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ease
features
design
support

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Description

Enhance the capabilities of your agency and sales force by providing immediate access to market intelligence and sales data. Focus on referral sources that align with their patient demographics and discharge trends, integrating them into your sales pipeline for better tracking. Pay attention to the clinical classifications of patients along with their discharge behaviors to effectively build your network. Assess your agency's performance by analyzing readmission statistics, diagnostic metrics, and payer distribution. Improve your sales strategy and increase conversion rates through tailored dashboards and reports for both individual representatives and teams. Cultivate referrals and foster stronger connections through comprehensive customer profiles, accessible from any mobile device, alongside guided talking points. Equip hospice sales teams with essential data and predictive clinical indicators to facilitate timely care for more hospice patients. Investigate, analyze, and benchmark the demographics and treatment histories of hospice patients to ensure they recognize the advantages of hospice care, thereby enhancing overall service delivery and patient outcomes. By leveraging these insights, your agency can strategically position itself to meet the growing demands of hospice care effectively.

Description

Achieve comprehensive insight into customer interactions, histories, and records from a single interface. Minimize the number of clicks and enhance efficiency through a consolidated view of customer information. Explore customer data in depth using sophisticated drill-down features. Utilize integrated AI to identify optimal opportunities and speed up the closure of deals. Receive tailored suggestions for the most effective actions to take in various sales scenarios. Concentrate on high-value prospects with predictive analytics that assess deal success probabilities. Emulate successful strategies by employing advanced forecasting techniques and time-sensitive analytics. Monitor sales performance with real-time metrics and reporting, eliminating the need for manual spreadsheets. Anticipate pipeline changes and quota success using dashboards designed for specific roles. Streamline and automate your sales workflows with user-friendly drag-and-drop features and built-in instructional guides. Employ Smart Guides to manage intricate sales tasks seamlessly. Collaborate easily by leveraging native integrations with external document management tools, ensuring a smooth process across platforms. This comprehensive approach not only enhances efficiency but also empowers sales teams to work more effectively and strategically.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AWS Marketplace
Clarity by Rego
Elate
Liferay DXP
LinkedIn
Magic EDI Service
Oravoice
PDM Studio
Priority Software
QuickBooks Online
Rayven
Sage 100
Sage X3
Smart Apartment Data
SmartChart
Sugar Connect
Supaboard
Unifonic
Voze
Xoxoday

Integrations

AWS Marketplace
Clarity by Rego
Elate
Liferay DXP
LinkedIn
Magic EDI Service
Oravoice
PDM Studio
Priority Software
QuickBooks Online
Rayven
Sage 100
Sage X3
Smart Apartment Data
SmartChart
Sugar Connect
Supaboard
Unifonic
Voze
Xoxoday

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Trella Health

Founded

2015

Country

United States

Website

www.trellahealth.com/solutions/customer-relationship-management-crm/

Vendor Details

Company Name

SugarCRM

Founded

2004

Country

United States

Website

www.sugarcrm.com

Product Features

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Home Care

Billing & Invoicing
Care Plan Management
Caregiver Management
Client Management
Field Communication
Insurance Management
Payroll Management
Scheduling
Visit Verification

Home Health Care

Billing & Invoicing
Charting
Electronic Signature
Employee Tracking
Medication Database
Patient Intake
Scheduling
Time / Task Reporting

Hospice

Assessment Management
Bereavement Management
Care Planning
Claims Management
EMR / EHR
Medication Tracking
Patient Intake
Physician Portal
Scheduling
Volunteer Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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