Salesforce

Connect complex patient acquisition and relationship workflows through Salesforce.

Why It Matters

Salesforce can support sophisticated practices, networks, and multi-location organizations that need flexible CRM structure, reporting, and workflow automation. Its scale is valuable when many teams, services, sources, and stages contribute to growth. Without a clear operating model, however, complexity can make it difficult to see which inquiries need action and which campaigns produce meaningful outcomes.

What Captiva Manages

Captiva aligns Salesforce with the practice's marketing and patient acquisition process. It helps structure lead sources, lifecycle stages, routing, follow-up workflows, campaign relationships, and reporting while connecting website and advertising activity to downstream outcomes. Captiva monitors funnel performance and uses CRM insights to improve campaigns, content, communication, and market-level strategy across the organization.

Salesforce

Turn patient demand into booked appointments

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