woman holding toddler on child's mat and working on computer

Users, Here's What You Need to Know About Migrating to CRM+

By Adrianna Lacarra on Jun 22, 2021 6:15:00 AM

CRM+ Frequently Asked Questions

We're so excited to announce the release of CRM+, the new version of ChildcareCRM! We’ve created this FAQ with details about switching from your current CRM software to CRM+.


Q: What is CRM+?

A: CRM+ is the newest version of ChildcareCRM. It’s easier to use, and filled with new features to help you boost enrollment and save time including:

  • New, easy-to-use interface and navigation

  • New home screen dashboards

  • Custom reporting capabilities

  • Partner marketplace for easy integrations

  • New template editor

     

Q: Where can I get more information about CRM+? 

A: We have several places you can visit to get more information:

  • Live Webinar: Join our CRM+ What’s New Webinar on Monday, June 28 at 5 pm CST (Tuesday, June 29 at 8 am Australian EST). We’ll compare the current version of CRM to the new CRM+ version, review CRM+ new features, and let you know how to make the switch to CRM+. Click here to register. 

Q: Is there an additional cost for CRM+? 

A: CRM+ is provided at no additional cost to existing legacy CRM customers. 

Q: When can I switch from the current version of CRM to CRM+? 
  • Childcare organizations with 1-10 locations: You can switch as soon as July. Let us know you’re interested in making the switch, by filling out this form. 

  • Childcare organizations with 10+ locations: We know you'll want to plan your switch to CRM+ to ensure center staff are trained and the switch is seamless. We’ll contact you to create a transition plan along with the best timing to make the switch. In the meantime, prepare your teams for CRM+ by having them join our upcoming webinar, sharing this FAQ, and follow our Facebook Communities of Practice Group for updates.

  • Childcare organizations currently using our Enrollment Teams feature: Organizations using our Enrollment Teams feature can switch to CRM+ in Q4 2021. Please contact your Customer Success Advisor to discuss moving to CRM+. 

 Q: How long will it take to switch to CRM+? 
  • Childcare organizations with 1-10 locations: It will take approximately one week to switch to CRM+. This includes 2-hours of training and moving to a new CRM+ URL where all of your current family data, business rule settings, and templates will be available. 

  • Childcare organizations with 10+ locations: We’ll work with each of you on the timeframe for switching to CRM+. 

Q: Will there be training for CRM+?  

A: Absolutely! You will receive two hours of CRM+ training. This training will also be recorded and available on-demand.

 Q: What about all my family data and templates in ChildcareCRM? Will it transfer over to CRM+ or do I have to start from scratch?  

A: Not to worry. All of your family data and templates will be transferred over to CRM+. 

 Q: I use Business Rules, will those continue to work as usual for me if I switch over?  

A: Yes. When you switch over to CRM+, your Business Rules settings will automatically switch as well.  

Q: If I choose to switch to CRM+ will I still have access to my current ChildcareCRM software? 

A: Yes, while transitioning to CRM+ you will have access to your current version of ChildcareCRM for two (2) weeks. 

Q: I see some terms in CRM+ that I’m not familiar with.  

A: To streamline CRM+, we’ve made updates to some of the verbiage. Here’s a quick reference guide:  

ChildcareCRM Term CRM+ Term
Lead Family/Guardian
Lead Date Family Date
Self-Scheduled Tour Parent Scheduled Tour
Business Rules Workflow Automation

 


Don't forget to register for our upcoming webinar and follow our Facebook Communities of Practice Group for updates. 

Adrianna Lacarra

Written by Adrianna Lacarra

Adrianna Lacarra is experienced in both customer success and marketing. She received her Bachelor of Arts in Business from The University of Dallas, where she later also received her Master of Business Administration with a concentration in Marketing. Adrianna is an esteemed member of the ChildcareCRM team and provides our customers with the resources and guidance they need to achieve their business goals, get the most out of the system, and excel in the childcare industry.

Enroll more families with online registration.

Don't waste time on enrollment paperwork—sending reminders, chasing down missing information. With ChildcareFORMS, our industry-standard online enrollment packet makes registration easy for everyone.