FIELD-READY. MARKET INSIGHTS. CLINICALLY CONNECTED.

Customer Relationship Management (CRM)

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

The leading CRM, trusted by post-acute providers and suppliers

Designed for the fast-paced needs of post-acute provider and supplier field-sales teams, Trella Health’s user-friendly & mobile CRM serves up invaluable insights to your business so you can streamline workflows, boost productivity, and nurture strong partnerships.

Field-ready
mobile app

Designed for reps in the field to serve as your digital assistant — complete activities anytime, anywhere, minimize administrative tasks, and access referral data on-the-go.

Actionable insights at your fingertips

Clinically connect your sales team in one place — progress referrals-to-admit and monitor by status, target high-value insurance types, and track goal attainment in real time.

Foster strong partnerships

Focus your efforts on high-growth opportunities — Nurture long lasting connections with new and existing referral partners, prioritize outreach and frequency by account rating, and accelerate onboarding by preserving valuable account notes.

Industry-specific reporting

Make informed decisions — With ready-made reports tailored to your business goals, you can improve forecasting based on performance and provide visibility across the organization with automated delivery.

We reached out to over 1,000 users to understand how Trella solutions have impacted their business

96%

have become more productive since using Trella

79%

have seen a positive impact on their referral relationships

79%

have improved organizational visibility

Your role, perfected: CRM that adapts to you

Are you new to CRM or have you faced challenges adopting it in the past? We get it. That’s why we’re built differently from other CRMs — customized specifically for you and your needs.

FIELD-SALES REPS

You spend valuable time out in the field, so we designed a tool that fits your routine — not the other way around.

I like pulling up my day on the mobile app and seeing the pre-call plan. Being able to go back and see my notes from my last event and scheduling recurring calls. It’s better than other systems I have used in terms of ease of use.

LINDSAY ERRETT-COHEN
Account Executive, Dependable Health Services

Dependable Health Services’ case study >>

SALES LEADERS

From coaching, onboarding, and hitting company-wide goals — you need a tool that keeps you 3 steps ahead.

In our society right now, everything is based on convenience. If you have a solution that can save someone time and make things convenient, it’s a win. This is where I love Trella as a sales manager, because each morning I am going to get a report of the activities from the prior day. It’s great to be able to view notes and route plans at a glance. Ultimately, the true benefit is the convenience of having these details at my fingertips. It saves me a lot of time.

GARY RYAN
Sales Manager, ADVance Care Pharmacy

ADVance Care Pharmacy’s case study >>

EXECUTIVE TEAMS

Invest in a tool that guides data-driven decision making and strategic planning — aligned to performance.

I have been proactive in having our sales team go into Trella’s CRM each day. Because Trella’s CRM integrates with our EHR, we can see all the orders that come in from particular doctors each day. My reps can go in and see what type of activity they’re getting from a certain doctor and see some orders that they’ve written for. This gives them the chance to reflect back on this information before they go into a sales call or meeting. This is really beneficial for us.

GREG NEWMAN
President & CEO, Befitting You Medical Supply

Befitting You Medical Supply’s case study >>

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Unlock the Power of Your Customer Relationship Management (CRM) Platform

Whether you’re new to CRM, considering investing in one, or looking to optimize your current strategy, this week is for you.

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MARKET DATA BUILT WITHIN

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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INTUITIVE WORKFLOWS

A CRM calendar that makes planning easier for reps

Users can toggle between “My Accounts” and “My Contacts” for easy scheduling
Drag and drop can be used to seamlessly reorganize existing events on the calendar
Auto-populated fields can be set to minimize errors and maintain precise event details
Standardized templates can be created for your team’s most routine events

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ACCESS ANYTIME, ANYWHERE.

Enhance productivity with Marketscape CRM Mobile

Real-time referral notifications
Goal attainment tracking
Note capturing and voice dictation
Market data & competitive insights
Expense tracking with Stark 2 compliance

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CLINICALLY CONNECT SALES TEAMS

Gain visibility into the referral lifecycle and see your efforts to fruition

Monitor referrals by pending, admit, discharge, and non-admit statuses
Capture “Not Taken Under Care” (NTUC) reason
Capture the primary physician who referred the patient
Measure referral and admission totals

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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

Having data paired with [the CRM mobile app] was helpful to see our strengths or weaknesses compared to competitors.

LINDSAY ERRETT-COHEN
Account Executive, Dependable Health Services

“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