Alana Sales
Alana Sales, powered by Salesforce, turns your CRM into a high-performance engine-driving, accelerating growth and delivering measurable ROI.

What is Alana Sales
Alana Sales empowers your team by consolidating all customer and lead data in one place, allowing for smarter targeting and more efficient sales strategies. With real-time analytics and seamless integration with Salesforce tools, you can track leads, optimize sales pipelines, and identify opportunities for growth—all while enhancing team productivity and closing more deals.
How Will you Benefit?
Unified Customer Data
- Alana Sales centralizes all patient and lead information into a single, secure hub, providing healthcare providers with a comprehensive view of interactions.
- This unified data platform streamlines patient tracking, enables more personalized communication, and ensures faster response times, improving overall care coordination and patient satisfaction.
Real-Time Insights
- With real-time visibility tools like Einstein Activity Capture, Alana Sales helps your team stay on top of leads and opportunities, making it easier to track progress and make data-driven decisions.
- You’ll have access to up-to-date metrics and trends that empower your team to act quickly and efficiently.
Optimized Pipeline Management
- Alana Sales simplifies pipeline tracking with automated reports and reminders.
- This ensures that your team stays on top of opportunities, focusing on high-potential leads while keeping track of ongoing campaigns, maximizing conversion rates, and minimizing missed opportunities.
Scalable Growth with Multi-Layer Dashboards
- Alana features multi-layer dashboards designed for both B2B and B2C environments.
- A healthcare provider working with large corporate clients can track the number of injured employees, manage claims, and analyze data for specific employers.
- Meanwhile, the same system allows for personalized care tracking for individual patients, enabling both streamlined patient management and efficient business growth.
Auto Report Generation
- Automatically compiles data to highlight top-performing qualifiers capable of converting new patients.
- Using clinic-specific calculations, it focuses on metrics such as visit goals for workers’ compensation and employer service prospects.
- This feature enables sales teams to identify high-value opportunities and streamline strategies for greater efficiency and conversion success.
Automated Follow-Ups
- Alana ensures patients stay engaged and informed by sending timely reminders for appointments, follow-ups, or necessary documentation.
- This feature minimizes missed visits and keeps patient interactions on track, helping clinics meet care goals while improving patient satisfaction and retention.
Optimize. Automate. Outperform
The Alana Sales Platform empowers healthcare organizations with smarter employer targeting, stronger retention, and scalable growth—driven by data and AI. Fully customizable and automated, it reduces customer acquisition and retention costs while keeping teams focused on profitability. Alana delivers measurable revenue impact and better outcomes.
Optimize Your Existing Sales Team
No need to increase headcount when better processes and smarter tools drive higher output
Reduce Costs by Saving Time and Effort
Automation eliminates manual tasks, freeing up your team to focus on selling
Boost Team Performance Through Adoption
Empower growth and digital transformation with tools built for speed and scalability
Enable faster, data-driven decisions
with real-time visibility into pipeline, performance, and KPIs
Enhance Management Oversight and Reporting
With Alana Sales + Alana Co-Pilot for clear, actionable insights
Why Alana Sales is the Right Choice
Built on Salesforce
The world’s #1 CRM platform trusted by businesses globally
Purpose-Built for Occupational Health
Industry-specific workflows, employer targeting, and reporting
Seamless Integrations
Works with EMRs, third-party platforms, and productivity tools
Smart, Real-Time Data
Predictive insights and dashboards for faster, smarter decisions
Proven Growth Results
Boosts adoption, retention, sales velocity, and ROI
Builth on Salesforce Framework
The world’s #1 CRM platform trusted by businesses globally
Purpose-Built to Power Healthcare Growth

Alana Sales, powered by Salesforce, turns your CRM into a high-performance engine-driving adoption, accelerating growth, and delivering measurable ROI.
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Application Level Security
Infrastructure Level Security
Target Smarter, Sell Faster
Predictive Sales Intelligence+ Employer Strategy
Boost visit volume with AI-driven employer targeting
Target employers by injury trends, risk, and referrals
Maximize revenue with targeted, strategic sales execution
Increase specialty visit volume by focusing on industry trends and employer needs
Make your data work for you – automate what’s manual, personalize what’s generic, and measure what matters

