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Customer Resource Management (CRM) Modules

Medicare Beneficiary Customer Resource Management (CRM) modules help Medicare Advantage health plans from campaign management to completing the sales for beneficiaries.

Medicare Advantage health plans advertise before enrollment time to have beneficiaries look at the diiferent services that the plan provides for medicare beneficiaries. Our value added services in CRM Modules enables the MAPD from campaigning to enrolling the beneficiary into the Medicare Advantage health plan.

The customer relationship module (CRM) consists of Five important sub-modules; that are campaign management, event management, sales force automation, lead management, fulfillment

Campaign Management
• Setup campaigns
• Manage campaigns
• Track leads/sales by campaign
• Manage campaign resources and literature
• ROI reports Event Management
• Setup events
• Allocate and manage resources
• Track attendees
• Manage literature
• ROI reports

Event Management
• Setup events
• Allocate and manage resources
• Track attendees
• Manage literature
• ROI reports

Lead Management
• Upload lead databases
• Maintain and manage integrity of lead database
• Track lead status
• Capture and audit lead level communication and activities
• Manage outreach calls to leads

Sales Force Automation
• Track sales activities
• Auto and manually assign leads to sales reps
• Reassign leads
• Manage literature
• Communication/Notes
• Audit trailing
• Work queue management
• Follow up notifications
• Sales personnel and broker management
• Capture and maintain competition information
• ROI reports Lead Management
• Upload lead databases
• Maintain and manage integrity of lead database
• Track lead status
• Capture and audit lead level communication and activities
• Manage outreach calls to leads

Fulfillment
• Setup literature archives
• Manage literature
• Inventory management
• Auto reorder
• Manage mailing lists
• Export mailing lists and labels