalability.
• Lack of a Strategic Partner
  Their previous Salesforce partner didn’t “get” healthcare and couldn’t tailor solutions to their unique needs.

Ultimately, our client needed a partner that could deliver not just Salesforce expertise but healthcare insider knowledge—someone who could transform chaos into clarity.

The Solution

Cue Penrod. We’re not just Salesforce gurus — we’re healthcare experts with a deep understanding of the home healthcare business. For our client, this started with taking a strategic pause and identifying the most pressing pain points. Penrod prioritized patient enrollment as the mission-critical area to revamp and implement targeted changes designed for scalability and operational efficiency.

Clean, Lean Page Layouts

First up, Penrod cleaned up our client’s cluttered Salesforce layouts. We trimmed the fat (bye-bye, unused fields) and spotlighted the essential information teams actually needed. This streamlined layout supercharged day-to-day workflows, saving the team critical time on lead management and other vital processes.

There’s No Place Like Homepage

Generic dashboards aren’t cutting it anymore. Penrod tailored Salesforce homepages by role, giving network liaisons precisely what they needed—no fluff, just actionable data. With a quick glance, our client’s teams could now manage opportunities, track referrals, and strengthen payer relationships using dashboards designed just for them.

Opportunity Management that Actually Works

Missed opportunities? Not on Penrod’s watch. We rolled out an opportunity management framework with clear, visualized sales processes from recruitment through enrollment. Automated follow-ups, reminders, and task assignments ensured no lead went MIA. Suddenly, managers had a stellar pipeline visible, and sales teams were effortlessly on track.

Results

When Penrod touches a project, the results speak for themselves.

Our client now operates on a Salesforce instance aligned with the goals of home health. Sales managers have sharper pipeline insights. Network liaisons work smarter, not harder. And operational roadblocks? Removed like old road signs clogging the freeway.

Here’s what really stands out

• Seamlessly Scalable Operations
  Our client now has a Salesforce platform built to grow in sync with its expanding member base.
• Time Saved, Productivity Boosted
  Eliminating cluttered layouts and adding role-based dashboards significantly cut down task times for day-to-day operations.
• Better Pipeline Visibility
  With a tailored opportunity-tracking framework, our client’s sales teams are making more informed, data-driven decisions.
• Foundation for Future Growth
  The improvements made today have paved the way for advanced integrations tomorrow—like marketing automation strategies that are already in the works.

Conclusion

Penrod’s home health expertise gave our client the Salesforce solution they deserved. With Penrod on their side, our client is ready to scale their business without missing a beat, while continuing to deliver the exceptional care that sets them apart in the home health industry.