You know that customers are the life-blood of your healthcare business, and efficient handling of your customers’ needs is essential for giving patients the proper care and for ensuring that their insurance companies are billed correctly and in a timely manner. Keeping in touch with customers for appointments and staying on top of your customer’s needs are also essential aspects of managing your healthcare business. The most effective way to handle all of this is with a customer relationship management system, and the best system on the market is Onsite CRM.

Onsite CRM’s specific Healthcare CRM saves your healthcare business time and money by providing you with an incredible integrated application that has everything you need in one place. This is your chance to move beyond simple customer relationship management and step into a package that seamlessly combines customer contact with all the forms you need for your healthcare business. Medical billing, patient reminders and much more are all integrated into one easy-to-use system with Onsite CRM.

Onsite CRM enterprise-wide software is the ideal solution for tracking and staying in touch with new and existing clients. You can customize you system and keep track of everything in one place: treatments, purchases, referrals and appointments. Onsite CRM also lets you know who has upcoming needs such as immunizations to bring clients back on a schedule that’s good for them as well as for your business. You won’t believe how easy it is to manage your business with this great package!

A Powerful CRM System

Onsite CRM has the power you need to handle every aspect of your business. Our customer relationship management software leads the industry with everything you need to track inquiries and clients across every department in your company, and even across multiple office locations if needed. This means that anybody in your operation can enter data about a client or contact, and as soon as the information has been input everybody has access to it. Your client’s faith in you increases because you and your employees are obviously on top of everything all the time. In the healthcare business confidence is everything.

A Seamless System

Onsite CRM allows personnel from all departments, such as scheduling, treatment, and customer service, to access the same data without having to jump from one application to another; Onsite CRM brings everything together in a single neat, clean package. Everyone in your healthcare business will love this user-friendly, intuitive system because the whole company can be up and running very quickly, with no need for lengthy training sessions or complicated user manuals.

Total system integration allows you to track a client and get a snapshot of where that client’s account stands. You can learn his current status, whether or not he’s had a checkup recently, what follow-up has been done, what is still required, and easily identify all accounts that need to be escalated for any reason. No need to jump from one system to the next: a great savings of time and money for your business. A single point of data entry also reduces the number of opportunities for errors to be introduced into your data, since the less you have to handle it the greater the integrity of your data will be.

Drip Email Campaigns

A drip email campaign is essential to the success of many healthcare businesses today, especially if you offer services such as children’s shot clinics or routine care for adults. To bring you the best possible results, Onsite CRM has partnered with SMTP, a first-rate company with more than 10 years of success at delivering emails, always making sure each email gets where it needs to go. The company is publicly traded and is the epitome of the standard that all other email delivery services strive for. SMTP reaches more in-boxes than anyone else in the industry and we bring this outstanding track record to you to benefit you and your healthcare business.

As far as your bottom line goes, using Onsite CRM and SMTP together means no more wasting money on emails that end up as SPAM. Research has proven that 22% of business emails never actually make it to the client, and this figure includes emails to clients that have requested the information! It won’t matter if you are contacting a new or existing client if your email ends up in the trash. With SMTP you get the highest rate of deliverability in the industry, so your drip campaigns and customer responses don’t go down the drain. When you work with Onsite CRM your message is delivered, not lost.

Contact Onsite CRM to Get Started!

Contact Onsite CRM now to make the leap into the world of complete enterprise CRM with fully-integrated verticals for your healthcare business. Prevent the introduction of costly data errors caused by the need to re-enter data into multiple applications and keep your team all on one page. Use Onsite CRM to handle it all. You’ll save you money every day with this easy-to-use, total package that puts you miles ahead of the competition and beefs up your bottom line. Try it now: you’ll wonder how you ever got along without it.

Article Resource – https://www.onsitecrm.com/blog/blog-healthcare-crm

Firing up your computer and dedicating yourself to a yet another search for the best CRM that will fit the needs of your growing company can be an arduous task. You already know there are endless options, price points, and features to choose from.

The variety of CRMs available today is fantastic – except when you have to sift through the noise to find your the one you will truly need and love (and yes, you can actually love your CRM, imagine that).

We here at Onsite decided to ease your pain by creating this quick and dirty guide to help expedite your efforts so you can get back to nurturing your customer relationships and making more sales sooner than later.

Ask yourself which features you absolutely need and which features are a distraction.

As we mentioned earlier, the market for business software is booming right now, leaving you, the consumer, in the midst of a colorful array of options, designs, and bonus buys (oh my). And while variety is the spice of life you may waste hours sifting through some unnecessary bells and whistles that can cloud your judgement.

