MatrixCare vs. Zendesk Sell

MatrixCare is well suited for the size of this company and its budget. The support is awesome, very professional, polite and knows what they're doing. It is also well suited for my company based on the type of healthcare, LTC, and rehab. Although I don't use the MDS features, I hear my colleagues say how much they like using them. The providers like that they are able to create their progress notes right into Matrix and I like that too because there are no paper notes needing to scan. The providers also find the dashboard very helpful for knowing what orders need to be signed and which patients are due for visits. I am unaware of any scenarios where MatrixCare is not well suited for my company, as far as my role.

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Zendesk sell is best for organizations that want a clean and simple, yet powerfully effective CRM tool. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. Great for institutions that have a need to tailor their database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited/private or made public for the entire team to access. Not as costly as some of the competing products, so if you are on a tight budget this may be the tool for you.

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• Store resident files, forms and scanned documents in a convenient location.
• Navigate through each level of facility care for the super users is easy.
• Security settings to make sure users can see what they need, not overly public per HIPPA rules.

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• My favorite piece is the Tasks connected to the Clients OR the Deals themselves that keep the process moving with the right steps, and helps our team from doubling our work, or missing a piece that is crucial for the completion of the sale.
• The email integration helps to keep all things housed in one place also, so that you're not bouncing back and forth in multiple platforms to stay on top of the orders.
• Customizations are a HUGE part of why we use Base CRM right now. We can make sure we are recording all of the right information, and not wasting time by having to fill in or skip over content that doesn't apply to our business model.
• I also like the ability to tied Deals to multiple people, especially as Referrals come across, so we don't forget how we got in touch with different clients.

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• The reports can be challenging to run, having to reset the search criteria each time.
• The MatrixCare program is not easily used on tablets.
• There are some limitations with regards to the POC ability.
• When the internet is down, there is not an offline version to be used in the interim.

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• There was no ability to add prospects from a company domain or email to auto-fill any data.
• You had to type in all of the data you gathered about that prospect.
• The default only gave you two phone numbers for the company, too few.

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The integration with the other Zendesk products is key. Allows other people in the company, such as support, to be involved in the sales process.

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I received about two hours worth of training on Zendesk Sell (formerly Base CRM). I will say it's a clean look and the ability to change views is extremely helpful. I do wish there were other features that allowed the views to be more simplistic. Some views can be overwhelming to look at. Nevertheless with the minimum training, I am still able to navigate through Zendesk Sell (formerly Base CRM) successfully due to the ease of usability.

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Always available and easy connection from Zendesk Support

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Never any latency issues

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I have not had any problems with MatrixCare; however, I do not use the whole system and have not had to call MatrixCare or have support from them so I'm not the best to comment on that.

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Due to the ease of the product, I have not had the chance to reach out to support yet. I’ve had no reason. The resources provided to clients are extremely helpful and detailed. So far my questions have been pretty basic and I generally just ask my colleague or teammate. They're able to assist with the answer.

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This product has a great backing of users, but needs more options direct from Base CRM on all operations of the software. YouTube videos do a great job of helping implement, and the back end support is a great help as well. The CRM is a great free option, and should be treated as such.

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Simple, and straight forward.

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MatrixCare is being used as it was already implemented with the branch of business that was acquire, but, MatrixCare does the best out of all of our different clinical based systems

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Simpler than most CRMs, which can be good if your sales team is not very tech savvy. We switched to HubSpot which provides a lot more value than Base did, but it isn't right for everyone. HubSpot is focused on capturing in-bound leads and has its own flaws and limitations, but overall it's a better fit for our needs.

Always on, always available.

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• I'm hard-pressed to speak on behalf of the entire company, which consists of seven locations and I'm just the Health Information Manager. As far as my daily objectives, one positive impact is I no longer need a full-time assistant.
• Another positive impact is the reduction of paper. Since I started here, there have been no paper records. MatrixCare provides a well-organized chart that is is easy to navigate through.
• A third positive impact is related to the reduction of paper, ROI (Release of Information). MatrixCare provides records in a PDF format, which most receiving entities and individuals require.

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• Using Base has allowed us to double the number of active sales and partner engagements that we can keep track of and make progress on.
• This has led to us being able to follow up on many smaller deals that were falling through the cracks.

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