Medical offices 

CRM

-Do you have centralized location for all of your Companies (Clients, Prospects, Partners, Vendors) and their People (name, addresses, phones, etc…)?
-Do you know what (and when) has been communicated (exchanged) between your organization and others?
-Would you like to convert your filing system to a single, easy to view screen that can be accessed from anywhere?

Communications Template
-Do you have pre-defined messaging for the important items you communicate to others?
-Staff does not have to think of message or say something incorrectly.

​Purchase Order

-Do you have a good system for knowing when to re-order?
-Do you have a workflow for PO requests, approvals, ordering?

​Invoicing
-Does it take too long to compile, review and transmit Invoices?
-Are you ever concerned that you have under or over billed a client?
-Do you feel it takes too long to get paid from your clients?
-Does your billing system integrate with CRM and QuickBooks?

Reporting
-Do you have critical information available anytime?
-How easy is it to view client history? 
-Are you able to document client progression in real time?