UNMATCHED EXPERTISE
Across Integration, Data, and CRM
As monday.com Silver Tier Partners, CopperHill’s certified team transforms monday.com into a powerful, customized solution that drives efficiency, collaboration, and growth for our customers.
Our integration, data, and CRM expertise means we can offer faster implementation and ROI through our pre-built solutions available on the monday.com platform.
DATA SOLUTIONS
Standardized, template-based data migration to guarantee a successful go-live
Salesforce Migration
Initial data extraction of Salesforce records and objects to create records in monday.com CRM relating to:
- Leads
- Contacts
- Accounts
- Opportunities / Deals
- Products
- Services
CRM Data Migration
Initial data extraction from legacy CRM* to create records in monday.com CRM relating to:
- Leads
- Contacts
- Accounts
- Deals
- Products
- Services
Work Management Data
Initial data import into monday.com Work Management to create records relating to:
- Goals
- Objectives
- Projects
- Processes
- Tasks
Enhanced Data Management
Reduce or eliminate the manual effort of importing and uploading files to monday.com with our:
- AIR Data Loader app
- Pre-mapped templates
- Fast, scalable ingestion
- Scheduled updates
Healthcare Solutions
Solve for Challenges across Providers, Medical Technology, and Pharmaceuticals
Referral Management
Easily manage and track new referrals for quick outreach and conversion using monday.com's intuitive interface,
Support integrations with EMRs, EHRs, ERPs, and other third-party applications with custom boards and fields.
Attribute revenue to referral sources and campaigns using dashboards and lookups.
Interested in seeing a demo? View our pre-recorded referral management demo here!
Patient Intake
Manage the entire patient intake process, from admission to discharge.
Easily segment patients based on intake status.
Simplify updates to the patient through automations and EMR integrations.
Interested in seeing a demo? View our pre-recorded patient intake demo here!
Capital Equipment Management
Capture leads and track opportunities throughout the buying process.
Automate product alignment, costs, and pricing calculations.
Simplify updates to contacts, accounts, and opportunities through automations and integrations with Enterprise Resource Planning, billing, and inventory systems.
Improve quality of data for reporting, resource management, and sales forecasting.
Interested in seeing a demo? View our pre-recorded Capital Equipment Management demo here!
Lab Orders and Patient Management
Web-hosted Lab Order Request forms integrated with monday.com to receive orders and create new patients.
Manage and Execute Lab Orders via integrations with LIMS and Specialty Pharmacies.
Track and Update Patients, including Generate New Orders and Ask at Order Entry Questionnaires, delivery and utilization of medications.
Interested in seeing a demo? View our pre-recorded Lab Orders and Patient Management demo here!
Increase productivity and collaboration through integrations and
Sync data across monday CRM and QuickBooks to share product, invoicing, commission, and billing information.
Seamlessly share data between monday CRM and Sage ERP across accounts, billing, and payments.
Eliminate swivel chair activities across sales, service, and project management teams by connecting monday Work OS and Salesforce.
Eliminate swivel chair activities for your patient intake team through this bi-directional integration between AdvancedMD and monday.
Reduce duplicate data entry during patient creation, appointment scheduling, and billing claims by integrating monday with Tebra EHR.
INTEGRATION SOLUTIONS
Simplify integration projects with pre-built connectors that reduce costs and timelines