Start with a plan. The best CRM purchasing plans include a precursory understanding of where your company has been, where it hopes to go, and what components of your previous CRMs helped get you to this point. Once you’re able to identify those key items, the next phase is assessing your big picture view on the software you need.

This is the part where you invest the most brain power and time to your search because, as the saying goes, if you keep doing what you’ve always done, you’ll keep getting what you always got.

With that in mind, are there elements of your past business software solutions that are no longer useful or necessary? If you don’t need that feature anymore, what should it be replaced with and why? Get crystal clear on this. And your wish list doesn’t need to be long either.

In fact, hone in on your top 2 to 3 non-negotiable CRM requirements and filter them through your budgeted price range. Congratulations! You’ve just shaved off a few precious hours of your CRM hunt.

Choose a CRM that has a proven high rate of adoption.

Another way to save money and time is to make sure you choose a CRM with an above average adoption rate. We’ve all felt the pain of hard work not paying off, so save yourself the trouble by running your next potential purchase through the check list below.

• Here’s how to tell if your CRM will be easy to set up and get started right away:
  User-friendly design: the CRM design should be something your employees will like looking at, can easily navigate, and features intuitive design elements so your team can begin using it without any additional training or prior knowledge.
• Mobile component: field reps or employees on the go often find it difficult to drop everything and update their CRM records if they have to rely on a laptop to do it. A CRM is easier to use if it offers the convenience of an app for faster note taking, data syncing, and shorter communication time with the rest of the team.
• Automated tools: having the ability to easily integrate your new program with your trusted lead providers is pure employee efficiency gold.

Find a CRM that gives your company total control over the program.

We’re not here to knock solutions that have a more public option but sometimes a private dedicated server is paramount for taking care of your company’s unique needs.

Besides the security aspect (in which you have exclusive access to all of your data without having to share a host), having a dedicated server allows full customization of your business software. These alterations run the gamut from unifying vanity brand skins to custom plug-ins.

Not only are your options plentiful, your benefits are too. Having a dedicated server that allows full control over your CRM can prove to be cost-efficient, convenient (as previously discussed), and agile.

And there you have it, all the information you need to complete the bulk of your next CRM search. Feel free to bookmark this page to use this guide as your own personal CRM buying cheat sheet.

For more info on business software offering high-quality private dedicated servers, be sure to check out Onsite CRM’s features.

Article Resource – https://www.onsitecrm.com/blog/the-quick-and-dirty-guide-to-finding-the-right-crm

The main purpose of using a CRM software is to maintain a healthy relationship with customers.It is not necessary that these software are made for large scale businesses; they are equally important for small scale businesses. In business it is very important to determine whether your customer will like your products, plans, services and the overall. To maintain customer data manually is a difficult task no matter how large or small the business is. Every business tries to maximize its reach among its target audience.Therefore crm for small business will play an essential role in order to enhance business.

To deal with these kinds of problem there are many CRM software available in the market and you can purchase and access them online. The features of a CRM software might vary from company to company, however most of the companies cover the basic features like business automation and task specific,strong analyzing capacity of customer (purchasing time, visiting time).

CRM is an essential tool for any business in order to establish a successful business. It is helpful for both types of businesses online or offline.

Choose the CRM according to your business needs

You will get the good results from this software only when it fits well into your business. So before purchasing you need to analyze your business requirement. The most basic CRM gives you the facility to manage your contacts that are stored in the shared database however with an advanced CRM you are also able to track your sales and you are able to set the business goals accordingly.

-The first thing before implementing the CRM in your business is to learn how to operate it.What kind of CRM you are looking for that cater to the needs of your business and learn how to navigate from one task to another. Choose a CRM that has simple functionality and is easily adaptable by your employees.

-A CRM you are choosing for your business should be integrated well with invoicing, help desk, accounting and the marketing team.

-Choose a CRM that has a well-supported system in case you face some technical problem in future. Therefore select a company that has proper customer care services and they can give you quick response in order to resolve your problems.

Benefits of using CRM

-Building trust is the key element of any business, you can build trust by listening carefully, understanding their requirements and then responding to them accordingly.With the help of this software you are able to record conversation with your customer for further reference. You are also able to access customer information which is stored in the database and can gives guidance according to the account history.

-Most of the business requires performing repetitive task on a monthly or weekly basis. For that you can program your CRM accordingly.With the help of this all the tasks will be performed automatically.

–CRM software will help you to generate leads and manage them effectively.

