Healthcare

How Health Systems Can Make the Most of Their Healthcare CRM

What separates healthcare organizations that use CRM from those that truly leverage it?

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In this episode, I sit down with Laura Lee Jones, Founder and CEO of LionShare, for a candid conversation about what healthcare CRM looks like when it’s done right.

Laura Lee brings decades of experience guiding hospitals and health systems through CRM strategy, implementation, and campaign execution. She’s seen what works, what fails, and what it really takes to deliver measurable marketing results.

If your leadership team is struggling to justify marketing spend, or your current CRM feels underutilized, this episode is worth your time.

Why This Conversation Matters

Marketing leaders are under more pressure than ever to deliver results and prove them. CRM is one of the few tools that can bridge the gap between strategy and performance, and what it really takes to turn CRM into a strategic asset.

In this episode, Laura Lee shares insights most vendors won’t. From C-suite alignment to compliance risks and patient-level ROI tracking, we explore the practical realities of CRM success in healthcare.

Key Insights and Takeaways

  • Target with precision.
    Use patient data to identify high-value audiences for service lines like orthopedics, cardiology, bariatrics, and others.
  • Track ROI down to the patient level.
    Follow the entire journey, from campaign exposure to consult to procedure, and see which channels drive real results.
  • Align your C-suite from the start.
    CRM success depends on collaboration across marketing, IT, and leadership. Without buy-in, even the best systems fall flat.
  • Avoid compliance missteps.
    Laura Lee shares how smart CRM strategy accounts for privacy, tracking, and outreach limitations based on service line and patient sensitivity.
“CRM is all about identifying the right audience, guiding them through a personalized journey, and proving that your marketing efforts led to real patient outcomes. That’s how you turn strategy into real ROI.”

Laura Lee Jones

Founder and CEO of LionShare

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Note: The following raw, AI-generated transcript is provided as an additional resource for those who prefer not to listen to the podcast recording. It has not been edited or reviewed for accuracy.

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