01.
Family information
Store names, dates, phone numbers and important details.
02.
History of previous interactions
All family interactions via the CRM are tracked and logged.
03.
Notes
Keep relevant notes connected to a family – allergies, siblings, previous care – fostering strong relationships.
04.
Offers history
Track offers of care made – accepted, in-progress or rejected.
05.
Tasks
Stay on top of your checklist list with tasks to prompt and remind you.
06.
Interactive dashboard
Updates as you move through the sales pipeline, highlighting actions to take.
07.
Sales funnel
Always know the stage a family is in within the sales pipeline.
08.
My Open Tasks
A clear list of tasks and their progress to keep you organized.
09.
Sales Pipeline Report
A summary of all leads, with their corresponding stages.
Some of the benefits of using a CRM
- 91% of companies with more than 11 employees use a CRM system
- Overall CRM usage increased from 56% in 2018 to 74% in 2019
- The average ROI for CRM is $8.71 for every dollar spent (Source)
- CRM can boost conversion rates by 300% (Source)
- 50% of teams improved their productivity by using a mobile CRM (Source)
- CRM applications can increase revenue by up to 41% per sales representative (Source)
- CRM are known to improve customer retention, by as much as 27% (Source)
- A mere 5% increase to your customer retention efforts can increase profits by between 25% and 95% (Source)
- 73% of customers point to customer experience as an important factor in their purchasing decisions (Source)
- 22% of business owners believe embracing new technology is the biggest challenge facing their company (Tech.co)