Name: Welltok SmartReach
Author: Virgin Pulse

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Development

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Data Analytics  and BI Services

Document Generation

File Sync

Enterprise

Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

Asset Tokenization

Cloud Storage

Container Management

DevOps

Disk Based Backup

Fraud Detection

Hadoop-Related

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Access Control (NAC)

Network Performance Monitoring

Relational Database Management Systems

Requirements Management

SSL Certificate

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Access Security Brokers

Data Loss Prevention

User and Entity Behavior Analytics (UEBA)

Security

Automotive

Catering

Church Management

Estate Planning

Hotel Management

Insurance Claims Management

Law Practice Management

Multiple Listing Service (MLS)

Vertical-Specific

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Welltok SmartReach is a communication platform designed by Welltok, Inc. to assist healthcare organizations in effectively engaging and communicating with their target audience, including patients, members, and healthcare professionals. According to the vendor, this platform is suitable for healthcare organizations of all sizes, including hospitals, health systems, health plans, pharmaceutical companies, and wellness companies. Healthcare providers, administrators, insurers, pharmaceutical companies, and wellness companies are among the professions and industries that can benefit from Welltok SmartReach.

## Key Features

According to the vendor, Welltok SmartReach offers the following key features:

**Personalized Messaging**: Healthcare organizations can send personalized messages to their target audience using Welltok SmartReach. The content can be tailored to individual preferences, demographics, and health needs. According to the vendor, this personalized approach ensures that the right message reaches the right person at the right time, potentially leading to better engagement and improved health outcomes.

**Multi-Channel Communication**: Welltok SmartReach supports multi-channel communication, allowing healthcare organizations to reach their audience through various channels, including email, SMS, voice calls, and mobile push notifications. According to the vendor, organizations can choose the most effective channel for each message, optimizing engagement and delivering timely and relevant information to their target audience.

**Automated Campaigns**: With Welltok SmartReach, healthcare organizations can set up and schedule campaigns in advance. According to the vendor, organizations can define criteria for triggering specific messages or campaigns, such as appointment reminders, medication adherence notifications, or preventive care reminders. This feature streamlines communication processes and ensures that the right messages are delivered to the right individuals at the right time.

**Real-Time Analytics**: Welltok SmartReach provides real-time analytics and reporting features, enabling healthcare organizations to track and measure the effectiveness of their communication campaigns. According to the vendor, organizations can monitor key metrics such as open rates, click-through rates, and response rates to gain insights into audience engagement and campaign performance. Real-time analytics can help organizations make data-driven decisions, optimize their communication strategies, and improve overall engagement and outcomes.

**Secure Communication**: Welltok SmartReach prioritizes data security and ensures that all communication channels are secure and compliant with healthcare privacy regulations, such as HIPAA. According to the vendor, the platform encrypts communication data and implements robust security measures to protect sensitive patient information. This feature provides healthcare organizations and their patients with peace of mind, ensuring that confidential information is protected throughout the communication process.

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Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

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Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

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CRM Reporting & Analytics

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Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

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Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

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This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

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Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

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Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Welltok SmartReach

Overview

What is Welltok SmartReach?