Dynamics 365 migration 5 signals to identify clients

Dynamics 365 Migration: 5 Signals to Identify Potential Clients

by Technology

The right prospects matter if you sell IT consulting, cloud migrations, or software implementation services and support, that’s more true than ever. Businesses today are awash in aging legacy applications, aging on-premises servers, slow database performance, and hours of wasted time trying to get disconnected applications to work if they want a way forward.

These businesses want to migrate to a modern cloud solution such as Microsoft Dynamics 365, and they want to do it the right way, without having to change the entire organization and disrupt the day-to-day operation of their business. But they don’t want to figure out which companies have the cash, the executives, and the need; they want to identify specific digital and business “warning signs” that a company is struggling to make its legacy system work, so they can contact them proactively with the perfect solution.

For the past twenty years, medium and large enterprises have had use of older, server-based enterprise database management systems such as legacy versions of Microsoft Dynamics AX or Navision, localized SAP installations, or custom-built enterprise databases.

These companies can’t justify hosting new servers, security risks are on the rise, and outdated software can’t provide real-time information sharing, AI tools, or hybrid communications to branch offices, so we’re experiencing a tremendous enterprise migration in which companies are switching from stiff legacy databases to Microsoft Dynamics 365.

Transitioning to a new cloud platform requires data mappings, custom workflows, training, and the migration of user data, which presents an opportunity for IT solution providers and system integrators who utilize enterprise technographic data sets to identify accounts in the right stage of the data migration process.

Of course, before you sell migration services you first have to understand the goals you are helping companies to realize.

What Is Dynamics 365 Migration?

Migrating to Dynamics 365 is the procedure of transferring data relating to the firm, such as financial information, consumer information, and custom workflows, from legacy systems such as an on-premise ERP, a legacy CRM, or previous spreadsheets to the cloud-based Microsoft Dynamics 365 environment.

The Role of Dataverse in Migration

Microsoft’s architecture separates Finance and Operations data models from Customer Engagement apps that natively use Dataverse. Customer Engagement apps, such as Sales and Customer Service rely on Dataverse as a data platform. In contrast enterprise operations modules, like Dynamics 365 Finance and Supply Chain Management have their different data architectures. These different structures need connectors or configuration through the Power Platform.

Why Migration Signals Matter for B2B Prospecting

  1. End-of-Support Deadlines: Software companies eventually stop providing support for versions of their products. For example extended support for Microsoft Dynamics AX 2012 ended in April 2022. Support for AX 2012 R3 ended in January 2023. Companies that are still using these versions need to look at the risks they face and consider ways to update their systems.
  2. Cloud Secure Access: Newer platforms use identity controls like Microsoft Entra ID and strict security policies that allow people who are authorized to access cloud applications from any device that works with the system and it removes the need for old and complicated virtual private networks.
  3. Application Integration Architecture: Even though some built-in connectors make it easier to use customer engagement apps connecting parts of a company’s financial and operational systems requires careful setup using standard connectors or the Power Platform.
  4. Built-In Artificial Intelligence: New cloud platforms include their artificial intelligence tools, like Microsoft Copilot but older systems do not have this built-in and need complicated workarounds using application programming interfaces to use outside tools.

The Role of Dataverse in Migration

Microsoft’s architecture separates Finance and Operations data models from Customer Engagement apps that natively use Dataverse. Customer Engagement apps, such as Sales and Customer Service rely on Dataverse as a data platform. In contrast enterprise operations modules, like Dynamics 365 Finance and Supply Chain Management have their different data architectures. These different structures need connectors or configuration through the Power Platform.

Why Migration Signals Matter for B2B Prospecting

  1. End-of-Support Deadlines: Software companies eventually stop providing support for versions of their products. For example extended support for Microsoft Dynamics AX 2012 ended in April 2022. Support for AX 2012 R3 ended in January 2023. Companies that are still using these versions need to look at the risks they face and consider ways to update their systems.
  2. Cloud Secure Access: Newer platforms use identity controls like Microsoft Entra ID and strict security policies that allow people who are authorized to access cloud applications from any device that works with the system and it removes the need for old and complicated virtual private networks.
  3. Application Integration Architecture: Even though some built-in connectors make it easier to use customer engagement apps connecting parts of a company’s financial and operational systems requires careful setup using standard connectors or the Power Platform.
  4. Built-In Artificial Intelligence: New cloud platforms include their artificial intelligence tools, like Microsoft Copilot but older systems do not have this built-in and need complicated workarounds using application programming interfaces to use outside tools.

5 Signals a Business May Need Dynamics 365 Migration Services

How to identify a company that is in need of your software migration assistance? You seek out certain operational indications. When businesses exhibit these five signs, they are prime candidates for a migration project.

Sign 1: They Are Relying on Unsupported, Aging Software

It is a fact that if a company has software installed 10 to 15 years ago, then they are facing increasing support, security, and maintenance risks. Each legacy product has a unique end-of-support date and upgrade route:

  • The Problem: Software developers no longer provide security updates. Instability risks are present every time a new patch or system update is released, as internal IT personnel have to deal with it. In addition, migration paths differ depending on the legacy ecosystem, such as a structured upgrade path from Dynamics AX 2012 to Dynamics 365 Finance and Supply Chain Management, from Dynamics NAV to Business Central, and from legacy Dynamics CRM to the new online customer engagement apps and Dataverse.
  • Your Opportunity: Consult with the IT Director and address the unique security challenges of running unsupported legacy software, and present an easy to understand specific software-to-cloud migration strategy to the IT Director.

Sign 2: Their Sales, Finance, and Inventory Data Do Not Talk to Each Other

Ever called a business and had the customer service reps have to search three different records just to answer a fairly simple question about an order?

  • The Problem: When unlinked, employees need to copy and paste data from spreadsheets into accounting software. It causes errors, bottlenecks in product shipments, and angry customers.
  • Your Opportunity: Consolidate all sales tracking, inventory management and financial reporting into a single solution with Dynamics 365. Dynamics 365 has everything consolidated.

Sign 3: Their Internal IT Team Is Drowning in Maintenance

The majority of the time, the company’s internal IT staff is spending time fixing server crashes, resetting passwords and patching custom code rather than working on new projects that will expand the business.

  • The Problem: You are losing your company’s time and resources and your product delivery timelines due to maintenance fatigue.
  • Your Opportunity: Pitch migration as a means of replacing server hosting and the daily care and feeding of infrastructure with Microsoft’s secure cloud, empowering their internal team to focus on business growth.

Sign 4: They Are Experiencing Rapid Growth Through Mergers and Acquisitions

If a mid-market business or an enterprise acquires a smaller competitor, they will be adopting an entirely separate software stack.

  • The Problem: One corporation operating with one system. Another new subsidiary operating with a completely different system. When you try to integrate their financial statements, it’s a living nightmare.
  • Your Opportunity: Help them implement a two-tier ERP process. Explain how maintaining their corporate general ledger by moving newly acquired branch offices onto Dynamics 365 can allow them to bring operations together in a hurry without throwing them into the midst of a multi-year ERP.

Sign 5: High Employee Turnover and Long Training Times

If it takes a new hire six months to even figure out how to get through a company’s confusing and antiquated software screens, it’s costing the company every single day.

