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MARKETING CRM WALKTHROUGH
SMS Campaign Messages
Email Campaign Messages
LEAD CONTACT INFO & AUTOMATIONS
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When a lead comes into the portal, an Auto email and text message campaign begins that motivates the lead to follow up and schedule
Our System Makes:
T
he follow up process easier & less labor intensive
O
rganization of potential patients simple
Y
our team able to easily schedule and ultimately capitalize on more leads
OFFICE CRM RESPONSIBILITIES
No action has been taken yet to follow up
A follow up call & message has been made, no response yet
We have not tried to reach then lead yet
A follow up call & message has been made, no response yet
A response has been received from the lead, but has not been scheduled yet
A response has been received from the lead, but has not been scheduled yet
Lead has been successfully scheduled!
New Patient has signed up for a treatment plan!
Lead has been successfully scheduled!
New Patient has signed up for a treatment plan!
Lead does not qualify and is no longer interested in care
Lead does not qualify and is no longer interested in care
SMS CHAT FEATURE
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When a lead comes into the portal, an Auto email and text message campaign begins that motivates the lead to follow up and schedule
T
he lead handler can follow up when the potential patient responds to the auto SMS messages
The blinking green light indicates that there is a new message and is also seen on the tab
You can use this feature on any computer and even use your mobile phone
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