CRM Dashboard
Salesforce, but within BLVD. Capabilities include:
-Assign client lead to operator
-See client journey from lead --> to sms outreach --> to email -->to booking --> rebooking --> conversion %, etc.
-Lead lists with Who needs to be contacted, who never rebooked, inquired but didnt book, etc.
-Daily Dashboard reporting for both locations and individuals for sales, rebooking, retention, lifetime patient value, utilization, lifetime patient retention, enhancement upgrades, etc.
2
votes
Ashlyn Freitas
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