CRM

From MarTech Sprawl to Strategy: How Atlantic Health and UNC Health Build a Connected Ecosystem

Jamie Mermelstein

Healthcare organizations have invested heavily in marketing technology, yet many marketing teams still struggle with disconnected systems, fragmented data, and growing pressure to demonstrate business value. Learn how healthcare organizations connect existing technology, data, and teams to provide the foundation for stronger governance, better patient experiences, and more meaningful measurement.

CRM and the Competitive Advantage of Privacy-First Personalization

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// By Wendy Margolin // Navigate to the AdventHealth website for the first time and you’ll find images and content that apply to any healthcare consumer. But the moment you click on a specific service line or blog, that experience starts to change. Learn how AdventHealth uses CRM to personalize the consumer journey without compromising HIPAA regulations.

Aligning CRM with Marketing Strategy: Building Stronger Partnerships and Better Results

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A new eHealthcare Strategy & Trends webinar with insights from LionShare

Wednesday | August 26, 2026 | 2 p.m. Eastern

Panelists:

  • Orla Seidel, Director, CRM & Digital Marketing, Atlantic Health
  • Rachel M. Totaro, MBA, Director, Digital Strategy, FMOL Health
  • Jerry Hobbs, President and co-founder, Prairie Dog
  • Laura Lee Jones, Founder and CEO, LionShare

Moderated by:

  • Therese Lockemy, Founder and CEO, Inner Path Digital, L.L.C

Join us as our panelists explore how you can:

  • Connect CRM priorities to broader marketing, brand, growth, and patient engagement goals.
  • Create shared goals across marketing, CRM, digital, data, IT, operations, and clinical teams.
  • Clarify roles, responsibilities, decision-making, and workflows across teams.
  • Identify high-value CRM use cases, including patient acquisition, retention, reactivation, audience profiling, and service line growth.
  • Use CRM insights to better understand patient populations, market opportunities, and campaign audiences.

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Building a Better Healthcare MarTech Ecosystem: How Healthcare Teams Move Beyond Stack Sprawl

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// By Therese Lockemy, MBA // Healthcare organizations have invested heavily in marketing technology, yet many marketing teams still struggle with disconnected systems, fragmented data, and growing pressure to demonstrate business value. Learn how healthcare organizations connect existing technology, data, and teams to provide the foundation for stronger governance, better patient experiences, and more meaningful measurement.

What Does It Take to Achieve Healthcare CRM Maturity Across the Enterprise?

Leaders from Emory Healthcare and HonorHealth, along with CRM experts from LionShare and Kelly Faley Consulting, share practical lessons on how healthcare organizations can personalize communications more thoughtfully, govern messaging across teams, and measure CRM performance in ways leaders understand.

What Does It Really Take to Make CRM Work Across the Healthcare Enterprise?

Laura Lee Jones- Founder/CEO of LionShare

Healthcare marketers are under increasing pressure to show results. At the same time, many organizations are still working through the operational, data, and governance issues that make CRM hard to scale effectively. Here, leaders share practical lessons on why CRM works best as an enterprise capability, not just a marketing tool.

Turning CRM into an Enterprise Growth Strategy, Part 1: Start With Strategy, Coordination

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// By Therese Lockemy, MBA // Healthcare marketers are under increasing pressure to show results. At the same time, many organizations are still working through the operational, data, and governance issues that make CRM hard to scale effectively. Here, leaders share practical lessons on why CRM works best as an enterprise capability, not just a marketing tool.

AI in Healthcare Marketing Week

A virtual summit for healthcare marketers and digital strategists from eHealthcare Strategy & Trends

Presented December 8-12, 2025

Artificial intelligence is transforming every aspect of healthcare, but what does that really mean for marketing?

From predictive modeling to generative content, AI has the potential to reshape how health systems engage consumers, manage campaigns, and allocate resources. But for senior marketing leaders, the path forward isn’t about shiny new objects — it’s about strategy, structure, and scalability.

Join us for a full week of programming for marketing and digital leaders at hospitals, health systems, and other healthcare provider organizations.

Whether you’re building your first use case or shaping a system-wide roadmap, this virtual summit will help you move toward meaningful, mission-aligned implementation.

