Using the Microsoft CRM system as the platform and the Internet and cell phone SMS as the service means, the medical care customer relationship management system collects and improves user information, answers and gives feedback to questions raised by users, makes appointments and consulting services, and also tracks service content and quality and assists in market research activities.

IWS, as a Microsoft Gold Partner, has collaborated with Microsoft to launch the Medical Care Solution. The solution includes 10 modules: product information, product categories, resource management, unified customized price list, maintenance consumables and product cost information, service information, external use resources, program card/generic card, sales contract, and medical examination management.

Solution Features

▶ Establish data center for group customers and individual customers to realize unified management of data:

Define customer management specifications, define rules for customer assignment, new construction, maintenance and other operations to ensure the accuracy of customer data and realize customer data sharing; define customer grading and classification bases, subdivide customer resources and develop corresponding sales strategies and service strategies respectively.

▶ Establish a CRM application platform, integrate health checkup-related business systems, and realize a unified view of customers:

Customer-centric, displaying all relevant information of customers, contact records, historical contracts, health records, participation in market activities, etc., providing a full range of customer information sharing and tracking.

▶ Realize the collaborative work of various departments and links:

Define message reminder mechanism to achieve email notification for key business.

▶ Manage and track the whole process of corporate services through work activity management.

▶ Establish a member portal platform to expand the communication channels with customers.

Customer Category

Customer information-group customers: customer basic information; customer 360-degree view; customer sources; customer allocation principles; customer data management specifications.

Customer information - individual customers: customer basic information; customer 360-degree view (membership card, communication records, personal questionnaires, personal appointments, physical examination results, clinic records, wellness records, cash consumption records, cases); customer sources; customer allocation principles; customer data management norms; key processes.

Customer Service Management

Enterprise Income

▶ Establish group customer and individual customer data centers to realize unified management of data; define customer management specifications, define rules for customer assignment, new creation, maintenance and other operations to ensure the accuracy of customer information and realize customer information sharing; define customer grading and classification bases to subdivide customer resources and develop corresponding sales and service strategies respectively.

▶ Establish a CRM application platform, integrate relevant business systems, and realize a unified view of customers. Customer-centric, displaying all relevant information of customers, contact records, historical contracts, health records, participation in market activities, etc., providing a full range of customer information sharing and tracking.

▶ Realizing collaborative work of various departments and links, defining message reminding mechanism, and realizing email notification for key business.

▶ Manage and track the whole process of company services through work activity management.

▶ Establish a member portal platform to expand the communication channels with customers.