What results can a CRM deliver to your home care agency?
At this point, you’re probably already thinking about the ways in which a CRM could save your team time and money. Using a good CRM for your home care agency can:
Drastically reduce the time and money you spend on sales and marketing by helping you contact and progress leads much more efficiently
Show you where to put your energy by helping you track the data on which referral sources and marketing channels are delivering you the best results
Enable you to close with more leads by guaranteeing prompt follow-up
Research has even shown that a CRM can increase small business sales by 41% and return an average of $7.81 for every $1 you spend.
How to Choose a Good CRM
Many scheduling software providers such as MatrixCare, AxisCare, and ClearCare include a CRM built in to their existing platform at little or no additional cost. If your scheduling software provides a CRM, it may be a simple matter of learning how to use these features and training your staff.
If your scheduling software does provide a CRM, this is probably the best option for your home care agency as these CRMs will be built specifically with home care in mind and will be easier to learn because it’s in a program you’re already using. If your software provider doesn’t provide a CRM, however, there are still plenty of great options, including:
Salesforce. Salesforce is the 800-pound gorilla of CRMs. It’s the original CRM and the most robust in terms of the features that it offers. There’s unlikely to be a feature you want that isn’t offered by Salesforce—it even offers a CRM specific to care-based businesses. Salesforce is a good option to look into if you can afford the price tag, especially if you have a larger sales team than most agencies or are looking to scale across multiple locations.
Isoratec. Isoratec isn’t as robust as Salesforce, but it’s very affordable and comes with features like referral source tracking, up-to-date CMS referral data, tools to help marketers get pre-qualified referrals for PDGM admissions, and a a grade card system that allows managers to grade their marketers based on a variety of different metrics.
Hubspot. HubSpot is an excellent CRM and comes with the advantage of being free. The downside is that it isn’t HIPAA compliant, so you can use it for leads and referral partners but not for onboarded clients. It’s important to note that ClearCare recently launched a HubSpot integration to help agencies use both platforms in tandem while remaining compliant, making HubSpot a strong choice for agencies using the ClearCare system that prefer the features in HubSpot over ClearCare’s native CRM.
Trella Health. Trella Health, which has long been a favorite of many home care agencies, offers a powerful CRM designed for post-acute providers, with features that allow you to rank leads and referral sources to help identify and zero in on the best sources.
NOTE: Whatever you choose, ensure that your CRM is HIPAA-compliant or that you’re prepared to keep marketing/lead data separated from secure client/patient data.