Penrod Engage | Create Vision for Your Salesforce Healthcare Project
Here's a dirty secret. 60% of CRMs fail.1

But with vision, they succeed. Penrod's Engage Advisory Services offering creates the vision your project requires to be successful.

Create a Shared Vision

Vision starts with understanding the issues you face and the impact it has on your business, patients, or partners. We begin by interviewing key stakeholders, defining objectives, and aligning on steps forward.

Set Success Criteria

Success can only be measured if it's defined. By leveraging the vision we discovered, we align on the ideal process and outcomes that will reach your goals.

Get Expert Guidance

With a clear understanding of your vision and success criteria, we get to work. You'll quickly receive recommended, visual representation of each process, strategic ecosystem diagrams, projected investment, timeline, and a complete statement of work for implementation.

Create a

Shared Vision

Understand the issues you face and their impact on your business, patients, or partners to keep your team focused on the big picture.

  • Exploratory InterviewsWe'll interview key stakeholders to gather a needs assessment and summarize it into a vision statement.
  • Established ObjectivesWe'll document key objectives that establish a clear path to the vision
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Create a Shared Vision
Success Criteria

Establish Criteria

For Success

Success can only be measured if it's defined.

  • Success, DefinedWe'll recommend and document the success criteria of your Salesforce project.
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Get Expert

Guidance

With a clear understanding of your vision and success criteria, we get to work on the deliverables.

  • Visual DocumentationClearly illustrated, visual depictions of each recommended process
  • Ecosystem DiagramsDetailed technical diagrams the recommended platform infrastructure
  • TimelineAccurately assess the expected project timeframe
  • Complete SOWClear outline of project scope, goals, deliverables, and expectations
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Expert Salesforce Guidance

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Accelerate your use case with a vision for success.

Fill out the form on the right to learn more about Penrod's Engage Advisory Services.