  • The Problem: Outdated interfaces and slow computers make learning tools more difficult and computing a challenge.
  • Your Opportunity: Rate of adoption and training friction below old screens due to Dynamics 365 clean, familiar and approachable interface (not a weird outdated screen like other ERPs) that users will instantly find comfortable and familiar with their existing Microsoft 365 apps (Excel, Outlook etc).

How to Qualify and Prioritize Potential Migration Accounts

It is not about cold calling any company that’s in the phone book, but rather finding firms that are looking for migration firms.It’s not about cold calling businesses that are listed in the phone directory, but it is about finding companies that are seeking migration firms. To get accounts that fit your ideal customer, you must have a well-defined, intelligence-based research approach.

Method 1: Monitoring Technical Job Openings

Job boards are public windows into a company’s internal technology challenges.

  • What to look for: Check job boards for jobs that are seeking engineers with experience in legacy systems, like “Dynamics AX Developer” or “Legacy AS/400 Administrator.
  • What it means: A job posting for a legacy developer or administrator indicates ongoing maintenance, technical support needs, or a potential future modernization assessment. Sales teams must qualify the project scope before assuming active migration purchase intent.

Method 2: Tracking Software Version Lifecycle Announcements

Be sure to watch for when software reaches the end of its life and when it no longer gets support from the companies that make it.

  • What to look for: Every business that is still using a version of ERP software or CRM software will have a date when the version they are using stops getting official support.
  • What it means: Create a campaign that reaches out to businesses that are using that version of the software and offer a plan to help them move to a new system before the support ends.

Method 3: Analyzing Corporate Growth and Expansion Signals

The most likely companies to outgrow software are those that grow rapidly.Rapid growth is the most likely indicator of outgrown software.

  • What‍‍‍ to look for: Business news releases about new company rounds of funding, warehouses’ opening, international expansion, or mergers and acquisitions.
  • What it means: M&A deal brings the combination of software suites as well as different integration needs. A company that has acquired numerous regions will probably need a unified infrastructure down the line, but the acquisition itself is only a signal for investigation, not the closing of the deal right ‍‍‍away,

Method 4: Ingesting Verified Technographic Datasets

Manual‍‍‍ research will bring only a few people to your door while structuring an outbound sales agency will need well-developed data.

  • What to look for: Use validated B2B intelligence databases like the records in LogiChannel’s Microsoft Dynamics 365 users list and filter companies’ employee count, industry sector, geographic region, and the currently employed technology stack.
  • What it means: Your sales team can focus on potential clients that already utilize Microsoft systems and are likely to be interested in upgrades, rather than spending SDR time on random calls to companies that don’t even use Microsoft at ‍‍‍all.

Which Decision-Makers Should Migration Providers Target?

After you have established a business that you want to message to, your message must stand out from the crowd. Enterprise decision-makers such as Chief Information Officers, Chief Technology officers and VPs of Operations are inundated with dozens of general sales pitches each day. Don’t talk like a sales brochure; if it comes across like that, it will be deleted.

Best Practice 1: Never Threaten a "Rip-and-Replace"

No IT Director will be pleased when a salesman tells him/her that his/her core system is garbage and should be torn out today. That system has been installed over a number of years and is a significant investment of corporate funds.

  • Rather: Present migration services as an up-to-date, additive bridge. Demonstrate to them how they can leverage Dynamics 365 alongside their current core architecture (two-tier ERP system) to address current business operational challenges without impacting business operations.

Best Practice 2: Tailor Your Message to the Specific Departmental Pain Point

Executives have various interests. Don’t send the same message to the head of sales as you do to the Chief Financial Officer.

  • To CFOs: Discuss ways of cutting infrastructure maintenance costs, increasing the accuracy of financial reporting, and decreasing long-term total cost of ownership (TCO).
  • VP of Operations: Discuss the reduction of manual data entry, reduction of order-to-cash cycles and increased inventory visibility in warehouses.
  • For the IT Director: Discuss improved cloud security, less server maintenance hassle, and natively integrated with Microsoft 365 and Azure.

Best Practice 3: Lead with Education, Not a Hard Sell

Provide immediate value at your first touchpoint. Send a quick technical whitepaper, a case study demonstrating a migrated company without outage, a free software architecture review. Gain trust and establish a relationship before asking for a contract.

The Migration Roadmap: What to Show Your Clients

When you get a meeting with a prospective client, they will want to know one major thing: “How are you going to move us over without breaking our business?”

A credible migration proposal demonstrates strict control over operational risk and business disruption through a structured roadmap:

  1. Discovery and Assessment: Write down all the systems that are being used, the ways the business works, how data there is, any special code that was made and what connections are needed.
  2. Solution and Migration Design: Pick the Dynamics 365 program, set up how everything will work in the end and make sure there are clear rules for moving data.
  3. Data Testing: Look at the data, fix it if it’s wrong, get rid of copies and try moving it in an area that isn’t used for real work.
  4. Validation, Cutover and Stabilization: Make sure important records match up, check the ways the business works, do the move during a time that was planned, watch for any problems and help out a lot after the move is done.

Deepening the Audit: Comprehensive Data Governance and Cleanup Framework

Before even one byte of existing data touches the cloud environment, technical consultants need to create a robust data hygiene foundation. Often, migration projects don’t even get past this stage because companies don’t want to just introduce new software bugs, they also want to move years of broken records, duplicate customer accounts and unused data fields into the new environment.

The Three-Tier Data Classification Model

To facilitate the transition project teams should make sure that all legacy data is sorted into three buckets before moving onto mapping. 

  • Active Operational Records: legacy data that is tied to manufacturing runs, ongoing customer contracts, open support tickets and regulatory compliance requirements is moved into active Dynamics 365 tables. 
  • Archival Data: legacy data that must be kept for audit or tax reasons but does not need to interfere with the day‑to‑day tasks of the organization. This data is downloaded and stored to cheap secondary storage with clear access policies.
  • Outdated Data: Duplicated data, test data created ten years ago, and inactive customers with nothing to do from a commercial or legal standpoint. Instead of using this data to inflate migration time, it is securely cleaned and deleted.

It’s in the best interests of everyone to do a comprehensive data audit prior to developing a custom script and integration. Doing so avoids reporting errors down the road, increases database performance, and guarantees end users see a nice, clean, reliable system on day one.

Managing Stakeholder Adoption and Change Management

No matter how technically perfect your migration, if your internal users won’t adopt and use the system, it will go nowhere. Resistance from users can be one of the quietest killers of enterprise software projects.

Overcoming Resistance to Change

  • Do not recommend launching the Dynamics 365 environment only for the IT department. suggest getting input from your day‑to‑day power users in sales, finance and customer service from the start of the design process.
  • A warehouse operator should not be required to go through the onboarding lessons as an office‑based financial accountant. Recommend tailoring training paths for each role so that employees only go through the lessons they need for their workday.
  • Pick Internal Champions like identify mentors who are well‑respected and computer literate, within each group. Identify individuals who can serve as internal “super users.” When people see friends and colleagues using the tool people will want to use the new tool.

Leveraging Partner Ecosystems and Co-Selling Networks

Independent software vendors (ISVs) and boutique IT consultancy operating to expand a migration practice in isolation with respect to the pipeline will find that the best way to gain immediate market traction is via coordinated partner channels.

