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FIELD-READY. MARKET INSIGHTS. CLINICALLY CONNECTED.
FIELD-READY. MARKET INSIGHTS. CLINICALLY CONNECTED.
Customer Relationship Management (CRM)
Customer Relationship Management (CRM)
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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.
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.
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.
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.
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.
have become more productive since using Trella
have seen a positive impact on their referral relationships
have improved organizational visibility
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.
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
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
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
Whether you’re new to CRM, considering investing in one, or looking to optimize your current strategy, this week is for you.
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.
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
Part A and B claims from CMS
Medicare lives are represented
of all lives 65+ in the United States
claims analyzed annually
users across 700+ customers