Trella Health’s Post

HubSpot's Custom CRM Cards 🤝 Seamless appointment scheduling We're only just getting started on sharing a bunch of ways #Healthcare providers can utilize #HubSpot to enhance their processes. And #appointmentscheduling is another great real world example! With a little dev support, your team can add an appointment scheduling custom CRM card to Patient or Contact records. This enables your team to quickly and easily book, cancel, or reschedule appointments with patients over the phone right on the patient record. This combined with patients' ability to manage their own appointments 24/7 through their patient portal = a more hassle-free appointment scheduling process. And who doesn't want that? Check out more use cases in our full guide here: https://lnkd.in/eXUuZQsa

If you work in healthcare (or have ever been to a doctor) you know, the appointment scheduling process can be a pain. But with a Custom CRM Card in HubSpot, you can turn a once-clunky process into a seamless experience. So now, not only can you empower your patients to quickly and easily make their own appointments right from their patient portal (see my previous post), but your team can also utilize a Custom Appointment Scheduling CRM Card right on the patient record. They will thank you! With this Custom CRM Card, your team can efficiently make appointments over the phone, pulling up the patient record and finding a time that works, all without having to system-switch. This functionality also helps facilitate quick appointment cancellations and rescheduling. This is just one way HubSpot can help! Be sure to check out the full guide to learn more: https://lnkd.in/giKp7ZvS #hubspotforhealthcare

Are your sales reps maximizing their time and effort in the field? If the answer is no or you're unsure, check out this case study. Trella Health's very own Katherine Karalis sat down with Gary L Ryan Jr, Sales Manager at ADVance Care Pharmacy of Vital Care Infusion Services, and discussed how his team utilizes Trella Health's CRM and market insights to not only maximize time in the field but also enhance conversations with top referrals in their market. Check out the case study here to learn more. 👉 https://buff.ly/3RuNWaF #Infusion #CRM #successin2024

Maximizing sales during peak enrollment periods can often feel like a race against time for many Medicare agencies. Reflecting on my time working with various agencies, I’ve seen how the Annual Enrollment Period (AEP) can bring both opportunities and stress. Agents find themselves juggling countless leads and inquiries, which can be overwhelming without an efficient system in place. From what I’ve observed, strategic preparation is key to capturing those critical sales opportunities. Here are some insights that have proven effective: - Start planning early by developing a clear marketing strategy tailored to your target audience. - Utilizing a customized CRM can streamline appointments and follow-ups, ensuring you capture every opportunity. - Offering educational webinars or resources can engage potential clients and establish your agency as a trusted source of information. - Prioritizing lead nurturing through consistent communication can strengthen relationships and boost conversions. Agencies that implement these strategies consistently see improved performance during AEP, resulting in both increased sales and satisfied clients. What preparations do you put in place to optimize sales during peak periods? Let’s share ideas to elevate our collective success! #Medicare #SalesStrategy #AEP #SmartAgentCRM #InsuranceIndustry #ClientEngagement ---- PS: Ready to transform your agency’s efficiency? Try Smart Agent CRM for free with our 30-day trial: https://lnkd.in/gurEtAnt

If you work in #healthcare (or have ever been to a doctor) you know, the appointment scheduling process can be a massive pain. Smart #automation systems can attend to this issue quite effectively. In fact, HubSpot CRM has a feature called Custom CRM Card that streamlines this laborious process into an effortless experience. Besides enabling your patients to easily book appointments right from their patient portal, you can also utilize a Custom Appointment Scheduling CRM Card directly on the patient record. Trust us when we say they'll appreciate it! By using this feature, your team can #schedule #appointments over the phone, accessing the patient's record and setting up a convenient time without switching systems. Additionally, this feature facilitates the cancellation and rescheduling of appointments quickly. Check out this broader guide on HubSpot’s trusted partnerships with the Healthcare industry👇🏻 www.hubspot.com/healthcare #hubspotpartners #b2bmarketing #schedulingtools #crmsolutions

🚀💡 Exciting News for Clinics, Spas, and Salons! 💡🚀 🌟✨ Are you ready to elevate your business to the next level this new season? Clinic Software CRM is here to help you bring in more clients and appointments effortlessly! 🌟✨ 🔹 Primary Goal: Deliver the free lead magnet to unlock the secrets of maximizing your business potential. 🔹 Secondary Goal: Engage with our content and discover the benefits of our platform. Ready to transform your business and boost your success? 💪💼 Let's embark on this journey together with Clinic Software CRM! 💥 #ClinicSoftwareCRM #BusinessSuccess #NewSeasonNewOpportunities 😊 Remember, your success is our mission! Let's create magic together! 🌟💼✨

