4 Ways a CRM Can Transform Your Practice

5 Ways a CRM Can Help You Better Manage Your Leads

Powerful automation and tracking data make CRMs a vital database for your practice.

Schedule Free Demo

In the digital age, it’s essential to have a means of keeping your information organized and easily accessible. Because of this, the market for customer relationship management (CRM) software is projected to be one of the fastest-growing industries over the next ten years. CRMs can do amazing things for your business, so it’s best to explore your options as soon as possible. CRMs are one of the best ways to deliver a customized (and automated!) experience to your customers while helping you reach new ones with the most targeted methods available. Here are some reasons to consider a CRM and transform your customers’ conversion experience.

Customer Analytics

The basis for any business decision is gathering relevant data. Although this can seem overwhelming, a CRM can do it all for you. CRMs can compile information on any given customer for things like leads, browsing metrics, demographic information, purchase records, and contact forms so you can have a more complete picture of your customer and whether your campaigns have been effective in attracting the right customer base. CRMs can also help inform future campaigns by helping you choose customers most likely to respond based on different metrics.

EMR Integration

Electronic medical record (EMR) management is likely already a huge part of your practice. By connecting your EMR with customer relationship management software, you can get a full picture of your customers’ entire conversion pathway and automate the intake experience with a secure, HIPAA-compliant process (saving your team time). You can also interact electronically with customers with SMS and email, track calls, and much more. The best part is, you can match EMR data against leads to make targeted decisions about your ROI with real-time data.

Automated Reporting

Making the right decisions for your practice shouldn’t involve wasting time digging through data. CRMs can generate reports for you on many different topics like lead response times, campaigns, conversions, customer analytics, email and SMS drip automations, and key performance indicators (KPIs). If you’ve integrated a conversational AI with your website, you can even receive daily reporting on performance and new inbound leads.

Internal Communications

Successfully communicating as a team can be one of the best ways to optimize conversions by collaborating on your approach to each patient. With a CRM, your team can track their interactions with potential and existing patients so they can present an organized and consistent approach. You can even track customer outreach attempts and help your team focus their efforts on customers most likely to convert.

Let’s Get In Touch

At DLM, our comprehensive CRM suite, DLM Insight, offers everything your practice needs to reach your customer base, manage existing patients, and provide information you need to make smart decisions. To learn more about how Insight can transform your business, give us a call at (616) 222-3735 or fill out our online contact form.