The Power of Ecosystem Referral Loops

  • Co-Selling with Cloud Providers: Cloud vendors often attract enterprise leads who are interested in migrating to Dynamics 365 but have specific partners in mind to do the heavy lifting at the regional level. Structured referral relationships with these large cloud vendor ecosystems offers predictable inbound migration volume.
  • Cross-Industry Case Studies: For hesitant executives, demonstration of a peer review success will ring a lot more true than a generic ‘we think this will work’ statement. Show them how a company in the sector made the switch from legacy systems to Dynamics 365 and see how the time to close deals would drop quickly.

How to Qualify and Prioritize Potential Migration Accounts

Not every company showing a digital signal is ready for a sales call. Use this simple qualification matrix to score accounts before spending SDR hours:

Prospect Signal / CriteriaEvaluation MetricResearch Source
Confirmed Legacy ProductIdentify exact version (e.g., AX 2012)Job boards, tech stacks, or IT disclosures
Modernization InitiativeOfficial announcements or cloud goalsPress releases, annual reports
Recent M&A ActivityMulti-system integration footprintBusiness news, funding updates
Technology FitCurrent Microsoft ecosystem usageTechnographic databases like Microsoft Users list

FAQs on Dynamics 365 Migration

The trickiest part of any migration is most often the cleanup and mapping. Your company likely has years of customer records, product listings and spreadsheets. It’s best to clean up all that data before you move it to the cloud.

Timelines vary hugely based on business size. For a small to mid-market business implementing one CRM and a single financial module it can take three to six months. For a huge corporation with a multi-subsidiary global ERP migration it could be as long as 12 to 24 months.

Not necessarily. This two-phase or two-tier ERP strategy is adopted by many of the large enterprises. They maintain their existing financial system and slowly roll out the main regional subsidiaries, field teams or sales division on Dynamics 365 before moving the rest.

Large global system integrators drive towards huge, long-term projects. Smaller and mid-sized consultancies compete in niche verticals (for example healthcare, retail, manufacturing) and provide insight, agility and detailed expertise on project implementation that large vendors can rarely match.

Conclusion:

Transitioning to Microsoft Dynamics 365 is both a future tech upgrade and an operationally critical requirement for today’s global enterprise stuck on these obsolete, insecure legacy systems.

If you’re an IT consultant, software company or B2B sales team, identifying these companies at the right time, in the right place opens up a warm pipeline of high value opportunities. With software support lifecycle tracking, monitoring technical job postings and verified B2B intelligence datasets such as the Microsoft Dynamics 365 Customers List, you don’t have to rely on the “old fashioned” method of cold calling.

Don’t wait around for customers. Try these identification methods, lead with consultative problem solving, and establish your business as the guide that your clients can lean on as they transition into the cloud.

Global Companies Using Workday | LogiChannel

Global Companies Using Workday: Adoption, Trends, Insights & Opportunities

by Technology

The following statistic is of major significance to professionals in B2B sales and marketing: More than 11,500 organizations currently use Workday around the world, and over 65% of them are Fortune 500 companies. 

In other words, while this represents the commercial success of one platform, it also constitutes a very large, easily identifiable private market segment made up of high-value companies that have made significant investments in technology, have dedicated decision-makers in HR, finance, and IT, and continually evaluate services, tools, and integrations complementary to their existing infrastructure to increase value.

For B2B companies, one of the strategic issues is not whether or not Workday users should be considered a good potential audience; rather, it is whether or not your team has access to the data needed to effectively communicate with these companies.

What is Workday & Why Global Enterprises Choose It

Initially focusing on Human Capital Management (HCM), Workday’s primary functionality was supporting businesses with managing employee-related processes such as payroll, pay and benefit processing, hiring & onboarding, employee performance evaluations, and tracking time & attendance. Useful, of course, but not exactly the type of conversations happening at boards of directors.

However, Workday has transformed over the last several years with aggressive growth into Financial Management, Enterprise Planning, Procurement, and Artificial Intelligence (AI). The platform now provides an integrated view of workforce management and financial management through a single cloud-based solution, allowing leadership teams to have a single source of truth for accurately tracking people and money in real-time (instead of relying on spreadsheets and outdated data).

The ability to have both Human Resource (HR) and Finance systems communicating with each other (using live data) will eliminate the significant information and decision-making friction that would occur when the HR and Finance systems are not in sync. In addition, this capability becomes even more critical for large synchronously-distributed organizations where the cost and productivity advantages associated with efficient workforce management can create a significant competitive advantage.

Understanding company needs using tech data is one of the best ways for business-to-business software companies to identify when companies are most likely to buy. It helps to add additional context about what we already know about businesses based on their firmographics, such as sector or number of employees.

When we see that a company is on the Workday global customer list, we can reasonably guess a number of things about them:

  • They’re generally mid-large companies (generally between 1,000-10,000+ employees, average Workday customer size).
  • They have made a commitment to adopting a cloud-based infrastructure to manage their HR and financial functions.
  • The company has multiple stakeholders in HR, Finance and IT that will work together on the company’s technology purchases.
  • The company is likely to be looking at other products (add-ons, integrations, ancillary services) to optimize their investment with Workday.

For solution providers in HR software, payroll management solutions, compliance solutions, workforce analytics solutions, consulting services for implementing, staffing solutions, and for developing employee skills and training, building a well-curated list of Workday customers is more than just an effective list of prospects; it is the fundamental basis of a go-to-market strategy that is intelligence-/data-driven.

Global Adoption of Workday

To assess where Workday is going with regard to adoption trends, it’s helpful to start with the numbers, which tell a compelling story.

  • More than 11,500 enterprises in 175 countries now utilize Workday; the platform is used by approximately 30% of the Forbes Global 2000 organizations.
  • Workday’s contractual user base exceeds 75 million globally, and Workday processes more than one trillion transactions annually, the volumes of which rank among the largest and most deeply integrated enterprise platforms in use today.
  • For B2B vendors, this degree of integration is critically important; organizations do not typically disengage from Workday quickly because the implementation processes can be lengthy, the cost of switching providers is often prohibitive, and organizations typically increase their utilization of the Workday platform over time, as opposed to decrease.

As such, each company on the Workday customer list represents not a transient sales opportunity but, rather, a long-term, high-lifetime-value account that has sustained purchasing activity.

Across all of these sectors, the strongest trends exist within manufacturing, retail, and professional services, with high customer density also found within Technology & Media, Healthcare, Financial Services, Higher Education, and Government. 

New clients added to the global Workday client list in 2021 are United Airlines, Carrefour (France), Banamex (Mexico), and Masan Group (Vietnam), and existing clients expanding their relationships include: Google, Qantas Airways, Decathlon, and Levi Strauss, providing B2B vendors with cross-industry targeting opportunities that are relevant to nearly every enterprise.

Top Global Companies Using Workday

The worldwide list of clients using Workday includes businesses that exist throughout the globe in most of the major industries. Some of the most popular & well-known clients include Amazon, Netflix & Adobe, Coca-Cola, Pfizer, Chipotle, Toyota, and Levi Strauss. But the total number of clients using Workday goes far beyond the well-known clients listed above.

The companies using Workday range from very large global enterprises with greater than 10,000 employees (about 30 percent of Workday’s total customer base) to mid-size companies with 1,000 to 10,000 employees, who make up the largest segment of the total number of users at over 53%; therefore, the mid-size segment represents the largest user segment of the Workday client list.

Geographically, the U.S. is where most of the Workday clients are located. While adoption rates for Workday are highest in the U.S., the rate of Workday adoption continues to grow at a very rapid pace throughout EMEA and APAC, including locations that are benefiting from new infrastructure in the UK and developing new customers throughout the rest of Europe, Asia and Latin America.

