A successful business works like a well-coordinated mechanism, where each gear has its function and drives the development of related processes. Rapid technical progress is encouraging the emergence of innovative components that automate processes without compromising quality and improve the level of customer service.
Today, ophthalmology clinics and optical stores need clear and effective tools to manage their business at every stage.
The Ukrainian IT system MARVI is developed specifically for the needs of ophthalmology and optics. In addition to standard CRM and ERP system functions, we developed additional functionality to increase customer loyalty, sales, and profit.
Client database — a whim or a necessity?
Business loves analytics and clear structure. Maintaining a client database in a CRM system makes it possible to track the dynamics of customer loyalty, establish a link with internal processes, and improve them.
A client database is the foundation for increasing customer loyalty, which leads to higher sales and profit.
With MARVI, you can create and manage a single client database that, when needed, will be accessible to all employees of an optical store or clinic.
You can:
- Collect and store clients’ contact details, purchase history, visits, preferences, etc.
- Communicate with customers in a convenient format: phone calls, messengers, email.
- Segment the client database for analytics and conducting personalized marketing campaigns.
Configuring the system is easy to adapt to business needs, and the interface is intuitively clear and convenient.
Tracking traffic sources to optimize advertising
The ability to track a customer’s journey from the entry point makes it possible to configure external advertising effectively. With MARVI, you can analyze and record exactly where customers come from (websites, social networks, ads, referrals from friends, etc.).
A customer card contains sections where you can specify not only the client’s basic information and contact details, but also the advertising sources from which this customer came.
The card is designed so that, based on the data, you can perform analytics and prepare monthly reporting by channels.
This makes it possible:
- Reduce the cost of a lead.
- Attract new customers thanks to more accurate and targeted advertising.
- Identify the most effective marketing channels and focus efforts and funds on them.
- Optimize advertising campaigns, reduce costs, and increase return on investment.
Such data detail is necessary because, with this information, you can work, analyze, and build reports. In contrast, a card with fewer items, as in the screenshot below, is information-poor, because no clear conclusions can be drawn. All that remains is to make assumptions and test hypotheses.
Working with agents to expand the client base
A well-organized collaboration with agents who will direct clients to a specific clinic is an effective way to attract more customers to the benefit of both parties.
With MARVI you can:
- Assign an agent during a sale or when a customer places an order.
- Set rewards for agents for each new client or for sales of a certain product category, and the system will automatically calculate the reward amount for the agent.
- Track the effectiveness of agents and motivate them to achieve better results.
- Develop partnership relationships with agents who bring you the most clients.
Based on results over a period, you can see how many sales, orders, or visits were made with the assistance of a specific agent and what revenue they brought.
Reminders to customers about visits and scheduled check-ups
Optimize the reminder process without involving an administrator. This is not only a direct way to attract a patient through message outreach, but also a sign of care and customer service.
MARVI helps you not lose customers and increases their loyalty thanks to a reminder system.
- A flexible automated SMS and Viber messaging system is configured individually to meet the needs of a specific optical store/clinic.
- You can set how long before the appointment the customer will receive reminders about visits, scheduled check-ups, promotions, etc.
- Message personalization through integration with the CRM system, which pulls the client’s name, the visit date and time, as well as the branch, doctor, office number, etc.
A single database for doctors, optometrists, and administrators
In MARVI, all employees of a chain of optical stores or clinics have access to the client database; they can review a specific client’s purchase history and visit history. Thanks to access to up-to-date client information, work efficiency increases and the service process becomes easier.
The client database in MARVI helps ophthalmologists and optometrists save time and improve work efficiency. If needed, information in the database can be easily edited.
- A convenient tool for maintaining a patient’s treatment history with a detailed description of medical history and examinations, a patient diary, diagnosis formulation, etc.
- Detailed information will be available for each patient regarding visit and order history, as well as their contact details.
- MARVI makes it possible to review each doctor’s work history:
- Number of visits and conducted examinations.
- Diagnoses made and prescribed treatment.
- Patient reviews about the doctor’s work.
Doctors will also receive customer visit reminders and can automate reporting for the required parameters (by types of examination, visits, doctors).
Medical discharge summaries in accordance with Ministry of Health forms
In MARVI, you can choose the appearance of a medical discharge summary and its format from any forms established by the Ministry of Health of Ukraine. This increases trust in the clinic and demonstrates professionalism.
MARVI offers a wide range of ready-to-use medical discharge summary templates that are easy to edit and supplement. You can add a logo, optical store or clinic details, accompanying text, etc.
Ready discharge summaries can be printed or sent by email to patients.
The system integrates with E-Health!
This means:
- less bureaucratic and paper-based work,
- automation of keeping records of medical services,
- all medical information about patients is stored electronically for convenience and accessibility.
Thanks to E-Health, medical facilities can exchange data in real time. For doctors, this enables faster and more effective decision-making, and for patients, it means receiving quality medical care in the shortest time possible.
Don’t trust electronic records?
MARVI will take care of security!
- Automatic data backup twice a day.
- Storing data in cloud storage with access from any point in the world.
- A unique encryption code to protect your data from unauthorized access.
MARVI is not just a system for maintaining a client database. It is a powerful tool that will help improve your ophthalmology business in every aspect.
You will be able to manage:
- Stock and product inventories.
- Finance and report generation.
- Personnel and employee motivation.
At the free MARVI demo presentation, you can see all the system’s advantages firsthand and learn how it can help you develop your business.