Client
Industry
Project size
Centers of expertise
context
The Stamford Youth Services Bureau (YSB) is focused on providing comprehensive support and resources for youth and their families. The bureau offers a wide range of services aimed at promoting the well-being and development of young people. The Stamford YSB plays a vital role in addressing the needs of local youth, promoting healthy development, and reducing risk factors through prevention and intervention programs.
The YSB wishes to optimize the operations for their team of outreach workers to make sure that every request is well taken care of. They currently have many excel files that allow them to manage their follow-ups and operations, but they need an improved and integrated system to help them be more efficient
Solutions
Detailed mapping of the referral process to identify inefficiencies in the process and create plans for improvement.
Implement Zoho CRM to manage data of young people, families, cases and more.
A Zoho Forms form to gather case requests on the website and create cases automatically in Zoho CRM.
One Click Create Automation to create student and family profiles and link them to the case with an incoming request.
Set up Zoho CRM customer portal to allow outreach workers to manage their cases in Zoho CRM without user licenses.
Gains
- End to end streamlined Case management with Zoho CRM
- Excellent Cost Saving for case workers without user license thereby saving an average of 500 USD per month.
- Automated case management to map students and families to their profile in Zoho CRM saving 10-20 hours of manual work every week.
- Real time sync between Zoho CRM and Zoho Forms to create a Case in Zoho CRM and notify staff.
Satisfaction and achievement of objectives
Satisfaction with interventions
Testimonial
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