Using CRM To Grow and Retain Outreach Clients

Leveraging the Laboratory

In this episode of the “Leveraging the Laboratory” podcast, host Jane Hermansen, outreach manager at Mayo Clinic Laboratories, is joined by Susan Wentworth, administrator of Mayo Clinic Laboratories’ customer relationship management (CRM) system, to discuss the value of CRMs and share practical advice for selecting, implementing, and managing one. Together, they explore:

  • CRM benefits and capabilities (01:43): Learn why a CRM system is more than a contact database and how it can help laboratory outreach teams strengthen relationships, improve retention, and support business growth.
  • Selecting, implementing, and expanding your CRM (10:45): Gain actionable insights on selecting, implementing, and maturing a CRM program, including how to start small, choose the right platform, and secure user buy-in for long-term success.

For additional insights, read “Relationship management strategies for outreach growth,” an article by Hermansen, and join us at our annual conference, Leveraging the Laboratory: Bold Thinking. Big Impact.

Podcast episode

Note: Information in this post was accurate at the time of its posting.

Podcast episode in video format

Jessie Fenske

Jessie Fenske is a senior marketing specialist at Mayo Clinic Laboratories. She joined Mayo Clinic in 2010 and enjoys partnering with patients and employees to share their stories of innovation, persistence and hope.

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