Customer Relationship Management (CRM)

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A modern, organized CRM can help you succeed and grow.

The specific day-to-day requirements of running a medical practice might make it seem like there’s no CRM that handles your needs perfectly. However, DLM Insight was built specifically for medical practices, with versatile tools in a centralized system to keep everyone on the same page every day.

Track My Leads

What is a CRM?

A CRM is a software platform that organizes and displays information about your leads. When it comes to a CRM for a medical practice, there are a few key things you should look out for. First, EMR integration and HIPAA compliance, to ensure your patient data is safe while you see real dollar revenue from your marketing efforts.

A robust medical CRM should also give you access to the latest automation tools, including automated text or email appointment reminders, drip campaigns, and analytics. These should all be in a cloud-based environment for easy, anytime access for your staff to ensure everyone’s on the same page and no leads slip through the cracks.

DLM’s Customer Relationship Management (CRM) platform gives you the centralized tools for streamlining your lead communication so you work less to attract leads and focus more on booking patient appointments.

Say Goodbye to Messy Spreadsheets

If you’re still tracking leads and lead communication manually in spreadsheets, the DLM CRM will replace them with enterprise-level technology at a small business price point. Organize and sort new patient opportunities by creating tasks to remind yourself of important follow-up attempts. Centralize the email marketing, phone calls, SMS, and lead reminders in one easy to use software.

Easy-To-Use Medical Marketing CRM

Get a real-time view of your new patient pipeline with a clean and visually striking dashboard. DLM CRM takes only minutes to learn and provides simple visual and drill-down information about the top, middle, and bottom of funnel efforts.

DLM CRM offers insight into lead response times and custom-set KPIs, giving you flexible options to further train and educate your staff on the lead management process.

By the time it’s adopted, our CRM will give your staff the tools they need to convert more leads into patients while working less to get them.

DLM has been a consistent force for our practice. We can count on them for qualified leads and clear communication!

Dr. Jennifer Janiga

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Automate Patient Communication

DLM CRM can automate initial lead communication via email and SMS. Streamline front office admin processes while improving lead response times. On average this results in a 30% increase in lead to appointment conversions (Salesforce), in addition to a more standardized lead experience, no matter where they come from.

Optimize & Grow

DLM CRM is an intuitive application that allows your staff to email, SMS, and call leads directly out of one user interface. As your staff communicates with leads they can progress the lead to various stages such as: new opportunity, contacted, scheduled appointment, not interested, not qualified, or call back later.

You’ll also gain direct insight into how your marketing efforts are actually paying off. With integrated EMR data tagged to patients who have come into the CRM through an initial phone call or contact form submission, you can see the lifetime value of your prioritized treatments as well as which channel or campaign has brought in revenue to the practice.

Marketing CRM for Medical Practices

We believe in the power that data-driven decisions can have to help a medical practice like yours grow and scale healthily. Our CRM is central to the marketing strategy of healthcare partners large and small, providing intuitive tools and robust capabilities to make your marketing smoother and more effective. Learn more and see a demo of our software by calling our office or contacting us online today.

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5 Ways a CRM Can Help You Better Manage Your Leads

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

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All to help your practice grow.

Our people are our strength, and we want to share the strength of their knowledge with you. We hope you find our resources valuable as you continue navigating the complex and ever-changing landscape of the medical industry. Find blogs and ebooks on current and future trends, best practices for digital marketing, and much more.