Healthcare CRM Featurelist

Healthcare Crm Featurelist

 

Scenario of the Healthcare industry & CRM for healthcare

Optimum healthcare is the breakeven point for any economy. Countries like India, Australia, U.S.A, U.K, Africa, Hong Kong, Singapore, etc. serve as hubs for Healthcare oriented organizations like fitness centres, physiotherapy centres, clinics, etc. However, it becomes a challenge to sustain existing clients & convert leads equally. The prevailing rigorous competition and loopholes of incompetence make having a mechanized solution imperative.

Healthcare businesses usually face hurdles while channelizing their resources & manpower to follow-up and win more customers. Healthcare CRMs help solve such conditions by providing solutions for the root causes. The market for CRM in the healthcare industry sees an upscale on the horizon for the next 3-7 years i.e till 2020.

The 100+ things that you can do with a Healthcare CRM  This post is an attempt to show you the you can do with a CRM & much more!

 

 

Top Features of Healthcare CRM Software

Download Booklet onTop Features of Healthcare CRM Software

 

Modules of Healthcare CRM:  

 

1. Sales target Module

This module helps you:

– Set, follow and observe sales targets for your enterprise and sales representatives respectively.

– Observe your revenue trend.

– Monitor & handle the sales performance of your enterprise and sales teams.

 

2. Lead Management Module

This module lets you:

– Add multiple leads.

– Know the status of each follow-up and prioritize leads to close more deals faster.

– Club and allocate leads as per your desire.

– Foresee your supposed revenue income with sales forecasts.

 

3. Follow-up Modules: Call, Email, SMS & Meeting Module

These modules let you:

– Do follow-up calls, emails, sms and meetings from a single panel.

– Schedule follow-up calls, emails, sms and meetings with leads.

– Place reminders for follow-ups, calls and meetings.

 

4. Patients Module

This module lets you:

– Add contact data of clients.

– Allot, classify and converse with your clients via calls, emails and sms.

 

5. Products / Services Module

This module lets you:

– Feed-in details of several healthcare products / services.

– Mention their specific details & related taxes.

– Monitor their sales in real time.

 

6. Calendar Module

This module lets you:

– Serves as a calendar.

– Freeze important dates relevant to your business, employees, prospective & existing clients.

 

7. Contacts Module

This module lets you:

– Compile, alter and delete contact details of clients.

– Preserve important dates about the products and services availed.

– Send payment reminders, etc.

 

8. Import Data Module

This module lets you:

– Pull-in your current client, contact, product / service data.

– Know who imported the data.

– Avoid information replication.

 

9. Announcement Module

– This module lets you:

– Prepare and automate internal announcements to your employees.

 

10. Company Module

This module lets you:

– Give details of your company, franchise, etc.; save, manage & know this data.

– Add, change and trash contact details & designations of employees according to departments.

 

11. Tags Module

This module lets you:

– Make & customize tags

 

12. Tasks Module

This module lets you:

– Add diverse tasks and their descriptions.

– View the completion status, priority and task end dates.

 

13. Pending Data Module

This module lets you:

– Identify the pending data throughout your leads, clients and contacts.

 

14. Newsletter Greeting Module

This module lets you:

– Generate bulk emails to clients and prospects.

– Exercise mass emailing campaigns.

 

15. Birthday & Anniversary Module

This module lets you:

– Wish Clients via emails & sms.

– Set alerts for the same.

 

16. Reports Module

This module lets you:

– Get current updates & insights about your business & sales.

 

17. User Module

This module lets you:

– Introduce new users in the system.

– Specify their roles & titles. Provide access to various modules.

– Group users according to departments, branches and designations.

 

 

Conclusion:

In our humble effort to provide the maximum information to help Healthcare businesses can select a CRM.

 

Eager to see these modules in action? Get registered for a demo of our Healthcare CRM.

You can see more posts on Healthcare CRM here.

 

Resources & sign-up:

 

Top Features of Healthcare CRM Software

Top Features of Healthcare CRM Software

Infographic on Features & Functionalities of Healthcare CRM

Infographic on Features & Functionalities of Healthcare CRM

Factsheet on CRM for Healthcare Business

Factsheet on CRM for Healthcare Business

Checklist for Buying Healthcare CRM Software

Checklist for Buying Healthcare CRM Software

Buyers Guide for Healthcare CRM Software

Buyers Guide for Healthcare CRM Software

Booklet on Healthcare CRM for Sales Target Management

Booklet on Healthcare CRM for Sales Target Management

Booklet on Healthcare CRM for Lead Management

Booklet on Healthcare CRM for Lead Management

Booklet on 100 plus Features of Healthcare CRM

Booklet on 100 plus Features of Healthcare CRM

7 Secrets to Boost Sales with a Healthcare CRM

7 Secrets to Boost Sales with a Healthcare CRM

5 Key CRM Reports for Healthcare Business

5 Key CRM Reports for Healthcare Business

Download Buyer's Guide for Automotive CRM

Download Buyer’s Guide for Automotive CRM

 

 

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