Why do I need one?
This is always the first question anyone should ask. “What is the benefit?”, “How will it help me?”
Customer Relationship Management tools (CRMs) are great for businesses that need to have one centralized view of their customers and prospects. A CRM not only allows you to maintain a list of contacts with their email addresses, phone numbers and physical addresses, but also to keep track of the interactions with your customers as well as prospects. It is designed to provide automated follow-ups, to improve customer experience, develop lasting customer relationships and to enhance your company’s bottom line.
A CRM will also help with marketing efforts by allowing you to identify leads who are high quality prospects for follow-up, as well as other marketing activities, based on their past behaviors or interests.
What CRM should I use?
This is the million dollar question we are asked all the time from individuals in the healthcare industry. There are a lot of options out there and it can be very confusing. Choosing the right CRM is not an easy process, but it's worth it. It can be hard to make sense of all the different tools available, and there are many factors to consider when comparing products. Here are some of the questions to ask yourself when choosing the right CRM, as well as some of the main points to consider.
What CRM system is right for me?
When you're looking to invest in a new CRM system, it can be hard to know where to start. There are so many options out there, with varying price points and features. If you're trying to figure out which one is right for you, here are some things to consider:
- What kind of data do you need? Are you looking for a system that only manages leads and contacts, or do you want something more robust?
- Do you want something that's easy to use? Or do you value more complex functionality?
- How much does it cost? Cost and functionality are always going to be conflicting considerations.
- What other technologies is your company currently using and how do they need to interact with each other? Having connectivity between technologies is extremely important.
What do I need to do?
Every organization is unique, and the CRM software you use should reflect your company's operations as closely as possible.
However, there are some general steps you can take to guarantee you're well-prepared to manage the purchasing process and walk away with a solution that efficiently serves your staff and customers.
Step 1: Consult with Stakeholders and Key Users
Step 2: Identify Your Goals
Step 3: Assess Your Tech Stack
Step 4: Compare Critical Features and Capabilities
Step 5: Consider Costs and ROI
Step 6: Outline Your Implementation Plan
So what’s next?
Choose wisely - leverage our knowledge to assist you in finding a CRM that meets your needs. Not all CRMs are right for all different needs. To discover more, just click here and download our ebook, “Choosing the Right CRM in the Healthcare Industry”.