Delight customers and achieve your goals while saving up to 30% off the entire Insightly platform.
Best value– save up to 30%
HIPAA rules. Insurance changes. Staff burnout. These are just a few of the many reasons why running today’s medical practice is challenging. The industry is constantly evolving with technological advances, and it’s difficult – and expensive – to keep up. With a mix of professional and support staff working independently in their roles, it’s highly important for your practice to have a feature-rich application that is the single source of truth for your operations. That application is often a customer relationship management system (CRM).
You’re convinced…you know you need a CRM for your healthcare medical business – whether you are a doctor’s office, dental practice, mental health operation, a clinic, or even a hospital. Which CRM should you select? Salesforce and Insightly are both popular CRM platforms that cater to a wide range of industries, including those in the medical field.
These platforms offer features and functions designed to help agencies do more, including automating workflows and repetitive tasks, managing customer relationships, and creating efficiencies. The platform will also have to work seamlessly with your marketing automation platform used to nurture leads and grow your practice.
In the context of healthcare organizations, let’s compare Salesforce and Insightly across various key features and functions. Keep in mind that Salesforce is considered a legacy CRM whereas Insightly is a modern CRM, so many of these comparisons will be conducted with that fact in mind. Also, Insightly is a HIPAA-compliant CRM, and Salesforce is not, which could be a deal-breaker out of the gate.
The choice between Salesforce and Insightly as a CRM for medical and healthcare practices of all sizes depends on factors such as the size of the practice and your number of patients, your customization needs, your budget, and the number of integrations you’ll need to operate your practice. Salesforce is costly, but with its scalability and extensive enterprise features, it could be a good fit for large-scale practices or operations with multiple offices regionally or nationally, with hundreds of teams and thousands of associates. Insightly is a modern, affordable CRM that is an attractive option for medical businesses of all sizes looking for a CRM that offers good value to grow.