The act of deciding and purchasing a full suite of marketing and sales tools can represent a big risk for any small or start-up business. Indeed, if a poor choice is made, you could soon find yourself facing fees upwards of $10,000 a month.
Thankfully, you can avoid this situation by getting a robust business growth platform, such as an NDIS CRM, that meets all your needs.
However, sourcing the right NDIS CRM platform can be confusing, as there are many elements to consider.
So, in this post, we’ll give you some guidance on how to choose the right one for your business.
What is a CRM Software?
Before explaining how to find the right one for your NDIS business, it is worth clarifying what exactly CRM software is.
Essentially, CRM is a platform that enables seamless communication with various departments or departmental functions in your business through one centralised system.
This could include everything from sales and marketing to accounts and customer service and can be accessed by all of your team members at any time and in any location.
Benefits of NDIS CRM Software?
There are several benefits associated with the use of NDIS Software, such as Iinsight’s NDIS CRM.
One of the main ones is that it helps businesses provide their customers with a better quality of support and care. It does this by streamlining the way they communicate with them through features such as live chat.
They also offer several letter, email, quote, and invitation templates that can quickly be customised and sent out.
Additionally, it can help ensure that the business meets compliance requirements imposed by the NDIS, including providing support which is in keeping with the participant’s individual plan and being ethical in all their financial dealings.
At the same time, as it is a cloud-based system, it ensures you meet your obligations to protect your customers’ data.
Perhaps most intriguingly, research by Salesforce suggests that CRM software can increase leads by around 44% on average. Apparently, it also improves customer retention by as much as 45% and sales by 37%.
Main CRM Features to Look For
If you are looking for an NDIS CRM system, you should be aware of several beneficial features. Here are some of the main ones to look out for.
1. Accessible via the Cloud
Most CRM systems are accessible through the cloud. But it is worth double-checking that you can access the information you need anytime, anywhere, just for peace of mind.
2. Seamlessly Integrate with Other Software applications
The best CRM platforms seamlessly integrate with other software applications, such as Quickbooks or MYOB’s accounting software or marketing automation systems like Hubspot or Salesforce Commerce Cloud.
If any given CRM system does not do this, you will not be able to run your business as efficiently or effectively.
3. Clients’ Record Management
All of your clients will have an objective they are working towards. Your chosen CRM software platform should help you to record, measure and track the degree to which they are meeting their goal.
It should also facilitate a direct communication channel between your team and your client’s nearest and dearest, through which you can upload care plans that keep everyone in the loop at all times.
Ideally, your software will also enable you to send instant messages to clients and store all the communications your team has had with them. Additionally, it will enable you to easily get in touch with emergency contacts if the need arises.
4. Effortless Record-Keeping
As an NDIS business, it is important for you to keep abreast of the services you have provided your clients.
This should include specifics about what happened in the period before, during, and after every shift took place.
Through your CRM software, you should be able to maintain records of client emails, progress notes, and communications with support workers.
If it does, it allows carers to complete a smoother handover between shifts, resulting in greater consistency in care levels for the client. It should also make it easier to register and track complaints or incidents as and when they arise.
5. Customisability
While most CRMs have some degree of customisability, the best ones tend to be more flexible and customisable than others.
Therefore, look for one that allows you to tailor it as much as possible to create processes and systems that maximise your business’s efficiency.
Your organisational structure, business size, type of support you provide, and working style should all be considered here.
6. Easy Invoicing
Whichever NDIS CRM system you choose, make sure it has an easy invoicing system.
Try to find one that integrates the process of invoicing, lodging expenses, and billing. This will mean you will spend much less time focusing on paperwork and more time delivering services to your client.
Finding a software platform that automatically updates prices is a good idea, as this will ensure consistency in charging the correct amount.
