On-Demand Webinar

Tableau CRM: The Intelligent Experience for Healthcare

The demand and expectation for intelligence and personalization have impacted the healthcare industry in a major way. Patients and members expect personalization, price transparency, lower costs, and trust. As such, payers and providers need actionable insights to provide the optimal patient and member experience.


Tableau CRM is a complete intelligence platform built on the world’s #1 CRM, Salesforce. It offers payers and providers a native analytics experience that allows their Salesforce users to surface intelligent, actionable insights right within their CRM workflow to improve the member and patient experience. Join this webinar to learn how Tableau CRM provides payers and providers with analytics that address use cases like:

  • Clinical Site Reopening: Leverage AI to predict cancellation rate and determine the most effective and efficient number of clinical sites to reopen while boosting revenue and resource availability.
  • Provider Relationship / Referral Management: Readily identify top-performing referral sources, track conversion, and understand factors that can influence referral leakage so you can take action to improve

  • Lower Costs: Understand the correlation between length of stay, cost, and patient satisfaction across clinical locations and protocols

  • Medicare Advantage: Get actionable insights into which leads to focus on for medicare advantage enrollment

About the speakers


David Lou

Product Marketing Manager

Erik Okerholm

Lead Solution Engineer, Tableau

Erik Okerholm is a Principal Industry Solution Architect - Healthcare Analytics. He has MHA (Master of Health Administration)/MIM (Master of Information Management). Erik has over 30 years in Healthcare, 25+ years in Business Intelligence.

Erik is a former Duke University Medical Center Hospital Administrative Fellow and Medical Student and at The Ohio State University College of Medicine and is super passionate about improving patient outcomes using advanced analytics & AI to help foster change.

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