increase sales in travel agency

It’s a good time for travel agencies. People are traveling more, going to remote places, and taking the services of travel agencies. That brings a lot of players in the industry, all trying to grab a share of the market. In this scenario, it’s important to gain a competitive edge so that you can turn up a profit and increase sales in your travel agency.

Today, we will tell you some unique ways to increase sales in your travel agency. Travel has become an experience, and you need to tune yourself to the trend for higher profits.

Offer More than Your Competitors

People are tired of visiting the same places again and again. They are bored with the same packages that you sell to everyone. Your customers need something unique- and experience they can cherish throughout their lives.

Instead of pushing readymade packages, find out what your customers want. Maybe they want to go to escape to an isolated village on top of a mountain. Perhaps they want to dive underwater and not just spend time on the beach.

Become a travel expert and create packages based on customer demand and needs. You can check out the travel agent tips and tricks to boost more sales. 60% of millennials are more than happy to pay more for a travel agent’s advice. Use your expertise and craft out innovative packages that offer a great experience to the traveler. Only then you can establish yourself as a leading player and attract more customers.

Create a Website

Every business needs a website, especially travel agencies. Why?

  • 82% of all travel bookings in 2018 were done online
  • People complete 148.3 million travel booking each year
  • The online travel market is expected to grow $817 billion by 2020

If you don’t have a website, you are missing out big time on sales. So the first step is to create a professional website where people can book online. You can also promote deals, discounts, and offers on your website to increase sales.

Tips

  • Use high-quality photographs and videos to pique user interest and curiosity.
  • Invest in SEO
  • Take advantage of pop-ups and sidebars to promote deals and packages
  • Create an online booking system

Sell Ancillary Services

Did someone book a hotel with you? Why don’t you offer him a cab service?

Did someone book a flight? Maybe he can use a drop to the airport?

Travel agencies are collaborating with local businesses to offer more to their customers. Once, you could only book flights and hotels using MakeMyTrip. Now if you open the app, it lets you hire cabs, book train and bus tickets, villas and apartments, and more.

You can also bundle up the services and sell them together for more sales. You can check out our article on upselling techniques that work like a charm. For example, if someone books a flight, you can give them options to book hotels, cabs, and maybe even return flight tickets with you.

Ask Customers for Reviews

People trust reviews. 80% of travelers use Tripadvisor to read reviews. And they spend up to 4 weeks comparing and analyzing them. Overall, 93% of travelers across the world say online bookings impact their booking decisions.

Having good reviews on your website or other booking platforms attract more customers. They are ready to trust fellow travelers when they say you had provided a good service. So ask your customers to leave reviews and rate you on booking platforms.

If someone posts a negative review, deal with it instantly. Address the concern and apologize if it’s your fault. Tell them you are looking to make up the shortcoming next time they book with your agency. You can also offer them a discount or free stay to make it up.

When you make a disgruntled customer happy, he is more likely to become a loyal customer.

Start a Blog

33% of US travelers read blogs for travel advice. Travel companies with blogs generate 67% more leads per month. They also get more than 3 times traffic!

Create a blogging section on your website and aim to publish at least 1 – 2 blogs per week. You can do basic keyword research and write on trending topics and destinations. It’s great of you can provide real value and sometimes cover destinations that are still unknown.

You can write on travel tips, travel hacks, top destinations, and anything that resonates with your audience. Your blog can also publish the travel experiences of your customers for more impact.

Promote your posts on social media to bring more traffic and travel leads.

lead conversion strategies

Get Active on Social Media

Social media can help you target a larger audience and discover new prospects for your business. Sites like Facebook with over a billion users have become the top marketing tool for travel agencies.

You should create your official page on Facebook and Instagram at least to reach more prospects. Share pictures and blog posts regularly to grow your followers. Interact with your audience and engage them on every occasion through comments and likes.

You can also join various travel groups on social media and promote your business. It’s a bit tricky as you can’t just go advertising in these groups. You need to invest time, participate in discussions, answer questions, and set yourself up as an expert to boost and increase sales in your travel agency.

Then you can slowly start leaving links to your blogs or site if applicable without appearing too ‘salesy’.

Ask for Referrals

Nothing works like word of mouth even in this online age. If your customers had a good experience, ask them for referrals. Maybe they can refer your name when their friends ask for a good travel agency.

Final Thoughts

Try to provide a good service and make your customers happy. Give them something unique they can remember for the rest of their lives. And don’t forget to use our tips to get more sales.

You can also invest in a good travel CRM like LeadSquared (15-day free trial) to convert more leads and generate more sales. 

Hospital Management System
Exclusive customer success stories from Practo, LifeCell, and LifCare Pharmacy! [Free Download]

Before going into the technological aspect of the Hospital Management System. Let me ask you a simple question. 

What it is like to manage an entire hospital?

If you have arrived here, I am sure that you belong to the medical community.

And you know it!

Managing an entire hospital isn’t a walk in the park. It can get as overwhelming as it’s important.

The smartest of humankind is in the business. They employ technology efficiently, to try and get maximum benefits from their work. Hospital Management System (HMS) is one such technology. It provides you an easy way to manage hundreds of operations running parallel in the hospital. 

Let’s understand it in a bit more detail.

What is Hospital Management System? 

Hospital Management System brings together all the information and processes of a hospital, in a single platform. It presents you with a unified 360-degree view for managing patients, doctors, inventory, appointments, billing information, finances and much more. 

The system automatically generates a highly-efficient process and makes it quick. Thereby, allowing hospitals to provide quality service in addition to professional medical care.

In a nutshell, Hospital Management System (HMS) creates a frictionless approach towards managing the entire hospital and solves all complexities in the process.

Components of a Hospital Management System 

Let us understand 11 different components of the Hospital Management System in detail. 

11 components of Hospital Management System

Appointment Management

When patients book an appointment, Hospital Management System assigns them to the specialist available, or the one that they prefer. For assignment, it matches the patient’s illness to the doctor’s area of expertise. 

If medical care needs to be provided at the patient’s house, the system will check the doctors’ availability for the remote visit. Again, the allocation happens based on availability.  

Patient Management 

The hospital management system helps register complete patient information. It captures and stores the medical history, treatment required, details of their previous visits, upcoming appointments if any,  reports, insurance details and more. 

It helps eliminate the need to get these details on every visit. This enables the doctor to focus more on the treatment and improves the patient experience.

Facility Management 

Every hospital or medical institution needs to maintain records of bed availability, occupancy status of rooms with specialized care and more.

