Healthcare CRM: Building The Business Case & Getting Buy-In

The pace of change in healthcare is accelerating, creating new daily challenges for providers. While patient growth is still the mindset for most, revenue pressures and pending clinical talent shortages mean solving for operational efficiency is no longer a nice to have, but a requirement. This episode is the first in a series of Traktion Talks focused on Healthcare CRM, and in it, Traktion co-founders Jon Eggleton and Ryan Woolley kick things off by laying the groundwork of the what, why and how around CRM and marketing automation implementations within a healthcare setting. Specific topics covered include:

• The fundamental business reasons why a healthcare organization may choose to embark on a project of this nature, and why building a solid patient intake process really matters.
• A situational analysis for evaluating the present state of a technology stack. What are the common trigger and pain points that typically lead to beginning a project?
• The crucial questions healthcare providers should ask themselves before getting started, both to secure executive buy-in on the front-end, and set themselves up for success later. 
• The benefits of improving the end-to-end patient journey, from the moment a potential patient lands on your website or calls the office, to the long-term retention of existing patients.

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Traktion Talks, brought to you by Traktion Partners, LLC