5. CRM for Employer Engagement & Business Development
Turn siloed employer efforts into a unified growth engine.
We help health systems implement and optimize CRM systems that drive employer partnerships, improve internal coordination, and fuel data-driven business development—without compromising compliance.
WHAT WE DO:
CRM Evaluation & Optimization
We assess your current CRM setup and provide clear, actionable improvements to better track employer activity, sales progress, and cross-team engagement.
Enterprise-Wide CRM Implementation
If you're not using a CRM—or it's not built for employer growth—we help you select, configure, and roll out a system that supports collaboration across departments like Occupational Health, Foundation, Employer Partnerships, and Leadership.
WHY IT MATTERS:
A centralized CRM ensures better communication with employers, stronger reporting for leadership, improved philanthropy and site planning coordination, and enhanced leverage in payer negotiations—all while remaining fully PHI-compliant.