Broker Relationship Management with Salesforce

⚠ Using Google Analytics? According to the HHS, your website may not be HIPAA compliant. Learn how to fix it here.

Spreadsheets and point solutions aren't enough to manage complicated broker relationships.

Leverage the power of Salesforce Health Cloud to centralize your data, track opportunities across multiple channels, and onboard new brokers with ease.

Easy Digital IntakeOnboard leads faster than ever and accelerate time-to-revenue

Lead Activity TrackingTrack broker leads across the sales cycle from awareness, to nurture, to close

Data-Driven AnalyticsEnable better business decisions and meet your KPIs

Easy, Digital Intake

Streamlined, digital intake of broker leads and contacts simplifies onboarding, categorization, and opportunity management

Omni-Channel IntakeWeb-based Forms, Email Referrals, or List Uploads
Unified DataEmpower staff to easily manage every relationship in one place

Schedule a Demo

Activity Tracking

Track leads across the sales cycle from awareness, to nurture, to close

Schedule a Demo

Data-Driven Analytics

Enable better business decisions and meet your most important KPIs

Robust DashboardsVisualize channel performance and ROI with real-time data
Lead AttributionDiscover your most successful channels and partners

Schedule a Demo

Trusted by the leaders in healthcare and life sciences

Schedule a Demo

Ready to build higher-performing broker relationships with Salesforce?

Schedule a demo to see how we centralize your data, track opportunities across multiple channels, and onboard new brokers with ease.