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Revolutionise Your Social Organisation with a CRM: Offploy's Success Story

Chris Graham

Greetings, changemakers! Are you ready for another healthy dose of CRM inspiration? Well, look no further! We're taking you behind the scenes of Offploy, a fantastic client that Apogee Development has proudly supported. Prepare to be dazzled by the incredible impact their CRM implementation has had on their operations and social impact. Let's dive in!



1. Streamline Those Referrals: A Smooth Onboarding Experience

Offploy's CRM has worked wonders in creating a seamless referral process for their service users. By going digital, they've got all the important information at their fingertips, making life easier for everyone involved. Plus, they've upped their game by recording


calls for training and quality management, ensuring top-notch support for their beneficiaries.




2. Talk the Talk: Improved Communication and Engagement

Offploy is all about connecting with their beneficiaries and referrers. Their CRM has helped them hit the bullseye by sending SMS messages and automated emails to keep everyone in the loop. Faster response times and timely reminders? Yes, please!



3. Quality Counts: Enhanced Service Improvement

Automated feedback gathering? Check. Improved case note reviews? Double check. Offploy's CRM has been a catalyst for continuous service improvement, and they're not stopping anytime soon!



4. Data-Driven Decisions: Robust Reporting and Analysis

Offploy's CRM has taken their reporting capabilities to new heights,


offering crystal clear overviews of all activities and beneficiary journeys. With invaluable insights into SWEMWBS scores, employability scores, and real-time social impact data, Offploy's CRM is a data analysis powerhouse!



5. Safety First: Ensuring Data Security and GDPR Compliance

In the world of data, security is king. Offploy's CRM has them covered with GDPR compliance, secure ISA consent gathering, and UK-based data storage. They've even integrated with Criminal Justice Secure Mail for extra-safe notifications. Talk about peace of mind!



6. Contract Clarity: Efficient Management for Contracts and Colleagues

With their CRM in place, Offploy has mastered the art of contract and colleague management. From tracking contract outcomes and values to managing holidays and absences, they've got it all under control. Smooth sailing all the way!


Conclusion: Embrace the CRM Transformation

Offploy's journey with their CRM has been nothing short of transformative. By embracing digital change, they've streamlined processes, enhanced communication, and boosted service quality, all while keeping data security at the forefront. If they can do it, so can you! So go ahead, take the leap, and let the CRM revolution begin! 🌟


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