Transition from Traditional to Strategic CRM


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Traditionally, customer relationship management (CRM) systems have been used primarily for target audience identification and marketing campaign creation. The quest in selecting a CRM partner was to find the cleanest and most accurate target list. But the powerful data you have in a CRM system can do so much more for your organization, within the marketing department and beyond. Join Dave Griffith, VP Analytics and Insights, and Heidi Schulte, VP Solutions Consultant, from Healthgrades as they walk you through innovative ways of utilizing data to inform decisions and solve business challenges beyond the marketing campaign.  

The business intelligence that your CRM system is built on top of can provide you deep insights around access, loyalty and retention, patient pathways, segmentation, personas, and key performance indicators, just to name a few. The data can also be used to inform major business decisions such as expansion opportunities and services to offer in a specific location. Unleash the data in your CRM system and begin your transition from traditional to strategic CRM with this Webcast.

Learning Objectives:

  • Understand the difference between traditional and strategic CRM
  • Learn new ways of utilizing data within your marketing department
  • Explore the use of data beyond marketing to inform business decisions throughout your organization


    Dave Griffith, Vice President, Analytics & Insights, Healthgrades
    Heidi Schulte, Vice President, Solutions Consultant, Healthgrades

    * Sponsored webcasts are educational offerings brought to you directly by and with support from paid sponsors. The content is educational in nature relevant to the SHSMD membership, and has been selected by the sponsor. The opinions expressed are those of the presenter and do not necessarily state or reflect the views of SHSMD or the AHA.