Identifying Workflow Activities Understanding Workflow Activities So, let’s dive into the world of workflow activities (WFA). In any CRM system, like MS CRM, workflow activities are the building blocks that help track processes. They are those little nuggets that allow you to automate tasks based on triggers or conditions. Imagine you’ve created a case for […]
Understanding CRM and Case Management Tools What is CRM? Alright, let’s kick things off by diving into what CRM (Customer Relationship Management) really is. Simply put, CRM tools help businesses track interactions with customers. And trust me, it’s akin to having a digital diary for all your customer interactions – meetings, notes, follow-ups, you name
Understanding Patient Needs Collecting Detailed Patient Information One of the most crucial things in healthcare marketing is gathering detailed data about patients. I’ve seen firsthand how this initial step can provide a wealth of insights. When you dig into their preferences and previous interactions, you realize how unique each patient’s journey truly is. It’s like