Patient Engagement

How CRM Tools Can Help Healthcare Marketers Engage Patients

Now, even though most healthcare professionals have taken to heart that they need to improve patient engagement, they lack the proper tools to achieve this valuable goal. According to the first annual State of Consumerism in Healthcare report, healthcare providers ranked patient engagement as their top priority, yet only 18 percent currently had the necessary tools to effectively engage their patients. More than three-quarters of respondents felt that they didn’t have the

Patient Engagement
Patient Engagement

ability to collect and analyze patient data well. In order for healthcare organizations to be successful today, they need to prioritize customized customer relationship management (CRM) that is unique to the healthcare industry, and adopt the proper tools to collect the most relevant data. This will allow them to improve the healthcare consumer experience. PR Daily supplied details on why CRM is so good for the healthcare industry.


Better Personalization and Value
Making consumers top priority can prove healthcare organizations, and offers a number of major benefits. For one, providers will be able to give consumers the personalized, relevant, and timely information they want. Secondly, taking a customer-first approach will help healthcare organizations develop consumer trust and a strong sense of loyalty. And last but not least, putting consumers first will allow healthcare organizations to greatly improve the services they provide.

Fortunately, new technological tools empower healthcare organizations to truly focus on consumers. But with so many high-tech tools available, healthcare providers will need to select the tools that provide the most accurate data and offer the best features to establish and create real value.

After all, healthcare consumers are a very diverse audience with different needs than consumers in the hospitality, retail, and financial services industries. Standard CRMs won’t supply healthcare providers with the information they want or the analytics they need to analyze actionable data. Another unique challenge facing healthcare organizations is the concern over security and privacy when collecting personal data.

In order to maximize consumer engagement potential and deliver personal value to existing and current patients, healthcare providers should choose health-care-specific CRM tools.

A Check-Up on Healthcare CRMs
The primary advantage of a healthcare CRM is how it enables healthcare organizations to meet the extremely high expectations of healthcare consumers by providing them with highly-personalized communications and more omni-channel experiences. It allows healthcare providers to establish a deeper understanding of each individual consumer and his or her personal healthcare needs by integrating and improving a range of consumer data.

A Healthcare CRM gets its strength from powerful analytics, and a comprehensive marketing database filled with clinical, demographic, behavioral, and financial information. All of this data lets healthcare organizations develop targeted consumer audiences that are inclined to and want to respond to their consumer marketing efforts and campaigns.

In addition, healthcare CRMs make it easier to communicate with consumers via social media, email, direct mail, or the healthcare provider’s personal website and mobile app. It facilitates the process of identifying prospective patients and sending them personalized messages designed to meet their needs and interests. And it also provides advanced marketing campaign tracking and measurement.

By using the proper healthcare CRM, healthcare providers can treat consumers better than ever.

Examine the latest in healthcare marketing. Contact MDG Advertising.

MDG Advertising, a full-service advertising agency with offices in Boca Raton and New York, NY, is one of Florida’s top healthcare marketing companies and branding firms, whose healthcare clients include Dental Care Alliance, MDVIP, Max Planck Florida Institute, HCA East Florida, Primary Pharmaceuticals, and MD Now. MDG’s core capabilities include branding, logo design, print advertising, digital marketing, mobile marketing, email marketing, media planning and buying, radio and TV advertising, outdoor, newspaper, video marketing, infographic development, website design and development, content marketing, social media marketing, and SEO. To learn more about the latest trends in healthcare marketing, contact MDG Advertising.


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How can your company benefit from adopting a CRM solution
CRM Benefits

CRM or customer relationship management is all about keeping your customers happy. When customers are satisfied they are willing to buy more products from you or, at least, they won’t leave you. Happy customers also tell their friends about your product when asked for recommendations.

However, keeping customers happy requires a personalized approach. Companies need to understand customer likes and dislikes and their potential issues about the product. This requires a lot of data digging and time to deal with each customer. Rushing things, in fact, may backfire. A Gallup study showed that many customers only share their positive experience with a product when the service is perceived as “thorough and friendly.” Treating customers in a hurry can kill a sale, the study suggested.

Busy companies turn to CRM software so they can nurture customer relationships with more attention, while they run the other aspects of the business. Equally important, CRM software can help them surface insights for better management decisions because, when customer data is organized in a meaningful way, companies understand their customer buying behavior deeper, and essentially, their market better.

In this article, we’ll discuss the following:

  1. Common CRM software features
  2. When is CRM ideal and when it isn’t
  3. Key CRM benefits
  4. Common CRM issues

CRM Software Features

Various CRM solutions will have different sets of features, but they usually include these six major applications to help companies manage customer relationships. These are the main functions you want to focus on when assessing a solution. The following are standard parts in this type of software:

Contact management. This module is used to record customer data. This includes their contact details, past transactions, calls, emails, etc. The software can aggregate all these information and show companies some patterns and trends for insights. Zoho CRM is a good case of a system with excellent contact management.

Lead management. Companies need to engage prospects properly to convince them to make the purchase. Lead management helps marketers trace all communication efforts and related activities with prospects to see how the leads are progressing. The goal of lead management is to win the deal at the end. A good example of an effective lead management tool is Pipedrive, where a salesperson can clearly follow a visual pipeline from “untouched leads” to “contact made” and to “proposal presented” and “in negotiation.” Marketers can create their own stages to suit their process.

