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Senses had been managing clients and staff with a web-based application popular with charities. This was limited to capturing client details, their services and case notes whilst navigation and data extraction was clumsy. Senses needed something that was easy to use and manage so that staff could concentrate on working with clients rather than managing administrative tasks.
Intergen developed a Client Care Management System built on Microsoft Dynamics CRM 2011, which is ideal for data manipulation and reporting.
Dynamics CRM features include marketing campaign management, including bulk emailouts; services case management facilities to handle client enquiries and feedback; and business intelligence dashboards, reporting, and data search to manage business processes.
The system also fully integrates with Microsoft Office, specifically Microsoft Outlook, where emails and calendar appointments can be tracked within client records.
The Client Care Management System helps deliver the full range of client care services, handling management of the programs, alerts and accommodation registers, as well as managing client files, group sessions and the client qualification process.
More information: http://www.intergen.co.nz/Our-Work/senses-australia-crm/