MOBILE-FIRST. INTEGRATED INSIGHTS. REAL-TIME REPORTING.

Customer relationship management (CRM)

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HOME HEALTH | HOSPICE | SKILLED NURSING | HME/DME | INFUSION

Does your CRM tell you who to call and what to say?

Discover a robust relationship management platform infused with Trella Health’s unmatched market intelligence and EHR integrated workflows.

Better together:
Data + CRM

Give your organization a competitive advantage with an industry-specific CRM, plus comprehensive market data.

Keep account history in one place

Capture all historical account activity — in turn accelerate new hires and eliminate revenue loss in territories.

Access customer insights on-the-go

Keep your team connected in the field with our mobile app — Compatible with Apple iOS & Android devices.

Monitor and report success in real-time

Align, track, and measure key business objectives and ROI with easily configurable industry-specific reports.

SPECIAL OFFER: FREE SALES SPOTLIGHT

Powerful referral insights and competitive talk tracks — accessible in seconds

See for yourself with a FREE Sales Spotlight sample

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NEW MARKET DATA INTEGRATION!

Better together: Data + CRM

One integrated platform for all your growth needs.

We’ve tackled the number one request for post-acute sales organizations — bring unmatched market intelligence and a mobile-first CRM together in one solution.

You asked. We delivered.

Discover an integrated source of truth for sales strategy, execution, and performance measurement.

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COMPLETE VISIBILITY

Easily measure and monitor performance

Create a weekly and daily activity structure
Track completed vs non-completed sales rep activity
Ensure the appropriate visit frequency based on account ranking
Drive accountability and growth with sales rep rank reports
See real-time ROI tracking for new and current referral sources

A CRM that integrates with your EHR

Clinically connect your sales and marketing teams with patient data by integrating your electronic health record (EHR) platform with Trella Health’s Marketscape CRM.

Get in-depth insights into referrals
Measure referral and admission totals
Attribute referrals to marketing tactics
See the full picture with greater visibility

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As a long-term customer of Trella and user of both the market insights and CRM solution, the integration of these two solutions is a game changer for us. The ability to view market insights within the CRM will allow more efficient planning, strategy, and execution for our team.

JAMIE PEDDER
Director of Community Relationships, Alive Hospice

[With Trella] you have a partner that wants to help you think through the issues – so, it’s not just purchasing data. They’re going to help you think through your problem or opportunity.

KRIS NOVAK
Sr, VP, Mergers & Acquisitions, Amedisys

“With Trella Health we found referral sources we should approach, and just as importantly we determined where we should not spend our time. This knowledge guides our liaisons in terms of effective time management and is aiding our decisions for future growth.”

NORMA ENGLISH
CEO, Hospice Partners of America