Sep 11, 2016 2 min read

What's an Acupuncture CRM?

You might be asking yourself, what’s a CRM?

CRM is short for Customer Relationship Management. A CRM helps you and your business manage your relationships with your current and potential customers.

Before, computers, businesses used a rolodex and address book to keep track of their customers. And, they sent letters, phone calls and face to face meetings to nurture and grow those relationships. Businesses relied mostly on memory and written notes to keep track of those interactions.

When computers first came along, we moved to electronic address books and emails. Still, no organization of customer interactions and relationships.

Then, came CRM!

Why do you need a CRM for your practice?

Your practice and business starts with great customer relationships. As your practice grows, these business connections increase in number and complexity, making managing those relationships more difficult. This is why a CRM is important.

As marketer Jennifer Burnham says on the Salesforce Blog,

“While a CRM system may not elicit as much enthusiasm these days as social networking platforms like Facebook or Twitter, any CRM system is similarly built around people and relationships. And that’s exactly why it can be so valuable for a fast-growing business.”

It is important to keep in mind that a CRM is all about relationships.

Common CRM Concepts

Contact

At the heart of your business and CRM are the Contacts. Contacts, just as in your address book, are the records for the people important to your business. They contain the names and personal info of your patients and clients.

Lead

A lead is someone who has shown interest in your business and services and is a potential customer.

Campaign

Campaigns refers to marketing campaigns. They help you keep track of the different marketing efforts for your business.

Activity

Activities capture all the interactions with a particular contact. Remembering all the interactions with your contacts for future reference.

How Jasmine helps?

Since, Jasmine is built on top of Salesforce, at the heart of Jasmine is the Salesforce CRM.

From day one, with Jasmine, you are managing your practice and business with the industry leading CRM. A solid CRM foundation is going to help your business grow!

Jasmine adds on top of this with a Patient Relationship Management (PRM). As a CRM helps you manage your contact information, a PRM helps you manage your patients health information, treatment notes, intake forms, billing, and activities.

Questions? Let me know in the comments below. I’d love to hear from you.

Minto Tsai

Founder

P.S. If this helped you, please Like, Share, email… all the social network love you can give!