SalesForce Solutions

SalesForce Implementation Solutions

At Concentrio, we aren’t just here to help you realize your goals – we’re here to support you as you bring them to life. By leveraging the power of the Salesforce platform and providing a custom-tailored solution, our team builds a bridge from where your CRM vision is now, to where you want to be – eliminating your profitability barriers and generating real results.

From guiding you through the initial transition, to training and mentoring your team, our experienced Salesforce Implementation Consultants will be there to assist you–at every step of the journey. 


Creating a healthier tomorrow together, one customer at a time.

Managing the Transformation Journey

  • → Provide program and project management through all phases of your CRM implementation

  • → Conduct detailed discovery of your CRM business requirements

  • → Manage the solution’s integrations with other processing systems (e.g., EHR, Claims)

  • → Design a strategy that encompasses every component of your CRM solution

  • → Define the impact of change on your organization

  • → Develop a communications strategy

  • → Execute an iterative development strategy that elicits your team’s input throughout the build process

  • → Analyze and test solution components before releasing to your user community

  • → Conduct continuous testing with your user community to ensure a high-quality CRM solution

  • → Train your user community on the solution & create an adoption playbook

  • → Generate a constant feedback mechanism to ensure the value of your CRM initiatives is realized

  • → Provide long-term support after implementation to help you secure maximum ROI from your CRM solution

Benefits of an Optimized CRM Implementation

Our implementation solutions lower your overall operating costs and significantly increase your revenue, yielding better results for your business and stronger relationships with your customers.

  • Maximizes Your ROI

  • Tracks and Nurtures New Leads

  • Eliminates Lead Leakage

  • Reduces Operational Expenses

  • Lowers Call Center Costs 

  • Generates Scalable Growth

  • Improves Cross-Departmental Productivity

  • Automates Workflows

  • Consolidates Technologies

  • Develops Stronger Customer Relationships

  • Boosts Customer Retention and Loyalty

  • Increases Customer Service Ratings

35

Years of Experience

10K

Satisfied Members, Providers & Patients

100+

Successful Projects

Our Software Integrations

Connect your CRM implementation with the rest of your healthcare technology to maximize your transformation’s results. Our solutions seamlessly integrate with the following:

  • EMR/EHR Management Programs

  • State and Federal Government Systems

  • Billing and Payment Portals

  • Computer Telephony Systems (CTI)

  • Pharmacy Softwares

  • Claims Systems

  • Marketing Applications

Are you ready to achieve meaningful results for your customers and healthcare business?