HMS collects all such information and makes it readily available whenever required. Your receptionist can easily check the information from the system and convey it to those who seek it. 

Staff Management 

The staff management module lays a concrete solution to the HR organization in your hospital. It contains records of your staff, their job description, their service domain, and other vital details.

It helps you to know your staff without going through a heavy bundle of files.  Additionally, it enables you to plan the hiring process based on the requirement in the hospital. 

Supply Management 

The supply management component of the HMS tracks the availability of medical stocks. It helps you calibrate the minimum quantity of supplies required without any hassle. Now, you reorder the supplies whenever stocks fall short. 

Furthermore, it also provides details of the medicine available so that doctors can prescribe the ones in stock. 

Financial Management

This component manages all the financial affairs of your hospital. It calculates, stores, and presents the billing information to the patients. 

Additionally, it also records the expenses incurred by the hospital, revenue data, and other financial details of the hospital. 

This consolidation saves you the trouble of analyzing a colossal pile of record books. 

Insurance Management

The insurance Management component of HMS records and stores the insurance details of the patients. On requirement, it furnishes the policy number, insurance company, and other information associated with it. 

The software makes it easy to fetch these details making insurance validation easier. 

Laboratory Management 

The laboratory management component shows the details of various lab-tests taken by patients. It furnishes reports when needed and maintains all records collectively. 

Radiology Management

This component of Hospital Management System records and stores all reports from the radiology department of the hospital. It can be easily accessed by the doctors.

Report Management 

Report Management module records and stores all the reports generated by the hospital. 

In the case of financial reports, It analyzes performance metrics to check the business profitability. Furthermore, it also provides a comparison between performance reports of different years.

Support Management 

This segment records data of different complaints and requests of the patients. It also ensures that these requests and problems are handled properly. 

To summarize, the Hospital Management System takes care of all activities and processes involved in managing the hospital. But, you should understand this technology is only for “Managing”, the aspect of patient care is lacking in it. Patients having episodic treatment have to be nurtured properly. The one in the OutPatient Department has to be supplied with caregiving inputs so that they can be converted into in-patient for more advanced treatment. There are various other instances as well. 

You can provide this caregiving and nurturing hand with a Healthcare CRM. Healthcare CRM, when integrated with the Hospital Management System, will help you combine professional medical care with quality patient service. 

Discover more about the Healthcare CRM to nurture your patients efficiently and make them feel that you care, at every opportunity you get. 


Also read:

Trends like BYOD are encouraging employees to use their mobile devices for operational efficiency. Sales reps are also increasingly taking the help of technology to get more leads, close more deals, and manage the sales process seamlessly.

You must be already using Slack, LinkedIn, Google Maps, etc. in your sales routine. Apart from this, there are a bunch of mobile apps designed specifically for sales use cases. In this post, we present the best sales apps available on Android and iOS. These apps will help you work, collaborate, manage routes, and do more than you would have done without them!

1. LeadSquared

LeadSquared Mobile CRM allows businesses to operate sales remotely. It is also a great aid for field sales teams. It smartly tackles the traveling salesman problem, allowing sales teams to schedule field operations and navigate meeting locations easily.

LeadSquared uses location service to find leads nearby. It can also alert sales reps if they have any task they need to complete in their vicinity. Other than this, LeadSquared Mobile CRM supports all the features you would expect from a CRM.

For instance, the app features a full suite of tools needed for B2B and B2C lead management. It helps track timelines and provides smart workflows and insights that update reps before an important meeting. A notable feature of the app is that it works effectively in offline mode too.

User Review:

“Serves the purpose this app is designed for. Have been using it for the last four years and have been able to absolutely close more deals than before. Team performance and productivity have been top-notch ever since they started using the LeadSquared app. Highly recommend it to whosoever wants to scale their sales. Huge shoutout to the LeadSquared team.”

Arbaz

Installs: 100,000+

Get it on: Android | iOS

2. Zendesk Sell

Zendesk Sell is a popular CRM solution that comes with a mobile app with the same name. It has a nice user interface, geolocation-based features, including the ability to verify a sales visit. Furthermore, it also allows teams to automate repetitive tasks and proactively identify opportunities.

Zendesk Sell focuses mainly on analytics and relationship management. Through dashboards, it allows users to keep an eye on the current state of the business. With the app, users can track interactions, view stored documents, get geolocation and directions. It has an in-built dialer to reach out to contacts easily.

User review:

“so far, this seems to be the best CRM app with email tracking for mobile devices. The desktop interface is pretty good as well… the notifications lag by about half an hour it seems. You can see how many times your email has been viewed but you cannot see at what time or who viewed it if you send a mass email. other than a few little things, it is a very good app.”  

Alex

Installs: 100,000+

Get it on: Android | iOS

3. Leadfeeder

If you are looking for a simple solution for lead generation, then Leadfeeder is the way to go. What’s more enticing is that Leadfeeder’s free tier shows you potential customers from the last seven days.

For small businesses, Leadfeeder is an effective way to understand the prospects they need to focus on. Using the app, users can manage marketing campaigns, nurture leads, segment leads and get reports on their current marketing strategies. Leadfeeder is available as a web app and does not need to be installed on your device.

User review:

“It is amazing to see exactly which companies are viewing your business from all over the world and which pages are viewed the most. The insights enable a more focused approach to targeting strategies.”

Samantha

Get it on: Leadfeeder

4. Milkshake

Milkshake’s app is geared towards cold email outreach efforts and building websites. You can set up drip email campaigns, configure spam filters and use the lead catcher feature to track potential leads. It helps create mobile-optimized emails, A/B test campaigns, and more.

Milkshake comes with a bunch of nifty features that make it an effective sales app.

User review:

“Love! 💕 The Milkshake app and website make creating a beautifully designed and simple “link in bio” website to direct your visitors to your most important topics, links, etc. There are many customizable templates to choose from and a card feature that gives your website the ability to add a more personal touch by uniquely delivering multiple pages. Only 2.99 to remove their “ad” card. Would recommend it to users who have no coding knowledge, so easy!”

Nicole

Installs: 1,000,000+

Get it on: Android | iOS

5. Right Inbox

While Right Inbox is not a sales app, it can help you manage sales effectively if you are using a Gmail inbox as your business email. It enhances Gmail by adding email templates, email tracking, and more. It also has email monitoring solutions, archiving and retention solutions, signature management, queue management, and more from the app itself.

