Relationships about more than leads and sales?
Client relationship management for publicly funded programs means engaging clients more effectively by understanding their engagement, sharing information, enabling direct integration to processes and workflows, and reporting in a way that ensures clients are confident and satisfied with their interactions.
Challenge
Capturing the full client relationship lifecycle all in one place is critical to identifying needs, interacting successfully and delivering on program objectives so that clients are confident and satisfied in the services provided.
Solution
Enquire Relationship Management (CRM) delivers a fully engaged client throughout the relationship lifecycle with the ability to connect clients directly to business processes so they can participate in information access, workflows and results delivery.
Manage interactions, support information needs and deliver services efficiently and transparently.
Talk to us about Enquire Relationship Management (CRM).
Comprehensive Relationship Management
Relationship management does not end at the set-up of a contact record.
With a focus on the whole lifecycle of the relationship Enquire provides the data, analytics and interaction management to improve business relationships, supported by understanding the contact, their role(s) and their interaction at all stages of the relationship.
Active Relationship Management
Improve contact data and contact management with the flexibility to understand complex multi-role relationships.
- Easily configure and manage contact data
- Ensure data reflects all aspects of relationships
- Automate and streamline interaction tracking
Engage Relationships to Improve Business Processes
With Enquire manage relationship directly by embedding them into the heart of business process management.
Using Enquire organisations can save significant time and reduce costs by connecting business processes with relationship data to enhance program delivery.
Integrate Business Processes
Ensure a positive engagement and improve delivery by integrating relationships and roles to business processes.
- Align contact roles to differentiate contact interactions
- Automate workflows, approvals and regulatory engagements
- Target interactions to support streamlined execution
Analyse, Plan and Communicate Better
Best practice relationship management improves administration, but it must also support more targeted analysis, engagement, and communications.
Enquire provides unparalleled data configuration and reporting to enable improved analysis on business outcomes.
Optimise Results
Support proactive relationship management to inform planning, activity and decision-making for a positive relationship and result.
- Analyse and forecast issues with real-time data
- Easily report based on need and relationships
- Assess business-wide with integration to other enterprise systems
You are in good company
The Enquire difference
End-to-end lifecycle management
Enquire connects all stakeholders to one central source of information for exceptional lifecycle management with seamless submissions, assessments, fund management and outcome reporting. With a powerful e-form builder to collect the information you need from your applicants and clients, and business process workflows to speed up processes such as project reviews, document management and client reporting, Enquire makes end-to-end project delivery a breeze.
Configurable and scalable
Enquire’s off-the-shelf lifecycle management software comes with templated notifications, workflows, and automations. Its configurable design allows for effortless adaptation to your specific organisational needs. Output tracking and native reporting make it easy to assess project outcomes so that each funding round exceeds its last iteration – and your stakeholders’ expectations.
User-centric cloud solution
There’s no need to install and maintain software on site. Enquire fund managers, applicants, clients, contractors, and assessors all have access to an optimal experience from the cloud. With access split between an internal management portal and an intuitive client portal for external parties, Enquire provides everyone involved in your projects with the tools they need to maximise impact.
Outstanding reporting capabilities
A configurable, cloud-accessible platform makes reporting on project outcomes easy and intuitive. Gather outcome data from external parties using instant notifications and mobile-friendly e-forms. Automated reporting capabilities and handy search filters assure you of reporting that is timely, accurate and insightful. With all information in one well-structured place, you can demonstrate your impact to stakeholders with ease, with a range of one click reports.
Enhanced collaboration
Internal and external stakeholders will be able to collaborate on Enquire’s cloud-based platform. Scheduled or automated notifications, workflow comments, and emails and alerts streamline communication with beneficiaries and stakeholders for complete transparency. Roles-based permissions keep online accessibility clear and auto-reconciling information increases data accuracy and auditability.
Best practice standards
Enquire practices a collaborative and involved working relationship with our clients, resulting in 15+ years of client feedback-based development. You will recognise and appreciate the industry best practice that enables all users to remain focused on outcomes of each program during your grant, scholarship, case, or fund management.
Do more with integrations
Enquire is adaptive and ready to use with your existing systems, including Microsoft Office and other tools. With financial management and additional integrations, a natively responsive design ensures users can access all their information they need across mobile, tablet and desktop from their web browser.
Full support and training
Training comes customised to your organisation’s needs either in-house or web-based. You can request training as part of the Enquire program implementation or on an as-needed basis. Support is available 24/7 through the Tactiv Client Support services help desk. Software upgrades are included with standard support.
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