Penrod

What Penrod does

Penrod Inc. is a Milwaukee-based Salesforce consulting and implementation firm founded in 2010, exclusively focused on the healthcare and life sciences vertical. The company delivers implementation, managed services, and advisory engagements across Salesforce Health Cloud, Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Pardot, Data 360, and Agentforce, alongside a Snowflake data platform practice for healthcare. Its client base spans healthcare providers, medical device companies, pharmaceutical firms, health insurance payers, and laboratory services, with named enterprise customers including Nebraska Medicine, Baptist Health South Florida, BioNano Genomics, Delta Dental, and Starkey.

Penrod has built a proprietary product portfolio layered on top of the Salesforce ecosystem, including Destinations (a HIPAA-compliant web tracking platform that redacts PHI before data reaches ad and analytics platforms such as Google Analytics, Google Ads, Meta, Bing, and LinkedIn), Destinations Maps, Destinations Website Auditor, HealthChain (an invoice exception resolution application built on Service Cloud and Tableau), and an NPI Lookup Component for real-time provider directory access. The company holds HIPAA, ISO 27001, and SOC 2 Type 2 certifications and is a Salesforce Expert Navigator partner in Health and Life Sciences.

The business model combines professional services (implementation and advisory), recurring managed services sold as monthly or annual hour-bucket subscriptions, and emerging consumption-based revenue through Salesforce Agentforce implementations. Go-to-market is direct enterprise field sales with consultation-based selling. The company received an $8 million strategic investment from Salesforce Ventures in February 2022 to accelerate healthcare digital transformation initiatives. No subsequent funding rounds, revenue figures, or ARR disclosures are publicly available.

Name

Penrod

Legal name

Penrod Inc.

Website

https://penrod.co

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

51–100 employees

Short description

Penrod is a Milwaukee-based Salesforce consulting firm exclusively focused on healthcare and life sciences, delivering Health Cloud implementations, managed services, Snowflake data platforms, and proprietary HIPAA-compliant products like Destinations and HealthChain to enterprise providers, payers, medtech, pharma, and labs.

Ownership category

akta.pro rank

Headquarters

HQ city

Milwaukee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Salesforce Implementation Services: Professional services for implementing Salesforce solutions including Health Cloud, Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Pardot, and Data 360. Custom implementations tailored to healthcare and life sciences workflows.
2. Salesforce Managed Services: Ongoing platform management, optimization, and maintenance services for Salesforce implementations. Monthly and annual plan options available with flexible bucket of hours.
3. Salesforce Advisory Services: Strategic consulting services including vision creation, success criteria definition, and expert guidance on Salesforce implementation roadmap.
4. Snowflake Implementation Services: Healthcare-focused Snowflake implementation, migration, consulting, and managed services for data unification across healthcare tech stacks.
5. Salesforce Marketing Services: Marketing automation services including Pardot and Marketing Cloud technical setup, email creation, journey configuration, and training.
6. Destinations (HIPAA-Compliant Web Tracking): Fully managed service for HIPAA-compliant web tracking. Includes setup, server maintenance, tag maintenance, PHI redaction, and ongoing support.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Penrod implements, customizes, and manages Salesforce and Snowflake platforms for healthcare and life sciences organizations, delivering Health Cloud, Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Pardot, Data 360, and Agentforce deployments. The firm also sells proprietary products—Destinations for HIPAA-compliant web tracking, HealthChain for invoice exception resolution, and the NPI Lookup Component—and offers ongoing managed services and advisory consulting tied to those implementations.

Product overview

Penrod is a Salesforce and Snowflake consulting and implementation firm specializing in healthcare and life sciences. The company offers a portfolio of services including Salesforce platform implementations (Health Cloud, Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Pardot, CPQ, Field Service), Snowflake data platform services, and Agentforce AI implementations. The company also offers proprietary products including Destinations for HIPAA-compliant web tracking, HealthChain for invoice exception resolution, and the NPI Lookup Component for Salesforce. Destinations enables healthcare organizations to safely use Google Analytics, Google Ads, Meta Ads, and other marketing platforms by redacting PHI before it reaches non-compliant third parties. HealthChain automates invoice exception resolution using Salesforce Service Cloud and Tableau. The NPI Lookup Component provides real-time NPPES directory search within Salesforce.

