How to easily manage every process in blood industry with the help of CRM tool.

1. CRM for
Blood Bank Industry

2. What is Blood Bank?
➢ Blood Bank is a place to collect blood
from donors then separated
components transferred to needs of
the patient.
➢ Blood Bank Management has a
perfect plan to collect the blood
from the different donors and
maintaining day to day activities.

3. Using CRM ( Customer Relationship Management ) software to register all the
donors, blood donated details and blood transferred details etc. Let we show you
something how Apptivo CRM software assists in managing every process of blood
bank industry.
CRM

4. Donor’s Information
In blood bank, donors information is
very important and essential things, if
they have a lot of donors details then
only make contact with a consult
person to ask for blood donation.
Donor Details

5. ➢ So any platform is needed to store the bulk of details, but many of them use spreadsheet or
document to store all details this is also one of the ways to store donor's details.
➢ But some problems are arises any time like all details are stored in a single system. Suppose
system details erased due to the system crash or some other reason.
➢ In this situation back up all your data is must, if you are storing all your details in the cloud-based
system with more secure.
➢ Now I elaborate my discussion, that cloud-based system is the Apptivo software.
➢ Many integrated application helps to manage your working process, donor’s detail, keep records
and lot of features are available in this software.

6. Collect all donors details from various sources to store this information in the leads. Leads is
an initial volunteer entity that is donors details you have but that donor donate blood else not
willing to donate blood based on their choice. If they donate blood to convert this donor
details into customers.

8. This conversion process helps to know
peoples who all are donors and this
option(now person not willing to
donate blood, before they donate
blood but 3 months not covered,
taking a tablet for any health issues or
strength, draw any tattoos etc).
Store donor's details with blood type
because next time search for particular
blood type use search or advanced
search option to type your needed blood
group it displays category under you
typed. For example A+, AB- etc.
Conversion

9. Mention donor blood
donation date in their
information field that option
also available. This aid to after
3 to 4 month any urgency of
blood needed to call the
person who crossed 3 to 4
month of donate blood.

10. Tags
AB-
A- A+
O-
O+
B-
➢ Tags option is available in this software, store donor details with tags like Blood group rare or
normal.
➢ If you use this tags for the donor at a time searching with tags it displays all rare blood group
details.
For Example: Tags is Rare blood under AB-, O - ,etc and Normal blood group A+,B+ etc). Type rare
blood group it shows details under how many of them stored in rare blood group categories. To
reduce your time of finding donors details.
B+

12. Tracking
Track all blood transferred to needy using the opportunities, this is tracking
all your sales activities. How many blood transferred to which hospital,
blood type, cost. Creating your own customize field of sales stages based
on your requirements.

13. Conclusion
Using Apptivo CRM to reduce your working time, manage all your working process
without any burden, track and keep the record of blood bank information.