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 the dots throughout your lifecycle management with purpose-built processes to keep your programs running smoothly – from application, to assessment, to acquittal. With a powerful e-form builder to collect the information you need 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 is adaptable and configurable to changing business processes and battle-tested to get your programs off the ground fast, scaling up and down based upon your organisational requirements. Configure templated notifications, workflows and automations to streamline your programs and maximise their efficiency – reducing the time, money and effort of developing project assets.
User-centric cloud solution
Enquire’s cloud based no-code design and simple interface account for a range of end users – from program managers to non-profit staff and applicants. With access split between an internal management portal and external client portal, intuitive navigation is baked into every function and Enquire’s forward facing design supports all users as they complete their applications, reports and assessments.
Outstanding reporting capabilities
Take complete control of the narrative around your organisation’s impact with configurable and targeted reporting indicators. Enquire was purpose-built to effectively communicate how funding is spent in government and for-purpose programs – going beyond the dollars by linking costs to tangible outcomes that our users define. We enable organisations to tell compelling stories about the good they do, helping them secure future funding to expand their impact and deliver greater community outcomes.
Enhanced collaboration
Understanding the relationship between funding organisations and their applicants, Enquire supports all users to get more done together. Scheduled or automated notifications, workflow comments, and emails and alerts streamline communication with beneficiaries and stakeholders for complete transparency. Roles-based permissions and auto-reconciling information increases auditability and data accuracy.
Best practice standards
Enquire practices a collaborative and involved working relationship with our clients, resulting in 15+ years of client feedback-based and industry best practice development. We simplify all of the complex client-facing processes that create bottlenecks throughout the project lifecycle, rather than applying patchwork updates to individual processes like most overspecialised prosumer vendors.
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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© 2023 Tactiv Pty. Ltd. | All rights reserved. Enquire® is a registered trade mark of Tactiv Pty. Ltd.
© 2023 Tactiv Pty. Ltd. | All rights reserved. Enquire® is a registered trade mark of Tactiv Pty. Ltd.
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