Cumbria Partnership NHS Foundation Trust Selects Optevia | Mantis Public Relations

Cumbria Partnership NHS Foundation Trust Selects Optevia

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Press coverage highlights from story:

  • ProHealthZone, Cumbria Partnership NHS Foundation Trust selects Optevia CRM solution to capture takeholder engagement activity
  • ComputerWorld, NHS Trust ditches old Microsoft CRM in favour of new, heavily customised one
  • OutsourceEye, Cumbria Partnership NHS Foundation Trust upgrades its Microsoft Dynamics CRM solution

Public sector CRM specialist, Optevia, today announced that Cumbria Partnership NHS Foundation Trust has selected Microsoft Dynamics CRM to support its GP Stakeholder Engagement team to capture all activity with its stakeholders and in turn deliver high quality healthcare services to its 500,000 residents in Cumbria.

The Cumbria Partnership NHS Foundation Trust recently created the GP Stakeholder Engagement team to work in collaboration with its stakeholders, namely GPs, to gain feedback so action could be taken to improve healthcare services across the six districts in the region. The GP Stakeholder Engagement team needed a way of capturing the information generated at every point of engagement and a way in which to analyse the data so steps could be taken to support the stakeholders fully.

“We found ourselves awash with data from our engagements and realised it was time to step away from the  ‘old way’ of capturing and presenting back information.  Spreadsheets and Word documents were time intensive, cumbersome and not effective for our purposes,” said Tom Bell, GP Stakeholder Engagement Manager at Cumbria Partnership NHS Foundation Trust. ”We chose Optevia as it could customize the Microsoft Dynamics CRM to fit our exact needs and they were willing to incorporate an intuitive dashboard reporting tool that many others couldn’t. We can now record all data onto the system from any device, on the go, avoiding replication of work and the dashboard can automatically transform the findings into simple graphics for presentation purposes, really bringing the results to life in an impactful way.”

“We’re delighted to help Cumbria Partnership NHS Foundation Trust fulfill its unique need for a Stakeholder Engagement tool,” said Tim Vernon, Managing Director at Optevia. “This CRM system ultimately allows the Trust to stay competitive in the marketplace. With CCGs governing budget, being able to demonstrate the value of what you are doing and the impact you have had becomes a really powerful tool. By adding this extra layer of intelligence with a full audit trail, will in turn future proof strategies to improve services in the region.”

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