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EHR Software Launch: Upgrade & Attract in Mental Health Sector



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Role: Marketing Specialist
Industry: electronic health record software in the mental health and addiction treatment industries, serving the united states


Situation:

We are a software for therapists where therapists can use our software to record their notes about their patients. We currently serve 20,000 users and we are developing a new software that will come to market this year. We need a way to organize our go to market strategy that will help support current customers switching to the new software and marketing our new software approach.


Question to Marcus:


What is a good go to market strategy for us? How can we support current customers while attracting new customers to the software


Based on your specific organizational details captured above, Marcus recommends the following areas for evaluation (in roughly decreasing priority). If you need any further clarification or details on the specific frameworks and concepts described below, please contact us: support@flevy.com.

Change Management

For the successful adoption of your new software by existing customers, it's crucial to have a robust Change Management strategy. This includes clear communication about the benefits and improvements of the new system to reduce resistance.

Develop a comprehensive training program to ease the transition, ensuring that therapists feel confident using the new features. Additionally, appoint change champions within your user base who can advocate for the new software and provide peer support. Remember to collect feedback throughout the process for continuous improvement and to demonstrate to your customers that their input is valued and acted upon.

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Learn more about Change Management Continuous Improvement Feedback

Marketing Plan Development

The development of a strategic Marketing Plan is essential for your new software's launch. Identify your unique selling propositions that differentiate your software in the mental health and addiction treatment industries.

Utilize a mix of inbound and outbound marketing tactics, leveraging success stories and case studies from current users to build credibility. Invest in targeted digital campaigns, SEO, and content marketing that address the specific needs of therapists and clinic administrators. Partnerships with professional associations could also be beneficial to increase visibility and endorsement within the industry.

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Learn more about Marketing Plan Development

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Customer Relationship Management

Implementing a Customer Relationship Management (CRM) system will allow for personalized and efficient communication with both current and prospective customers. Use the CRM to segment your user base and tailor messages about the new software that addresses users' specific needs or concerns.

The CRM can also be used to track customer interactions, ensuring that your team provides timely support during the transition to the new software. This personalized approach can enhance customer satisfaction and loyalty, which is critical when introducing significant changes like a new software system.

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Learn more about Customer Satisfaction Customer Relationship Management

Sales Strategy

Develop a Sales Strategy that focuses on retaining current customers while acquiring new ones. For existing customers, emphasize the value proposition of the new software and offer incentives for early adoption, such as discounted rates or enhanced support.

For prospects, highlight the incremental benefits of your software over competitors, focusing on ease of use, compliance, data security, and any features unique to your product. Sales teams should be well-versed in the specific challenges and compliance requirements of the mental health and addiction treatment sectors.

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Learn more about Sales Strategy Value Proposition Sales Compliance

Product Launch Strategy

A successful Product Launch Strategy will involve a phased roll-out plan. Start with a beta group of existing customers who can provide feedback before the full market launch.

Use their testimonials and case studies in your marketing materials. Create a timeline for the launch that includes key marketing and communication milestones, ensuring that current customers have ample time to transition without feeling rushed. Plan for multiple touchpoints to educate both existing and potential customers about the new features and benefits.

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Digital Transformation

Digital Transformation is not only about new software development but also about how it's adopted by users. Your new software should be designed with a user-centric approach, incorporating features that meet the specific needs of therapists in mental health and addiction treatment.

Consider integrating advanced analytics to offer insights into patient progress or predictive outcomes. Also, ensure that your platform supports interoperability with other systems within healthcare ecosystems. This will appeal to users looking for seamless integration and data sharing capabilities.

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Stakeholder Management

Engage with all key Stakeholders including users, IT staff, clinic administrators, and third-party partners throughout the development and rollout of your new software. Understand their needs and concerns, and involve them in the testing phase.

Effective stakeholder management ensures that the software is well-received and that the transition is smooth for all parties involved. Communication should be clear and ongoing, with regular updates on development progress, training schedules, and support resources.

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Customer Retention

To ensure Customer Retention during the transition to your new software, maintain an open line of communication and provide exceptional support. Be proactive in addressing potential pain points and offer comprehensive resources, such as FAQs, instructional videos, and live webinars.

Consider setting up a dedicated hotline or chat support for any immediate issues during the switch. A strong retention strategy will not only keep your existing base secure but also serve as a testament to the quality of your customer service for new prospects.

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Learn more about Customer Service Customer Retention

Business Transformation

Business Transformation in the context of your new software means more than upgrading technology; it involves realigning your company's values and operations to meet changing market demands. Your internal processes, from customer service to sales and marketing, should be optimized to support the new software.

This may involve retraining staff, revising sales scripts, and updating marketing materials. Alignment across all departments ensures a cohesive approach to the new software's market introduction.

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Sales Force

Empower your Sales Force with the knowledge and tools needed to communicate the value of the new software effectively. Sales personnel should be fluent in the features and benefits of the new system, as well as the specific pain points it addresses for mental health professionals.

Tailored sales approaches, depending on whether the customer is a current user or a prospect, will be key. For current users, focus on upgrade benefits and support during the transition. For new customers, concentrate on competitive advantages and long-term value.

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Learn more about Sales Force



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