Atlanta, (June 28, 2024) – Trella Health, the leading provider of market intelligence and integrated customer relationship management (CRM) solutions to the post-acute care industry, announces the launch of several new innovations within its Marketscape CRM platform. 
These enhancements, developed with direct feedback from our valued customers, are designed to streamline workflows, improve goal-tracking, and minimize administrative tasks. This enables sales reps to maximize their field time, strengthen referral relationships, and drive significant growth for their organizations.
Additionally, these innovations empower sales managers to strategically enhance team performance and operational efficiency for post-acute care, Home Medical Equipment, and Infusion organizations.
“We’re thrilled to unveil these new enhancements in our CRM; through continuous improvement and consistent innovations, we are dedicated to delivering solutions that boost efficiency, save valuable time, and drive cost reductions,” shared Kathy Ford, Chief Product Officer at Trella Health. “Our mission is clear: to empower our customers and their go-to-market teams with the tools they need to strategically grow and achieve unparalleled success.”
As an example of the benefits our customers have been experiencing, the launch of new meeting and event scheduling features has resulted in a 41% decrease in time spent creating events and a 27% increase in saving events.
Below is a summary of the innovations Trella Health has released inside its Marketscape CRM solution:
Goal creation to track your objectives more effectively
- Create Customized KPIs: Easily build and assign goals to help drive referrals from specific insurance types that align with your team’s incentive plans.
- Flexible Status Types: Create goals using all status types for referrals and orders, ensuring you have the most comprehensive view of your progress.
- Increased Clarity: Provide your team with increased clarity and organization by offering a single location where achievements can be viewed and celebrated.
- Mobile and Desktop Accessibility: Access clear and concise performance metric updates anytime, anywhere, on the go or at your desk.
Event templates that align with your strategy
- Create standardized templates for your most routine events for quick documentation.
- Help increase onboarding ramp time and adoption.
- Easily add new templates or remove outdated ones that no longer fit your strategy.
Enhanced calendar functionality for workflow optimization
- Book of Business Lists: Quickly and strategically plan and prioritize your calendar with a side-by-side view of your calendar and Account/Contact list by rating.
- Drag n’ Drop: Cut your steps in half with the new drag and drop functionality. Easily move events from one day to another directly from the calendar or drag and drop directly from your book of business list to create a new event.
Market and Sales Spotlight
- Access your Physician and Organization market data from Insights directly in CRM web and mobile.
- View how many patients a provider is likely to refer by product category/infusion therapy and which organizations they are referring to in the market.
- Map functionality on mobile will allow you to view a heat map of nearby physicians and facilities for reps to maximize their time on the road
Other innovations within the Marketscape CRM platform include syncing to 3rd party calendars and mobile notifications to keep teams in the know on the go.
“Trella Health’s forward-thinking CRM solution has significantly enhanced our sales operations, offering capabilities that have transformed our approach to healthcare analytics,” shared Trina Lanier, Chief Growth Officer at Choice Health at Home. “We’re excited about the newest innovations they are bringing to their CRM as they continue to set the standard for offering solutions that impact the healthcare industry.”
About Trella Health
Trella Health’s unmatched market intelligence and purpose-built CRM allow post-acute providers, HME, and Infusion organizations to drive more effective performance and growth. Trella’s solutions allow post-acute, HME, and Infusion organizations to identify the highest-potential referral targets, evaluate new market opportunities, and monitor performance metrics.
Paired with CRM and EHR integrations, business development teams can better manage referral relationships to advance their organizations with certainty by improving their sales and marketing strategy.
For more information on Trella Health and its post-acute, HME, and Infusion growth solutions, visit www.trellahealth.com, call 678-813-1590, or follow Trella on Facebook, Twitter, and LinkedIn.
Media Contact: Lauren Corcoran, [email protected]
