analysis for The Realities of Practice Management, we considered the business development features of all practice
management products. It became clear that a few products had focused on
management tools including ATOM, OfficeTools, Aero Workflow, Avii and
Karbon had features that promoted non-client and client interactions. Consider
the list of business development items above. Each of these products covered
many, but not all, of these areas.
impressive with the integration of SMS text messaging, and the support of
client referral programs inside of their product. Further, these features were
also integrated into their portal.
systems were designed to support a high-volume, multi-location, referral
practice. The business development tools could assist in growing from a small
practice to a larger one.
has had business development in mind from the original design up through today.
The visibility of prospects, integration of email communications, and referral
tracking have been in this system for well over a decade.
is of note because it originally evolved from Method CRM. While the
interactions were far more Client Account Services and deadline focused, it was
clear that prospect conversion into the system is cleanly handled.
been structured to have a suite of features in the product. There are also
strong connections to outside products. The design supports interactions that
are highly automated and attractive to new generation clients that want mobile
and web ease of use.
developed as a highly interactive and social networking style of product. While
the product has matured to become more robust on practice management features,
it was clear that this vendor believes that collaboration with clients was a
way to win referral business.