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A Season of Innovation: Part 2

The Indiana Innovation Awards

The Innovation Showcase proved to be just the start to an incredible summer for the Target 20 CRM team.  Less than a month after Target 20 CRM exhibited at the Innovation Showcase, the team was once again recognized for their innovative product and quick acceptance into the home care industry by the Greater Indy Innovation Round Table (GIIRT).

The GIIRT group was established a few years ago in an effort to foster a community of innovation in Indiana.  With the mission to "achieve a cultural shift within our borders, to showcase Indiana as a place that celebrates new ideas and ways of doing things," the GIRRT group created the first inaugural Indiana Innovation Awards - a competition based off of the Innovation Awards in Chicago. 

As a nominee for the Indiana Innovation Awards, Target 20 CRM was invited to submit a video showcasing their innovative product as well as attend the award ceremony on September 26, 2011.  (The video can be viewed by clicking the picture below.)  

"It was an honor to be amongst those nominated for the Indiana Innovation Awards.  Indianapolis is going through a very exciting cultural shift - one focused on entrepreneurialism, innovation and creativity. We are so excited to be part of this shift and we thank all those who made events like the Indiana Innovation Awards possible." - Laura Neufelder, PR & Marketing - Target 20 CRM.

A Season of Innovation - Part 1

Innovation Showcase

The summer started off with a bang as the Target 20 CRM team prepared for the much anticipated Innovation Showcase.  Sponsored by the older more established Venture Club and the young hip crowd of Verge, the Innovation Showcase promised to exhibit the most innovative technology ideas and start-ups from the Indiana community.

The event was attended by a combination of over a thousand developers, investors, entrepreneurs and media from across the United States, resulting in a day of joyful chaos.  The excitement in the room was palpable as the attendees were given free reign to uncover anything and everything they could about the 44 start-ups awarded the opportunity to exhibit.  Target 20 CRM was among those exhibiting; and for us, the day could not have gone any better!

The Innovation Showcase marked an important milestone for Target 20 CRM.  It was an honor to be recognized for our innovation, and we are so excited to be a part of this forward-thinking and innovative scene here in Indianapolis.

Above: Dan Moyers, President of Target 20 CRM, being interviewed on what makes Target 20 CRM unique and innovative.

Above:  The Target 20 CRM booth just before the Innovation Showcase began.

Target 20 CRM Spring 2011 Update has Arrived!

We are excited to share with you our second update to Target 20 CRM since our launch in May 2010 - this time it's the Spring 2011 Update!  Delivering these regular and meaningful enhancements to Target 20 CRM is critical to ensuring our clients get the most from their investment in Target 20 CRM.  We determine what is included in updates by listening to client feedback, infusing some of our own innovations and also leveraging Microsoft's continual evolution of the Microsoft Dynamics CRM platform.  This said, we are excited to announce the Target 20 CRM Spring 2011 Update, which was delivered on April 15, 2011.

Here is information on the newest features now available to you in Target 20 CRM:

"Opt Out" flexibility with Top 20 Selling:

• We recognize that not every Prospect type is a fit for Power Shot Training's Top 20 Selling Strategy, and that offering Target 20 CRM users more flexibility here is important.  You now have the ability to "opt out" of following the Top 20 Selling process.  This is easily done by clicking "No" on the Follow Top 20 Selling field on a Prospect record in Target 20 CRM.

 

LinkedIn "Social CRM":

•  LinkedIn is the leading business-focused social network and can be a great way to get connected to folks you are targeting or are just growing a relationship with.  We've added a LinkedIn button to Prospect, Referral Source and Referrer records, giving you one-click searching for that person on LinkedIn right from Target 20 CRM.

 

New Inquiry Protocols Content in Virtual Sales Coach:

• Effectively fielding inbound inquiry calls is often the critical first step around a client or patient opportunity.  We have added a new area to the Virtual Sales Coach called Inquiry Protocols and provided easy access to Power Shot Training's proven best practices for handling various types o inquiries right from the Referral record.

 

New Referrer Visitation Planner View in Referrer area:

• If you are using Target 20 CRM to track the preferred visiting hours for your Referrers, this new View in the Referrers area allows you to see preferred visiting hours at a glance across your whole Referrer base.  We hope this will help you use data to plan your week more efficiently.

 

Additional Client Information Fields on the Referrer Record:

• To help you get more value out of the Referral record in Target 20 CRM, we've added fields where you can capture the address and email of the Client.

New Relationship to Client Field on the Referrer Record:

• Being able to capture and easily see the relationship between a Caller and a Client is important.  To help you track that relationship, we added a new field to the Referrer record called Relationship to Client.

