If you work in healthcare, you may have heard of "HIPAA compliance". You may be wondering what it is and whether you need it. You may also be wondering how to find a customer relationship management (CRM) software that's HIPAA compliant.
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Streamlining the Healthcare Intake Process with CRM
In today’s healthcare industry, having an efficient patient intake process is essential for providing quality care and running operations smoothly.
Sales Ethics & Transparency: Enhancing Trust with CRM
In an era where consumer expectations are high, the role of ethics and transparency in sales cannot be overstated. Ethical sales practices are essential not just for compliance, but as
10 Fail-Proof Methods to create a Sense of Urgency
Creating a sense of urgency is a powerful tool to drive potential customers to take action. The psychology behind urgency taps into the fear of missing out (FOMO) and compels
Prospecting and closing deals in an oversaturated market
Prospecting has become complex. With so many marketing channels, it’s hard for businesses to stand out, prospects become apathetic and outreach efforts become ineffective. Moreover, advertising without a solid brand
How to Become a Successful (Small) Business Owner
A business owner is someone who founded and runs a business. They oversee its operations and make key decisions. The duties of a business owner can vary depending on the
Sales Promotion: Definition and most used Types
Are you looking for ways to close more sales? Offering your customers a sales promotion can be a great way to increase your conversion rate. Promotions can take many forms,
How to write a Marketing Plan: Step-by-step guide
A marketing plan helps you understand your market and target audience. It sets achievable goals and strategies to reach those goals. To launch products, enter new markets, or improve your
Sales Presentation: Tips for boosting engagement
It’s not about having a great product; it’s about how you present it. These tips will keep your prospect hooked, just like a captivating storyline. We’ll equip you with the
Memorable Christmas Emails: Ideas and Tips to stand out
During the holiday season, you can connect with your customers by sending personalized Christmas emails. Many emails are sent and it’s easy to be ignored.
What is Customer Churn?
Customer churn stands out as a critical metric for a business to assess. Customer retention may not make you happy, but it provides honest insights about your company.
What is BANT and why it is important in CRM & Sales
BANT is a framework used for lead qualification. Businesses and sales teams use it to assess if a lead or prospect is ready to buy. Sales teams can focus on
Quick Guide to Online Marketing for Small Business
Whether you’re a small store or a big company, online marketing is crucial for success. If you own a small business and want to go online, this guide will help