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Key questions you need to ask
When it comes to finding the perfect client management system for your social sector work, finding a solution and team that provides the right support and training can make a huge difference.
Here are some questions to think about:
First off, can the system be customized to suit the needs of all your fantastic teams? You want everyone to feel at home using it.
Next, does the system provider have a dedicated team ready to lend a hand with any changes and getting everything set up just the way you like it? Having those friendly experts by your side can make life a whole lot easier.
And what about training? Does the provider offer easy-to-follow guides and documentation to help each of your teams hit the ground running?
When you need help down the road, is the provider there for you with quick and friendly support? You need to think about how quickly they are going to be able to respond to a "I need some help" ticket. Ask yourself are you prepared to wait for any overnight reply or do you need a support desk available during the same operating hours as my business.
And don't forget about onboarding – making sure the transition is smooth and seamless is a must.
Considering these questions will help you select a client management system that's not only a perfect fit for your organisation but also comes with all the support and training you to need to continue to make positive changes in the lives of tāngata.
Key questions - how Recordbase stacks up
- Can the system be configured to meet the needs of all of your teams?
- Does the system provider have a dedicated team to support you with change management and setup?
- Does the provider provide comprehensive training documentation for each of your teams?
- Does the provider offer responsive, ongoing support?
With decades of experience, our team are here to make the process of onboarding as simple as possible.
At the heart of Recordbase are people, and like people no two organisations are the same. We are dedicated to providing solutions tailored to your organisation's specific needs.
We also know that a successful implementation is all about partnership. That's why we place great emphasis on good planning, clear communication, transparency, and collaboration. We understand that each organisation is unique with different processes, people, culture, expectations, timings, budgets, and more.
Our team of experts has got the techy know-how covered, but we also know that one size does not fit all. We are committed to understanding the unique needs of the organisations we walk alongside.
Into the future
Empowering kaimahi to use Recordbase is a key focus for us, not just at onboarding time but always. We believe the best way to ensure your organisation hits the ground running with Recordbase is to "train the trainers".
Our experts work with your Recordbase Super Users to create a training programme that suits their needs. Our team know the importance of hitting the ground running to ensure your organisation gets the best out of Recordbase from day one.
We also believe that learning never stops so we offer a range of training options after onboarding, as well as a 24/7 knowledge base and ongoing FREE webinars and events.
Based in New Zealand our friendly helpdesk team is always just a phone call or email away, ready to help with routine support.
What else do I need to think about?
Check out some of the other important questions you need to ask.
Privacy & Collaboration
The system needs to navigate the intricate terrain of privacy and collaboration allowing the right people to have access to the right information at the right time.
Integration
The system should be able to integrate with other software and tools that your business uses, such as your CRM and email marketing platforms.
Ease of use
The system should be easy to navigate and understand, with a user-friendly interface that allows you to quickly find and enter the information you need.
Security
The system should ensure the protection of your client data with robust security measures.
Reporting & Analytics
The system should provide you with valuable insights and data through detailed reporting and analytics.
Scalibity/Future
The system should be able to grow with your business, with the ability to handle an increasing number of clients and data.
Support and Training
The system should come with a reliable support team to assist you with any questions or issues that may arise, as well as training resources to help you and your team get up to speed quickly.
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