Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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