How to Use the Marketing Module

Overview

In the Marketing module, there are a variety of tasks that you can accomplish. The primary task that you can use it for is as a CRM tool. In this lesson, you will learn how to:

• Track, contact, and mark your leads as “viable”, “scheduled”, or “needs follow up” and more.
• Sanitize, normalize, and dedupe any leads that you have, so you can easily identify real leads from false ones.
• Finally, you will learn where and how to identify new leads, what your trends are in marketing, and how it affects your marketing income.

Read the example in the next section to see how this module is used in terms of a day-to-day situation for a marketing team member.

Example

Sergio is the marketing manager for his clinic. He has been asked to create a report giving an account of the office’s marketing strategies, and to discuss what can be done to improve lead generation. Sergio gives an overview of:

• The clinic’s total leads
• From which sources those leads are coming from
• How many leads are contacted per day
• And the percentages of leads that were scheduled all within the last month.

All of these reports were located in the CRM tab, which saved him a lot of time. Next, he went to the Leads Report and showed his supervisor the real leads that they had, what was their first visit production, and how much their total production was being affected by those numbers. Serigo and his boss were able to easily identify areas of improvement. Using the data they found, they made plans to improve by identifying ineffective marketing strategies, focusing on effective strategies, and economizing their marketing expenditures.

How to use the Marketing Module

Due to the Marketing module being highly customized to your practice’s situation and marketing preferences, it is difficult to give concrete step-by-step outlines of how to use each tab. So, we will walk you through each tab in the module and give you a general overview of how they are to be used, and how the various features can streamline your marketing efforts.

CRM Tab

The CRM tab can help you in a variety of ways to manage your leads. First is the dashboard view. This view allows you to see the status of each of your types of leads, and when they came in, all based on your chosen timeframe. Additionally, you can use these graphs to see which marketing campaigns were more successful, and what types of contact they were.

Finally, at the bottom of the Main Sub-tab, you can track the status of your contacts, filter the table to view a certain type of contact, look at customer information, and update the status of that contact by using the breakout button to document any efforts made during your outreach.

In the other tabs, you can drill down into either calls, forms, or whatever type of contacts you have, and identify how that form of contact is working for your marketing efforts. Each of these allow you to document your outreach efforts with the breakout buttons, utilize the daily, weekly, and monthly views for long-term strategic planning, identify good and bad months, as well as notice trends of what was the most effective.

Leads Report Tab

This tab is all about identifying helpful insights into your actual leads such as: what channel they came from, duplicate contacts, matchback of leads to actual income, first visitors, and a host of other fields that break down your leads over time. This section is particularly helpful to identify the most lucrative channels and leads you have.

Summary Tab

This tab is just what it sounds, a large summarizing table with all the data that is coming into the Marketing Module. This high-level overview of your leads, matchback, and patient numbers can also help you identify the most effective marketing strategies to employ.

Matchback Tab

This is a great tab to get the exact numbers for your marketing accountability reports. If it is set up properly, you will be able to see your exact matchback (aka, how much money you made) for each marketing channel, how many leads you had per month per channel, when that channel was the most lucrative, as well as many other important metrics.

Tasks Tab

This tab is simply for creating, assigning, prioritizing, and tracking progress on tasks that your marketing team is working on. This can allow you to meet all of your marketing needs in one app, avoiding the need for a project management tool.

Use the categories to separate your tasks by projects, create the tasks to assign to team members, and use the … to update your tasks with any progress you are making on those tasks.

Events and Contacts Tab

Last but not least, there is a helpful tab to keep track of events and contacts. This is a great place to put your events on the calendar so that your team can have central access to your events schedule, as well as any vital contacts that need to be shared among your team. Just use the “New Event”, “New Business”, or “New Lead” buttons to add what you and your team need to Jarvis. The Patient tab allows you to add patients manually, thus any leads that are not automated can be added to the total metrics of your marketing module, allowing improved validity to your data, and greater confidence in the insights you can receive.