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AI and Data-Driven Transformation in Practice: Stories and Advice from Three Major Health Systems

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A virtual summit for healthcare marketers and digital strategists from eHealthcare Strategy & Trends

Presented December 10 at 2:30 p.m. Eastern

Panelists:

  • John Davey, Vice President Marketing Technology, Mount Sinai Health System
  • Tara Nooteboom, Director of Consumer Digital Strategy, UCI Health
  • Josefer Montes, Executive Director, Marketing & Branding, AdventHealth

Moderated by:

  • Micha Siegel, Director, Product Innovation and Strategy, BPD

You’ll Learn:

  • Examples of responsibly advancing AI data strategies while preserving brand trust and privacy
  • What’s next for personalization, media optimization, and predictive insights
  • What data governance looks like in an AI-powered environment
  • Why aligning data sources is key to AI success
  • How leading teams are using AI to turn fragmented systems into unified performance engines

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Transforming Patient Acquisition with AI-Powered Conversation Intelligence

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Presented November 18, 2025

Discover how Emory Healthcare and University Hospitals connect the dots between digital touchpoints and phone conversations, creating seamless experiences that drive patient acquisition and retention.

Your Presenters:

  • Allyzon Zahorcak, Director, Performance Marketing, Emory Healthcare
  • Noah Brooks, Manager of Analytics & Strategy, University Hospitals
  • Lyndey Brock, Director of Account Management Health, Healthcare Vertical, Invoca

Moderated by:

  • Jane Weber Brubaker, Executive Editor, Plain-English Health Care

You’ll Learn:

  • How to track call conversions back to the exact ad or keyword that drove them.
  • How you can automate bidding strategies and optimize for high-value patient calls.
  • How to improve your website by understanding which interactions led to calls.
  • How to use digital intent data to route callers to the most qualified agent or care location, improving first-call resolution.

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Mount Sinai and University of Maryland Medical Center Lead with High-Impact Integrated Campaigns

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With countless media channels to choose from, shrinking budgets, and growing demands for measurable results, today’s healthcare marketing professionals face increasing challenges in developing and implementing integrated marketing campaigns. Discover how marketing teams at Mount Sinai and the University of Maryland Medical Center built high-impact integrated campaigns — from concept to acclaim.

Proven Strategies to Maximize ROI from Your CRM Investment

Denise Davis

Healthcare marketing executives and CRM experts, including leaders from Emory Healthcare, Banner Health, and Lionshare, reveal operational challenges, data governance requirements, and cross-functional collaboration needed to turn CRM investments into measurable patient engagement and ROI. Read on to discover strategies that separate CRM success from failure.

Behind the Best: How Top Health Systems Designed Award-Winning Integrated Campaigns

// By Susan Dubuque // With countless media channels to choose from, shrinking budgets, and growing demands for measurable results, today’s healthcare marketing professionals face increasing challenges in developing and implementing integrated marketing campaigns. Discover how marketing teams at Mount Sinai and the University of Maryland Medical Center built high-impact integrated campaigns — from concept to acclaim.

Digital Showcase: Building Trust Through Digital Integration

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// By Susan Dubuque // When two of South Carolina’s leading healthcare organizations merged to form Prisma Health, it marked more than a consolidation of services. It was the creation of a new healthcare identity for more than 1.4 million South Carolinians. Learn how Prisma Health solidified its brand and created a unified digital front door.

Turning CRM into a Strategic Engine: Healthcare Leaders Share Candid Lessons on Data, Alignment, and ROI

Judith Ward

// By Therese Lockemy, MBA // Healthcare marketing executives and CRM experts, including leaders from Emory Healthcare, Banner Health, and Lionshare, reveal operational challenges, data governance requirements, and cross-functional collaboration needed to turn CRM investments into measurable patient engagement and ROI. Read on to discover strategies that separate CRM success from failure.

