Within competitive industries like pharmacy, establishing effective Customer Relationship Management (CRM) techniques can be the difference between success and struggle. At Podium, we’ve identified the 10 best CRM tools to benefit local pharmacies. Finding the sweet spot between technology precision and friendly reminders, these systems help pharmacies elevate their customer retention and increase their profits.
1. Pipedrive
Well-known for its ease of use, Pipedrive is a top-rated tool that allows businesses to manage leads and deals, track communications, and automate repetitive tasks. The application enables pharmacies to have a clear overview of their operations, making it possible to prioritize deals and identify bottlenecks in their sales processes.
We recommend Pipedrive for its unique timeline view feature that helps in handling prescriptions and appointments. Its customizable web forms also make it ideal for gathering patient information securely. With a direct link on the Podium Marketplace, users can easily access Pipedrive and learn how to integrate it into their existing system.
2. Podium Webchat
Keeping in touch with your customers has never been more critical than it is in the digital age. This is why Podium Webchat is an essential tool for any pharmacy looking to improve its digital footprint. Using a streamlined UI that makes communication seamless, Webchat enables your customers to send texts directly to your business at their convenience.
Opting for Webchat improves your customer experience as it allows for real-time text conversations. Pharmacies can make this a point of contact for customers seeking advice, checking inventory, or setting appointments. Particularly, pharmacies can automate responses ensuring 24/7 customer service.
3. Salesforce
Salesforce brings technology and ease to CRM management. It aims to connect pharmacies to their customers in a whole new way, focusing on customer service, marketing automation, analytics, and application development.
For the pharmacy industry, Salesforce offers Health Cloud—a patient management system that engages patients, providers, and associates in a whole new way. Its customizable CRM can assist pharmacies in personalizing their approach toward patients, making healthcare feel much more personalized and less transactional.
4. HubSpot CRM
HubSpot CRM comes with basic features such as email tracking, meeting scheduling, live chat, and bots. It is easily one of the most robust CRM tools available, allowing users to manage their pipeline and speed up sales without the burden of a heavy sales process.
We recommend HubSpot CRM for its versatility—it easily integrates with Gmail, G Suite, and many versions of Outlook, making it helpful for different pharmacies’ preferences. Additionally, the fact that it is a forever-free CRM tool helps pharmacies working under strict budget constraints to deliver excellent customer care without breaking the bank.
5. Zoho CRM
Zoho CRM empowers a network of thousands of businesses to convert more leads, engage customers, and grow their revenue. Zoho’s multichannel support for email, phone, live chat, social media, and in-person meetings is a distinguishing feature that sets it apart in the CRM market.
Check out Zoho CRM at Podium Marketplace and learn about its AI-driven sales assistant, Zia, that can predict sales trends and anomalies, keep records, and even identify the best time to contact a customer.
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6. Freshdesk
Freshdesk is a cloud-based helpdesk system that provides everything a business needs to deliver top-notch customer service. Its robust suite of tools includes powered automation, a multi-channel helpdesk, ticketing, and more.
For pharmacies that need to deal with multiple service queries about Medicare, prescriptions, or health consultations, Freshdesk works optimally to streamline customer queries into one united inbox.
7. Copper CRM
Copper CRM is uniquely tailored for G Suite users. Its selling point is a zero-input system that allows more focus on relationships rather than data entry. It offers features like task management, lead tracking, sales funnel, analytics, and reports.
Copper CRM is convenient for pharmacies already using G Suite as it allows for seamless interaction with Gmail and other G Suite applications. Its exclusive business card scanning feature can be handy in customer data accumulation during pharmacy industry conferences or events.
8. Insightly
Insightly is a powerful CRM tool featuring integrated contact management, sales, and project management. Its mobile app allows users to access data from anywhere, making it suitable for on-the-go pharmacists.
We like Insightly because of its flexibility which supports third-party integration with MailChimp, Office365, GSuite, and other tools. Its ease of customization with drag-and-drop functionality is valuable for pharmacies that want to tailor their CRM portal.
9. Podium Inbox
Podium Inbox is a messaging platform that consolidates customer interactions and business messages into one convenient place. By bringing all your messages into one centralized inbox, you can streamline and organize all your communications.
Employing Inbox in your pharmacy business means you can efficiently collaborate with team members to provide prompt service and response to clients. Notably, its ability to integrate with existing messaging systems like Google’s Click-to-Message means you don’t have to upend your existing communications infrastructure.
10. Streak
Streak allows users to manage pipelines directly from their inbox, a useful feature for small and medium-sized businesses. It contains CRM workflows, email tracking, and collaboration tools, and integrates well with Gmail and Google Apps.
Streak works directly in your Gmail inbox, eliminating the need for a separate application for CRM purposes. It fits seamlessly into workflows, enables email tracking, and allows easy access to all emails from a thread in your pipeline view.
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With a multitude of CRM tools available, it can be daunting to decide which fits your business best. Factors to consider include the size of your pharmacy, the complexity of your customer engagement, and the level of data information management necessary. The unique qualities of Webchat and Inbox offer personalized, convenient service management that can really take a local pharmacy to the next level.
Discover more about how these tools can meet your specific business needs and check out other tools available on the Podium website. Let Podium help you improve and modernize your CRM efforts with targeted tools and precise strategies.