Workday’s popularity among such a broad spectrum of entities is based on one basic characteristic: the ability to integrate finance and human resources into one cloud-based solution, thereby giving companies leadership teams one consistent, up-to-date view of both the company’s employees and its financial condition. As global enterprises with many employees in several countries, regulatory environments and time zones operate better when they have one view of both their people and money, the ability to use that as a basis for making decisions materially increases the efficiency of the decision-making process at all levels of the organization.

So for B2B re-sellers, the benefit is just as clear. In the global market, companies using Workday tend to be more strategic about their technology investments, build long-term value into their partnerships with other providers who support their Workday implementation, and continue to invest in additional solutions that extend or enhance the capabilities of Workday.

Workday Adoption Trends by Industry

While there are many customers that currently utilize Workday, some verticals display much higher rates of growth and urgency than others. Knowing these vertical-level adoption trends will help B2B vendors focus their outreach efforts more effectively.

Healthcare Industry:

by 2025, Workday’s Annual Recurring Revenue (ARR) from the healthcare vertical reached $1B, demonstrating a concerted effort from organizations across the healthcare industry to modernize their outdated HR and financial systems, as well as effectively manage the complexities of the healthcare regulatory environment. As a result, the costs related to implementing and adding on new Workday solutions outpace initial implementation costs significantly. 

As such, vendors providing solutions that address Compliance Management, Credentialing, Clinical Scheduling, and Staffing should consider Workday’s healthcare customers to be one of their top priorities.

Manufacturing

The manufacturing industry also reached Workday’s $1B ARR mark in 2025, largely due to large, multi-site manufacturers managing very complex, diversified, and globally dispersed workforces. Those manufacturers leveraging Workday demonstrate strong demand for Workforce Planning Tools, ERP Integrations, and Operational Analytics as a result of the complexity associated with coordinating production and labor at a large scale.

The Mid Market

The Mid Market is the emerging segment of Workday that is driving adoption at this time. With a strong focus on expanding Workday’s footprint and making it a more attractive option to implement for organizations that have been unable to validate the investment required to implement an enterprise solution, Workday has introduced a new offering called Workday Go. 

This has resulted in substantial new Workday customers who will need assistance with their implementation, user training, system integrations, and ongoing consulting. Gaining early access to validated information on this market is a significant competitive advantage.

The Government and Public Sector

This represent another emerging market for Workday, with the recent establishment of a dedicated subsidiary, Workday Government, making this an area where Workday users around the world will now be able to use Workday for the first time. Many vendors in the B2B space have not been targeting the Government and Public Sector market.

Why Workday Adoption Trends Are Accelerating : The AI Imperative

As a result of Workday’s transformation to an AI-native enterprise system, B2B vendors will have new implications to consider when selling to accounts that are based on Workday.

Workday launched Workday Illuminate, which consists of a suite of AI agents that have been natively integrated into workflows of HR, Financial and Industry-specific applications. In just three months since the mid-year 2025 launch of the Agent Partner Network, more than 50 partners have joined the network to develop AI capabilities that have been natively integrated with Workday. 

There was a 267% increase over the previous year in monthly traffic on the Workday Marketplace, and over 350 new features were added to the Workday platform in the Spring of 2025.

B2B vendors selling to companies that use Workday will have a significant amount of activity by customers currently in a purchasing cycle  when looking for AI-integrated applications, evaluating integration priorities of vendors and making procurement decisions at a much faster pace than what you would typically see with perennial ERP vendors. 

This is a time-sensitive opportunity for B2B vendors to reach, globally, Workday users during a large-time window while evaluating AI application vendors before finalizing their technology decisions.

Any organization that has AI-enhanced Human Resource (HR) Solutions, automated workflows, workforce analytics, financial process automation, or any other capability that increases the organization’s ability to develop within the Workday Ecosystem should focus on conducting outreach to all of the global clients of Workday as soon as possible.

A Strategic Framework for Targeting Workday Users Worldwide

If you’re a B2B company that wants to create an organized marketing campaign to focus on organizations that currently use the Workday platform, this framework provides a good operational structure.

1. Prioritize Based On Fit Rather Than Size

Trying to engage all of the 11,500+ Workday customers at once would be inefficient and not strategic. First, identify the two or three verticals or organizational sizes where you demonstrate the strongest product/market fit and where you can establish the best ROI narrative, either by measurement or client testimonials. High-growth verticals such as Healthcare and Manufacturing and the growing Mid-Market represent good opportunities, but your best starting point will likely be a vertical where you’ve already established credibility.

2. Accurately Define Your Buyer Personas

Clearly identify the primary decision-makers within the Fortune 500 global Workday clients, HR, Finance, and IT, and a combination thereof, so that you can effectively identify the best targets for your outbound campaigns. By targeting by role, your outbound marketing will have a much higher chance of success, as will all of the channels you use to deliver your messages, whether they are outbound, pay-per-click ads, or content

3. Always lead with and be relevant to the Workday platform

Make sure to mention Workday as you reach out to your targets. Whether your marketing approach leverages a native integration, addresses a gap in capability or complements an existing Workday module in some way contextualizing your value proposition using a specific Workday reference will be much more successful than a generic marketing approach it will get you through the competition’s clutter quickly and easily.

4. Implement Account-Based Collaboration

Workday enterprises generally involve numerous decision-makers across departments. More successful coordination occurs across multiple departments (e.g., HR, Finance, IT) when there is already an established relationship with the organization (target) than if the outreach was limited to only one department.

5. Coordinate your outreach with triggers that indicate a current desire to Purchase Workday Services

Current Workday implementations and module expansions and executive changes at the Target Company; in addition, Workday will have additional new platforms  soon being launched and as such increases the overall number of potential Workday users around the globe are elevating their purchase activity. Intelligence-based uploading of these signals will help facilitate outreach at the optimum time when there is the highest level of receptiveness to the message.

Conclusion

There are many new organizations joining the worldwide signup list of Workday every quarter. There are also many existing worldwide signup users of Workday who are expanding into adjacent modules and capabilities. Currently, the AI-Driven transformation throughout the Workday platform is increasing activity by Purchasers throughout the Workday ecosystem; rather than moderating it.

For B2B organizations selling to HR, Finance, and IT decision-makers within large enterprises, Workday users represent one of the most precise targets available in the marketplace today and have the highest commercial value as well. However, to gain this value, the data must be of sufficient quality, recency, and depth to support intelligent, timely engagement.

Top Healthcare Companies Using SAP

Top 8 Healthcare Companies Using SAP to Transform Patient Care in 2025

by Technology

Have you ever asked why trying to sell a healthcare system runs into a wall before it even gets to the person who buys things? The worlds of a hospital network or health system can be starkly different. There are the direct bedside clinical worlds-where patient care happens and the parallel back office worlds, which encompass the complex, enterprise level applications involving finance, procurement and human resources.

By connecting the back office applications with systems, healthcare organizations can align data and workflows across the organization, and that’s just the beginning. These two worlds have to come together seamlessly-and when hospitals operate more smoothly, patients are well cared for and their providers can concentrate on what matters most. When ORs run out of implants, surgeries are postponed and bills are lost between departments, patients pick up the tab.

To fix these problems, hospital systems, drug distributors and insurance companies are turning to enterprise resource planning (ERP) systems. Many of the world’s healthcare providers use SAP. This prevents critical care units from sacrificing staffing ratios for nurses and patients to frontline providers.

