Episode 108-AADOM Radio-Ditch the Excel Spreadsheets, The Solution is Kleer w/Dianna McHugh-VP of Customer Success
Spreadsheets are undeniably invaluable for office work. However, attempting to use a tool not explicitly designed for your desired task – like your membership plan – proves highly ineffective. In the case of analyzing performance and streamlining for efficiency, Dianna McHugh, VP of Customer Success at Kleer, discusses: -The top problems practices run into when managing an in-house plan -The crucial components missing in most legacy solutions -Best practices and strategies to migrate your existing patients to an automated platform
Episode 108 of the AADOM Radio-THE Podcast For Dental Managers podcast, hosted by AADOM, titled "Episode 108-AADOM Radio-Ditch the Excel Spreadsheets, The Solution is Kleer w/Dianna McHugh-VP of Customer Success" was published on March 1, 2023 and runs 26 minutes.
March 1, 2023 ·26m · AADOM Radio-THE Podcast For Dental Managers
Summary
Spreadsheets are undeniably invaluable for office work. However, attempting to use a tool not explicitly designed for your desired task – like your membership plan – proves highly ineffective. In the case of analyzing performance and streamlining for efficiency, Dianna McHugh, VP of Customer Success at Kleer, discusses: -The top problems practices run into when managing an in-house plan -The crucial components missing in most legacy solutions -Best practices and strategies to migrate your existing patients to an automated platform
Episode Description
AADOM Radio & Kleer Present:
Dianna McHugh, VP of Customer Success at Kleer
Learning Objectives:
-The top problems practices run into when managing an in-house plan
-The crucial components missing in most legacy solutions
-Best practices and strategies to migrate your existing patients to an automated platform
More About Dianna:
Dianna leads the Kleer Success Team, an award-winning group of dedicated professionals committed to helping customers get the maximum value out of their Kleer-powered membership plan. She’s been at Kleer since day 1 and has worked with 100s of office managers to help them implement successful membership plans. She’s always worked in customer focused roles and sincerely cares about how Kleer can help impact your practices for the better!
Learn More About Kleer:
Learn More About AADOM:
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