Learn how Millennia gained market insight by integrating our data into Salesforce
To enable data access directly in Salesforce, we not only mapped and de-duplicated records, but also provided an additional 135,000 new accounts. With company-wide account and contact standards in place, Millennia’s commercial teams can now gain a clear view of their total addressable market and prioritize the most relevant accounts within their territory.
Our integration capabilities
Choose from a range of access options:
Native Salesforce applications
Gain near real-time access to our data directly in your Salesforce environment, giving you the information you need fast — with no change to your workflows. We offer flexible configuration options. View Salesforce integrations.
Data sharing
Access specific datasets through Snowflake or Databricks Data Share. Quickly, easily, and securely ingest our robust data with all the benefits of Snowflake’s Direct Data Sharing or Databricks Delta Sharing.
Direct data access
Our range of APIs makes it easy to integrate facility, provider, expert, claims, and consumer data into your internal systems and applications. Automate synchronization of our data across CRMs, build automatically refreshed dashboards around custom data sets, and gain data access using your preferred BI and analytics tools.
Custom file transfers
We'll create and maintain an SFTP site for exporting and posting customized data files on an agreed-upon cadence, simplifying implementation of this data in existing data warehouses, enterprise resource planning (ERP), or CRM systems from companies like Hubspot, Microsoft, SAP, and Oracle. We can also push the data to your SFTP and most data warehouses, like Amazon S3-AWS, and more.
Building your data backbone
We align your internal data with our reference, affiliation, and claims intelligence to help you make sense of the healthcare landscape. No matter your structure or needs, we can match, align, and implement data across all types of CRM systems, data warehouses, and BI tools. Our framework is built on best practices from thousands of successful data integration projects and always puts your unique needs first.
Entity resolution
Match and merge records for the same entity across datasets to improve accuracy, remove duplicates, and enable better insights, personalization, and efficiency.
Data mastering
Bring important data into focus by consolidating, deduplicating, and enriching HCP and HCO records. Improve data quality, consistency, and decision-making across systems and teams.
Hierarchy management
Organize relationships between HCPs, physician groups, and healthcare organizations — such as parent-child or regional structures — enhancing reporting, governance, and insights by reflecting real-world data accurately.
Data & architecture strategy
Build a strategy that covers everything from data collection and storage to integration and accessibility, ensuring scalability, strong governance, and alignment with business goals.
Project management & planning
Align goals, resources, and timelines to drive successful execution of your data and integration initiatives — improving efficiency, accountability, risk mitigation, and on-time delivery.
Licensing & platform considerations
Get the most out of your data infrastructure investments by selecting the right technology that balances cost, scalability, and compliance, while supporting flexible growth and minimizing risk.
Upgrade your insights
Definitive Healthcare’s data management and integration offerings can help you :
Improve the quality of your internal data
Pair your internal data with ours to get a full picture of the healthcare market.
Increase customer satisfaction and retention
Be the partner your customers need with unique insights into their organization and the markets they serve.
Help your team work smarter
Give your teams more confidence with reliable healthcare data all in one place.
Get more from your CRM
See how a medical supply company addressed incomplete and inaccurate CRM data issues by integrating Definitive Healthcare data and gained 40,000 new executive contacts.
Challenge
A global medical supply company selling infection protection and safety products planned to expand its ambulatory surgery center market share, but its CRM contained incomplete and inaccurate data on its market, accounts, and key contacts. Without reliable data, its marketing and sales activities were suffering.
Solution
The team chose to adopt Definitive Healthcare’s SurgeryCenterView and partnered with our services team to map our data to its CRM, clean up its current dataset, and add executive contact information to all accounts.
Impact
The project ensured the company’s CRM was populated with comprehensive, accurate data. Mapping our data to its commercial plans filled significant gaps in its current and prospective markets. As a result, the company added more than 40,000 executive contacts and titles to its CRM, equipping its sales and marketing teams with new intelligence that it used to grow its sales funnel.
Frequently asked questions
Getting started is simple — all you need is a project point of contact and a data extract from your internal system. From there, a dedicated Definitive Healthcare integration expert will guide the project. We’ll kick things off with a discovery call to align on your goals, set the timeline, and map out the integration steps. You'll then provide a sample file for our matching process, while we collaborate on shaping the data extracts to ensure optimal usability — whether within Salesforce or another system of record. Depending on your environment, we can support application setup, help identify key fields and data points using data dictionaries and offer guidance on data structure. Once the matching is complete and any custom reports are built, we’ll share the results for your review and help with importing them into your system.
Leveraging advanced natural language processing, we streamline account alignment in a single step — connecting your records to the Definitive Healthcare database and appending our unique Definitive ID to each matched record. This creates a unified source of truth, making it easy to identify and eliminate duplicates within your system. Our streamlined approach not only consolidates your data, but also lays the foundation for cleaner workflows, better system hygiene, and more accurate reporting. Once matched, we can also provide your total addressable market to help fill gaps and ensure full market coverage. For a client’s perspective on how we helped clean their CRM, watch the video here.
Yes! Our team will partner with you to ensure a successful integration experience. You will get hands-on support to help with the installation and configuration of our application, the importation of matched data, and any other reports. Through these interactions, our team will provide you with best practices on using the application, data structuring, and best course of design.
A data integration license enables you to bring in any data point that is available within our product suites. The data ranges from affiliations, financial, technology data, quality information, as well as unique claims codes and their respective counts/descriptors. You can also capture specific data around key opinion leaders (KOLs) as well as consumer-focused information like demographics, SDOH, economics, health behaviors, and more to match your own internal records.