Case Study: Greenway Health achieves a robust, automated reference program and doubles advocate community membership with Influitive

Building a Robust Reference Program with Influitive

Greenway Health, which provides EHR, practice management, and revenue cycle solutions for medical practices, was hampered by a cumbersome, spreadsheet-based reference program that was hard to scale, offered little recognition to customers, and made it difficult for sales and marketing to find willing references. The company needed a way to grow and track advocates, reward participation, and simplify reference requests across teams.

Greenway launched the Greenway Champions community on Influitive, integrating it with Salesforce, customizing profiles and targeted asks, automating workflows, and training internal teams. In under three years the program doubled membership (657 to 1,409), delivered 931 references, boosted engagement during the pandemic, and replaced manual processes with streamlined tracking, reporting, and a scalable advocacy program.

Greenway Health

Storey Sheriff

Advocacy Marketing Specialist