In one central system these organizations turn scattered health data into clear trackable performance for B2B marketing teams, healthtech companies and IT consultants, knowing which healthcare companies use SAP gives them answers about a company’s tech setup, how easy it is to connect systems and how big their buying power is.

Why SAP Anchors the Modern Healthcare IT Stack

Healthcare providers have to follow rules about patient data and where it’s stored, like HIPAA and GDPR. They also operate with very little room for error in their finances. When these providers use business software, it’s not just about the database itself. It’s more about managing how tasks are done smoothly in both the medical and financial parts of their operations, as they happen.

In healthcare organizations, the SAP ecosystem runs on four pillars:

The Common ERP core manages financial accounting, patient cost accounting, asset tracking, and MRP all in real time.

  • SAP Ariba handles catalogs for devices, pharmaceuticals and consumables that are used in surgery and it automates the clinical supply chains. This stops inventory from running out.
  • What We Do is that SAP SuccessFactors oversees workforce scheduling, nurse credentialing, physician onboarding, and compliance certifications required by regulations.
  • BTP is the extension layer that will attach Electronic Health Record (EHR) systems, including Epic, Cerner, and other EHRs to backoffice financial ledgers using custom APIs and HL7/FHIR interfaces.
  • SAP Analytics Cloud or SAC provides predictive analytics for operational use cases like patient admission forecasting, ICU bed forecasting and the ratio of clinical to non‑clinical staff to beds.

It includes EHR and EMR systems such as Epic and Cerner all of which connect to SAP through HL7/FHIR APIs and custom integrations into the SAP Business Technology Platform Integration Suite. This, in turn, connects clinical systems to enterprise systems.

SAP S/4HANA Financials is used for financials, and SAP Ariba is used for procurement and supply chain transactions. SAP SuccessFactors is the HRIS and is used for Employee and Workforce Management, with integrations possible across these enterprise systems.

In healthcare enterprise sales, technical fit and velocity of sale are the key determinants of success when identifying companies for prospecting. Rather than having to sell into random organization phone books, have your B2B sales representatives sell to marketing directors, clinical operations vice presidents and verified information technology architects by using an SAP Customers List.

Top 8 Healthcare Companies Using SAP in 2026

The following enterprise healthcare networks, payors, and supply chain distributors maintain confirmed, mission-critical deployments within the SAP ecosystem:

1. UnitedHealth Group

UnitedHealth Group
Head Quarter LocationMinnesota, United States
Websitewww.unitedhealthgroup.com
Revenue Size$450.1 Billion
Core Business FocusManaged healthcare, pharmacy benefit management (OptumRx), and comprehensive healthcare insurance
SAP Product They UseSAP S/4HANA, SAP Analytics Cloud(SAC), SAP SuccessFactors

United‍‍‍Health Group is the No.1 healthcare organization in terms of revenue. This company serves millions of insured people, thousands of clinics and hundreds of hospital ‍‍‍chains.

Handling the workload demands total financial visibility and automated reconciliation of claims adjudication. Implementing SAP S/4HANA side-by-side with SAP Analytics Cloud, United Health Group develops the confidence to standardize cost-center accounting among Optum’s care-delivery organizations and United Healthcare’s benefits organizations. The technological backbone enables faster financial reporting, multi-entity compliance enforcement, and ledger accuracy when faced with processing multi-factor patient claims.

2. CVS Health

CVS Health
Head Quarter LocationRhode Island, United States
Websitewww.cvshealth.com
Revenue Size$415.1 Billion
Core Business FocusRetail pharmacy networks, walk-in outpatient clinics (MinuteClinic), and pharmacy benefit services(Caremark)
SAP Product They UseSAP Ariba, SAP SuccessFactors

Assuring supply continuity and synchronised workforce orchestration of thousands of retail pharmacies and ambulatory Minute Clinics is a challenge.

CVS Health uses SAP Ariba to automate and streamline procure-to-pay operations for indirect and direct orders, and ensures that the pricing contracts with the clinical consumables and pharmacy inventory vendor are synchronized. Meanwhile, the company is using SAP SuccessFactors to plan and manage the induction of its employees, as well as rescheduling retail pharmacist shifts and continuous clinical compliance training for its distributed frontline employees.

3. McKesson Corporation

Mc Kesson
Head Quarter LocationTexas, United States
Websitewww.mckesson.com
Revenue Size$411 Billion
Core Business FocusWholesale pharmaceutical distribution, medical-surgical supply chains, and clinical technology solutions.
SAP Product They UseSAP S/4HANA Supply Chain, Extended Warehouse Management (EWM)

McKesson connects the manufacturer with retail pharmacies, cancer care centers and health system suites. Using SAP S/4HANA as its digital logistics backbone, McKesson monitors inventory in time across its warehouses. McKesson also handles order fulfillment. Follows track‑and‑trace rules such as the U.S. Drug Supply Chain Security Act (DSCSA). This automated ERP system cuts shipping times. It keeps the chain safe for biologics and vaccines. From my perspective see how McKesson’s system streamlines the supply chain.

4. University Hospital Zurich

University Hospital Zurich
Head Quarter LocationZurich, Switzerland
Websitewww.usz.ch
Revenue Size$1.2 Billion
Core Business FocusAcademic tertiary care, advanced surgical procedures, and medical research.
SAP Product They UseSAP for Healthcare(IS-H), SAP S/4HANA Core

The hospital offers inpatient care for complex cardiovascular diseases, neurological disorders, oncology and organ transplants.

UHZ uses SAP healthcare industry solutions with central S/4HANA accounting. This keeps the staff free from administrative burden. This solution handles patient admissions, inpatient bed administration, and the statutory medical billing of costs of services in accordance with Swiss healthcare payment systems. Through linking patients’ movements directly to the cost centers of services, medical staff will spend less time on entering administrative billing code and more on bedside patient care.

5. Metropolis Healthcare Ltd.

Metropolis Healthcare Ltd
Head Quarter LocationMumbai, India
Websitewww.metropolisindia.com
Revenue Size$144.1 Million
Core Business FocusDiagnostic pathology laboratories, multi-site testing centers, and clinical research.
SAP Product They UseCentralized SAP ERP Platform

The company needs to manage a patient record system and follow lab samples through hundreds of different labs that do tests.

Metropolis Healthcare uses an SAP ERP system to run its business making sure all the places that collect money and all the company-owned centers follow the billing process. This setup helps with the way of registering patients for tests, quickly making reports, in different locations and managing the company so it can see how much supplies cost and how profitable each location is right now.

6. HCA Healthcare

HCA Healthcare
Head Quarter LocationTennessee, United States
Websitewww.hcahealthcare.com
Revenue Size$78 Billion
Core Business FocusAcute care hospital operations, outpatient surgery centers, and emergency care facilities.
SAP Product They UseSAP S/4HANA, SAP Business Technology Platform(BTP)

HCA Healthcare is the largest healthcare system network in the United States. It has more than 180 hospitals and 2,000 care locations. To help its hospitals and the millions of patients it sees each year HCA Healthcare uses SAP S/4HANA. 

SAP S/4HANA lets HCA Healthcare build one view of its capital accounting manage medical device inventory and analyze data. Using SAP BTP connectors, the company links its back-office financial applications with clinical operational tools to enable hospital leaders to better understand how the time and assets contribute to the cost of the operation.