User review:

“Great extension, only negative is too many pop-ups (and a limit on how many free per month)”

Jenny

Installs: 12,298

Get it on: rightinbox.com or Chrome Web Store

6. Vidyard

Videos are a crucial element in today’s sales and marketing efforts. Video content can help with providing tutorials, and demos of the product and even helping customers if they are stuck.

Vidyard allows brands to share personalized videos and share visual marketing collaterals. The primary function of Vidyard is creating and managing media elements, but it also comes with additional features that help in sales. These include ROI tracking, analytics, multi-channel distribution, branding customization, and more.

User review:

“Solid. Easy access to my videos and can record new ones to send to work contacts. Excellent notifications on who’s viewed and when.”

Tarandeep

Installs: 10,000+

Get it on: Android | iOS

7. Vainu

Vainu is a web app to generate more B2B leads. It provides access to its database containing potential business leadss. Those looking for new contacts can look up the data in Vainu. It helps discover new contacts, helps manage contacts, capture leads, and exchange information with other services. As a sales app, it also comes with prospecting tools.

User review:

“It helps us to identify the buying window and the contacting angle. The signals give us up-to-date information about the changes of our prospects. Also, when finding new prospects, we can import all the relevant business information to our CRM. This decreases manual work.”

Ville T

Get it on: Vainu

8. Zoho

Zoho is a popular CRM solution that comes with a companion sales app. It allows you to work on your sales pipelines, manage campaigns, analyze, and track sales KPIs, get AI-assisted recommendations, and more. While you need to set up and implement Zoho from the browser, you can access all its features from the app.

User review:

“Absolutely great. The world of Zoho is fulfilling all wishes for any company’s software. And for a little price. Good to have a Zoho Partner when setting it up. We didn’t and it works too, but now we change many things. Could be easier when you take the time.”

Richard

Installs: 1,000,000+

Get it on: Android | iOS

9. Apptivo

Another feature-filled mobile CRM app is Apptivo. Apptivo integrates multiple services under a single umbrella. Like Zoho, you will need to set up Apptivo from a browser, particularly if it is for a large organization. However, the app allows you to work on every single module.

You get access to the entire CRM solution, project management features, e-signatures, and more. All these services are individually customizable. Moreover, depending on what you need, you can get just the modules you want.

User review:

“Great tool so far. Great customer service, and quick response by the internal support chat. Problems resolved at the same call. I am not a salesperson but can see the whole benefits of having many apps within the same tool. I use a lot of the work order tool, email, and more. The tool is very intuitive and extremely customizable with your preferences.”

Josue

Installs: 5,000+

Get it on: Android | iOS

10. NoCRM.io

According to the makers of noCRM.io, you do not need a CRM to run your business. noCRM.io touts itself as a lead management software that takes away the clutter and steep learning curve of CRMs.

It provides a simple app for action-based lead management that will help you convert more prospects into customers. noCRM.io has a highly customizable user interface. The app allows teams to get an overview of the pipeline, add the steps necessary to close the sale and see which prospects they need to focus on.

User review:

“Excellent Lead Management solution. Experienced increased sales productivity by focusing only on what matters while avoiding unnecessary input activity and noise. Easy navigation.”

Henry

Installs: 10,000+

Get it on: Android | iOS

11. Badger Maps

Badger Maps is the perfect solution for sales reps who work outdoors, going from point A to B for selling products. It uses the location information to optimize the workflow for outdoor sales reps.

Badger Maps integrates your work schedule with Google Maps. So, the next time you have a canceled meeting, you can head over to the nearest prospect. It provides route planning, check-ins, customer data visualization, follow-ups, and more. You can even search the map for nearby prospects.

User review:

“Been in sales for a few years now and I must say great app, definitely worth it. Actually, manages to save some time and money with the route optimization. What really sets it apart is the data integration though. Combining my calendar, sales reports, and client list while planning my route really helps.”

Jordan

Installs: 50,00+

Get it on: Android | iOS

12. Insightly

At its core, Insightly is a CRM tool that provides lead routing, email automation, marketing management, and more. However, the app also provides a bunch of clever features that make it a great sales app.

It comes with business card scanning, access task lists or follow-up tasks, records voice memos and receives push notifications based on user-defined triggers.

User review:

“Great CRM app. Affordable but robust for small to medium orgs and companies. Modern interface. Easy to learn.”

Tim

Installs: 100,000+

Get it on: Android | iOS

13. Demandforce

Demandforce simplifies sales by enabling effortless communications. It helps small businesses build a better relationship with clients through personalized messaging, automated communications, appointment schedular, and more.

Demandforce is essentially a reputation management service that helps brands engage with customers better.

User review:

“I own a small dermatologist practice where my staff and I have been using the Demandforce portal site and desktop application for day-to-day tasks. This app has been specifically helpful to me as a business owner. I appreciate being able to quickly access information, like new and upcoming appointments, and texts from patients while I’m on my way to the office and not close to a computer.”

Thomas

Installs: 500+

Get it on: Android | iOS

14. SalesRabbit

SalesRabbit is built for sales reps who go door-to-door looking for prospecting. Under the hood, SalesRabbit is a CRM solution that focuses on collaborative efforts. It helps manage sales teams and automate sales processes.

The service revolves around the sales app itself making it a mobile-first solution. You can get started from the app itself. Other CRM-related features include contact management, lead nurturing, customer segmentation, territory management, and more.

User review:

“I love the app because we can track all the stats for my team. The only gripe I have is that sometimes when you place a star and delete it, it does not delete from the leaderboard. Other than that, I am impressed with the technology and love how the IT team at my company can personalize the lead status buttons.”

Trevor

Installs: 50,000+

Get it on: Android | iOS

15. Asana

While Asana is not purely a sales app, teams can use it to sell more efficiently. At its core, Asana is a task management app that organizes daily tasks into a single platform. It also adds a collaborative element into the mix, enabling the more efficient organization of tasks across teams. This brings CRM-like functionality without all the frills of a full-fledged solution.

For small teams just getting started with their business, Asana can help organize meetings, plan campaigns, provide reporting and analytics, and automate business processes.

User review:

“Asana is great! I really have been enjoying it. It definitely is a what you put in is what you get out kind of tool. So that is something to realize. You won’t see the value unless you are actually using it every day or for big projects. I think the free version is awesome! The widget sometimes takes a while to update what is in my task list which is a bit of a bummer. All around though it is a pretty great tool!”