Differentiator

Problem solved

Functional benefit

Products and services

• Health Cloud Implementations Salesforce Health Cloud implementation service for healthcare providers, medical device companies, payers, pharma, and labs, providing 360-degree patient views, EHR integration, care plans, and patient engagement capabilities.
• Sales Cloud Implementation Salesforce Sales Cloud implementation for healthcare organizations to track leads, automate opportunity workflows, and drive B2B and B2C revenue growth.
• Service Cloud Implementation Salesforce Service Cloud implementation providing case management, 360-degree customer views, and omnichannel customer service for healthcare organizations.
• Experience Cloud Implementation Salesforce Experience Cloud implementation for patient-facing portals, self-service options, live chats, and collaboration between customers, partners, and employees in healthcare.
• Marketing Cloud Implementation Salesforce Marketing Cloud implementation for B2C and B2B marketing automation, patient engagement journeys, and personalized multi-channel communications.
• Pardot Implementation Salesforce Pardot (Marketing Cloud Account Engagement) implementation for B2B marketing automation, lead generation, and qualification targeting physicians, payers, and healthcare stakeholders.
• CPQ Implementation Salesforce Configure Price Quote implementation to streamline complex quoting with automated quoting, streamlined product selection, and integrated contract management.
• Field Service Lightning Implementation Salesforce Field Service Lightning implementation for healthcare to deliver prompt onsite collaboration with intelligent case assignment, route optimization, and automated invoicing.
• Destinations Proprietary HIPAA-compliant web tracking product that redacts protected health information before it reaches non-compliant third-party trackers. Uses Google Tag Manager and Google Cloud Platform to strip PHI before data is sent to Google Analytics, Google Ads, Meta, Bing, Pinterest, LinkedIn, StackAdapt, The Trade Desk, and other marketing platforms.
• Destinations Maps HIPAA-compliant mapping solution that replaces standard Google Maps and never pairs location data with health conditions. Includes BAA, zero PHI exposure, multiple locations, and fully branded maps.
• Destinations Website Auditor Automated website scanner that detects hidden pixels, cookies, and scripts that may transmit PHI to non-compliant third parties, assigning severity ratings to prioritize tracker remediation.
• Snowflake for Healthcare Snowflake data platform services for healthcare, including migration, consulting, implementation, analytics, AI, optimization, and managed services that unify EHRs, CRMs, marketing platforms, and clinical systems.
• Agentforce Implementations for Healthcare Salesforce Agentforce AI implementation for healthcare organizations to build AI agents for patient intake, appointment scheduling, billing support, benefits explanation, claims status, enrollment, care plan tracking, referral management, and credentialing assistance.
• Salesforce Data 360 Implementations Salesforce Customer Data Platform (Data 360) implementation services with the Data 360 Accelerator to build a real-time data foundation for unified customer views in healthcare.
• Healthcare CRM Patient management software built on Salesforce Health Cloud for providers to acquire patients, build loyalty, and empower collaboration across the care ecosystem.
• Home Health Care Software Salesforce Health Cloud solutions tailored for home health businesses, including client intake, caregiver matching, optimized scheduling, route planning, and mobile care plan access.
• Physician Credentialing Software Salesforce-based physician credentialing with digital applications, automated verification against primary sources (NPPES, SAM, CAQH, OIG, ABMS, CMS), and streamlined approval workflows.
• Provider Relationship Management Salesforce Health Cloud solution to build, grow, and retain provider relationships with omni-channel intake, activity tracking, and integrated NPI search.
• Patient Acquisition and Intake Platform Salesforce Health Cloud platform to boost patient volume, monitor campaign performance, and provide insights for revenue growth through omni-channel lead generation.
• Salesforce Contact Center for Healthcare Salesforce contact center software for healthcare with intelligent routing, real-time coaching, CTI integration, and self-service options for patient and provider support.
• Revenue Cycle Management Intelligent revenue cycle management for providers using AI and priority-based workflow automation to reduce claim denials and optimize patient financial engagement.
• HealthChain Proprietary invoice exception resolution software built on Salesforce Service Cloud and Tableau that automates exception identification, queue assignment by agent workload and specialty, and resolution with triggered engagement templates and automated escalations.
• Medical Device CRM Salesforce-based CRM for medical device companies with enhanced tracking, faster quoting, intelligent cross-selling, sales force automation, revenue intelligence, contract management, and distributor portals.
• Medical Inventory Management Software Salesforce-based field inventory management for medical device companies with mobile barcode scanning, trunk and consignment stock reconciliation, and automated invoicing.
• Revenue Intelligence Revenue intelligence platform for healthcare with AI-driven insights, pipeline visibility, accurate forecasting, and coaching opportunities to accelerate sales cycles.
• NPI Lookup Component for Salesforce Native Salesforce Lightning component that provides real-time NPPES directory search within Salesforce to look up providers by NPI number, name, or specialty, and add them as contacts, leads, or other objects directly from search results.
• Health Insurance CRM Salesforce-based CRM for health insurance payers to boost revenue through authentic member experiences, reduce cost of care, and attract high-quality providers with member enrollment, broker management, and provider services.
• Provider Enrollment Software Salesforce Experience Cloud-based provider enrollment with mobile-friendly forms, paperless workflows, and integrations to Epic, Cerner, Athena, DataSpring, NPPES, SAM.gov, and other credentialing databases.
• Broker Relationship Management Salesforce Health Cloud solution to build and manage broker relationships for payers, with digital intake, lead activity tracking, and data-driven analytics.
• Member Portal Salesforce Experience Cloud portal for health insurance members offering self-service bill payment, deductible tracking, enrollment, claims lookup, and proactive wellness recommendations.
• Salesforce for Pharma Salesforce-based solution for pharmaceutical companies including drug trial management, sales force automation, operations, and centralized data across ERP, inventory, prescription, and financial systems.
• Salesforce for Labs Salesforce-based solution for laboratories to automate lead generation, streamline multi-site scheduling, manage referrals, and provide patient and employer self-service portals.
• Salesforce Advisory Services Healthcare-focused Salesforce advisory service (Penrod Engage) that creates project vision, defines success criteria, and provides expert guidance including process documentation and ecosystem diagrams.
• Healthcare Marketing Services Salesforce marketing services for healthcare including Pardot and Marketing Cloud implementation, personalized patient journeys, and marketing automation best practices.
• Salesforce Managed Services Ongoing Salesforce platform management including optimization, strategy, development, maintenance, training, documentation, and project management with monthly and annual plan options.
• Salesforce Consultant for Health Tech Startups Healthcare-focused Salesforce advisory service for health tech startups with vision creation, success criteria definition, and expert guidance for building Salesforce foundations.