7. Cardinal Health

Cardinal Health
Head Quarter LocationTennessee, United States
Websitewww.hcahealthcare.com
Revenue Size$78 Billion
Core Business FocusGlobal healthcare product manufacturing, pharmaceutical distribution, and clinical inventory solutions.
SAP Product They UseSAP S/4HANA, SAP Ariba

Cardinal Health operates the surgical drape and medical glove/medical specialty procedural tray distribution system to hospitals, ambulatory surgery centers and retail pharmacies. The company is using SAP S/4HANA and SAP Ariba for its procurement and distribution.

This configuration provides end-to-end visibility into the supply chain. This means there are no material shortages in operating rooms in the hospital. Managing vendor master data is made easier and the delivery schedules of freight runs smoothly in wholesale.

8. Elevance Health (formerly Anthem, Inc.)

Elevance Health
Head Quarter LocationIndiana, United States
Websitewww.elevancehealth.com
Revenue Size$200.4 Billion
Core Business FocusHealth insurance coverage, commercial benefit administration, and digital care delivery.
SAP Product They UseSAP Enterprise Financials, SAP Analytics Cloud

Through its brands, Anthem and Carelon Elevance Health provides commercial health insurance and care that uses technology. In an industry that has a lot of rules Elevance Health uses SAP engines to automate the process of matching actuarial ledgers to make better guesses, about how medical costs will change over time and to handle payments to vendors. The ERP system builds a technology network that supports leaders in monitoring medical loss ratios (MLRs) and adjusting premium-setting methods, toward health care usage.

The above-mentioned organizations represent one segment of the healthcare industry. The businesses deliver services related to ERP integration, Cloud migration, cybersecurity, and analytics can use our SAP Users list to explore the companies using SAP and associated professionals. 

5 Ways SAP Architecture Directly Improves Patient Care

Even though ERP systems operate in back‑office data centers their configurations affect how well health care is delivered at the patient’s bedside. Here is how new SAP setups change how healthcare is delivered:

  • For medicines and cardiac stents, medicines and items used in surgery SAP Ariba and automated Material Requirements Planning (MRP) make sure there are no shortages because supplies arrive before the safety stock runs low.
  • Health system finance groups use SAP SuccessFactors to schedule nurses and create overtime rules and to track medical certifications. This prevents critical care units from sacrificing staffing ratios for nurses and patients to frontline providers.
  • SAP-assisted clinical admission systems can help monitor the status of general medical/surgical units, post-anesthesia care units, and ICU beds, leading to reduced time spent in the ER waiting room.
  • Single- ledgers in SAP S/4HANA link the treatment path of each patient to the cost of each procedure. The clinical staff and hospital CFO compare the complication rates of various brands of clinical supplies or different clinical protocols at the lowest total cost of delivery.
  • By connecting all the various components of their digital health system on SAP Business Technology Platform, patient apps, the hospital network's appointment booking portal and predictive telemetry models, they are able to establish automated patient flows without compromising their core transactional ledgers.

Enterprise Implementation Hurdles & Strategic Best Practices

Utilizing or adopting third-party solutions into a healthcare SAP enterprise environment involves certain technical pain points. Revenue teams, IT vendors, and hospitals’ systems architects should understand these core facts:

  • You may find it difficult to get your clinical staff to work within the confines of the administrative applications, especially when it takes them away from the patients.
    Best Practice: Invite some of your chief medical officers (CMOs) and nursing informatics leads to be part of the early requirements gathering process to make sure the UI config isn't going to disrupt workflow.
  • The problem with custom ABAP code debt: Healthcare systems in the past added many customizations to old SAP ECC systems. This makes moving to the cloud take longer and cost money.
    Good advice: Use SAP's 'Clean Core' approach, make third‑party connections and custom apps work with SAP BTP by using OData APIs. Do not change the S/4HANA database tables.
  • Problems with data not being the same: "Migrating patient records, supplier details, and cost centers between legacy systems can create duplicate or corrupted entries.
    Good advice: Do checks to clean up data and remove duplicates from supplier lists and item information before switching to the new ERP system for real.

Reaching Decision-Makers in Companies Using SAP

Healthcare tech providers can’t depend on random switchboard calls or email lists that aren’t checked.For medicines and cardiac stents, medicines and items used in surgery SAP Ariba, they need agreement from departments in a hospital or enterprise.

To make outbound campaigns work, marketing teams need to reach active people who matter. Using an audited SAP Users Email List gives sales teams job titles, real company email addresses and direct phone numbers. This lets SDRs and account executives skip the hospital switchboard and talk directly to the decision-makers.

Build Your Target Pipeline of Companies Using SAP

Enterprise healthcare revenue growth needs targeted planning. Knowing which companies use SAP already helps to save time on the leads. It shortens sales cycles and connects your team to organizations with money and systems that are waiting for your product.

Get an audited, verified SAP Customers List from LogiChannel. Use it to reach decision makers in healthcare and enterprise markets. Decision makers, in healthcare and enterprise markets will notice the change.

Frequently Asked Questions on Healthcare Companies Using SAP

The most used SAP modules in the healthcar industry are 

  • SAP S/4HANA for accounting and asset handling.
  • SAP Ariba for procurement of devices and pharmaceuticals.
  • SAP SuccessFactors for managing the nursing staff.
  • SAP BTP for networking EHR systems with backoffice systems.

An examination of the technographic data can reveal what a company’s technology landscape looked like prior to that sales contact.

If the sales team learns that a customer is using SAP S/4HANA or SAP Ariba the sales team should not forget that knowing API compatibility of SAP S/4HANA and SAP Ariba is crucial.

The sales team should not overlook that this knowledge helps the sales lead qualification move

Yes. SAPs Business Technology Platform, called BTP works with HL7 and FHIR rules. Health systems use it to move data. That data includes details, appointment times and medicine schedules. Epic and Cerner provide this information. SAP then puts it into SAPs finance part.

They’ll want to consider how current the data is. They should review what modules are in use. They should review parent and subsidiary companies.

They need to look for indications that a company might be a purchase target (CIO or CFO press releases about migration to new systems, advertisements for integration engineers).

SAP has the market adoption in global manufacturing and automotive such as BMW and Toyota. SAP manages assembly logistics, plant operations and just‑in‑time supply chains.

SAP is also leading across pharmaceuticals and life sciences, like Pfizer and Roche because of regulatory compliance and mandatory batch tracking. Consumer packaged goods, major retail chains and energy utilities depend heavily on SAP to coordinate warehouse management, high‑volume billing and distribution networks.

UnitedHealth Group along with its Optum health services division is the biggest customer of SAP in the healthcare industry when looking at total revenue and size. UnitedHealth Group uses SAP S/4HANA to match claims and keep records. Fresenius is also a partner moving more than 130 SAP systems to the cloud with RISE, with SAP.

In the healthcare industry, the decision depends on whether an organization needs management or business operations.

For back‑office planning, supply chain, and clinical workforce management, Oracle is the best software, which includes Oracle health(Cerner).

Workday is the best software in the healthcare industry. For clinical workflow management.

Epic Systems is an electronic health record provider, especially in the U.S. Acute care hospital market. Epic Systems is one of the best EHR software systems used by many hospitals with large networks and other healthcare bodies to store, manage, and share patients’ medical data.