Sam

Installs: 1,000,000+

Get it on: Android | iOS

16. Profit Story

Your quotes don’t stay the same for every client. A lot of factors like profit margin and budget makes an impact on your quote.

Profit Story is a great tool to calculate your profit margins and a range of other profit-based metrics. You can calculate-

  • Profit margins
  • Markups
  • Recommended sell price
  • Recommended cost price
  • Break-even percentage
  • Volume lift

The app also adjusts other metrics automatically when any value changes. You can always know the impact of your quotes on business with Profit Story.

User review:

“Perfect for quickly calculating margins and break evens!”

Tensas Flash

Get it on: iOS

17. DocScan

DocScan helps you scan documents like a pro using your smartphone or tablet. The app is completely free and saves the scanned images as JPG or PDF formats. You can also add lines and annotations before saving the documents. The scans are in high resolution so that you can send them to clients and colleagues confidently.

User review:

“My boss recommended I download this scanner app because I tend to need to scan numerous documents outside of an office setting. In general, I find it easy to use & quite effective.”

Ann

Download DocScan: iOS

18. DropBox

Sending and receiving large files can be a hassle. You simply end up getting “this file is too large to send” message and wonder what to do next.

Dropbox can be a suitable way to send and store large files not supported by your device. The cloud-based app stores all your files and lets you collaborate with your team. The standard plan allows 3 users per account, and there is also an enterprise plan.

User review:

“Much better than Microsoft Cloud. Probably the only drawback is the nag trying to get you to upgrade if you don’t have a lot of items to backup or a lot of photos you probably won’t need the upgrade.”

Jim DeVore

Installs: 2,171,561

Download Dropbox: Android | iOS

19. Time Buddy

Time Buddy is the perfect app for traveling sales reps to conduct online meetings. You can schedule meetings in any time zone and have the time updated automatically for the participants. The app is also a handy world clock and time zone converter. You can also integrate the app with Google Calendar to help you sort and organize your meetings.

User review:

“Simply; a beautiful little App taking up hardly any storage volume. It is a must for those who need to know the time in different parts of the World.”

Nicolas Maione

Installs: 4,940+

Download Time Buddy: iOS | Android

20. Evernote

Salespeople often need to take down notes on the field. Maybe they need to jot down customer information, or details about some orders, or notes about a meeting.

Evernote is a handy app that lets you take notes, organize them, and share with your team. It’s a great app for collaboration and also allows you to edit documents, set reminders, and manage projects.

User review:

“Evernote is my main work planning apps. I can use it on several devices. It is easy to use and it has many templates to choose from.”

Jessie U.

Installs: 1,693,676+

Get it on: Android | iOS


Wrap Up

Salespeople can increase their productivity and save time using the apps we discussed. More apps are coming out each day, so keep yourself updated to take advantage of the latest apps.

What mobile sales app do you use for your business? And how did you come across it? Let us know!

You can also check out LeadSquared Mobile CRM. It’s a great sales app available on Android and iOS. Links below!

Get LeadSquared on Android | iOS

Travel agents don’t have it easy these days. They have to constantly compete with big players like Expedia, Tripadvisor, and others on a constant basis. More travelers are going online to book their vacations, landing travel agents in a soup.

Today, we will give you some helpful travel agent tips to increase sales and close more deals. Here’s what you need to do-

Sell More Than Vacation Packages

Most travel agents make the mistake of selling vacations as a product. Nothing could be more harmful to your sales!

You should aim to sell vacations as an experience- an experience that your clients want. So instead of pushing readymade packages, find out on what your clients are ready to spend their hard-earned money.

People want to escape their daily routines when they travel. You have to align your products according to their desires. Tell them what a destination offers, the activities he can do, and how the vacation can help him take a break.

Use your imagination and paint vivid pictures of the vacation for your clients. They have to know why the vacation makes sense for them.

Ask Open-Ended Questions

When coming up with itineraries, focus on what the client wants. This is one of the most valuable travel agent tips for success. Asking open-ended questions can help you make out client needs and preferences effectively. You can ask questions like-

  • What is your idea of a great vacation?
  • What is the most memorable part of your last trip?
  • What are you looking forward to on this trip?

The questions will enable you to discover what your clients really want. Then you can make changes to your package, making sure it meets client preferences.

Upsell Like a Pro

Another vital travel agent tips are Upselling or Cross-selling, which is a common way to increase your revenues. But just asking your clients, “do you want an upgrade” doesn’t cut the ice anymore. You have to make it clear what the upgrade comes with.

For instance, if someone has opted for a standard room, ask them, would they like a room with the sunset view? (instead of asking to upgrade to a deluxe room)

 If someone has chosen only lodging, ask them would they like to include lunch and dinner featuring local cuisines?

People mostly reject upgrades as they only think about the cost. But if you can clearly show how the upsell/upgrade benefits the client, he might just be ready for it.

Be Passionate

People are excited about traveling. The excitement shows when they are researching destinations, reserving hotels, or just checking out prices. You have to have the same level of passion when you deal with your clients.

Don’t hold your enthusiasm back, and always put on a smile. Make it obvious that you, too, love traveling and really want your clients to have the best time of their lives.

Your enthusiasm will surely translate into more bookings and closed deals.

Sales hacks and tips

Join Travel Groups

This technique works for all industries. You join groups on social media on your niche and try to establish yourself as an expert on the subject. That way, people are ready to trust you and even consider your product or services.

You will find ample of travel groups on Facebook and other social media platforms. You can also create accounts on sites like Tripadvisor. Then you should answer questions left by others, provide your honest opinions, and help the group members as much as you can.

Over time, people will directly approach you with queries, which opens up a great opportunity to promote your services. You will also get more business once people recognize you as a thought leader and travel expert.

Don’t Try to Match Prices

Clients sometimes ask if you can match the price on popular booking sites. You may agree and say yes in fear of losing the business, as most of us do.

But the truth is, you don’t have to match prices for every client.

If someone asks for a price match, ask them why they chose the hotel or cruise. If they say it was the cheapest, it’s better to let go of the client. He might not have the right budget or be the right match for your product.

Now, if the client gives specific reasons, note them down! This gives you the perfect opportunity to suggest things your clients consider, even at a higher price!

Go for Niche Markets

You can pick up certain trends in the travel market and go for specific niches. You certainly can’t offer everything and should stick to things you know.

Choosing a niche is not difficult. You just have to aim for something unique. The more unique is your niche, the more business will be headed your way.

