Trella Health’s Customer Success advocates, Michelle Malone and Marissa Atwell, sat down with valued customers – Jay Arnold, Operations Consultant at Vital Care to discuss how post-acute care organizations can achieve operational clarity with a CRM.
Hear from Jay as they share the impact of Trella CRM on enhancing workflows, efficiency, and visibility in their business.
Defining CRM and Its Role in Post-Acute Care Continuum
Jay, Vital Care: “CRM enables sales teams to build and maintain meaningful relationships while enhancing productivity and visibility. For Vital Care Infusion Services, Trella Health’s CRM acts as a memory aid to track referral preferences, key dates, and personal touches, fostering trust and care. With mobile access, reps can stay organized and informed, even on the go, boosting their ability to support patients and referral sources effectively.”
Addressing Workflow Challenges
Managing 160 franchise locations in the complex infusion space requires communication, coordination, accountability, and time management solutions. Trella Health’s CRM bridges communication gaps between corporate teams, franchises, and patient-level stakeholders, ensuring alignment.
- Coordination: Tracks activities across locations and account executives, ensuring clarity in responsibilities.
- Accountability: Logs and reports activities for sales teams while offering managers field visibility.
- Time Management: Prioritizes tasks with data-driven insights to maximize efficiency and results.
These tools create consistency across the network, improving overall productivity and ensuring operational clarity.
Driving CRM Adoption
With 160 franchise locations, adoption requires a focus on influence and value demonstration rather than mandates.
- Recognition: Weekly calls highlight the top 10 performers, encouraging engagement.
- Impactful Data: Demonstrates CRM’s value, such as a 37% increase in referrals among active users.
- Onboarding Support: Simplifies processes for hesitant users, ensuring accessibility.
This strategy has resulted in over 250 active users, fostering consistency, productivity, and growth.
To learn more about Vital Care, visit their website here.
