PointClickCare Core EHR Platform vs. Zendesk Sell

PointClickCare Core EHR Platform is an excellent platform for monitoring patient data. The ability to generate customizable reports is extremely helpful when it comes to analyzing various kinds of data (e.g administration record reports, action summary reports, detailed census reports). The platform really does a great job organizing patient data in a way that is intuitive and easy to interpret.

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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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• Ease of documentation for Activities of Daily Living (ADL)
• In system Insurance Eligibility
• In system IRM (CRM)
• Full clinical chart that speaks to the financial application

• 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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• It would be interesting to allow for a "post cash" aging view, whereby those who post cash can see what the aging will look like once a cash batch is posted. Otherwise, I have no immediate items which could benefit from imporvements.

• 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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Overall great product. Reporting could be much better and they are working on that.

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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I have implemented PCC in over 100 buildings and have used it for almost 5 years. I can count maybe 2 times in 5 years when PCC downtime caused an issue for our facilities. I would say their availability rating exceeds a 10 compared to other software systems.

Always available and easy connection from Zendesk Support

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Never any latency issues

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If by "overall support" you mean "customer service," only once were they unable to provide the assistance I needed--but it wasn't an important element of my job so no matter.

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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Have already stated. People learn differently and PCC needs to adapt to that model instead of all eLearning. Offer the client different learning packages.

Simple, and straight forward.

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PointClickCare Core EHR Platform was selected because it is organized much more cleanly than MatrixCare. In PointClickCare Core EHR Platform, patient EHRs are laid out in such a way that accessing different kinds of information is a lot quicker than it is in MatrixCare. In PointClickCare Core EHR Platform, all of the tabs (profile, census, DX list, progress notes, assessments, etc.) are easily accessible with just one click. In MatrixCare this is not the case, as you must first click into another menu before being able to access other tabs. Also the overall look of PointClickCare Core EHR Platform is more professional and streamlined.

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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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• The platform has helped to increase productivity within our organization.
• Increased workflow efficiency leading to less hours spending time compiling data.
• Allowed our organization to expand the number of business opportunities -- the increased workload is manageable due to PointClickCare Core EHR Platform's usability.

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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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info