Integrate and manage your business data
One of the fundamental strengths of Streamline is its ability to cater for the user and to incorporate their day to day tools and systems into the system. We often find that many business rely on key staff who have developed their “own” spreadsheets and reports to fill gaps in the core databases used by the company. The problem with these sorts of technologies is that they are really designed for single use, the “systems” created are often “home grown” and come with no procedure manual on how to use them. The staff like the freedom and flexibility they provide but they really create a dependence on the person, and the risk to the business increases in proportion to the level of sophistication, especially as more often than not there are no checks or validation rules in place to prevent errors.
Our Streamline service involves staff from the outset and progressively incorporates their data and work practices into the system. We provide detailed procedures and automate processes where time savings can be achieved without sacrificing flexibility or innovation.
Streamline is not just a CRM in that it also includes your business data, with forms and processes designed to fit with your unique requirements. Given our decades of experience in building practical systems across a range of industries we can often save time and expense as many of the traditionally more custom requirements can be met through configuring standard features.
For us it is all about providing intelligent information in a way that does not overwhelm the user, but is designed around their needs. For example the sponsorship person sees sponsorship data, marketing personnel see marketing campaign data, and managers see more high-level data across a broad number of areas. Our goal here is to provide information at your fingertips in a way that is meaningful, that prompts you for action and enables informed decisions to be made by empowered staff. This approach enables any staff member to effectively pick up the conversation with the donor/sponsor/customer where it left off, and in so doing build relationships and ultimately improve customer service and sales.