Turn Data into Demand: Proven Strategies to Drive Net New Patient Growth

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Wednesday | July 23, 2025 | 2 p.m. Eastern

Your Presenters:

  • Matt King, Senior Consultant, Population Intelligence, Definitive Healthcare
  • Reed Smith, Senior Vice President and Chief Consumer Officer, Ardent Health
  • Matt Gove, Chief Growth Officer, QuickMD

Moderated by:

  • Jane Weber Brubaker, Executive Editor, Plain-English Media

You’ll Learn:

  • How to grow net new patients while strengthening retention
  • Tactics for identifying high-value audiences and prioritizing outreach
  • How segmentation enables more efficient use of marketing spend and higher conversion rates
  • Strategies for aligning clinical data with marketing insights to personalize the patient journey
  • How to use data and market intelligence to uncover growth opportunities

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Beyond CRM 101: Aligning People, Data, and Strategy for Smarter Engagement

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Presented June 4, 2025

Your Presenters:

  • Laura Lee Jones, Founder & CEO of LionShare
  • Judith Ward, Strategic Health Care Marketing Executive
  • Denise Davis, Vice President, Marketing Technology & Operations, Emory Healthcare
  • Chris Pace, Marketing Executive

Moderated by:

  • Therese Lockemy, Founder and Principal Consultant, Inner Path Digital, L.L.C

Join us as our panelists explore how you can:

  • Identify the right CRM use cases, from patient acquisition and retention to reactivation, referral growth, and engagement journey orchestration.
  • Break down silos across marketing, IT, and data teams to enable smarter engagement and measurement.
  • Ensure CRM strategy reflects marketing goals by partnering effectively with IT, bridging gaps between technical infrastructure and engagement needs.
  • Measure what matters by connecting CRM data across channels and understanding true marketing ROI.
  • Build a source of truth for data-driven decisions, including more accurate targeting and audience suppression.
  • Strengthen data governance to support segmentation, suppression, and system-wide confidence in CRM insights.

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A CRM Story: Penn Highlands Healthcare

A CRM Story Penn Highlands Healthcare

Download this new white paper and learn:

  • How Can a Mid-Size Hospital System Achieve Measurable Growth and Deeper Patient Engagement? Explore the strategies and real-world outcomes that drove impactful results.
  • What Are the Key Steps to Prove ROI and Secure Support for Marketing Investments? Learn how to build a compelling case for CRM-driven campaigns.
  • Which Scalable, Data-Driven Tactics Can Position Your Marketing for Long-Term Success? Discover future-ready methods to stay competitive in the dynamic healthcare landscape.
  • How Can You Test and Optimize CRM Campaigns to Adapt to Evolving Market Needs? Gain insights into creating flexible campaigns that deliver results in shifting environments.

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CRM: How to Optimize Your Tech Stack to Attract and Retain Patients

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Your Presenters:

  • Mike Sonnentag, Senior Service Line Marketing Strategist, Virtua Health
  • Seth Kaplan, Director, Marketing and Customer Engagement, HonorHealth
  • Ross Therrien, Enterprise Account Executive (Healthcare), LeadSquared

Moderated by:

  • Jane Weber Brubaker, Executive Editor, Plain-English Health Care

You’ll learn:

  • Why an EHR system alone may not be enough
  • How Virtua Health uses the CRM to uncover opportunities for service line growth
  • How HonorHealth’s CRM team reaches out to internal clients as strategic partners
  • How integrated systems enable data sharing and improve care coordination
  • How you can use CRM solutions to manage patient and prospect relationships across multiple touchpoints.

Watch Now »

CRM: How to Optimize Your Tech Stack to Attract and Retain Patients

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Join us for a free webinar on Wednesday October 9 at 2 p.m. ET to learn how your organization can drive growth, deliver comprehensive, patient-centered care, and stay competitive in today’s rapidly changing healthcare environment.

You’ll learn:

  • Why an EHR system alone may not be enough
  • How Virtua Health uses the CRM to uncover opportunities for service line growth
  • How HonorHealth’s CRM team reaches out to internal clients as strategic partners
  • How integrated systems enable data sharing and improve care coordination
  • How you can use CRM solutions to manage patient and prospect relationships across multiple touchpoints.

Register Now »

A Tale of Two CRMs: How Sharp HealthCare Achieved Success with a Dual Approach to Patient Engagement

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CRM lacks a universal definition in healthcare, encompassing everything from patient acquisition to care gap resolution. The fragmented vendor landscape offers solutions ranging from niche tools to comprehensive platforms, challenging organizations to pinpoint their specific needs. Explore how Sharp HealthCare navigated this complexity, crafting a unique two-pronged strategy for optimal results.

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