KEY ENHANCEMENTS:
Driving B2B Sales
Enhanced Architecture Set-Up:
Measurable results and improved sales/engagement
Multi-Layer Dynamic Dashboards:
AI-enhanced data visualizations for a 360-degree view on multi data sources
Multi-Channel Auto Generated Reports:
Performance Metrics, Campaign Insights, Trends, etc.
Data-Driven Sales Forecasting & Strategic Territory Management:
- Implementation of campaign tracking, Pipelines, and conversion metrics by territory and source.
- Inclusion of KPI’s & Forecasting:
Enhances scalability and optimization for cross team utilization, strategic targeting, measurable results, and streamlined sales processes resulting in efficient conversion timelines

PREDICT, PERFORM, PROFIT:
Employers with Total Churn FY 2025
from Total Employers

Advanced Forecasting Capabilities
Historical Forecasting:
Leverage past sales data to uncover patterns and enhance forecast accuracy.
Pipeline Forecasting:
Evaluate deal values and likelihood of closure to better predict current pipeline performance.
Time Series Analysis:
Identify trends, seasonality, and shifts by analyzing data across defined periods.
Regression Analysis:
Apply statistical modeling to forecast sales performance based on multiple influencing factors.
Demand Forecasting:
Accurately anticipate future customer demand for products or services.
Seamless Integration
Alana Sales Integrates Seamlessly
with most of the Communication and Collaboration, EMR, CRM, Cloud, API and Enterprise Systems
%
Average ROI Increase
%
Time Savings
%
Cost reduction
%
Reduced Errors

Smart Real Time Data
Sales Enablement &
Lead Prioritization
ALANA SALES CRM TRACKING FOR DATA & PERFORMANCE METRICS
Utilization for the tracking of marketing campaign leads/analytics
- Strategic Targeting & Geographic Focus for Growth.
- Enhances scalability and optimization for cross team utilization.
- Tracking of campaign KPI’s
Record Count
Lead Status by Each Campaign
Event Location
Alana Sales Enablement & Lead Prioritization
Custom Solution for Occ Med Sales
Tailored to Occupational Medicine workflows, services & sales cycles
AI-Powered Lead Integration
Predicts top-converting leads based on target metrics & population
Boosts conversion efficiency and sales team focus

Smarter Territory Management
Tracks revenue, visit types, pipeline, and conversion rates by region
Identifies high-performing campaigns & areas for growth
Accurate Forecasting
Real-time, data-backed sales projections
Drives better planning & faster decision-making

Real Time Visibility Tools
Automatically store leads in Salesforce.
Capture leads directly from integrated web forms.
Scale and manage marketing campaigns instantly.
Automate lead scoring and personalized follow-ups.
Get clearer, more accurate pipeline insights.
RFP Lead Scoring & Opportunity Analysis

What Our Clients Are Saying
“Their proficiency in data science and AI has enabled us to leverage complex reporting and data visualizations, providing us with critical insights that drive our decision-making processes. Marra’s dedication and innovative approach have consistently exceeded our expectations, and I highly recommend them for any future endeavors.”
“Partnering with MARRA Global remains one of the best professional decisions I have ever made. MARRA brought our CRM and sales/growth capabilities forward at light speed and the results have been amazing. The MARRA team really took the time to understand our business. I highly recommend the MARRA team for your next engagement.”
Schedule a Demo
Ready for a check-up? Schedule a live demo with an Alana expert and experience the difference today!

Mailing Address: 701 Palomar Airport Rd. Suite 300 Carlsbad, CA 92011, USA
Email: inquiry@marratech.ai
Phone: +1-760-478-6770
North Macedonia Office
St. 11 Oktomvri, No.25,11th floor
1000, Skopje, North Macedonia