You can, for example, focus on organizing trips for older British couples. Or, you may offer hiking in offbeat locations that no one else does. You can also cash in on growing trends like biking trips, destination weddings, or corporate travel- whatever fits your bill!

Spend in Online Advertising

The global online travel market will reach $1,091 billion by 2022, growing at a CAGR of 11.1%.

(Source: https://www.marketwatch.com/press-release/global-online-travel-market-will-reach-1091-billion-by-2022-at-a-cagr-of-111-2019-07-22)

Unless you target the online audience, your business will not increase.

Consider spending some money on various forms of online advertisements like pay-per-click to attract new customers. You can also invest in social media advertising to build a customer base.

Online advertising can have results beyond expectations. Luxx Vacations spent $1,200 on Facebook ads that brought them 800 customers and $1 million in sales. You can also expect similar results by going online and advertising your business and packages. You will require a sales execution platform and marketing automation to achieve similar results.

Wrapping Up

Travel agents need to align themselves with the evolving travel market to meet customer needs. You can increase your sales and close more business after that following the tips we discussed. Also, consider investing in a reliable travel CRM like LeadSquared (15-day free trial) to optimize your sales process and close more deals.

To make a sale, you have to convince a customer.

To convince a customer, you need to know how you can solve their problems.

But how can you discover that?

Simple.

By asking open-ended questions!

Today, we will explore how open-ended questions can help you close more sales.

We will also give examples of open-ended questions for various industries to help you prepare your script.

What are open-ended questions?
Best open-ended sales questions examples
» Rapport building questions
» Qualifying questions
» Probing requirements
» Questions to uncover pain points
» Goal-based questions
» Benefit-driven questions
» New future questions

• Examples of open-ended questions for specific industries
» Retail
» Banking
» Insurance
» Automotive
» Lending
» Real Estate
» Healthcare

5 Tips for effectively asking open-ended sales questions

What are open-ended questions?

Open-ended questions are those that do not have a straightforward ‘yes’ or ‘no’ answer. Instead, they ask the respondent to expand on their views. They allow you to see things from the customer’s point of view. Since you get answers on their terms, you can find out their candid thoughts.

For example, experts advise healthcare providers to elicit patients’ concerns by using open-ended questions. For instance, they recommend the phrase “What questions do you have?” in contrast to a closed-ended sentence such as “Do you have any questions?” 

The phrase “What questions do you have?” encourages the listener to think of any concerns they might have. In comparison, “Do you have any questions?” prompts a yes or no answer. 

An excellent open-ended question can ensure that your client responds with several details. These details may help you construct a follow-up that will allow you to learn more about your client’s needs.

Best open-ended sales questions examples

Open-ended questions are critical to excellence in sales.

Why?

Because open-ended sales questions help you with the following:

  1. It sets you on the route to establishing rapport,
  2. Negotiate customer wants, goals, and preferences,
  3. And finally, it brings you closer to the sale.

However, the key is to ask the right set of questions basis your lead’s stage in the sales funnel. Let’s look at the examples of open-ended sales questions you should ask at different stages of the buyer’s journey.

Open-ended rapport-building questions

Before anything else, you have to build a rapport with your prospect. The aim of these questions is to open up your prospect and get them talking. Rapport-building questions set the stage for the rest of the conversation.

Open-ended sales questions example to build rapport:

  • How is your business going?
  • What are your plans for the coming year?
  • Can you tell me more about your background or career?
  • Would you tell me something special about your company?

Open-ended qualifying questions

All leads are not equal. You need to qualify leads to determine whether they’ll buy your product/service or not. Qualifying questions help you gauge the potential of your leads, and where they are in the buying process.

Examples of open-ended qualifying questions:

  • Do you have a budget in mind?
  • When do you want your problem to be resolved?
  • How are you dealing with this issue now?
  • How do you make a purchase decision?

Open-ended probing questions

44% of buyers say that they would not want to proceed if the sales reps don’t understand their requirements.

Statistics - deal killers in sales

Ironically, how would anyone know that?

That’s why probing questions are important.

Open-ended questions examples to probe client’s requirements:

  • What do you believe is the source of the problem?
  • What are your goals and intentions for the future?
  • Could you provide an example?
  • Do you have a specific budget in mind?
  • Do you use any other product that is similar to ours?
  • If it isn’t working for you, can you give me a reason as to why?
  • Please can you elaborate?
  • How has this issue affected you?
  • Do you have any features you would not like in your product?
  • By when would you like for us to deploy our product? Do you have any specific time frame in mind?
  • Are you facing any other challenges you haven’t spoken of so far?

Open-ended questions to uncover the client’s pain points

You can ask need-based or pain-based questions to discover the needs and pain points of your prospects. Prepare these questions carefully, so they don’t go into areas your product doesn’t address.

Examples of open-ended questions to discover pain points:

  • How is the issue affecting your operations?
  • Does it have any financial impact?
  • When did you start having these problems?
  • Do you want to change anything about your existing solution?

Open-ended goal-based questions

Don’t stop with just discovering your prospect’s pain points—find out what they want to achieve!

You can ask the following questions to determine both the buyer’s goals and needs. You can successfully make a sale only when you know what’s holding your customers back.

Examples:

  • Do you know why your solution isn’t working?
  • What objectives do you want to meet using our solution?
  • How are the issues affecting your revenue?
  • How can I make this meeting more successful for you?

Benefit-driven questions

You can find out what’s important to your prospect by asking benefit-driven questions.

Then you can guide your prospect to show how those features can help them. These questions are ideal when you’re exploring how to close a deal.

Examples of open-ended benefit-driven questions:

  • How significant is solving this issue to you?
  • What will happen if the problem isn’t addressed?
  • How would incorporating the changes affect your revenue?
  • How would the top brass assess the success of this solution?

New future questions

Ask these questions to show working with you will help the customer address his issues. These questions can be the final stage of convincing before closing a sale.

Examples of new future questions:

  • Would you want any changes before we move forward with the deal?
  • If you work with us, what differences do you expect to experience?
  • How do you define success for this project?
  • If you could do whatever you want, would you change anything about your existing system?

So, these are the industry-agnostic questions you can ask your customers. Let’s move on to the vertical-specific open-ended questions.

Open-ended questions for retail sales

If you’re in a retail business, the following open-ended questions can help you.

  • What are some characteristics or features you’re looking for in a product/service?
  • Who are you shopping for today?

You can also follow up on the previous question. When you see someone looking out of their element or confused, they are likely to be buying for someone else. This is a great opportunity to use the consensus technique

When making a buying decision, people frequently look to their peers. The herd mentality is a tremendous influence across humanity. If “everyone else” thinks this product is fantastic, it must be great.

