Case Study: Prism Health Care Services streamlines referral targeting and sales workflows with Trella Health

Prism Health Care Services Data and CRM – A Winning Combination to Drive HME Businesses Forward

Prism Health Care Services, a home medical equipment (HME) provider, needed to improve the efficiency of its sales team by better targeting high-value referral sources and streamlining their workflow. To gain market visibility and data-driven insights for strategic planning, they partnered with vendor Trella Health and adopted its Marketscape Insights data intelligence platform and CRM solution.

The solution from Trella Health provided Prism's team with actionable data to identify and prioritize the best physician and facility targets while avoiding less productive ones. The integrated CRM streamlined their sales process, allowing for efficient route planning and the ability to identify new referral sources quickly. The team reported that the platform was user-friendly and provided more detailed, organized, and filterable data than their previous system, leading to greater efficiency and time savings.

Prism Health Care Services

Darren Van Dyke

VP of Sales