Campaign management. This module helps companies run email marketing or advertising campaigns. It is connected to the contact management module to target the right recipients of the campaign. It also links to the lead management module, where new leads generated by the campaign are entered. More importantly, this module can help rate the success of a campaign. In HubSpot, for example, marketers can set goals to measure the campaign’s success. Goals can be set in stages like website visits, leads made, and customers converted.

Social media management – This module links to social media networks like Facebook, Twitter, and Pinterest so companies can manage their social pages from a single dashboard. Instead of opening separate pages to check for posts, the module notifies the manager of the latest posts from the company’s different accounts.

Automation – This automates predictable marketing tasks of the company. Such modules include administrative processes like entering information in the customer database or scheduling email blasts. Companies can set the software to run specific tasks so they’re free to do other important things. Likewise, automation can speed up the delivery of services. For example, a campaign that promises to send a free e-book can be automated once the parameters are met. Automation can also speed up customer service, especially in resolving FAQs.

Reporting and dashboards – This module generates reports based on data gathered in the other modules. Reports give companies insights on market trends or customer buying behavior and a summary of how the business is performing. On the other hand, dashboards let managers get an overview of reports without having to dig into files.

HubSpot – one of the most popular CRM solutions out there

Business types where CRM software is a good idea

There are certain business types where CRM software is most useful. Here are some of them:

  1. Large companies with plenty of customer types and segments. Each customer type will have its set of data and parameters. CRM software can help them navigate through tons of information and sort data by customer type.
  2. Companies with a long range of product line will have volumes of different data based on product type. Again, consolidating and sorting data here is faster with the use of CRM software.
  3. Small companies that are growing fast also need CRM software. They will need to compile customer information as it comes in an organized manner. CRM software helps them to do this in the background, while the owner can focus on strategizing plans for the future
  4. Membership businesses like publications, gym enrollment, and service subscription
  5. Any other business that wants to conduct CRM should start using the software.

Business scenarios when CRM software is not necessary

Not all companies need CRM software. To find out if you don’t need one, at least for now, check if you fall under these circumstances:

  1. Companies with a small volume of customer data may not need CRM software for now. The best value of this software is to aggregate tons of data. Without much information, the company has little to feed the software to generate insights. It is best that these companies concentrate first on getting more customers, then they can start using CRM software.
  2. Some companies that offer commodities with predictable supply and demand behavior may also not benefit from CRM software. Selling gasoline, for example, is predictable since everybody with a car will buy this product. Other commodities like fruits and vegetables, grains, and livestock supplies may not require much insight processing as their supply and demand pattern follows a repetitive path. People consume them on a daily basis and they are expected to buy the same products thereafter.
  3. Companies that sell rare products or with limited supply. With limited supply, these companies are not expected to get any more customers than what they have now. These companies are more concerned on where to source supplies than finding customers.
  4. Companies that don’t directly sell to customers or business clients. A good example of this is pharmaceutical companies that sell prescription drugs. Their products are not sold to customers, the patients, but are distributed through the recommendation of doctors and dispensing authority of pharmacists. In this case, there are no customer data to feed into CRM software.

Advantages of CRM solutions

You keep customers happy

CRM software improves your understanding of the customer. Beyond listing contact details, you can enter customer transactions, preferences, complaints, requests, and other related data. When you know more about your customers, you can provide them with offers that tickle their interest or address their needs. This leads to satisfied, ergo, happy customers.

CRM software also aligns the activities of selling, marketing, and servicing to manage customer expectations. Customer service agents can check what the salespeople or marketers have  promised customers, so the former can respond accurately to complaints. Conversely, marketers can check for the usual complaints or comments about the product received by customer service agents and address these with right messaging.

You get insights from customer data

You keep track of customer’s purchase behavior. These include:

  1. Which product is selling most?
  2. Which is lagging in sales?
  3. How many are returning to buy?
  4. Why are customers not returning?
  5. Are they using credit cards or cash?
  6. What are they saying about you, if any, on social media?

You also get on top of common complaints, repetitive issues, or new concerns that may affect sales. Before they escalate into a full-blown crisis, such issues can be resolved at once if you know about their existence.

Likewise, CRM software reveals the demographics of customers. The supply and demand cycle is also clearly presented, such as, when you’re selling the highest and lowest of the year.

You can find new sales opportunities in old customers

Another benefit of CRM software is that you can search for customers who have made inquiries for more details about your product. Maybe they are interested to buy a bigger version, an additional accessory, or a new package from you. These are customers who you can sell to again and again or introduce your latest deals with.

You can also see who are the dormant customers through filtering transaction records. You can activate these people, perhaps, with new offers or deals via a campaign.

You use real-time data

The advantage of using fresh data is that your decision or planning is more reliable. This is especially useful if you need the latest information on the ground.

You can generate reports fast

Gathering important data to create a marketing report takes a lot of time. You also need the cooperation of other departments like sales, customer service, and management. In the meantime, you are pressured to meet a deadline.

Locating critical information is difficult if records are kept in different places. CRM software uses a central depository of data, where you can access information shared by other teams, other departments, and even by external parties that you deal with, provided you have given them access.

CRM software also gives you different ways to present the report. You can show graphs, tables, diagrams, or write in long form, depending on what suits you. Even if you’re not familiar with reporting, the software has templates you can just follow.

Likewise, there’s no need to print reports. You can simply send it to your recipients in PDF or Word doc formats. If your boss is away and he is requesting an update, you can send him an email with the report. It’s that fast and convenient.