| Pipeline shaped for 9 to 18 month hospital cycles | Native stages, Procurement Hold substage, relationship warmth across quarters | Standard pipeline flags 60-day quiet windows as stale, loses the thread by month four |
| Board-ready forecast on live data | Weighted pipeline, pilot conversion, expansion ARR, coverage ratio on one screen | Clari license plus Salesforce license plus a Sheet for pilot math, three sources that drift |
| Pilot to expansion motion | Linked pipelines, success-criteria checklist, auto-fire expansion playbook on criteria clear | Pilot flips to Closed Won, expansion rebuilt as a new deal with no pilot context |
| GPO and IDN parent accounts | Native parent hierarchy, contract vehicle on every deal, pricing respects the floor on the first draft | Custom field work plus a side spreadsheet, pricing floor missed on the first draft to legal |
| Committee stakeholder tracking | Role-tagged panel with age, outstanding ask, response-time slip, veto risk | Primary and secondary contact fields plus free-text notes, rest in Excel |
| HIPAA-aware CRM posture | Field-level warnings, email auto-redact, HIPAA-aware templates, admin-enforced policy | Standard CRM with a training deck, privacy officer finds a chart excerpt six months in |
| PHI storage | Not supported. CRM and sales use only. PHI stays in the EHR or a HIPAA-certified system of record | Health Cloud markets PHI support behind a BAA, adds complexity and cost to the sales CRM |
| Series C data room exports | Saved views export to CSV and Sheets with one click, same source as board deck | Reconcile Clari, Salesforce reports, and the pilot Sheet by hand every refresh |
| Admin changes for a new pipeline stage | Self-serve for founder and sales manager, change ships the hour it is needed | Health Cloud admin review queue, two-week freeze while the quarter is live |
| Tools the founder opens on a given day | One workspace, one bill | CRM plus forecast tool plus pilot sheet plus BAA drive plus sequencer plus Slack |