First published: June 7, 2012
What’s the main reason CRM projects fail? According to industry experts, the most common problem is poor user adoption. One of the key benefits of PlayMaker CRM is that the platform was designed from the ground up specifically for home care professionals by home care professionals. PlayMaker CRM’s modern, easy-to-use interface is free of clutter often found in generic CRM solutions that may have been customized for home care, but not built specifically for home care.
It’s natural for home care sales reps to resist change; it’s crucial that reps understand what’s in it for them. Provide each sales rep with valuable tips and tricks and, most importantly, listen to their feedback. By incorporating feedback from your sales team, you’ll have a great start on increasing end-user adoption out of the gates.
Here’s what your sales reps can expect with PlayMaker CRM:
Clear visibility into referral source demographic data
Reps can see all the facilities, physicians, case managers, discharge planners and other key influencers they call on regularly in real-time on any mobile device. It means having all the information at your fingertips — no more paper notes, sticky notes or Excel spreadsheets. Everything you need is available in one spot.
Easy account scheduling
Sales reps can schedule recurring visits and have PlayMaker provide alerts on your favorite mobile device in real-time. Most importantly, reps can see how much time they are investing with each referral source and the net result with a rolling 3-month referral trend on their dashboard. It’s all available in PlayMaker CRM.
Automatic mapping of a sales rep’s daily route
PlayMaker’s latest Map My Route feature, sales reps can map the most efficient travel route with a single click, as well as automate mileage expense tracking. In addition, PlayMaker can automatically create a daily or weekly expense and automatically attach a PDF report saving valuable time.
Reports that are designed specifically for home care sales reps
- Accounts they haven’t visited in a while
- New SOCs by physician
- Admissions month-to-date by referral source type
- Daily visit report provides a detailed summary of all sales activities by type including call notes.
Only home care-specific CRM with a native mobile app for iOS and Android
Sales reps can download the PlayMaker Mobile App from Apple’s App Store or the Google Play and utilize exciting new features like voice-to-text for talking call/visit notes directly into PlayMaker. PlayMaker CRM’s Mobile App also provides offline access to your critical referral source information if you’ve lost connectivity with the Internet.
User interface that makes sense for home care
Sales reps can see information that is vital to them like daily schedule, calendar, referral trends, even your top 10 referral sources by physician and facility. PlayMaker CRM’s daily referral alerts are designed to keep you informed of the latest updates in real-time.
Sales reps can see their personal 3-month referral trend and monthly admit goals. Reports are available for reviewing your referral conversion ratio by account.
PlayMaker CRM automatically creates an expense for each sales activity
WOW! Home care’s only automatic expense creation and compliance tool saves on average 265 hours per year per sales rep. It does this by providing the sales rep with an option to automatically create an expense which pulls all of the pertinent information directly from the sales activity. This information includes attendees (e.g. physicians, cases managers, discharge planners, front desk clerks), business purpose, date and time. We don’t stop here. With i-Compli enabled, we’ll even automatically allocate the correct amount for each physician associated to the expense!
PlayMaker CRM is a true Web-based cloud application
This means that it will work on ALL of the major Internet browsers (Firefox, Safari, Internet Explorer and Chrome) whereas other vertical competitive solutions require Internet Explorer 8. The power of PlayMaker CRM is customer choice. You choose which device you prefer!
PlayMaker has an easy-to-use Merge Contact or Account tool
This tool was specifically designed to help users easily merge duplicates rather than pay a vendor, which can be very costly.