Customer Story: DocPanel Revolutionizes Radiology with Salesforce and Marketing Cloud Account Engagement (Pardot)

DocPanel Logo

Company Name: DocPanel
Industry: Healthcare / Life Sciences
Sub-Industry: Healthcare Provider
Location: New York, United States
Products Purchased: Salesforce Health Cloud, Marketing Cloud Account Engagement (Pardot)

DocPanel is the world’s first on-demand, pay-as-you-go, contract-free service offering radiological reads, second opinions, educational consults, and diagnoses from high-caliber, subspecialty radiologists at prestigious academic hospitals in the United States.

DocPanel Hero Image

DocPanel hand selects radiologists for their clients. These radiologists provide expertise to technologists, as well as a high-touch service to patients’ direct providers. It is DocPanel’s mission to provide the best in radiologist delivery to underserved populations, as well as assistance to large, academic hospitals dealing with recruitment issues. To fulfill these goals DocPanel needed a robust solution to manage the ever increasing competitive landscape, this is why they sought out CopperHill Consulting and Salesforce.


Problems We Solved

Salesforce Logo

CopperHill helped DocPanel implement both Marketing Cloud Account Engagement (Pardot) and Salesforce Health Cloud so that they could offer excellent radiologist care for all the specialties they support. These Salesforce systems also support growth for radiologist recruitment and client partnerships.

Prior to Marketing Cloud Account Engagement (Pardot), DocPanel used MailChimp to send marketing communications, but this was not a scalable marketing platform for them. With the implementation of Marketing Cloud Account Engagement (Pardot), we were able to eliminate data silos across marketing and their data repository. This implementation allows DocPanel to be intentional with segmentation and utilize targeted communication as well as integrating their website for analytical visibility. Since Marketing Cloud Account Engagement (Pardot) is integrated with Salesforce, the team is able to take advantage of automations and triggers, reducing a lot of manual effort, and freeing up time for the marketing team to grow the business.

With the implementation of Health Cloud, DocPanel can now streamline the onboarding process for both clients and radiologists, increasing efficiency and adhering to processes. As well, DocPanel uses Salesforce as a single source of truth. They can check statuses real time with clients and radiologists and eliminate back and forth communication over email which can often cause confusion. It also provides powerful reporting for gaining insights, sorting information, and quick retrieval. 


CopperHill built out Rate Card and Approval Processes to increase efficiency of the DocPanel team. Within Salesforce we created custom objects to help accommodate personalized pricing for clients and radiologist matching. Prior to this, DocPanel used Google Docs to manually do this, but now with the help of CopperHill and Salesforce they are capable of standardizing the process to prevent limitations and errors.

Implementation Impact

DocPanel is now in a better position to generate more leads, create more segmented marketing campaigns, and incorporate a strong decision tree and scoring platform based on actions taken by each radiologist in the recruitment process. DocPanel will also have greater capability to improve both the radiologist and client journeys through better support tools:

  • Stronger email sequence, that encourages engagement and provides personalized, relevant content to clients and radiologists.
  • Visibility into radiologist recruitment and onboarding journey.
  • A comprehensive radiologist profile that displays key attributes in an organized way to help DocPanel team members make immediate and informed decisions.
  • Automated sales funnel, lead generation, opportunity management, custom rate cards, and contracting tools.
  • The framework to build a community platform that encourages engagement, offers self-service support and provides visual dashboards with important information.

For more information about our Salesforce Solutions and how we can implement applications, please contact us.