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A dental CRM (customer relationship management) system is a powerful solution that has been designed with dental practice teams in mind. It can help dental practices streamline their operations, improving patient acquisition, engagement and retention. However, with so many options on the market, it can be challenging to choose the right one for your practice.
In this article, we will discuss some key factors to consider when selecting a dental CRM system.
One of the most important factors to consider when choosing a dental CRM is how it complements your business needs. You need a system that can grow with your practice. Does it have all the treatments your business offers? Can you add multiple users with varying degrees of permission and access? Does it have marketing automation to ensure prospective patients are readily acknowledged and kept informed. Look for a CRM that solves business challenges and saves time for your team through task automation so that a greater proportion of potential revenue becomes confirmed revenue. Consider whether the solution can scale with your growing business, if you have more than one practice, can you reassign enquiries from one to another?
Ease of use
Another important factor to consider is ease of use. A good dental CRM should be user-friendly and easy to navigate. Is it a solution that your team can readily get to grips with and enjoy using as part of their day to day? Look for a system that is intuitive and that can be easily integrated into your practice’s existing workflow.
Reporting and Analytics
Reporting and analytics are key features of any good dental CRM. The system should be able to provide detailed reporting on
- where all your enquiries are coming from so you can optimise your marketing spend
- a clear view of your sales pipeline by treatment type, volume and value
- an understanding of how well your team is handling enquiries, e.g. responsiveness
This will help you gain a better understanding of key metrics as well as identifying where to make changes and improve business outcome
Integration with other systems
A dental CRM should be able to integrate with complimentary and critical systems, such as your practice management software. This type of integration enables automatic two-way syncing of patient and appointment data across the 2 systems. Meaning no more data entry duplication for your team and less chance for human error, it ultimately means a more effective and efficient team that has more time for valuable activities.
It’s also critical to consider the level of customer service and support that a CRM provider actually delivers. You want to know if a helping hand is there if you or your team need it. Look for a solution provider that offers training, help articles and videos, on-going support via live chat, email and phone. This will help ensure that your CRM system is running smoothly and that you have access to the latest features and functionality. Also look for evidence that the solution is constantly being invested in and improved, find out if the team provides regular product updates for example.
In summary, choosing the right dental CRM system does require careful thought and consideration; however the benefits you and your business will reap more than make up for that. By considering the factors discussed above, you will be better placed to select a system that will help your practice grow and thrive.