Sirius Insites provides a CRM “Customer Relationship Management” system that allows your business to track, in detail, every interaction with the Client/Patient/Customer from initial contact to follow up on services or products, while taking control of their business. Sage CRM platform is one of the most extensive user friendly solutions available to the Small to Mid Market. The results are better visibility into their customers and a more profitable business.

One of the highest ranked reasons for CRM failures is the software being installed requires a great deal of data entry and manipulation, and Management does not feel like the system works for them.

Sirius Insites have taken CRM “Customer Relationship Management” software to the next level, with the introduction of ProGen “Process Generator”.  ProGen is an engine specifically designed to provide a devoted solution to managing and controlling the Client, Patient and Customer EXPERIENCE.  ProGen is a revolutionary engine that provides true control over desired experience reducing risk of human error.  ProGen provides the ability to create unlimited customized communications Letters, Email blasts, Texting, TODOs and tasks automatically generated from a business’s specific event.  ProGen gives CRM the automatic power to make the solution work for the business, through Reminders, Follow Ups and Recalls.

Management should concentrate on business, team and customers, not on automatable processes.  ProGen allows management to focus team resources on customer service and only entering the sale or appointment.  ProGen will then auto generate the Reminder set of communications based on the specific appointment event to ensure the customer shows up for event, Follow up communications after sale or appointment to extend the experience, Missed and Cancelled communications if the appointment is not kept to reengage the customer to make another appointment.  ProGen will also generate a complete Recall program to bring back customers for repeat business.

The automation of customized Reminders, Follow Ups and Recalls, provides management peace of mind that the experience is consistent and tailored to each type of sale or appointment.  Team members are now being placed in an environment for success allowing them to focus on customers, reducing errors and increasing productivity.