We have observed in 2025, most of the healthcare systems adopted technology for improving their operations, patient care and achieve better results. Specially SAP is playing very important role in these aspects. The SAP products like SAP S/4 HANA, SAP SuccessFactors are used by many healthcare organizations across the world.

This article takes you to a tour of tour of top healthcare providers using SAP products to optimize the processes, reduce cost, boost productivity, and stay ahead in the healthcare industry.

Here you will get about how they implemented SAP, what are the challenges they faced, how they overcome and succeeded.

Why SAP Matters in Modern Healthcare

Daily we get know that hospitals face many challenges, some may overcome and some may fail to discover the solutions to grow. Some of the challenges they face are increasing cost, minimum number of staffs, strict privacy regulations and authentic and verified connected data. So these days every healthcare providers are moving behind SAP healthcare solutions.

SAP, as a leading enterprise management platform, help healthcare providers to manage different operations related finance, HR, procurement, patient entries, and resource management. This allows teams to take faster decisions, reduce paperwork and focus completely on patient care.

According to many sources, within 5 years, the global healthcare ERP market, including SAP, has grown to US$9.2 billion from US$4.1 billion.

If someone wants to know the popularity of SAP in the healthcare industry, it is better to check how many healthcare organizations or companies are using SAP. Now you can explore our SAP Customers List, by which B2B marketers and healthcare IT service providers can identify the SAP users and decision-makers across the industry. 

Top Healthcare Companies Using SAP in 2025

Lets dive into the article and get to know who are the top players in healthcare industry using SAP platform.

1. UnitedHealth Group

UnitedHealth Group
This is one of the largest healthcare and insurance company, located in Minnesota, United States exists in the list of Fortune 500 companies, with dedicated healthcare services. This also provides comprehensive insurance plans to individuals, employees, and government programs.
Head Quarters
Website
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SAP Product They Use

According to SAP, UnitedHealth Group uses SAP S/4 HANA and SAP Analytics Cloud to manage the operations like finance, supply chain and data-analytics in one platform. This enables them to accelerate claiming processes, establish strong control over finance, and achieve extreamly good patient outcomes.

2. CVS Health

CVS Health

This is one of the biggest healthcare company located in Rhode Island, United States, best known for pharmacies, retail health clinics, and health insurance services. This company managers CVS Pharmacy- a drugstore chain, across the nation, MinuteClinic- a walk-in medical clinics, Caremark- for pharmacy benefit management services. 

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SAP Product They Use

SAP says that CVS health uses SAP Ariba and SAP SuccessFactors to streamline the procurement and HR management. That caused reduced procurement cost and effective employee management across stores and clinics.

3. McKesson Corporation

Mc Kesson

McKesson Corporation known as a bridge between drug manufacturers and healthcare providers, located in United States, one of the biggest healthcare companies. This distributes medicines, vaccines, and other healthcare devices to hospitals and clinics on time. This also offers healthcare tech solutions to healthcare companies to streamline their operations.

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SAP Product They Use

They use SAP S/4 HANA for accelerating the efficiency of order management ad logistics. Which lead to faster order delivery to hospitals and medical stores.

4. University Hospital Zurich

University Hospital Zurich

In one word, we can can not call University Hospital Zurich(UHZ) as a healthcare company, it is known for patient care, medical research and teaching. This is located in Switzerland, delivered best care for thousands of people suffering from deceases related to heart, cancer, neuro-system, and performed many organ transplant operations successfully. With moder technologies it is leading the healthcare industry in-terms of conducting innovations and research to improve the patient care and result.

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Top Jo Titles To Reach
Revenue Size
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SAP Product They Use

Here to integrate the clinical data, minimize the load on administrator, and take faster decisions for patient care, they use SAP IS- healthcare.

5. Metropolis Healthcare Ltd.

Metropolis Healthcare Ltd

In India, Metropolis Healthcare LTD is one of the top diagnostic and healthcare providers, located in Mumbai. This manages huge network of laboratories and collections center to perform medical tests like blood test, urine test, and other advanced tests. It has served major tests across radiology, and pathology. The main customers of this company are hospitals, corporate companies, individuals and doctors.

They uses centralized SAP based operations platform for streamlining their billing processes, patient registration, accelerating the report delivery across different branches.

6. HCA Healthcare

HCA Healthcare

HCA Healthcare is one more largest healthcare company located in USA, that exists with mass network of more than 180 hospitals and 2000 care sites including surgery centers, emergency rooms and emergency care units. This treats millions of patients every year with all type healthcare conditions. And this is also playing a leading role in medical research and training doctors, nurses for best patient care.

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Top Jo Titles To Reach
Revenue Size
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SAP Product They Use

They use SAP s/4 HANA and SAP BTP for integrating different operations related to finance, HR and analytics, As a result they are good in planning the resources, reporting faster, improving the visibility of operations.

7. Cardinal Health

Cardinal Health

Cardinal Health is a biggest healthcare company based in America, that helps hospitals, clinic centers, pharmacies and other healthcare providers to the medical supplies on time. This company has its own significant role in medical supply chain management, healthcare technology, and pharmacy solutions.

With the usage of SAP S/4 HANA and SAP Ariba, this company is successfully managing supply chain and finance related operations.

Head Quarters
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Top Jo Titles To Reach
Revenue Size
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SAP Product They Use

With the usage of SAP S/4 HANA and SAP Ariba, this company is successfully managing supply chain and finance related operations.

8. Elevance Health (Anthem)

Elevance Health

Located in United States, Elevance Health, this is formerly called as Anthem Inc, this is one of the biggest healthcare insurance company, served many of the individuals, employers with its unique insurance plans. This also plays a very important role in taking good care of individuals with the combination of healthcare services, data and technology.  

How SAP is Transforming Patient Care: 5 Ways

  1. Smarter Procurement and Supply chain: As SAP Ariba is used for managing supply chain and procurement processes, this helps many hospitals to improve their relationship with vendors, reduce the delay in supplying the clinical materials.
  2. Better Bed and Admission Management: As SAP is basically an enterprise resource planning platform, this helps many hospitals to keep the track of resources like beds(bed counts) and incoming and outgoing patients.
  3. Improved workforce Management: SAP SuccessFactors, HR management platform helps in managing the staff, training doctors and nurses, and assigning particular tasks to them.
  4. Connected Clinical and Financial insights: SAP is the best option for healthcare organizations having many branches. SAP helps them to integrate all the systems and make healthy decisions for effective patient care.
  5. Faster innovations: Both SAP Cloud and SAP BTP help many hospitals to create dashboards, chatbots, and real-time analytic tools. These helped many patients to get quick responses for their many healthcare related problems.

Challenges and Best Practices

Yes, SAP is one of the best platform for healthcare companies to improve their efficiency of their operations. But implementation needs a planned approach. They can face some common challenges like user adoption, data issues, and legacy systems while implementing SAP.

Best Practices To Overcome the Challenges

  • Clinical teams should be at first in the process.
  • Before migrating, clean the data.
  • Initiate with small operations like finance, HR, and Procurement- before expanding.
  • Don’t go for deep customization.
  • Provide strong training to the support staff and hire an experienced one.
  • Continuously monitor both patient care and operational results.

What is next in 2026:

Of course in 2026, all the healthcare companies using SAP are looking to implement many advanced technologies to boost up their efficiency, patient care, staff management, procurement management, supply chain and many other operations.

Final Thoughts

By the end of 2025, all the healthcare companies understood the importance of using SAP. Now they are eager to know how to use SAP platform effectively for better results.

