SalesWizard CRM implementation in the care industry at care home operator CareFinder.co.uk
CareFinder is a leading provider of care spaces for seniors in Polish nursing homes. The idea to create CareFinder came about in response to growing demand for affordable alternatives to German nursing homes. Currently, the company works with dozens of facilities in Poland, providing services to customers from Germany, Poland and other European countries.
- Industry: elderly care
- Problem: Customer relationship management and corporate processes
Needs of the care industry in CRM
Nursing homes need a CRM system to comprehensively manage resident records, including detailed medical data, family contact history and care preferences. Key features also include management of room availability, staff schedules and payments, with automatic invoicing and tracking of ancillary costs. Communication tools with residents’ families, such as health alerts, and crisis management modules are important. The system should ensure the highest standards of data security, compliance with RODO, as well as integrations with e-health and telemedicine systems. Mobility and intuitive reporting facilitate daily operations and analysis of operational indicators.
CRM functions used by CareFinder.co.uk
The implementation of SalesWizard CRM was a huge step forward for us in managing operational processes in the care industry. Our previous solutions could not keep up with the company's rapid growth, and the lack of capacity for further expansion was a significant barrier. Thanks to dedicated modifications, we were able to create a system that perfectly supports us in managing customer data, managing cooperation with nursing homes, sales processes and optimizing the work of the team. We especially appreciate the implemented automation, performance reporting and quoting. We have streamlined administrative processes, which has translated into greater efficiency in our organization. The implementation team guided us through the entire process from needs analysis, to implementation, to training and technical support.
Sylwia Witkowska Operations Specialist CareFinder Nursing Homes
How we helped CareFinder.co.uk implement a CRM with a suite of modifications for the care industry
CareFinder.co.uk, by implementing SalesWizard CRM, has gained a tool to comprehensively manage business processes conducted as a provider of care places in nursing homes in Poland. Our solution allows for maintaining detailed resident records, automating work schedules, tracking payments and reporting key metrics.
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