-With the help of CRM software you are able to improve your marketing strategy.You can analyze customer data,identify customer requirements and make your marketing strategy according to that. You will be able to get good response and increase your sales.

-With the help of CRM software you can improve your inner office work. The whole data is in store in a database which helps you to collaborate easily with the other department like marketing, finance.They can easily share their marketing strategy as well as similar leads.

Onsite CRM will help manage and grow your Education business. Our CRM, or customer relationship management, is a robust software solution that is designed for Education companies of all sizes.

Onsite CRM is an all-in-one, cloud-based solution that has everything you need in a CRM software. Take advantage of our product’s robust set of CRM tools and resources at an affordable price. Our platform is very easy to use and includes key features like lead generation, contact and opportunity management, sales forecasting, workflow automation, and more.

LEAD MANAGEMENT

Onsite CRM helps you contact your leads with a built in dialer system. Text or email out contracts to be signed with our free service, SignByX. This helps you lower monthly service costs associated with other e-signature companies and get responses that automatically sync with Onsite CRM.

Set statuses and email triggers when a customer reaches integral parts of your Education workflow. Make sure you are leaving no leads behind with automated email campaigns and lead pool features as well as appointment scheduling.

QUALITY ASSURANCE

With our QC tab, make sure that all the client’s information is complete before completing the process. Easily approve or deny and edit with features that indicate what fields are missing. With our workflow checklist on the sidebar of each lead, stay on top of what still needs to be done before converting a lead to an account.

Do what’s best for your company and call Onsite CRM today at (888) 391-9291 for a free demo. Learn about the additional features that will aid your sales process and grow your Education business.

Article Resource:-https://www.onsitecrm.com/blog/crm-to-scale-your-student-loan-business

Using cloud technology has made a huge impact on the business world.

Although cloud-based technology costs a service fee, the small cost is worth the price. The alternative to using a cloud-based platform is hiring an IT firm to manage your secure data or have in-house hardware that requires a professional to set up and operate and also is energy inefficient. Recent studies done by Microsoft have shown you can save up to 80% on your IT budget using a cloud service. Additionally, as shown the same study done by Microsoft, using a cloud-based service can eliminate up to 90% of your energy cost associated with running in-house servers. On top of the cost savings, cloud technology is considerably more secure.

It has been proven that cloud technology is the most secure form of data storage and backup. As stated by a Clarium Group study, 57% of companies using the cloud affirm that it’s provided better data security than alternative forms of data storage. Using the cloud provides automatic updates that ensure that your data back up is done regularly. This frees up IT employees to focus on less mundane tasks which boosts business productivity. The cloud backup and security also help businesses to be more compliant. According to a Microsoft Dynamics report, 91% of SMEs say that cloud providers make it easier to adhere to compliance requirements. Scale your business with a cloud-based technology.

Employees that are given secure access to the cloud are able to access work from their own devices. Not only does this save time in the field, but it also creates flexibility and accountability. With tracking, the cloud creates a platform that allows users to manage multiple projects at once from any location while keeping track of individual contributions. Because the cloud updates automatically as new information is added to the platform, using the cloud provides real time results. Eliminate time lapse when making important decisions that is important to grow your business.

Lead Management Software  is the ideal way for any company to manage leads. It lets you track the leads that come into your company so that you can see not only who they are but where they are coming from. As the leads arrive, you’ll also be able to sort out the good leads from the not-so-good ones, so that you can maximize the use of your staff’s time and not waste a lot of effort on contacts that are not yet ready to buy. It’s also the perfect way to manage contacts with your leads.

TRACKING YOUR SOURCES

Lead management software is ideal in today’s business environment. It lets you see just where each of your leads is coming from. You’ll be able to tell which leads came from your website, which ones are the result of your email campaigns, which ones come from direct contact through a dialing system, and which leads come from any other source that you’re using, such as print ads or mailings. Knowing where your leads are coming from is an essential step in maximizing the power of your marketing dollars. No more wasting money on dead campaigns; put your money in the methods that are giving you results.

CUSTOMIZE YOUR SYSTEM

One of the features offered by goof lead management software systems is the ability to customize your setup, allowing you to name reports, fields, and even dashboards in any way that you choose. This helps to make using the system easier for you and your team; no need to learn inaccurate or generic terms just to use the system. It tells you what you want to know in terms you can understand and relate to.

INTEGRATE YOUR SYSTEMS

If you’ve already graduated to using a top-quality customer relationship management system, or if you’re thinking about it, consider that lead management software is the perfect addition. Everything flows smoothly into a single database, allowing you to manage your leads from the moment of first contact. Many CRMS have this helpful function already built into the system.