Examples of open-ended questions for retail sales:

  • What features of your current product do you enjoy the most?
  • What is your primary focus when using this product?
  • By when will you need this item?
  • What would be the best solution to this situation for you?
  • How would you describe your experience with this product?
  • How did you become aware of the product/store?
  • What is your preferred payment method?

Open-ended questions for banking customers

One of the most critical areas where banks and FIs fail is new account onboarding. According to a study, in 2020, 63% of customers will have forsaken digital bank apps. This is an increase over the previous year’s figure of 38% of consumers. 

The way we conduct our finances has changed for good. The onset of the Covid-19 pandemic drove digitization massively. This also means the preferred channels for banking have changed for some customers. 

Some may lean towards a digitized solution. Whereas others may want face-to-face interaction and to be present at your bank. Do not implement a single channel across your entire customer base. Instead, find out what your customers want and try to meet their needs if possible. 

Open-ended questions while onboarding new customers:

  • What channels do you prefer (digital/physical) for financial transactions?
  • What criteria are most important to you when selecting a bank/financial institution?
  • How did you find out about us?
  • What financial changes do you anticipate in the future and want to plan for?
  • Do you have a partnership with an accountant, a solicitor, an insurer, or anyone else?
  • What is the most crucial goal we must achieve?
  • Do you believe you’re on track to reach your financial objectives?
  • What is most important to you when it comes to money?
  • Are you a business owner or are you planning on building your business?
  • How likely are you to refer our bank to a relative or co-worker?

The final question is one we should ask across industries. But it is especially relevant to sales reps within financial institutions. You may wonder why and it’s because many customers choose banks through recommendations. 

Open-ended questions for insurance customers

Insurance requires the ability to communicate effectively more than anything else. You need to know interactive questions that elicit facts and emotions. Some of the top insurance open-ended questions are:

  • What do you want to accomplish when you purchase a life insurance policy?
  • How long can your family sustain their lifestyle if you get injured or are unable to work?
  • What efforts have you undertaken to put a retirement plan in place?
  • Do you have any additional life insurance policies in place to cover X?
  • What funds do you have in order to cover the cost of your X?
  • What are your thoughts on life insurance for your spouse or children?
  • Have you had any life insurance?
  • Is your vehicle covered by car insurance?
  • What plans do you have for when your insurance expires?
  • What happens to your company if a key employee has an injury or a disability later in life?

These are excellent questions since it allows your customer to define what they truly desire. When you have those answers, you will be able to construct a customized insurance policy. According to research, 48% of customers value the ease of personalization. 

Whatever their response is to this question, it’s the ammunition you’ll need to sell them a policy. Allow your customer to respond uninterrupted and completely.

Open-ended questions for automotive sales

When your prospect tells you, they’re looking to buy a new car or vehicle, your first question should be “Why“. People buy cars, bikes, or bicycles for a variety of reasons. For example, your prospect might need a car for their daily drives to and from work. 

Conversely, some prospects may need the car for trips and long drives to a destination. Only when you understand the nature of their purchase can you sell successfully. Otherwise, you might end up showing options they have little to no interest. So, some examples of open-ended questions you can ask vehicle buyers are:

  • May I ask as to why you are contemplating purchasing a new vehicle?
  • Who all would be driving in this vehicle?
  • What would you like to look at in used cars?
  • What aspects of your test drive did you appreciate the most?
  • Why do you want to trade in your present vehicle?
  • What modifications would you make to this vehicle?
  • What are the specific brands or models you have in mind?

The final question is a crucial question to ask all your prospects. Some prospects may look for specific brands and designs that they like. Whereas others might opt for an environmentally friendly option. In 2020, global fuel emissions lowered by 7% because of the pandemic. 

However, SUV emissions have climbed by 0.5 percent. In fact, SUV oil consumption has risen to 5.5 million barrels each day. This might have environmentally-conscious prospects staying away from buying SUVs. So, remember to ask about their preferences before you pitch

Another point to note is security mechanisms for drivers with children. Buyers with young children are generally worried about their child’s safety while driving. So, if you can find options that can quell these fears, you’re sure to make a sale. 

Open-ended questions for lenders

  • Please can you tell me about your credit history in depth?

This is the ideal introductory question. All your clients need to answer this question as proof of their ability to pay the loan. The best part about this question is that it helps you get your foot in the door to ask more questions. So, once you’ve asked this question, you can follow up for specifics. Some great open-ended follow-up questions for lenders are:

  • Have you ever co-signed a loan?
  • Have you ever fallen behind on your payments?
  • How do you pay your credit?
  • Do you prefer to pay the minimum payment or the entire balance?
  • Could you tell me a little about your income?
  • Can you list out all your sources of income?
  • If you own a business, how is your business structured? 
  • How long have you been in your present and past positions?
  • How steady and reliable is your income?

Your client should ideally fill out a form answering these details in depth. But it’s also critical for them to offer answers to these questions on the spot. These questions are a great help when it comes to finding creditworthy borrowers. But once you do find your ideal borrower, this is the perfect question to ask.

Open-ended questions for realtors

I’ll divide this into two sections. The first is for real estate agents to ask interested home buyers. The second section will delve into those who show interest in selling. 

A great question to ask home buyers who are familiar with the region is about the neighborhood they want. They most likely have some areas in mind that are close by to their workplace or children’s schools. 

It is also an excellent chance to make use of social proof. Most buyers want to live in an area with neighbors of equal or higher social standing. You can recommend areas that are popular according to the homeowner type. 

For example, imagine they are a family of four with a pet dog. You can then recommend neighborhoods that are kid and pet friendly. That way they can feel safe and accepted easily. So, the open-ended questions you should ask are: 

  • What are your favorite neighborhoods?
  • What are some amenities you need close to your home?
  • If you had an example of the ideal home, what would it be?
  • What is the deal breaker for you?
  • What is your favorite room in a home?

The questions change completely when you’re trying to help a homeowner to sell their property. You need to be a bit more sensitive when dealing with clients who are part of this category. They may be experiencing a rough patch or need to sell quickly. Try to keep their needs at the highest priority and ask these questions to help them make their sale. 

  • If your home is currently on the market, how long has it been on the market? Why don’t you think it’s sold?
  • What are your expectations for the price of the property?
  • What do you believe your customer will appreciate the most about your residence?
  • Who else will be assisting you in making your decision?
  • What do you want to accomplish until you can be 100 percent dedicated to the sale if you aren’t already?

