For me, I wouldn’t want to go into a market that I wasn’t familiar with, or even focus on a market I am familiar with, without having this as a tool to guide me to the opportunities. PlayMaker CRM’s TargetWatch really helps us make sure we are concentrating our marketing efforts on referral sources that have the highest potential. Being able to filter in lots of different ways has been easy to do and very helpful when doing our business development planning.

We have had substantial referral growth since fully implementing PlayMaker. As we are able to monitor performance more accurately and measure it, we have seen referrals grow at least 6-and-a-half percent higher than last year. We are using it for more accurate information to measure marketer performance, and also to monitor contact referrals. We are able to review the marketers’ calendars in order to support their efforts and provide needed advice. When we have had questions about PlayMaker, the Support services there have been very helpful to get us what we need.

A year ago our census was 83; today it’s 168. Our referrals and sales have increased by over 100 percent. We have become much more deliberate in our business development. The depth of our proprietary information has grown by leaps and bounds.

PlayMaker CRM, first and foremost, has increased our communication. Before, everything was pretty much on paper and handled at the local level. Now we’re able to let that data flow and be utilized at the corporate level in real-time. It’s a very robust product, it’s very intuitive and very easy to use.

The staff loves it for a number of reasons. They have real-time information about their referral sources and can promptly follow up. It’s been very helpful in targeting new business because I can take a look at the referral trends and see who has not referred over a certain period of time. One of our goals was to establish at least 50 new referral sources by utilizing PlayMaker data and working with the staff, and we did. We exceeded that quite a bit. The TargetWatch feature, which we added this year, has helped us to develop new strategies in marketing to referral sources using market share data.

It’s really helped us manage our referral volume and gives us a better idea of where our referrals are coming from and helped us focus on those sources we need to go after. Having a program that’s tailor-made for home health versus an off-the-shelf program has really proven to be beneficial for us. It has allowed us to keep track of our contacts and accounts much better than we were in the past. The PlayMaker app that we use on our iPhones and iPads has been a big benefit for our field reps as well.

I love the Mobile app. I think the biggest benefit to our team is to have the accounts listed right on their phone. They can just click the box and check the note and it automatically appears on their calendar. I would promote that app any day to other home health agencies. The sales reps find it very easy to use and it saves them time throughout the day to not have to sign into the computer to log their calls. It’s nice it has their previous visit notes as well so they can look up and see if there’s anything they need to follow up on.