Paladina Health, a Colorado-based health care company, can spend six months to a year setting up a new client. The recent COVID-19 pandemic shrunk the company’s sales cycle and onboarding timeline. To address this reality, they had to throw out their typical playbook.
CRM translates beautifully to contact tracing, largely because its digital tools and automated workflows minimize the time it takes public health officials to contact those who might have been exposed. Here's our experience with the Rhode Island Department of Health.