Quantifiable outcome

• 90% reduction in match exceptions for Baptist Health South Florida
• +3 more outcomes

Named customers12 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration27 records

AI capability13 records

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• SalesforcecoreTechnology or IntegrationPenrod is a Salesforce partner and Expert Navigator specializing in Health Cloud, Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Pardot, Data 360, and Agentforce implementations for healthcare and life sciences.
• SnowflakecoreTechnology or IntegrationPenrod offers Snowflake implementations specifically designed for healthcare organizations, including migration, consulting, analytics, AI, optimization, and managed services.
• Google Cloud PlatformcoreTechnology or IntegrationDestinations HIPAA-compliant web tracking solution uses Google Cloud Platform for server-side container and data processing. Destinations Maps also built on GCP.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Slalom: Slalom is a major Salesforce consulting partner with a dedicated healthcare and life sciences practice offering Health Cloud, MuleSoft, and data platform implementations, directly competing with Penrod in the same healthcare vertical.
• Simplus (Infosys): Simplus is a Salesforce-focused consultancy acquired by Infosys, offering implementation, managed services, and industry cloud services including healthcare; a direct competitor in the Salesforce healthcare delivery market.
• Silverline (Accenture): Silverline is a Salesforce Summit Partner focused on healthcare and financial services implementations, offering Health Cloud and managed services directly comparable to Penrod's core offerings.
• Persistent Systems: Persistent Systems operates a dedicated Salesforce practice with healthcare and life sciences expertise, offering Health Cloud implementations, data services, and managed services overlapping with Penrod's portfolio.
• Tectonic: Tectonic is a Salesforce consulting partner specializing in healthcare and life sciences implementations, offering similar Health Cloud, Experience Cloud, and managed services to mid-market and enterprise clients.
• Girikon: Girikon is a Salesforce consulting and implementation firm with healthcare and life sciences practice expertise, providing Health Cloud and integration services that overlap with Penrod's delivery capabilities.
• Horizontal Digital: Horizontal Digital is a Salesforce consultancy with experience in healthcare and life sciences, offering Health Cloud implementations, marketing automation, and digital experience services comparable to Penrod's portfolio.

Broad incumbents

• Accenture (Salesforce Business Group): Accenture runs one of the largest global Salesforce practices with deep healthcare industry expertise, offering end-to-end transformation that competes with Penrod on larger enterprise healthcare deals.
• Deloitte Digital: Deloitte Digital is a top-tier Salesforce global strategic partner with a dedicated healthcare practice, providing large-scale implementations and managed services that overlap with Penrod's offerings.
• Cognizant: Cognizant has a global Salesforce practice serving healthcare payers, providers, and life sciences clients with Health Cloud, MuleSoft, and Snowflake-adjacent services competing with Penrod.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/PenrodHQ

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Penrod