Forecasting Growth With the Right Data Infrastructure

What does it take to truly connect marketing performance to business outcomes? For many healthcare organizations, data lives in silos: marketing reports on leads, operations tracks call center activity, and finance forecasts revenue. This session shares how one organization brought it all together with a two-year Salesforce rollout, custom dashboards, and new workflows designed to align marketing, sales, operations, and the call center.

You’ll hear how this team:

Built a centralized dashboard that predicts revenue and appointment generation
Used Salesforce as the backbone of patient acquisition across dozens of locations
Turned media performance data into insights the C-suite could trust
Improved appointment generation by 50% in just weeks of rollout

Attendees will walk away with lessons learned from a complex, multi-site Salesforce implementation and a blueprint for aligning marketing strategy with operational execution to drive measurable growth.

SPEAKER
Theresa Porcaro; VP, Marketing & Growth; Pelvic Rehabilitation Medicine

Learn more from Cardinal Digital Marketing
Cardinal partners with leading healthcare organizations to drive new patient growth through data-driven performance marketing. From HIPAA-compliant analytics to full-funnel media strategy, our team helps PE-backed and enterprise healthcare groups scale smarter.

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