Zoho CRM for a Care Program for the Elderly

Client

Industry

Project size

1-50 employees

Centers of expertise

Sales

context

LIFE-NWPA is an American organization that provides home care services for the elderly. LIFE stands for Living Independence For the Elderly.

LIFE-NWPA wished to implement Zoho CRM in order to increase key metric visibility, centralize data, and further standardize and automate their prospecting and referral management processes. They utilized excel spreadsheets and manual processes to manage these pipelines. Included in this effort is the migration of current active patient and prospect data from their existing spreadsheets to Zoho CRM, as well as the training of admins and end users to improve user adoption of the system.

Solutions

Data centralization

Optimization and unification of Intake process

Simplification and improved reporting

Migration of historical data

Structuration and automation of the intake process through the creation of a Blueprint

Gains

Implementing Zoho CRM provides the organization with a reliable system that will support business growth. What’s more, the standardization of processes makes it possible to generate more accurate and relevant reports. In fact, LIFE-NWPA is now equipped with two dashboards containing 20 reports and visualizations of performance indicators.

Satisfaction and achievement of objectives

Satisfaction with interventions

Testimonial

« The NSI team that worked with me was absolutely amazing! I am so pleased with how quickly and effectively they learned the details of the work and services that we provide. They were consistently helpful, friendly and super-efficient. The NSI team was so patient with my questions and always made sure to explain things to me in a way that I would understand, which increased my confidence in the CRM process, Zoho implementation and my ability to instruct others post-deployment. I could not imagine being on this very intense project with any other team! »

Marcie Campbell
Director of Marketing & Intake