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Alana Sales

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

Alana Sales Logo

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

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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 Logo

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

Schedule a Demo

Check our Financial Visuals

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
Plan Performance

PREDICT, PERFORM, PROFIT:

Employers with Total Churn FY 2025

from Total Employers

Advanced Forecasting Capabilities

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Historical Forecasting:

Leverage past sales data to uncover patterns and enhance forecast accuracy.

E

Pipeline Forecasting:

Evaluate deal values and likelihood of closure to better predict current pipeline performance.

E

Time Series Analysis:

Identify trends, seasonality, and shifts by analyzing data across defined periods.

E

Regression Analysis:

Apply statistical modeling to forecast sales performance based on multiple influencing factors.

E

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

Alana Sales Logo

Communication and Collaboration tools.

CRM and EMR Systems

Cloud Providers

3rd Party APIs

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

Leads

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.”

Bill Hall

Executive Vice President Manufacturing, Niagara Bottling – USA

“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.”

Chris Arais

Executive Director, Business Development , MemorialCare – USA

Schedule a Demo

Ready for a check-up? Schedule a live demo with an Alana expert and experience the difference today!