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Freedom From Paperwork

By Taylor Jasper on Jul 10, 2018 3:33:00 AM

Topics: Technology

I used to work with a woman named Debbie. She was one of the nicest people I’ve ever worked with. She always had a smile on her face and was willing to help.

The problem was Debbie was stuck in the analog days. Everything had to be done in an excel spreadsheet, printed out, put in binder and stored in a filing cabinet. This system worked great, until she retired and the rest of us were left with 10 binders containing years of inquiries, conversations and information about potential enrollments. It took months for one of my coworkers to scan all our documentation into a system and organize it, costing our business thousands of dollars in leads that were never followed up with.

The reason I tell you about Debbie, is because we all know a Debbie: someone that refuses to take advantage of technology and continues to spend her time and energy doing everything manually. There's at least one Debbie in every center and keeping her systems in place can cost you time, organization and thousands of dollars.

But have you ever stopped to think how much easier your life would be if everything were automated? Have you ever dreamed of a day when you wouldn’t have 100 sticky notes on your desk every morning? What about a system where you can search though all your records and find what you're looking for within seconds?

3 Ways ChildCareCRM Users Make the Most of Their Tools and Say Goodbye to the Endless Paper Trail.

1. Close the Loop

ChildCareCRM connects with opt-in forms on your websites, social media platforms and more. Let parents connect with you in a way that works for them and bring that information directly into your CRM system without lifting a finger. Update the family information as you go and export the details directly to your management systems, parent engagement apps and more. Cut out the extra time and take advantage of the power of integrations.

2. Goodbye, Clipboards & Binders

Save time and keep your team up to date on the lastest information with each family by replacing your tour and information forms with ChildCareCRM's Kiosk forms. Most centers collect important information from parents before tours on paper and keep all the follow-up on this one sheet before transferring it to the binders on their shelves. It's time to end the binder of death's reign of terror. Using the Kiosk form on a tablet or front computer allows touring families to enter their information and transfer it to your CRM system with the click of a button. Focus on relationship-building on your tour instead of note taking. As soon as you finish your tour, personalized follow-up for each family will generate within your CRM, helping you continue your relationship with that family as you move them toward enrollment.

3. Make Real-Time Data-Driven Decisions

More than 30 configurable reports within your ChildCareCRM Reporting Suite allow for a wide range of summary, detail and table views. Auto-run these reports with custom scheduling options and distribute them to your team via email so you can make critical decisions in minutes. Extensive filtering, selection and export options in a user-friendly format give you the flexibility you need to quickly and thoroughly analyze lead/child information, statistical data trends, staff usage and revenue potential.

Sounds great, right?

It’s time to bring your center into the 21st century. With ChildCareCRM, you can manage your potential enrollments with ease and efficiency. No more digging through paperwork to find the phone number of the parents coming to tour – just search it! You won’t know how easy your life can be until you try ChildCareCRM!

Taylor Jasper

Written by Taylor Jasper