At Evoke IT we use Office 365 as one of the platforms to build and develop solutions for our clients because of it’s wide range of features that benefit business processes. Features of Office 365 are updated automatically so you’re always using the latest version of Microsoft Documents such as Outlook, Word, Excel and Powerpoint. Office 365 couldn’t be easier to set up and deploy allowing you to start using the services fast, get in touch with us to find out how we can help.
With all the various license models available, can you be sure you are getting the most out of your license? Tools such as Sway, Yammer and Skype for Business can transform the way you and your team communicate but did you know these were available to you or how to use them? SharePoint Online also comes free with many packages, utilising this will free up shared drives and servers!
Features to a Client Management Solution include client search allowing you to enter and track client data entered into appropriate fields. Client data can then be added, edited and archived as required. We can develop this system as per your requirements, and present information in a style that users are familiar with.
Summary information of referrals, client program tracking and client program participation is included; the bulk of this information input is completed through forms which are then linked to the chosen client. Forms will be written for specific client data which will be required for reporting at a later stage.
User permissions can be put in place if required, so only relevant employees can view or input certain client data, keep confidentiality of clients as a priority and guarding the system against misuse.
The benefits of having a Client Management System on Office 365 is that it’s on the Cloud – allowing employees to view, add and edit content anywhere, which could be straight after an initial meeting so nothing is forgotten about.