Increase Efficiency, Reduce Overhead and Deliver Additional Value
It’s a snap using CRM software with a client case management database or a donor tracking database developed by Northwest Data Designs specifically for your nonprofits needs. This dynamic duo of powerful software and custom database can help you operate more efficiently, reduce overhead costs and deliver more value to your clients and donors.
Centralized Client Data
Minimal Redundancy
Outcome Measurements for Audit Agencies Such as CARF
Donor data Capture and moves management
Northwest DataDesigns has several non-profit employment services clients using software.
CARF accreditation surveys
Funding reports
Quarterly management reports
Weekly, monthly and annual reports
“Heather has been my act! consultant for over 5 years. She is knowledgeable, fair, and friendly. I recommend her without reservation.”
- Morgan Llewellyn, Llewellyn Real Estate“Heather is very easy to work with, flexible, helpful, reliable, and very knowledgeable in her area of expertise. She goes above and beyond for her clients.”
- Susan Kimmie, Washington Liftruck, Inc.“I am pleased with the work we have done thus far, and look forward to our continued collaboration. It’s a pleasure to work with someone so bright and creative, someone who believes in our work the way you do.”
- Alison McCormick, Director, MainstayThis customized employment services database delivers a powerful return on investment.
Click here to schedule a demo of the Independence4 add on, that consists of the customized database template and program designed specifically for employment services non-profits.
CRM will track your staff’s phone call’s, client related meetings and report writing durations.
CRM automatically adds this the time to your billable hours.
With phone call and meeting notes neatly organized in it is easy for your team to access (data that might otherwise have been forgotten)
CRM streamlines and simplifies case management. Each team member has access to centralized data (based on permissions) in a secure system that is well-organized and easy to find. This reduces redundancy as well as gaps in information. Your team can access information in the office and in the field. For example, your coach is in the field when a client has seizure. That coach can instantly access the client profile in , see what med’s the client is on, then take immediate action. You can leave behind the old days of making the client wait while their coach calls the office and waits while someone pulls the paper file and shuffles through its contents for the critical information.
Your customized database contains easy-to-access templates that auto-populate with client information making it a snap for your coaching staff to edit on the fly without re-typing standard information. Templates can be saved and attached to a clients file, printed or sent via e-mail.
Contact us today to schedule a demo and discover how we can enable your non-profit employment services organization increase efficiency and reduce overhead.
“Heather is an act! Ninja!”
- Fern Soderstrom, PSG Washington, Inc.