Open-ended questions for health care professionals

A strong bond between patients and providers may result in healthier interactions. A comprehensive relationship-centered inquiry is one aspect of establishing and sustaining a genuine bond. Meaningful questions laced with inquiry and compassion are a good place to begin. Here are the open-ended questions that may help to deepen communication with patients:

  • How are you doing today?
  • Have you been facing any issues with your X health concern?
  • Have your muscles or joints been aching off late?
  • What medication has worked out for you in the past?
  • Does your family have any ailments that are genetic?
  • How has your health been in the past?
  • What effect has the pandemic had on your health?
  • How can I be of help?
  • Please can you elaborate or give a specific description of how you feel?

Empathy is essential in this sector, and healthcare providers must build meaningful relationships with their patients.

With this, we come to the end of the article.

I hope you found these open-ended questions examples helpful.

Before we wrap up, here are some tips to effectively communicate with your clients.

5 Tips for effectively asking open-ended sales questions

  • Start slow.
    Don’t rush in with your questions right after you open the dialogue. Ask broad, non-threatening questions at first. Example: Can you tell me more about your business? Then try to find the areas you need to explore in detail.
  • Show curiosity.
    Always maintain a sense of curiosity while asking open-ended questions. You shouldn’t sound like you are just reading from a script. Being a good listener is also important and helps you discover more about your prospects.
  • Make it personal.
    By saying make it personal, I don’t mean you should probe about your prospect’s personal lives! But you can ask about their career or business, things that are important to them.
  • Don’t provide suggestions.
    Don’t provide hints or suggest something after asking a question. This will change how the client thinks and can stop them from sharing what they are meant to.
  • Be conversational.
    Don’t go into rapid-fire or start interrogating clients. It should always be conversational.

One last piece of a friendly advice since you’re most probably from a sales domain. It’s about LeadSquared Sales CRM.

If you’re facing challenges in keeping track of the leads, where they’re in the sales funnel, whom to contact first, when to follow-up, etc., LeadSquared can be a great solution.

Its SmartViews feature is built for sales reps to help them visualize the pipeline and track their tasks and activities.

Smart Views - how sales reps can see only the leads assigned to them

In the words of one of our sales users:

“LeadSquared is much simpler to use than Salesforce. People join sales from different educational backgrounds and may not know computational logics like ‘if-else’. With LeadSquared, we can easily filter data—without any code. SmartViews is all we need.”

Do you want to see how it works?

How do patients find you?

In most cases, it’s through online channels, right?

Last month, we asked 45 healthcare professionals from mental health, dental, eldercare, nursing and residential home care, laboratory and diagnostic care, preventative care, and physical and occupational therapy sectors about their patient acquisition channels.

Here’s what we found:

healthcare statistics - most popular marketing channels

It’s great to see that healthcare organizations are digitally active and patients are able to find them online. Their marketing activities are really paying off!

Although there are several marketing activities possible, we discovered that healthcare firms mainly focus on:

Also, the healthcare marketing teams we surveyed had an average team size of 2-5 members. While the team size may not be a measure of the success of your marketing campaigns, it points to the time and effort your team puts in to bring those patients in.

Fortunately, you can help them achieve better results.

How?

Well, through healthcare CRM.

Let’s check it out.

In this article:

>> What is healthcare CRM?
>> The prerequisite: HIPAA compliance
>> Healthcare CRM vs. EHR systems
>> 10 Pressing patient acquisition and management challenges
>> How does HIPAA complaint healthcare CRM help? [Key features and benefits]
>> The best HIPAA compliant Healthcare CRM for your organization

What is healthcare CRM?

Healthcare CRM is a customer relationship management software specifically designed for the healthcare industry. Any medical institution such as a hospital, laboratory, medical center, a public or private clinic can use healthcare CRM for patient acquisition, management, and retention.

Just like traditional CRM, healthcare providers must keep their patients’ data private.

The difference between a traditional business and healthcare business though is this:

Healthcare providers must be HIPAA compliant.

The prerequisite: HIPAA compliance

The Health Insurance Portability and Accountability Act (HIPAA) sets the standard for patient data protection, which every healthcare institution must follow. Even if it involves using software tools.

For instance, in 2021, there were over 600 reported data breaches, compromising millions of healthcare records. 

healthcare statistics - data breaches in US
healthcare statistics - records compromised US

Such instances break the patient’s trust in the care provider.

That’s why you must take complete responsibility for the patient’s personal information and take every measure to protect it.

An organization can only become HIPAA compliant if the internal systems and third-party tools they use are also HIPAA compliant.

If the provider you choose is HIPAA compliant, be assured, your patient data is safe.

For instance, a HIPAA compliant healthcare CRM adheres to the guidelines provided by HIPAA and ensures privacy and data security of the patient data.

Now, you may be already using an EMR or EHR system for your practice. 

But know that it’s not a substitute for a Healthcare CRM.

Here’s the difference between healthcare CRM and EHR systems.

Healthcare CRM vs. EHR

Healthcare CRMEHR
Stands forCustomer (Patient) Relationship ManagementElectronic Health Record
HIPAA complianceRequired.Software like LeadSquared Healthcare CRM are HIPAA compliant.It is needed. But unfortunately, not all software is HIPAA compliant. Many professionals had to pay fines for HIPAA breaches and violations.
PurposePatient relationship management, appointment scheduling, hospital workflow automation.To store a patient’s medical history digitally.It is maintained by the healthcare provider over time and can be shared with authorized providers and staff from more than one organization.
Benefits for Hospitals/ClinicsAutomated inquiry capture, distribution, personalized communication with patients, appointment scheduling, 360-degree view of patients and easily accessible information.Faster access to a patient’s medical history and shareability.
Benefits for PatientsConsistent and personalized communication from hospitals and clinics.Patients need not carry their health records when they’re referred to a specialist or they switch provider.
Top software solutionsLeadSquared HIPAA compliant healthcare CRMEpic, EClinicalWorks, DrChrono, NextGen, WebPT

So, these are the key differences between healthcare CRM and EHR systems.

Note that both software systems serve a specific purpose. For instance, an EHR system can help you improve the quality of care and patient outcomes by enabling access and sharing of medical records across organizations.

On the other hand, a healthcare CRM can help you capture inquiries, engage with patients, and reduce attrition. 

However, many healthcare institutions are skeptical about using software tools because:

  1. The tools they’re aware of are not HIPAA compliant, and 
  2. They haven’t found software that can help with most of their activities. 

