Microsoft CRM for NHS Foundation Trusts

Microsoft CRM for NHS Foundation Trusts –

An essential way to communicate with key stakeholders, members and GP’s.

The advantages are targeted communications, saving time and money.

Members’ data being put into CRM will have a choice of activities and you can give information in a targeted way about what they want.  And importantly, in the way they want it.  So if the member says they would like information about drug services for example and they want information by phone only, you are able to send them information they are interested in, in the method they prefer. 

Emailing information instead of posting will really save money and time.  No more design, print and post.  Email can be done professionally in software and sent straight from Microsoft CRM.  No more budgets eaten up each time there is a mail shot.  Postage costs are no longer necessary.  And the campaign can be sent quickly to the people who want that information.

This targeting will help membership improve as they will know that you only send them information that they are interested in.  The members will also trust you and give more information – maybe tell their friends or acquaintances about the experience so they too give information to be a member.

Planning is easy in Microsoft Dynamics CRM.  It’s easy to manage events through activities.  If there are several people managing one event it’s easy to communicate and reduce the need for meetings.  Tasks can be clearly done and tracked.  Information shared easily.  The event manager and CRM can take the delegates bookings as well as track a list for people if the event is oversubscribed. 

This will allow you more time to spend on the content of the event.

Reporting is easy using Microsoft CRM.  Any reporting requirements can easily be done within an advanced find or quick search.  There are dashboards, graphs that are fed from the data in your CRM solution.  With the reporting all there within a click of a button, preparing for reporting meetings and statutory requirements couldn’t be easier.

Communicating with stakeholders for NHS trusts is a major component.  Using targeted information in the same way as members, you will be able to target information to GP’s, charities or associations that you work with. 

Microsoft CRM for NHS Foundation Trusts is all about communicating better; saving money and saving time.  This allows you to be more focused on your members, stakeholders and services.

Using direct marketing tools and Microsoft CRM you will also be able to monitor patient experience using surveys or by logging information you have within CRM.  Monitoring this and reporting on patient experience is easy and fast using Microsoft CRM.

Finally Microsoft Dynamics CRM is familiar.  It is an extension of Microsoft Outlook.  This means users will find it easy to use.  There is no need to log onto disparate systems.  Its all in Microsoft Outlook…

To find out more about Microsoft CRM for NHS Trusts call us on 01924 507 280 or email

Caltech CRM is one of the UK’s leading providers of Microsoft CRM.  As silver partners we have developers, configurators and project managers, processes and procedures to make sure CRM works efficiently for you.  With clients in the Health sector we can help you succeed using Microsoft CRM.

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