ENHANCE YOUR CUSTOMER’S EXPERIENCE

Lead management is about far more than simply gathering and tracking data; lead management is about affordably and effectively delivering your message to your customers and potential customers. A lead management system lets you stay in touch with every lead in your system in a very personal way. You’re able to tailor and deliver messages to your leads that address their interests and their needs, providing a great experience for each person involved.

Logging and tracking the information about each lead you contact has a significant impact on your sales and marketing efforts. Your team members can see at a glance what each customer’s interests and needs are, allowing both sales and marketing people to be on the same page when dealing with leads. There’s less time wasted, less frustration for your staff, and in the end the customer gets to enjoy a much more cohesive and less fragmented experience with your company, and a happy customer is much more likely to buy. Everybody wins.

Article Resource:-http://www.onsitecrm.com/blog/lead-management-software

Onsite CRM is pleased to announce competition our full integration withPayment Automation Network. If your Student Loan Company is in need of an ACH/escrow payment solution look no further than PAN.

About Payment Automation Network

We are a nationwide leader in helping Student Loan Consolidation Companies service their accounts by quickly and securely collecting and disbursing funds. We eliminate the frustration of payment collections for your student loan consolidation clients with our nationwide student loan consolidation payment servicing from Payment Automation Network. Our comprehensive service manages all aspects of collecting and disbursing funds for your student loan clients.

Available Services

• Payment Collection
• Trust Accounts
• Comprehensive Reporting
• 24/7 Monitoring

Contact your Onsite CRM account manager today for special services only offered to Onsite CRM customers.

Article Resource:-http://www.onsitecrm.com/blog/payment-automation-network-pan

Equitable Acceptance (EAC) is the longest standing most successful financing option available for the student loan industry. Onsite CRM is a proud partner with total integration on a plethora of student loan companies. For a demo of EAC with Onsite CRM integration please contact your Onsite CRM account manager today!

BENEFITS TO FINANCING WITH EQUITABLE ACCEPTANCE:

• Access to 24 hour matrix system that will give a letter grade for every potential sale, while you are in the home.
• You will have the advance rate for every contract at the point of sale.
• We offer special terms–deferred payments, and same as cash.
• Fast turnaround time on application decisions.
• Fast funding to get loans processed, and money in your pocket.
• Collectors who work for you to collect payments, not payoffs.
• Reports to show how your portfolio is performing, and reserve status.
• 100% payouts.
• We finance customers, not collateral.
• Full spectrum lending, you need to send us all your customers for full benefits of the program.
• 45 years experience with direct sales financing.
• Designed for the long-term growth of your business, and creates immediate value to you by allowing you the dealer, to retain ownership of your customer and portfolio.
• You can utilize our expert credit analysis to manage your portfolio.

ABOUT EQUITABLE ACCEPTANCE:

To serve our dealers with quality service and products, educating dealers to better understand our business, and providing dealers with opportunities to be successful today and tomorrow.

How are we going to accomplish this?

• Understanding the needs of our dealers and work hard every day to meet these needs.
• Communication with our dealers at all times to solve concerns and maintain good long term working relationships.
• Staff our company with employees that provide excellent customer service and are knowledgeable to assist you and your customers.
• Provide reporting to you that will help you manage your customer base, and keep you up to date on the performance of your portfolio.
• Supply your customers with quality products and service.
• Build long term partnerships with our dealers to assure a consistent, predictable, and valuable financing source for them.
• We want to make consumer financing easy for dealers and distributors so they can in turn concentrate their efforts on growing their business.
• Provide long term growth of your business with recourse financing which allows the dealer to retain ownership of their customers and portfolio.

As you can see, there are many benefits to choosing Equitable Acceptance to help you become successful. Equitable Acceptance was established to serve the direct sales industry emphasizing increasing your profitability and sales, while focusing on customer service to you. We provide a consistent and predictable source of cash that you can rely on at every sale.

Article Resource:-http://www.onsitecrm.com/blog/equitable-acceptance

An important thing to note in mortgage is the difficult balance between being successful in business and staying out of the way of regulators motivated to penalize the industry. CRM platforms are no longer only contact managers and sales tools. Nowadays, Onsite CRM software has become a partner in compliance, providing ways to increase sales while keeping lenders in sync with regulators. Onsite CRM integrates with Encompass, Point and other key players in the mortgage world.

