What is CRM?
So CRM is not about software?
What is HomecareCRM?
What do you mean by customers? Aren’t patients/clients our customers?
Why choose HomecareCRM instead of a generic CRM program?
Will HomecareCRM work for a Hospice or Private Duty Agency?
What if I have multiple lines of business?
What hardware do I need to run HomecareCRM?
Will HomecareCRM work with a PDA?
Can I use HomecareCRM on a network?
Can I install HomecareCRM myself?
Are training services available?
How can I see HomecareCRM software?

What is CRM?

CRM stands for Customer Relationship Management. CRM is a business philosophy that puts the customer first rather than an agency's services. It’s about actively deepening the knowledge you have of your customers to meet their needs and is at the core of any customer-centric business strategy and culture. It is a strategic approach to

• customer acquisition
• service
• satisfaction
• loyalty
• retention

So CRM is not about software?

No, it’s not just about buying technology. However, some technology is required to enable and support a CRM strategy.

What is HomecareCRM?

HomecareCRM is software specifically designed for you as a home care provider to enable and support a CRM business strategy. Two versions of HomecareCRM are available to satisfy your needs.

What do you mean by customers? Aren’t patients/clients our customers?

Yes, patients/clients are customers – but don’t stop there! When it comes to marketing your agency, customers are everywhere and can include everyone! Physicians, discharge planners, case managers, attorneys and trust officers can be important referral sources. Referral opportunities exist with many types of organizations – hospitals, clinics, nursing/rehab facilities and insurance companies.

Your most important customers are the individuals and organizations who currently refer business to your agency. Next consider all potential referral sources who have not yet provided your agency with referrals - wouldn’t you like to make them valued customers? Let’s not forget that many prospective patients/clients from your community may be choosing homecare services - will they choose to be a customer of your agency? HomecareCRM supports your efforts to build and maintain relationships with all of these customers.

Why choose HomecareCRM instead of a generic CRM program?

HomecareCRM is a ready-to-use CRM solution that addresses your needs as a home care provider. Generic CRM software programs don’t address those needs without customization – which requires a significant additional investment in time, people resources and money. Your HomecareCRM Market Specialist knows homecare – and has the experience and knowledge to deliver the results you need.

Will HomecareCRM work for a Hospice or Private Duty Agency?

Most certainly! With two versions of HomecareCRM available, it will work for any size, shape or kind of home care organization that needs to manage business development efforts and support customer relationships.

What if I have multiple lines of business?

You’ll find HomecareCRM is designed to support multiple lines of business and service lines.

What hardware do I need to run HomecareCRM?

HomecareCRM runs on standard desktop or laptop computers. Once we determine the version of HomecareCRM that meets your needs, we can provide you with specific hardware and software recommendations.

Will HomecareCRM work with a PDA?

Yes, you may use most personal digital assistant devices available today. Once we determine the version of HomecareCRM that meets your needs, we can provide you with specific information related to compatibility with Palm, Pocket PC, Blackberry or “smartphones” and the functionality provided.

Can I use HomecareCRM on a network?

Yes, HomecareCRM may be used on a network to support multiple users. Keep in mind a license is required for each user.

Can I install HomecareCRM myself?

Once we determine the version of HomecareCRM that meets your needs, we can provide you with specific installation, & implementation recommendations and discuss the options available to you. These services are delivered by our staff of certified HomecareCRM specialists.

Are training services available?

Yes, training is available for HomecareCRM from our certified trainers. Depending upon your staff training requirements, we will recommend and jointly determine the most effective method of providing training for your users.

How can I see HomecareCRM software?

Contact our HomecareCRM Market Specialist! Our approach is consultative, not pushy. We’d like to get an understanding of where you are today – and where you want to go – so we may recommend and demonstrate the appropriate version of HomecareCRM for your agency. All that’s needed for a demonstration is a web-browser, high-speed internet connection, a phone and a little time.