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ease
features
design
support

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Write a Review

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ADP DataCloud No 
Acumatica Cloud ERP No 
Adobe Real-Time CDP No 
Dropbox No 
Elate No 
Kompass No 
Liferay DXP No 
Lighthouse No 
Magic EDI Service No 
Mailchimp No 
Microsoft Dynamics 365 No 
Priority Software No 
SAP ERP No 
SYSPRO ERP No 
SmartChart Yes 
Unifonic No 
Workers by Delos No 
Xero No 
ZoomInfo No 
sales-i No 

Integrations

ADP DataCloud Yes 
Acumatica Cloud ERP Yes 
Adobe Real-Time CDP Yes 
Dropbox Yes 
Elate Yes 
Kompass Yes 
Liferay DXP Yes 
Lighthouse Yes 
Magic EDI Service Yes 
Mailchimp Yes 
Microsoft Dynamics 365 Yes 
Priority Software Yes 
SAP ERP Yes 
SYSPRO ERP Yes 
SmartChart No 
Unifonic Yes 
Workers by Delos Yes 
Xero Yes 
ZoomInfo Yes 
sales-i Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

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 Yes 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management Yes 
Predictive Analytics Yes 

Home Care

Billing & Invoicing No 
Care Plan Management No 
Caregiver Management No 
Client Management Yes 
Field Communication Yes 
Insurance Management No 
Payroll Management No 
Scheduling Yes 
Visit Verification No 

Home Health Care

Billing & Invoicing No 
Charting No 
Electronic Signature No 
Employee Tracking Yes 
Medication Database No 
Patient Intake No 
Scheduling Yes 
Time / Task Reporting Yes 

Hospice

Assessment Management No 
Bereavement Management No 
Care Planning No 
Claims Management No 
EMR / EHR No 
Medication Tracking No 
Patient Intake No 
Physician Portal No 
Scheduling Yes 
Volunteer Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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