ikaCRM

Comprehensive Marketing Automation Designed Specifically for Health Plans

Built specifically to meet the marketing needs of health plans, ikaCRM  fully automates lead, campaign, event and literature management activities in a single Web-based solution. ikaCRM is fast and easy to implement, learn and use. In addition, enterprise pricing means health plans can grant an unlimited number of users access to the powerful information it contains.

Automation dramatically increases the efficiency, speed and accuracy of all marketing activities while improving the effectiveness and satisfaction of internal and external sales resources. Each step of the way, leads are carefully tracked and monitored to optimize acquisition. Powerful analytical capabilities and extensive reports yield valuable insights into best practices and potential areas for improvement, allowing plans to monitor productivity, adjust campaigns, reassign resources, close loops and tailor communications for greater impact.

Lead Management

• Upload prospect databases (e.g., commercial names, Dun & Bradstreet names, subscriber lists) directly into the system, or create new entries in prospect queues individually
   
• Auto-assign prospects to sales representatives based on configurable business rules and prospect/lead distribution logic, as well as override system assignments and reassign prospects (with proper
  privileges)
   
• Automatically age prospects in the work queue and change their priority
   
• Create user-defined work queue buckets, which then appear on users' respective work dashboards
   
• Add notes on each prospect — for example, capture case-specific responses requiring follow-up as well as competitor information
   
• Transfer a prospect or lead into the sales process with one click, saving time for users by eliminating dual data entry and reducing manual errors
   
• Track all user activities through audit trails, and generate activity and other reports that facilitate decision-making
   
• Help senior management better understand and manage the sales pipeline

Campaign Management

• Create and manage sales and marketing campaigns
   
• Generate campaign codes and link them to an uploaded prospect database
   
• Allocate and track financial and non-financial resources (e.g., control the number of seats at a seminar or the revenue attributed to the event)
   
• Manage campaign-specific informational and literature kits containing applications for the products being promoted
   
• Evaluate the ROI of each time-limited campaign for its effectiveness, comparing the amount invested to the returns generated (e.g., total leads generated, effectiveness by campaign type, cost per lead per member)

Event Management

• Create new events, such as seminars for groups/individuals and home visits
   
• Manage events — managers can track financial and time-related resources while event coordinators can manage events within allocated resources boundaries
   
• Control resources tied to events, such as number of seats allocated, number of seats available and special requests from attendees
   
• Analyze event ROI

Literature Management

• Email materials, literature and application kits directly from the application, send requests to a print-and-fulfillment vendor via an EDI transaction, or allow the vendor real-time access to all pending requests using a separate login
   
• Automatically track speed of fulfillment and generate efficiency reports
   
• Upload new documents and replace existing documents
   
• Manage inventory through re-order level and stock destroy alerts
   
• Report on any fulfillment parameters

Reporting

• Easily generate well-defined reports for sales, financials, ROI calculations, timelines, productivity, business activity monitoring, sales and enrollment pipeline forecasting
   
• Export data from system-standard reports or search criteria to standard programs, such as Excel sheets and CSV files, for upload into other systems or further data manipulation (no additional EDI costs)
   

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