Housing Association Management Systems
One System Many Functions
Microsoft Dynamics CRM provides housing associations, whether not for profit, local government led or private organisations, with everything you need to manage relationships with those both inside and outside of your organisation, in one secure place. Caltech CRMs solution for housing associations bridges the call centre and housing management solutions, improving interactions between tenants, suppliers and the housing association.
Microsoft Dynamics CRM provides housing associations with one system so they can easily see clients, properties and cases in one location that is easily shared across the teams. Giving your internal people access to files will expedite the case management process, and link up tenants to properties, and properties to tenants.
Microsoft Dynamics CRM provides all information linked to both client and property in one place. If the client has had numerous problems in several properties your staff will have a clear view of that in Microsoft Dynamics CRM. If one particular property is experiencing repeated issues, or is in need of upgrade, your teams will be able to search that property and also see the client.
Microsoft Dynamics CRM gives a 360 degree view of your assets, tenants and suppliers. Everything is in one place, accessed by all staff who have been given access – so information is all linked and whatsmore, accessible and efficient.
Housing associations are continuously managing requests, queries and other concerns from their tenants, and these need to be logged on your systems to ensure that they are being managed to fruition and handed between teams smoothly and professionally. Having information available means that the likelihood of closing a case on first contact is more achievable.
Microsoft Dynamics CRM for housing associations from Caltech CRM means that enquiries are routed quickly and seamlessly to the correct people. Our systems ensure that employees at housing associations ask the right questions using prompting and diagnostic processes, that have been develolped and employed, especially for housing associations.
Having information in the history or activity for each tenant means that information is instant and usable. By scanning your paper-based documents into Microsoft Dynamics CRM and attaching to the property and tenant give immediate advantages. There are no more filing cabinets and time wasted waiting for information or files to be made accessible. Likewise logging each call that a tenant makes helps landlords build a better relationship with their tenants.
Managing suppliers or partners on Microsoft Dynamics CRM helps to ensure that cases are closed. If anything has been sent to a supplier to repair, for example, then you will be able to track this through and check with the supplier where they are up to and if work was closed down.
Using Microsoft Dynamics CRM will help your housing organisation to use rich data segmentation on any information you hold in Microsoft Dynamics CRM : tenants, residents, properties, suppliers and so on…
Comprehensive Area Assessments (CAA)
Using Microsoft Dynamics CRM can help housing associations gain the coveted Green Flag from the Audit Commission. A regeneration organisation in Yorkshire gained the Green Flag by employing Microsoft Dynamics CRM to achieve more for less. This meant that a relatively small team was able to build investment in communities, growth and ultimately meet its strategic goals, efficiently and without wasting time and effort.
Microsoft Dynamics CRM implemented properly must speak the language of your organisation. The software must be flexible to underpin your processes and drive your strategic goals. This is when Microsoft Dynamics CRM is most effective, building a higher level of efficiency, reducing staffing costs and raising tenants and suppliers satisfaction and case management experience.
Caltech have built a bespoke system for Housing Associations. Taking this system “off the shelf” means that your organisation can take best practise and then tailor this to your needs reducing the costs of implementation. Because Microsoft Dynamcis CRM is so flexible Caltech CRM are able to ensure that security is set in your system to ensure that client information is confidential when it needs to be – certain users may only need to see certain information.
One System Many Functions
- Helps to identify trends and evaluates interactions with departments and agencies
- Centralized client records to remove the barriers to cross-agency collaboration
- Use automatic workflows to increase employee effectiveness
- Easily schedule follow up appointments and use alerts for proactive notification
- Provide mobile access to constituent and case information, so workers in the field can be more productive
- Helps housing association employees improve the management of calls
- Enhances visibility to critical information to ensure that tasks are managed and seen through to closure
- Eliminates data duplication and helps to track tenants and properties through changes
- Is easily integrated with other systems that Housing Associations use to ensure data is used correctly throughout
- Ensures housing associations can close cases and provide first class communication and service levels to their tenants
- Keeps your tenants and suppliers safe.
To find out more about Microsoft Dynamics CRM for housing associations, or to book a demonstration of the bespoke system, please contact George@caltech.co.uk or call us on 01924 507 280.
Contact us for our bespoke housing association brochures, to see who else we are working with and what they say, to see our bespoke housing association management solution in action, or for advice on implementing CRM to get the best results for you and your organisation.
Registered Address : Caltech IT Ltd, Unit 66, Annexe 4, Batley Business Park, Grange Road, Batley. West Yorkshire. WF17 6ER Registered in England Company Number 03701887