Consolidate your data and drive loyalty.

CRM & Loyalty

Consolidate your data and drive loyalty.

CRM & Loyalty

by Nathan David

Healthcare and Wellness CRM and Loyalty

When data is aggregated into a central technology, marketing becomes more measurable and impactful. We help select new or optimize existing CRMs.

What is a CRM?

CRM is an acronym for Customer Relationship Management. It is a system that helps centralize and manage customer data. It is used to support marketing, sales, and operations which improves customer experience before, during, and after engaging with an organization. CRM customer records enable organizations to personalize messaging and extract granular reporting on efforts. Ultimately, the two main functions of a CRM are to improve new customer conversion and to enhance existing customer loyalty.

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Our Expertise

We have experience creating HIPAA compliant CRM strategies in the healthcare and wellness industry including programs for large healthcare systems. Each program closely aligns with your organization’s objectives and unique services. If you don’t have a CRM, we consult and help you select a solution that meets your organization’s needs. If you already have a CRM, we work with your team to optimize its use and the value derived from the system. We are intimately familiar with HIPAA compliant CRM solutions and have leveraged these solutions to connect marketing investments to true ROI. In addition, we have used these systems to plan and execute loyalty and population health programs.

Getting Started

  1. Start with a free consultation*
  2. If you want to move forward, we will continue discovery and project scoping
  3. Once we intimately understand your objectives, we can formalize the partnership**
  4. Then our experts become an extension of your marketing team and we hold ourselves accountable for results
*No extended commitments required for the free consultation. We also are more than happy to respond to requests for proposals (RFPs). Please don’t hesitate to contact us about getting started in this manner.
**We understand the legal complexities for healthcare and wellness organizations and are open to using your organization’s standard service contract as the foundation of our agreement.