Case Study: Lifestation Streamlines Quoting and Reporting with Penrod’s Salesforce Sales Cloud and CPQ

Lifestation streamlines quote generation and boosts reporting with Penrod

Lifestation, a leading provider of alert monitoring and telehealth technology for seniors, was outgrowing its unscalable homegrown quoting platform. The system led to inconsistent processes, manual data entry, and a lack of visibility into key metrics. To address this challenge, they partnered with vendor Penrod for a solution built on Salesforce Sales Cloud and CPQ.

Penrod implemented a centralized platform that automated processes for account creation and quote generation, streamlining the work of customer service representatives. The solution unified Lifestation's data and provided robust, data-rich dashboards for leadership. This resulted in a better patient experience, more efficient operations, and empowered the company to make metrics-based business decisions.

Lifestation