Close New Deals Faster

Increase visibility into sales pipelines and activities to enable sales teams to progress deals and win more accounts.

  • Give managers and executives a clear view into all deals and sales activities.
  • Monitor the risk of critical accounts from any device for an up-to-date look at outreach efforts at all times.
  • Decrease manual efforts, duplication, and delayed information.
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Healthcare CRM Sales and Pipeline Management Dashboard

Stay A Step Ahead Of Client Needs

View a 360-degree, holistic profile of every patient and provider so that service teams remain on top of issues.

  • Automatically translates data from any source – including LIS, HIS, billing, etc. — into comprehensive patient and provider profiles.
  • Instantly assess the health or risk of each client relationship and personalize service accordingly.
  • Monitor recurring client issues to identify root causes.
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Medical Laboratory Healthcare CRM Opportunity Profile

Communicate Issues Securely

Replace one-off email threads and post-its with a HIPAA-compliant platform that keeps sales and service teams aligned at all times.

  • Never let a client issue slip through the cracks again.
  • Immediately notify physicians, patients, and account reps of critical issues or changes.
  • Leverage data to determine high-value and low-value tests and clients to maximize revenue and upsells.
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Healthcare CRM Issue Management

Resources for Laboratories


In the increasingly competitive healthcare landscape, labs are vying for their share of the nearly 6.1 billion clinical lab tests performed annually in the United States. And while…


Today’s labs can leverage live analytics and real-time data to grow profitably and deliver amazing customer service. This webinar features Tamara Nelson, Lean Master Black Belt at Sonora…


Do you want to harness your lab’s analytics but don’t know where to start? Are you trying to make data-backed decisions but can’t seem to gather all of…

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healthcare relationships?

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