Let’s take a closer look at the healthcare challenges.

10 Pressing patient acquisition and management challenges

We interviewed several healthcare professionals to understand their day-to-day activities. 

Surprisingly, all of them face a similar set of challenges. 

Here are the 10 most pressing challenges healthcare professionals face.

  1. Difficulty in managing inquiries they get from multiple platforms.
  2. A manual patient intake process.
  3. Departments working in silos – creating an information gap and communication overhead.
  4. Manual data entry – creating time and resource overheads.
  5. The manual process to fetch data for marketing communications.
  6. No way to track the patient journey across different services being used.
  7. The manual reporting process for the appointment scheduled. Inability to check whether inquiries move forward in the funnel.
  8. Integration with payments, EMR, EHR systems
  9. Non-availability of HIPAA compliant tools
  10. Inefficient communication and follow-ups – leading to missed appointments and no-shows.

These challenges are obstructing providers from delivering the best patient experiences.

According to a survey conducted by Avtex, 71% of patients want their healthcare services to be as convenient as online shopping.

healthcare statistics - patient expectations

Clearly, there’s a disconnect.

So, how do you deliver a great patient experience while overcoming the above challenges?

Easy. With a healthcare CRM.

Let’s look at its specs in detail.

How does healthcare CRM help? [Key features and benefits]

Picture this: A patient has inquired about dental treatment. 

Typically, you would schedule an appointment.

Now let’s say you diagnose that the patient needs a root canal treatment. So, you’ll share a follow-up schedule with them.

Now, you can write this down on a post-it note or ask them to make a note.

But either way, both you and the patient have to remember the appointment schedules. 

Failing to do so may lead to missed appointments or no-shows.

And no-shows can be costly.

Each no-show increases the chances of patient attrition by almost 70%.

So, “remembering an appointment” is hardly an efficient process is it?

It’s not foolproof, either.

Now, let’s see how the entire appointment management process can be simplified with a healthcare CRM.

Healthcare sales funnel - follow-up reminders and automation

You can send appointment reminder communication, record each interaction and treatment, and ask for feedback – everything from the same platform.

Plus, when you have the patient record with you in your system, you can send them emails and text for routine checkups.

So, this is just a glimpse of Healthcare CRM in action.

Let’s look at some more features of Healthcare CRM that can help you in your day-to-day operations. 

  • Lead Capture

Automatically capture inquiries from all sources – website, Facebook, Google, lead providers, referrals – onto one platform.

  • Lead Management

Easily track and distribute leads between your teams based on patient requirements and other dynamic criteria.

  • Patient Portal

To provide faster access to information, self-serve inquiries and appointments.

  • Marketing Automation

Patients have different communication preferences.

healthcare statistics - communication preferences

With marketing automation, you can set omnichannel communication to nudge new leads to conversions (SMS, WhatsApp, Email, Phone calls, and more). Run marketing campaigns to strengthen relationships with existing patients.

  • Built-in Dialer

Call your patients from the healthcare CRM portal. Track and record conversations your team has with patients to ensure high compliance and productivity.

  • Appointment Scheduling

Map patient’s requirements and the doctor’s availability. Book appointments automatically. Send appointment notifications and reminders to both patients and doctors. 

  • Core Systems Integration

Easily integrate with the EHR systems of your choice for bi-directional information exchange.

  • Analytics and Reporting

Automated reports for healthcare sales funnel, coordinator performance, revenue prediction, and more.

So, these are some of the core features of healthcare CRM software.

But remember, the software you choose must be HIPAA compliant. The law applies to all patient data that healthcare providers interact with.

If you’re looking for one such software, here’s our recommendation.

The best HIPAA compliant Healthcare CRM for your organization

LeadSquared healthcare CRM is fully HIPAA-compliant and ensures your practice maintains PHI security. Also, it has been rated the best HIPAA-compliant patient management software by CRM.org.

It helps you:

  • Capture patient inquiries from your website, ads, social media, chats, and referral sites.
  • Enable omnichannel communication. That is, you can send appointment reminders and other crucial information through email, SMS, WhatsApp, and phone call.
  • Automate wait listing and rescheduling and provide links to book self-schedule appointments.
  • Build, customize, and integrate a patient portal into your practice. 
  • Seamlessly integrate with EMR/EHR system and other tools you rely on to deliver a singular patient view. 
  • Send requests for reviews via text or email to each patient after their appointment. You can also set it up to push the reviews to popular healthcare review sites, including Google, Yelp, and Healthgrades.
Healthcare marketing automation + Healthcare CRM - patient satisfaction reports

Healthcare professionals agree.

As Siddhartha Nihalani, the VP of Product, Practo, says:

“Implementing LeadSquared has been the best decision we have made. All the automations running within LeadSquared ensure that all our lead management activities, from lead allocation to lead prioritization are handled easily. It’s amazing what we can do now, thanks to LeadSquared. We have already saved 6-8 months’ worth of development cost and effort. Our daily call center efficiency per agent has increased by 60%. The automation has helped us declutter our sales process as well. We are also able to measure everything, much better.”

LeadSquared is one of the best HIPAA-compliant healthcare CRMs trusted by fast-growing and progressive healthcare providers like Form Health, Pulse & Remedy, Klarity, Two Chairs, Advanced Recovery Concepts, Nova Vital Recovery, and more.

Do you want to see how LeadSquared can help you build a more effective and efficient patient relationship?


FAQs

What should I consider before implementing a healthcare CRM?

The first and foremost consideration should be – is the CRM HIPAA compliant?
Then look out for its capabilities to integrate with the EMR systems you use – is it seamless, or does it need a lot of coding and technical bandwidth? You can also check if the vendor supports you in the implementation.
Now, you’ll find a lot of similar features in most healthcare CRMs. Check if they fulfill your use cases. For example, LeadSquared healthcare CRM is fully HIPAA-compliant and serves practical use cases.

What is the role of CRM in the hospital industry?

Healthcare CRM software helps manage patient profiles and data efficiently. For example, medical records, appointment history, treatment history, financial transactions, etc. CRMs also help with workflow automation like appointment reminders, routine check-up reminders, and more.

Is an EMR a CRM?

No, both are different software. EMR stands for Electronic Medical Records. It is a digital record of a patient’s health information, which is sharable across the healthcare ecosystem. In contrast, a CRM is a patient relationship management software that streamlines communication for patient acquisition, management, and retention.