Webinar

The Role of a CRM in Driving Referral Growth and Sales Team Efficiency

By Lauren Corcoran | September 4, 2024

How are you managing and tracking your referral and sales data today?

Do you have a detailed history of account activity? Are your sales metrics clearly defined and trackable? Can you effectively correlate rep activity to referral growth?

A Customer Relationship Management (CRM) platform can provide visibility into these key elements and more.

Join industry experts Jessica Chew, GM of PAC Provider Growth, and Josh Price, Senior Manager of Solutions Consulting and Education from Trella Health on- demand, as they share how a CRM platform can help drive referral growth and sales efficiency — all while providing your hospice agency with the insights it needs to track and optimize performance.

During this webinar, we discuss:

  • The Role of CRM: Learn how a CRM drives improved communications and engagement within your (hospice/home health) organization and with referral sources.
  • Use Cases Across Teams: Discover how a CRM benefits sales representatives, sales leaders, operations teams, executives, and more.
  • Optimizing Your Sales Strategy: See how to leverage data-driven insights within your CRM to refine your sales process, target high-value opportunities, and increase win rates.
  • KPI Tracking and Reporting: Gain clear visibility into the metrics that matter most, empowering you to measure sales performance and ROI effectively.
  • CRM in Action: See real-life examples and a demonstration of how hospice sales teams utilize Trella Health’s CRM to drive referral growth and boost productivity.

Watch on-demand today!

 

Lauren Corcoran

As a marketer and creative writer, Lauren is thrilled to create Trella Health’s marketing content. After graduating from Ohio Wesleyan University with a bachelor’s degree in Marketing, Lauren worked as a content specialist for a cybersecurity firm, video production company, and has experience in sales. With the ongoing pandemic, she decided to take a leap and work in post-acute care at KanTime Healthcare, an EHR. At Trella Health, she’s able to do the two things she loves most: marketing and writing, while making an impact in the post-acute care industry.

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About the Author:

Lauren Corcoran, Marketing Content Writer

As a marketer and creative writer, Lauren is thrilled to create Trella Health’s marketing content. After graduating from Ohio Wesleyan University with a bachelor’s degree in Marketing, Lauren worked as a content specialist for a cybersecurity firm, video production company, and has experience in sales. With the ongoing pandemic, she decided to take a leap and work in post-acute care at KanTime Healthcare, an EHR. At Trella Health, she’s able to do the two things she loves most: marketing and writing, while making an impact in the post-acute care industry.