Industry Applications

Healthcare Industry

We have worked with many Health-related organizations to deliver custom configured systems for various factions of the industry.
The prominent, priority and pressing issue to be considered when working with Health-related organizations is the need to address the multi-relational aspect of the business process.
Although the Health industry in the United States is multi-faceted, the SharePoint CRM application proves an extremely useful and affordable option with the following features and extensions available to support a solution:
  1. In-house hosted to ensure the sensitivity of data is protected.
  2. Multiple Opportunity Types which can be used to track a variety of Project related data (not replacing a Project Management software but ability to log interactions and tasks as they related to Projects/Opportunities)
  3. Cascading fields allow structured processes for interactions and tasks.
  4. Tasks and Interactions relate directly to specific items such as Organizations, Contacts (Providers) and Opportunities (Projects)
  5. Change the name of lists, items, fields to replicate the specific terminology used in the specific industry.
  6. Add New lists and relate them to existing lists to manage specific details related to segments of the business.
  7. Multi Relational Connection capability to inter-connect organizations and people to other organizations and people representing the multi-relational nature of the Health Industry.
  8. Internally managed personalization capabilities with the Advanced CRM Configurator.
  9. Privilege controls exporting and other SharePoint functions that will prevent the loss of data.
  10. Custom Alerts, filters and reports can be achieved “on the fly” using one of our approved third party vendors and with our Extension, ReportData, which combines field data from multiple lists into one, there is limited need for custom reporting.
The Health Industry in the US is a fast moving, competitive and evolving sector. The SharePoint CRM application is designed to be solid, dependable, highly scalable, adaptable to support specific industry sectors and easy to use for such a dynamic industry sector.
If you are seeking a Relationship Management system in SharePoint please contact us for a demonstration and references within the Health industry.