Single View delivers an innovative quality process that guides an Advisor through a sale, giving your leads a seamless experience while at the same time ensuring full compliance.
Drive membership growth: From first day, first call, your Advisors are mentored along every step of the journey – from who to call next, what compliance checks are still outstanding to final wrap up – all of this is delivered through a simple and intuitive interface.
Fully integrated with Hambs, Single View ensures only compliant leads are able to be converted, meaning your managers can focus on mentoring, not paperwork.
Highly cost competitive for quicker ROI. Funds experience savings of multiple FTE’s per year.
Fast operator onboarding with easy to learn interface.
Increased productivity for new staff due to simple to follow managed process to convert leads.
Managers can now spend time focusing on performance not compliance.
Easier hiring because highly technical Hambs knowledge in new staff is no longer necessary.
Auto-conversion for compliant leads ingested from websites means only leads needing follow-up are handled.
Historical data enables peak-time staff planning and resource allocation based on call and support volumes.
Statistical reporting on multiple data sets, combined with customer journeys identifies where sales are converting or being lost – enabling better sales strategies.
Supports single or multiple brands, single or multiple locations, loyalty codes, discounting, bespoke compliance rules.
Based on SugarCRM, Single View is a flexible system that is able to be customised to the specific needs of the Fund’s client base.
“I have found CRM Strategy to be a very knowledgeable and supportive company built around sound expertise and a strong passion for CRM solutions. They openly listen to our challenges, are very willing to assist and then work collaboratively to find a solution. Communication is excellent and we are informed every step of the way by providing clear resolution pathway, budget and timings. Over the past few years, we have developed a strong relationship built around open, honest and transparent conversations that has developed a level of trust and comfort to continue on for years to come.”
Doctors’ Health Fund
Use a single system to capture and log leads from 1st contact to member conversion.
Start the process with minimal information such as a call, email or web enquiry. Single View consistently progresses the lead journey over multiple contact points.
Full lead history and continuity over all lead contact points and Advisors.
Dynamic compliance checklist based on lead data ensures the right data is captured and the right product is offered.
Higher retention via system prompts for claim types and the ability to differentiate between the severity of the issue.
Integration with core services including –
Hambs
Green ID
Medicare
Rebate process
Supports omni channel communication with leads and clients – chat, phone integration, email and more. Funds can communicate in the way their clients want.
Full compliance and auditing features with field-level security and reporting.
Dynamic compliance checklist based on unique lead data ensures the right data is captured and the right product is offered. The Advisor cannot sell the wrong product.
Intelligent handling of annual price increases. The Advisor will always present the right price.
No more overhead for managers and errors arising from manual systems.
Age based discount handling.
LHC loading handling.
Leads cannot convert until all compliance data satisfied.
APRA compliant, user security levels, penetration tested, DRP policy available.
CRM Strategy provides guidance on both core technology and APRA compliance.
CRM Strategy has invested in learning the Hambs technology stack and is skilled and understands the issues Funds face.
CRM Strategy manages services and also provides bespoke solutions which it commercialises on behalf of one Fund to others if a Fund wishes.
CRM Strategy runs quarterly innovation plans for group to ensure shared roadmap and product certainty.