Housing application Presented by Phil Callaghan MD Caltech CRM

Caltech CRM Overview Providing CRM systems since 1999 Specifically Microsoft Dynamics CRM since 2005 Housing application - 2 years in development working with Omfax 6 housing sites and counting…. more than 60 in total Each new site expands on what has already been created Your team can create new functionality – no need to use us at every turn We only implement using Microsoft Dynamics Sure Step methodology

Modular format Purchase what you need Expand the system as required On premise or hosted Full relational database Links to other software providers Omfax – Scripting software Scheduling software Full API

Accessibility Accessed through either: Web client either https/ http/ Citrix Outlook Mobile devices iPhones, iPads, etc. All documents can be accessed through CRM or SharePoint

Features Universal Search Scripting Tenants Workflows Contacts Rents Properties Complaints Contractors Appointments Repairs Full activity log Enquiries Dashboards Marketing Reporting

Universal Search Search for: Tenants Properties Contacts Repairs - open and closed

Tenants Full tenant history inc. Rents Tenant information Occupant information Gas service information

Contacts Full personal information including: Tenancy history Repairs/ Enquiries/ Complaints All activity data Warning data Scripting Missed appointments

Properties Full property information from QL-x Repairs Scripting Asset details Google maps Defects periods Any other information as required

Contractors Full list of contractors details and specialisms Sorted by area & Post Code Repair status Feedback on repairs Contractor repair history Full SOR budget reporting

Repairs/Enquiries / Complaints See the status of every repair/ enquiry/ complaint Full auditable history Use workflow to escalate All repairs, enquiries and complaints linked to properties and contacts Use the comprehensive “Campaign Management Suite” to send out surveys

Repairs Full SOR information linked to each repair Budget tracking against SOR Repair scheduling Contractor assignment Preferred times and escalation

Marketing Easily create targeted marketing lists Email, letter and phone campaigns Third party applications available for reads/click-throughs /deletes Create customer satisfaction surveys Event management

Workflows Uses the Microsoft Workflow engine Can be used simply or nested with child and parent workflows Simple to create Can be run automatically or “on demand”

Scripting Use “out of the box” dialogs but quite limited We have used Omfax scripting on 5 sites Can be as complex or as simple as required Fully integrated into CRM Task management dependent upon answers to scripts Pre populated scripts Fully customizable

Dashboards User definable dashboards Based on “advanced finds” Easy to configure and manage Can show detail by user, by group, by organisation Updated automatically Drill down into source data

Reporting Full reporting functionality Create screens then data dump into Excel Use dynamic pivot tables to update data in Excel SQL Reporting Services Reports embedded with the application for complex multi entity reporting requirements SQL reports automatically sent as needed

Security Uses Active Directory log on Full security entity allowing/ not allowing access to every field in the system whether read only – read write access or completely hidden Uses JavaScript to “hide/show” items on a screen

Data QL-x API access? SQL access? What is the quality like of your data?