How CRM Technology Can Improve Case Management and Service Coordination

Are you managing client information using outdated systems, such as paper applications and spreadsheets?

Many government and nonprofit agencies face the burdensome challenge of outdated systems that impede client success and place a heavy strain on agency capacity. Managing client information manually can increase the likelihood of duplication of benefits, impede benefit and service distribution, and put sensitive client information at risk.

While most of us are familiar with CRM technology, such as Salesforce, used in sales and customer relationship management, CRM technology can also improve case management and service coordination in several ways.

Here are some of the benefits of using a CRM for case management and service coordination:

CRM technology can improve communication between service providers and clients

A CRM can help improve communication between case managers, patients, and nonprofit and government agencies. CRMs can store all of the relevant information about a client in one place, and it can be easily accessed by everyone involved. This helps ensure everyone is on the same page while preventing duplication of efforts and streamlining the delivery of services and benefits to clients. FORWARD sync’s communications center enables service providers to call, text, and email directly from the client’s profile while tracking all outbound and inbound communications.

CRM technology fosters collaboration between government and nonprofit agencies by increasing transparency

A CRM can also enhance collaboration between case managers, patients, and other providers. The CRM can provide a centralized platform for everyone involved in the case to share information, collaborate on tasks, and track progress. This helps ensure everyone is working towards the same goals while providing robust wraparound services for clients.

CRM technology can streamline case management workflows and increase service delivery to communities in need

A CRM can streamline case management processes by automating tasks and providing insights into how cases progress. This can help case managers to be more efficient and to focus on providing the best possible care. By tracking all client data in a centralized place, service providers and agencies will have access to more robust data tracking and funding requirements. Agencies will be able to allocate more resources to clients most in need of attention.

CRM technology ensures sensitive case management notes and client information is protected

By storing data within a CRM instead of in spreadsheets or on paper, service providers mitigate the likelihood of sensitive client information being put at risk. With CRM technology, like FORWARD sync, government and nonprofit agencies can use role-based permissions to collaborate on case records while masking PII (Personal Identifiable Information), depending on the user’s level.

A CRM can be a valuable tool for improving case management processes. By providing a central repository for information, automating tasks, and providing insights into how cases are progressing, a CRM can help case managers and service providers be more efficient, collaborative, and effective.

A digital solution that streamlines client and resource management for governments and nonprofits

FORWARD sync is the first-of-its-kind case management solution designed for governments and nonprofits to assess needs, securely coordinate resources, collaborate with other agencies, communicate quickly with clients, and track program progress — all in one platform. FORWARD sync features include:

  • Centralized client profile
  • Intake and referrals
  • Make inbound and outbound calls, texts and emails
  • Collaboration and notetaking
  • Role-based permissions
  • Secure data storage

Here are some tips for choosing a CRM for case management:

  • Consider the specific needs of your organization. What features are most important to you? How many users will be using the CRM?
  • Do your research. There are a number of different CRMs on the market, so it’s important to do your research and compare features and pricing.
  • Get a free trial or see a demo. Most CRMs offer free trials, so you can try out the software before you buy it.

By following these tips, you can choose a CRM that will help you improve case management and increase service coordination.

Related posts