🌟 Hey there, #Clinics, #Spas, and #Salons! 🌟 As we gear up for a brand new season, I wanted to take a moment to reach out and share some exciting news with you all. At Clinic Software CRM, we are dedicated to helping your businesses thrive and succeed in bringing in more clients and appointments than ever before. 🚀 🔹 **Indoctrination Sequence:** - Delivering value and generating interest for future benefits. - Encouraging engagement to keep you updated on all the exciting things to come. - Transitioning from a Problem Aware state to a Solution Aware state. 🔹 **3-LINKEDIN Formula:** - Building rapport and empathy with you as part of our community. - Sharing our personal brand story and mission. - Educating and bringing you from problem-aware to solution-aware, subtly introducing our product. 🔹 **6-LINKEDIN Formula:** - Announcing doors are open and introducing our products for purchase. - Sharing product benefits and creating interest with scarcity. - Building trust and showcasing results to prove we are the best. - Identifying and addressing objections conversationally to drive deeper desire. - Communicating scarcity for the final chance to purchase. With the use of these psychological triggers, our goal is to make your journey with us engaging, valuable, and ultimately lead you to book a free live demo of our Clinic Software CRM. 💻 Let's work together to elevate your business to new heights this season! 💪 Drop a 📅 in the comments below if you're ready to take the first step towards success! #BusinessSuccess #FreeDemo #ClinicSoftwareCRM 🌟

🌟📈 Exciting News for Clinics, Spas, and Salons 🌟📈 Are you ready to take your business to the next level this new season? Clinic Software CRM is here to help you bring in more clients, streamline your appointments, and boost your overall business success! 🚀 Let's start this new season on the right foot together! Here's how our innovative CRM software can benefit your business: 💡 **Primary Goal: Deliver the free thing, the lead magnet** - Gain access to a free, high-value promise that will revolutionize the way you manage your business. 🤝 **Secondary Goal: Get users to engage** - Engage with our platform to discover the full range of benefits and features available to you. 🔗 **Angle: Deliver value and generate interest** - Experience the value Clinic Software CRM can bring to your business and get excited about what the future holds. Ready to transform your business with Clinic Software CRM? Book a free live demo today and experience the difference for yourself! 🌿💻 #ClinicSoftwareCRM #BusinessSuccess #NextLevel #BookADemo #NewSeasonOpportunities

I've been doing some research since I started this new role at ExaCare to validate some of the challenges we solve for. Here are 3 big ones I've heard thus far: First, data does not seamlessly flow between the CRM, EHR, eMAR & billing in lots of Senior Living communities. The reason for that is because communities use different systems for different departments so tough to integrate. Secondly, I've heard from sales & marketing professionals that their communication for sales does not automatically get logged in their CRM. Example: they make calls, send texts, emails and then MANUALLY log that data to show sales activity vs. other platforms that can make the call, send the text or email From. The. Platform. Itself. One location for all communication and no entering your sales activity... 🤯 Personally, as sales professional, I would be off my rocker if I had to manually log all of my sales activity and it wasn't done automatically because I'd realize the opportunity cost. More time spending entering data = less time spent selling. Third is more on the clinical side which is that assessments take a really long time to complete and creating the individualized service plan after takes super long too while there are tools out there that can automate that process... Just saying...if you experience any of those 3 challenges above or know someone that does, please send them my way so I can show them the brighter side... It's 2024. It's time to bring out the solutions. #seniorliving #assistedliving #memorycare #seniorcare #crm #ehr #emar #billing #software #saas #sales #automation

🌟 Exciting News Alert! 🌟 Clinic Software CRM is on a mission to revolutionize the way clinics, spas, and salons manage their business operations. 🚀 🌿 As we step into this new season, we are delighted to announce our commitment to helping you bring more clients and appointments to your business! 🌺 🔹Indoctrination Sequence: Delivering value and generating interest for future content and benefits. Encouraging engagement to keep you informed and inspired. 🔹How to get cold leads from a Problem Aware state to a Solution Aware state, building trust along the way. Introducing you to our brand's mission and gradually pivoting to our innovative solutions that cater to your needs seamlessly. 💡 🔹Three-LinkedIn Formula: Building rapport, empathizing with your pain points, and emphasizing the benefits of joining our community. We want you to feel valued and empowered every step of the way. 🔹Primary Goal: Educate. Secondary Goal: Sale. Bring you from problem-aware to solution-aware and guide you through the buying journey with real success stories and case studies. 🔹Six-LinkedIn Formula: Announcing the availability of our product for purchase, highlighting its benefits, building trust with testimonials, and addressing objections disarmingly. Creating urgency and showcasing the value of our solution. 💪 🔹Remember, the time is now! Seize this opportunity to enhance your business efficiency and growth with Clinic Software CRM. 💼 #ClinicSoftwareCRM #BusinessGrowth #InnovativeSolutions #BookYourFreeDemoNow 📅