Discover how embracing a CRM can elevate your social organisation and streamline beneficiary onboarding!
Greetings, social sector superstars! 🌟
Today, we're diving into the fascinating world of Customer Relationship Management (CRM) systems and how they can be a game-changer for social organisations like yours. We'll take you through the inspiring journey of one of Apogee Development's clients, Offploy.org, and how they increased their service size from 200 to a whopping 800 beneficiaries per year in just two short years! Are you ready to unlock the secrets to CRM success? Let's get started!
Onboarding and securing referrals made easy-peasy 🚀 With a CRM, Offploy.org streamlined their onboarding process, making it simpler for new beneficiaries to get started. A smooth onboarding experience is crucial for keeping your clients engaged and eager to join your programme.
Website referral forms: a digital delight 🖥️ Offploy.org integrated referral forms into their website, providing a user-friendly way for potential beneficiaries to connect with their services. This nifty feature not only increases convenience but also helps capture valuable data for future communications
Hello, can you hear me? 📞 Some people still prefer a good ol' fashioned phone call, and Offploy.org caters to this audience with their telephone referral system. It's a personal touch that makes all the difference!
Call recording for quality assurance 🎧 Offploy.org records all calls with beneficiaries, attaching them to their CRM records for easy access, training, and quality management.
This also helps in evidencing their fantastic work to commissioners.
Sharing is caring: case notes for all 📝 Submitting 100% of case notes to approved subscribers, referrers, and other support workers ensures everyone stays in the loop. With a CRM, Offploy.org can share important information seamlessly, keeping stakeholders informed and engaged.
A one-stop-shop for assessments and inductions 🗂️ Offploy.org keeps their beneficiary initial assessments and induction packs all in one place within the CRM. This not only streamlines the process but also feeds their EDI reports. Talk about a double whammy!
Say hello with SMS and email automation 📱💌 Offploy.org sends SMSs and automated welcome messages via email to beneficiaries and referrers, creating a warm and welcoming experience. A friendly touch like this can make a world of difference in building lasting relationships.
In conclusion, CRM systems have been pivotal in Offploy.org's incredible growth, and the same could be true for your social organisation. By streamlining onboarding, simplifying communication, and enhancing collaboration, a CRM can help you secure more referrals and boost your beneficiary numbers in no time. So, why not give it a whirl and watch your impact skyrocket? 🚀
CRMs are for every social organisation, no matter your size. Apogee Development is on hand to support any social organisation to get started on their CRM journey.
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