These 8 healthcare companies listed here are succeeded in running smoother operations, and improved patient care with the help of SAP platform.

Want to explore more companies using SAP across the healthcare, technology, finance and other industries?

Explore Verified SAP Customers List
Best Practices for Email Marketing To Dentists

Unlocking Success in 2025: Best Practices for Email Marketing To Dentists

by Health care

In 2025, email marketing continues to be a cornerstone of successful outreach, offering a direct line to dental professionals and an opportunity to build long-lasting relationships. With the ever-changing digital environment, staying up to date with the latest trends and strategies is essential to maintaining a competitive edge. For dental practices, suppliers, and service providers, crafting targeted, effective email campaigns is key to not only engaging dentists but also fostering trust, nurturing leads, and driving conversions. Below, we explore the most impactful best practices to ensure your email marketing strategy resonates with dental professionals and delivers measurable results.

Segment Your Audience for Precision Targeting

Dentists represent a diverse range of specialties, from general practitioners to orthodontists, periodontists, oral surgeons, and beyond. Each of these professionals faces unique challenges, has specific goals, and serves different patient populations, which means a one-size-fits-all approach won’t cut it. To truly engage with them, it’s essential to segment your dentists email list effectively. This could include organizing recipients by their specialty, practice location, practice size, or even patient demographics. By segmenting in this way, you can create tailored, highly relevant content that speaks directly to the distinct needs and interests of each group. Precision targeting like this not only boosts the relevance of your emails but also results in higher engagement and response rates.

When your messaging aligns with a dentist’s specific needs, they’re more likely to trust your communication, respond to your calls to action, and build a lasting professional relationship with you. This personalized strategy ensures that your emails aren’t just opened but actively contribute to the success of your email marketing campaign.

Craft Compelling Subject Lines:

The subject line serves as the first point of contact between you and your audience, making it an absolutely crucial element in determining whether your email will be opened or left untouched. In just a few words, this small yet powerful component is your chance to capture the recipient’s attention, spark curiosity, and entice them to explore your message further. To make a strong, lasting impression, your subject line should be short, clear, and focused on communicating the core value or benefit your email offers. It’s important to avoid using jargon or overly complicated language that could confuse or disengage your audience. Instead, consider adding a sense of urgency or posing a thought-provoking question that immediately piques curiosity.

A subject line that feels relevant, timely, and personal will naturally stand out in a crowded inbox and compel recipients to take action. After all, no matter how well-crafted or valuable the content of your email is, if the subject line doesn’t grab attention, the message won’t have the chance to be seen. A compelling subject line not only helps boost open rates but also drives better engagement, setting the stage for a successful email campaign that delivers real results.

Focus on Value-Driven Content

Dentists are bombarded with countless emails daily, so to truly stand out, your content must offer genuine, actionable value. Instead of relying on generic sales pitches, your focus should be on addressing the specific needs, pain points, and aspirations of dental professionals. Craft emails that deliver relevant and practical information, such as dental practice management tips, insights into the latest dental care trends, opportunities for continuing education, or exclusive promotions for high-quality dental equipment and software. By providing content that is not only timely but also helpful, you position yourself as a trusted advisor, building a sense of credibility and loyalty with your audience.

Tailoring your emails to meet the unique demands of dental professionals—whether it’s helping them streamline operations, stay on top of industry developments, or access tools for growth—ensures that your messages resonate deeply. This approach turns your emails into valuable resources, increasing the likelihood of them being opened, read, and acted upon. When you consistently offer meaningful content, your engagement grows, relationships strengthen, and conversion rates soar, ultimately helping to drive long-term success.

Leverage Automation for Timely Follow-Ups

Automated email campaigns provide a significant advantage when it comes to nurturing leads and maintaining ongoing engagement, all while minimizing the need for manual intervention. By implementing well-thought-out automated sequences, you can ensure that communication is timely, personalized, and consistently on target—without the hassle of sending individual emails. These automated workflows can range from welcoming new subscribers to sending exclusive offers, sharing educational content, and sending timely reminders, all crafted to align with various stages of the customer journey.

Automation allows for seamless, ongoing follow-ups that help strengthen your relationships with your audience, guide prospects through the sales funnel, and keep your brand top of mind. Over time, these strategic touchpoints build trust, increase conversion rates, and foster greater customer loyalty. By harnessing automation, you not only streamline your outreach efforts but also ensure your messages reach your audience at the optimal moment—maximizing the impact and efficiency of your email marketing while boosting your return on investment.

Use Clear and Persuasive Calls to Action (CTAs):

A well-crafted Call To Action (CTA) is one of the most powerful elements of an email marketing campaign, directly influencing whether your recipients take the desired next step. Whether you’re encouraging them to schedule a consultation, register for a webinar, or make a purchase, your CTA must be not only clear but also compelling. To drive action, ensure that your CTA is concise, actionable, and irresistible, offering a sense of urgency or value, such as “Book Your Free Consultation Today” or “Get Your Discount Now.” It’s essential to position CTAs strategically within the email so that they are both easy to find and seamlessly integrated into the content—without overwhelming or cluttering the message.

By placing CTAs at key points throughout your email, you create a guided flow, making it effortless for recipients to take the next step. The more engaging and relevant your CTA, the more likely your audience will respond, leading to higher conversion rates. Additionally, instilling a sense of urgency or exclusivity in your messaging can push recipients to act swiftly, accelerating the decision-making process. Ultimately, a strong, persuasive CTA can significantly improve the effectiveness of your email marketing, increasing engagement, driving conversions, and ensuring your campaign’s overall success.

Optimize for Mobile Devices

In today’s mobile-centric world, optimizing your emails for mobile devices is essential to ensuring they effectively reach and engage your audience. With more email opens happening on smartphones and tablets than ever before, making your emails mobile-friendly is no longer optional. Begin by adopting responsive design, which automatically adapts your layout and images to fit any screen size. Keep your content concise and impactful, as mobile users tend to skim emails quickly. Ensure your text is legible by using readable font sizes, clear headings, and a clean, simple layout that’s easy to navigate on smaller screens.

Additionally, testing your emails across various devices and email clients is critical to ensure they render properly everywhere. By optimizing for mobile, you ensure your emails are accessible, engaging, and effective, no matter how your audience views them. This approach not only enhances the user experience but also boosts the chances that your recipients will take action, leading to higher engagement and better conversion rates.

Redefine your strategy with performance tracking

Tracking performance is a critical aspect of any effective email marketing strategy. By keeping a close eye on key metrics such as open rates, click-through rates, conversion rates, and unsubscribe rates, you gain invaluable insights into how your campaigns are performing and where there’s room for improvement. These data points help you understand what resonates with your audience and what doesn’t, giving you a clear picture of how well your messaging, design, and overall approach are working. Regularly analyzing these metrics allows you to make data-driven adjustments to your strategy, keeping you on track to meet your objectives. Continually refining your approach based on this performance data not only boosts engagement and conversion rates but also ensures that your marketing resources are being used efficiently. By staying proactive and focused on the numbers, you can make each campaign more impactful, driving long-term success and growth for your business.

Wrapping Up

Creating multichannel marketing strategies across channels is crucial to identify what combination has the most impact on your industry, therefore you should have a balanced mix.  Marketing mix is on high raise and creating opportunities with every technological development in the market.

Use these smart tactics in the B2B marketing to reach audience through cross channel promotion and drive business growth.