A Holistic Approach To Human Service Organisations
Delivering aid to people is a substantial task, and having the right technology to scale operations while ensuring staff, teams, and data safety is crucial in any organisation’s growth journey. At Cirrico, we understand these challenges and strive to empower your human-services journey.
Navigating the complexities of running programs and services to help people can be daunting. Over the years, we have enabled numerous organisations to scale and put systems in place to facilitate their remarkable work.
Salesforce forms the heart of our solutions, facilitating services management remotely on-the-go for staff, daily data recording such as distances traveled, staff safety management, emergency alerts set-up, sensitive data and GDPR compliance management, and caseworker collaboration. It also enables appointment planning to optimise staff time, impact management for fundraising applications and campaigns, and comprehensive organisational data storage, all in one accessible place.
Enhancing Services Management and User Experience
Our Human Services solutions are based on the Service Cloud, providing omni-channel support for clients while utilising Salesforce’s core CRM features for a holistic view of clients, staff, and caseworkers.
Improve the user experience
Experience Cloud enhances service users’ interaction by providing access to key information about the services they receive, including historical records and details of upcoming meetings/sessions. It leverages all data from the Service Cloud, presenting it in a highly-branded, user-friendly portal while ensuring data security and controlled access.
Efficient Case Management and On-the-go Planning
The Case Management Module offers tools for managing a caseload of clients, from referrals and assessment tools to support plans, risk management, and goal setting. It provides a user-friendly system that’s easy to navigate on a computer or a mobile.
On-the-go appointment planning
For caseworkers traveling between different locations, Field Service Lightning facilitates planning and tracking appointments on-the-go. It also allows workers to prioritise appointments based on urgency or proximity and make necessary notes and updates on Salesforce, even without internet access.
Issues Human Service Organisations Face
Limited visibility of caseworker notes to other staff members
Time-consuming paper-based/in-person reports
Disconnected teams in the process
Benefits of using Salesforce
Creation of an emergency alert system using pre-configured alerts for sending SMS and emails to key stakeholders and staff in emergencies or concern over clients
Enabling on-the-go planning and tracking of appointments with Field Service Lightning, boosting staff safety
Ensuring sensitive data safety and GDPR compliance
Facilitating client communication in a manner that suits them, while ensuring safeguarding by keeping conversations logged within Salesforce
Don’t take our word for it
Here at Cirrico we are laser focused on accelerating impact through the use of technology, this is best displayed through our work with organisations like Royal National Children’s Springboard Foundation.
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