Alana Sales Module

Accelerating Growth with Smart Sales Strategies

Boost Your Sales with Integrated Data and Insights

What is Alana Sales Module

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?

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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.

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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.

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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.

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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.

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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.

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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.

Alana: The Vital Prescription for Your Practice

In the fast-paced world of healthcare, every second counts. That’s why Alana is here to help “fix” your operations, lighten your workload, and put your focus back where it belongs: on patient care. Alana adapts to the needs of each team member, ensuring that from the physician to the administrative staff, all critical tasks are optimized, simplifying workflows and enhancing productivity.