Regardless of industry, all organizations seek a 360-degree view of customers. But within healthcare, this is often a complex and challenging task. A 360-degree view of customers offers a holistic, comprehensive view across all channels of engagement and accounts for each interaction with customers. This view is created by integrating data across multiple disparate sources. With regulatory data security and HIPAA compliance in healthcare, creating a single comprehensive view through system integration creates an additional challenge to plan for and accommodate.

CRM systems offer a feasible solution for leveraging data across several enterprise sources accessing minimal protected health information (PHI) data with a strong focus on meeting privacy and security requirements.

There are five benefits to be gained by creating a 360-degree view of the customer and some of these include:

• Optimized marketing efforts. Knowing how customers have responded to specific marketing campaigns previously and the clinical area services/health plans they are using can assist you in identifying appropriate campaigns to target them with additional services of interest.
• Enhanced customer service. Having the history across all engagement channels from customer service call center, patient portals and mobile apps can assist in resolving customer questions, concerns, and issues from the historic behavior that is seen.
• Personalized experiences. Creating a true omnichannel experience that is unified and unique to each customer will ensure they always have the right message/services, at the right time on the platform of their choice.
• Improved data quality. Integrating data across several sources to create a single source of truth will help reduce redundancies and duplicates in data. Understanding the data quality scope of the single system will allow your organization’s teams to work towards improving the quality and to be alerted should it drop.
• Holistic reporting. For the first-time, obtain a clear view into the customer to understand the lifetime value of a customer, identify and set the appropriate level of marketing attribution, and much more.