5. CRM for Employer Engagement & Business Development

Using a single, enterprise-wide CRM to track all direct-to-employer activities is crucial for health systems to gain visibility. It enables better coordination across departments such as senior leadership, Occupational Health, Foundation, and Wellness Centers, while improving relationship management, communication with local businesses, and informed decision-making. This leads to better outcomes in offering health system solutions to employers, securing corporate donations, supporting site openings, enhancing community benefits, and strengthening insurance negotiations—ultimately bolstering both the health system’s operations and regional economic stability. No private health information (PHI) is included, ensuring full protection and compliance.

We assess your current CRM system to ensure it effectively tracks employer opportunities and sales activities, providing actionable recommendations for improvement.

If your CRM isn’t optimized for employer partnerships, we help select and implement a comprehensive CRM solution that supports cross-department collaboration, data accuracy, and long-term success.