A COMPLIANCE-HEAVY ENVIRONMENT

With compliance concerns and increased regulation, it is important to enforce consistency within your business and it’s far from impossible with our software. Onsite CRM for mortgage helps originate loans correctly and moderate costs, which will help you remain profitable and successful. Unfortunately, this compliance-heavy environment is not just a fad. Our CRM includes considerations around federal Do Not Call Registry guidelines, Gramm-Leach-Bliley protections of consumer information, Fair Credit Reporting Act (FCRA) requirements regarding consumers and credit reports, and more, including data retention, archival security, etc. Let us does the heavy lifting for you, so you can focus on increasing sales conversions.

Onsite CRM, when combined with a great content library, can create amazingly powerful communications based on fact-filled and dynamic borrower presentations. By quickly being able to pull client information, it is easy to persuade customers to commit on the spot, and follow up campaigns that boost successful referrals.

Using the CRM & Customizations

Our technology can help you in virtually every aspect of compliance and business success. However, attitude is just as important as your business techniques. Having all tiers from management down should be on board with compliance & strategy. A CRM is only as good as the people who use it. Onsite CRM is fully customizable for any size mortgage firm. By explaining your sales process, your account manager & our team of developers will help come up with a seamless system that is an easy transition from your current structure.

Article Resource:-http://www.onsitecrm.com/blog/control-your-mortgage-business-with-onsite-crm

For investment banking, maintaining excellent relations and managing the trading and promotion of securities is vital for success. Onsite CRM is the premier customer relationship management platform that will optimize your business services. Upgrade to a total management package that provides everything you need in a straightforward, easy-to-use form. Onsite CRM for investment banking is the perfect tool that brings you a powerful system for managing contacts in a customizable platform.

Onsite CRM enterprise-wide software is the ideal solution for bankers to use for following up on leads and inquiries in a professional and timely fashion. Easily manage new and existing clients, as well as costs, marketing efforts and everything else you need to keep you ahead of the competition and boost your bottom line. Onsite CRM features tools that let you know which clients are due for contact so that you never miss deadlines, callbacks, or other important dates.

A Powerful CRM System

Onsite CRM has the power you need to handle every aspect of investment banking. Our customer relationship management system leads the industry with everything you need to track leads, inquiries and clients. The system allows any professional in your network to step in and finish a deal or a transaction if the original agent is unavailable because anybody in your operation can enter data about a client or contact from any location. Information can be accessed by anyone as outlined by the security levels you set. This functionality keeps everyone on the same page and consistent.

A Seamless System

Onsite CRM puts everything at your fingertips. With our system, managers are able to track calls and results of their employees. Your receptionist, administrative assistant, or other office  personnel can use it along with everyone else. This way, notes and messages can go into the system rather than risking the loss of important memos written on paper. Onsite CRM for investment banking brings everything together in a single neat, clean package, with all the information resources, programs, and tracking that anyone in your institution might need. This user-friendly, intuitive system lets everyone in the bank get up and running quickly and easily without complicated manuals or training hassles.

The platform’s total integration allows you to track a client and get a snapshot of where they stand. You are able to track client statuses and access client information in an organized and efficient platform. Follow-up is automatic and can come in many forms including customizable email templates, SMS text messaging, and dialer capabilities. This is a great savings in time and money for your investment banking institution. Hate data errors? Onsite CRM’s single point of data entry means that data only has to be handled once, reducing the chances that an error will be introduced into your important data. Studies have shown the less you have to handle it, the greater the integrity of your data will be.

Drip Email Campaigns

A drip email campaign is can be a great way to bring in prospective clients. Onsite CRM provides you with the best solution in the industry through a partnership with SMTP. You won’t be able to find a better email experience. SMTP is a first-rate company with more than 10 years of success at delivering emails; they always make sure that every single email gets where it needs to go. The company is publicly traded and is the epitome of the standard that all other email delivery services strive for. Their delivery record is unmatched in the industry and emails sent via SMTP reach more in-boxes than any other service out there. This means you won’t be launching any more expensive campaigns only to have your emails end up flagged as SPAM, which is what studies show happens to 22% of business emails even when clients have requested information. You can now rest assured that your drip campaigns won’t go down the drain; your email will reach as many potential clients as possible when you send it using Onsite CRM.

Contact Onsite CRM now and leap ahead of the competition with user-friendly, fully-integrated verticals for your investment banking business. It doesn’t matter if you have one location or hundreds – this platform will work for you! Stop costly data errors before they start and keep everyone on the same page and in the same application. Let Onsite CRM handle all your needs and simplify your life while improving your customer management and bumping up your customer acquisition, all while saving you money every day. Give it a try – you won’t regret it!

Article Resource:-http://www.onsitecrm.com/blog/crm-for-investment-banking