Horizon CRM for Health & Wellness Industry

Service Details

Ideal for any Healthcare / Hospitals/ Doctors 1.       Create database of all various products / services / procedures you are offering your customer / patients with the price.2.       Create database of all customer / Patients / Referring Doctors with their name, address, phone, mobile, email, industry segment and category / specialization.3.       Prepare regular communication emails or reminder emails – likea.       Company Profileb.      Various product / service profilec.       Regular News Lettersd.      Invitation lettere.      Reminder for medicine purchasef.        Thank you letter for sparing time for your sales person to doctors 4.       Update enquiries received from customer / patients / doctors with product / services / procedures looking for, sales person and sales coordinator, expected, closing date and amount with enquiry type and probability.5.       Allocate leads to desired sales staff (tele-marketing)6.       Above information is used to generate sales-forecasting report.7.       You can find our customer buying pattern i.e. in advance system generate report that tell you of your expected repeated order.8.       Auto Generation of quote based on selection of product with product grade, concentration. Option to print covering letter.9.       Email and SMS marketing10.   Auto reminders for follow-up for every leads. Auto escalation of follow-up in case of non-follow-up for 3 times11.   Business analyst tool to generate reports on multiple criteria.12.   Create area-wise visit plan for sales representative.13.   Create daily visit report with order received.14.   Prepare proforma invoice from OA15.   Sales person will update Invoice No, amount, customer name and due date for payment. For the follow-up.