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Why a Plastic Surgery Practice Should Use a CRM

Greetings! My name is Ryan Wright. As an account executive at ClearPivot, I have managed plastic surgery and medspa clients for the past few years. In that time, I have uncovered a huge need for plastic surgery practices to use a customer relationship management (CRM) platform on top of their patient management software. I promise this article will save you time, and help you grow lead generation (and ultimately sales) at your practice. I also promise to provide you helpful tips about how to get the most out of a CRM. A CRM is a software tool that gives you visibility on your leads (potential net new patients), visibility on your follow-up activities with those leads, and visibility on the recorded information of those leads.

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Topics: CRM, Plastic Surgery Marketing

Why your company needs to be using a CRM

Sticky notes, strings around your fingers, excel spreadsheets, and software. What do all of these things have in common? They are all ways companies choose to keep track of leads and customers. While each of these options may be tried and true, only one option provides the best insight for your sales department. You probably guessed it, software wins out. Before we can get into why your company needs to be using CRM software, we need to answer the question: what is a CRM?

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Topics: CRM

[VIDEO] How to Prospect Your Leads

Every company wants more sales leads. But believe it or not, many salespeople struggle to find a repeatable process to prospect through the leads in their pipeline and nurture their relationship with them until they're ready to buy. ClearPivot Account Manager Ryan Wright describes how to execute a repeatable sales prospecting process that works.

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Topics: CRM

5 Critical Lessons to Learn Before Building a New Business

I started ClearPivot five years ago. Back then ClearPivot was a sole proprietorship with a team of me, myself and I. Since then we have been expanding to a multi-person team and building ClearPivot into a sustainable business.

There have been a lot of thrilling successes and frustrating failures along the way, and we’ve learned a lot of business lessons the hard way: by doing things wrong the first time and having to undo and fix our mistakes later. Here are 5 key lessons we’ve learned from the early years of ClearPivot.

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Topics: CRM

Smarketing: Effective Sales and Marketing Integration

The undeniable relationship between sales and marketing departments can be best explained as a symbiotic relationship. Even so, several marketing and sales teams have continually developed estranged relationships. In spite of the two units barely speaking, combining sales and marketing departments into one unit has been on the forefront of several business conversations.

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Topics: CRM