Healthcare CRM: Post-Launch Support

After a successful implementation, your new CRM/marketing automation platform is now alive – congratulations! But the journey is just beginning. In this final episode of our Healthcare CRM series, we focus on sustaining success and continuous improvement, post-launch.

We kick things off by addressing the critical first step of proactively establishing positive habits, and refining processes to fully leverage the capabilities of a new platform, ensuring you don't revert to old ways of working.

Next, we revisit the team makeup, identifying key individuals who should be most involved in the ongoing maintenance of your CRM or marketing automation system. We also discuss what's the right cadence for reviewing your key performance indicators (KPIs) to ensure you're tracking towards your goals.

We delve into the types of training materials providers should develop for onboarding new staff and for ongoing education, highlighting opportunities to create these resources even while the implementation project is still underway.

To maintain optimal performance and patient experience, we also explore the recommended frequency for revisiting and refining your patient communication and intake workflows, ensuring they remain efficient and effective.

Lastly, as we conclude this comprehensive series, we offer some final thoughts and key takeaways to empower specialty healthcare organizations for long-term success .

Interested to learn more? Visit our Navigator home page to request our free white paper, or schedule a 45 minute, no-obligation Meet to get specific recommendations.

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