We hope you enjoy the Spring 2011 Update... and as always, please keep the feedback coming!

Good Selling,

Dan Moyers
General Manager
Target 20 CRM 

Target 20 CRM Team Returns from Successful Interim HealthCare Conference

 

After forming a strategic partnership with Interim Healthcare, the Target 20 CRM team was invited to lead a breakout session on its powerful and innovative CRM solution at the 2011 Interim HealthCare National Owners Conference in Orlando, Florida.  

The presentation was well attended and proved to be very valuable as the room quickly filled with lively discussions.  This was the third presentation the Target 20 CRM team has lead in 2011, the first two taking place at the 2011 NPDA Leadership Conference in Las Vegas.

Interim HealthCare is the nation's oldest home care and medical staffing company.  Founded in 1966, there are more than 300 independently owned franchise locations nationwide.  Interim's independent franchisees employ more than 75,000 health care personnel to approximately 50,000 people each day.  Through the strategic partnership between Interim HealthCare and Target 20 CRM,  all new Interim franchises are required to use Target 20 CRM, while already formed franchises are strongly encouraged to do so.

"Partnering with Interim HealthCare is a tremendous opportunity for both companies.  This is a partnership built to last in that both organizations share a common goal of helping home care agencies achieve sales success through a disciplined and focused approach to selling. It's also founded on a mutual belief that CRM success requires a mix of proven sales process, technology and coaching resources to ultimately drive results," said Target 20 CRM General Manager, Dan Moyers.

What the heck is the Target 20 CRM Marketplace?

As a Target 20 CRM user, have you ever seen that intriguing button in your toolbar called Marketplace?  Ever clicked on it?

Well if you haven't, we wanted to take a moment to share what the Marketplace is all about.  It's pretty simple but powerful!  Through the Marketplace we identify providers of high quality products and services related to sales and marketing and then negotiate special preferred pricing, discounts and packages exclusively for Target 20 CRM Clients.  It's all about connecting you with proven vendors and doing so in a manner that saves you money.

So, next time you have a moment while you are in Target 20 CRM, click on the Marketplace to see what's available.  Join us too in welcoming our newest Marketplace Provider SK&A - a premier provider of high quality, telephone verified healthcare provider targeting data.  Perfect for helping you find new Prospects as you seek to grow your business.

 

Target 20's NPDA CRM Breakout Session is a Huge Success!

Last week the Target 20 CRM team traveled to Las Vegas to take part in the National Private Duty Association's Annual Leadership Conference.  As one of the key conference presenters, Target 20 CRM team members, Dan Moyers and Michael Giudicissi lead a breakout session entitled, "CRM- Rocket Fuel for Achieving Sales Success."

The presentation was huge success as nearly 100 private duty agency owners and sales leaders attended and participated in the presentation, further expanding their knowledge of the What, the Why and the How of CRM.

To watch the presentation, download a copy of your own and/or share the presentation with others you know, simply click the link below!

CRM: Rocket Fuel for Achieving Sales Success

View more presentations from Target 20 CRM

Special thanks to all of those who attended!

 

Target 20 CRM Fall 2010 Update is here!

Delivering regular and meaningful enhancements to Target 20 CRM is critical to ensuring our clients get the most from their investment in Target 20 CRM.  We determine what is included in updates by listening to client feedback, infusing some of our own innovations and also leveraging Microsoft's continual evolution of the Microsoft Dynamics CRM platform.  This said, we are excited to announce the Target 20 CRM Fall 2010 Update, which was delivered on 12/20/2010.

View the newest features of Target 20 CRM below:

Marketing Sources

• Track and manage your various marketing efforts
• Connect Referrals to Marketing Sources to measure the impact your marketing is having.

Support for Callers

• Probably the most requested from our private duty agency clients, we now provide the ability to track and manage relationships with individuals (e.g. patient / client's family member).  You can also tie Callers into Referrals
•    This is important as we work to further support certain business-to-consumer selling processes in addition to our core strengths around business-to-business selling.

Expanded data available in Target 20 CRM Mobile Express

• No you can access and create Notes through Mobile Express
• We've also expanded the number of Task fields in Mobile Express so mobile users can have more Task information at their finger tips

Expanded expense tracking

• You can now tie Expense to Prospects or Referral Sources giving you the ability to see how much you are investing in the relationship.

We hope you enjoy the new updates... keep the feedback coming!

 

Good Selling,

 

Dan Moyers
General Manager
Target 20 CRM