Lancashire Care NHS Foundation Trust Selects Optevia | Mantis Public Relations

Lancashire Care NHS Foundation Trust Selects Optevia

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Lancashire Care NHS Foundation Trust has selected public sector CRM specialist, Optevia, to support its Stakeholder Engagement team to capture the Trust’s members and stakeholders as well as associated activity to better provide targeted health and wellbeing services for 1.5 million residents. The new CRM system will be built upon Microsoft Dynamics CRM, customised by Optevia.

Lancashire Care is a Foundation Trust and is keen to engage with its 14,000 members, which include service users, local residents and staff. The Trust needed a way to capture its members’ details and manage engagement with its stakeholders, such as GPs and MPs.

“The Trust had a contract with an external partner to manage its membership database. The increasing scope and complexity of our stakeholder relationships meant that we needed a more comprehensive database solution which extended beyond membership. The Trust worked with Optevia to develop a new solution that was fit for purpose,” said David Keddie, Stakeholder Engagement Manager. “We now store all information in our Microsoft Dynamics CRM solution and have benefited as the functionality is more advanced, we have greater control and the cost of managing it is lower than previously.”

The project has taken approximately six months to complete. The Trust continues to work with Optevia and looks to its other projects for inspiration and innovation. One example is Cumbria Partnership NHS Foundation Trust, which has recently deployed a dashboard tool that can automatically transform its data into simple graphics for presentation purposes. Lancashire Care NHS Foundation Trust will also follow suit and use this reporting technique to share intelligence and analyse what services they can improve for its members.

“We’re delighted to help Lancashire Care NHS Foundation Trust to improve the management of its communications process with its members and stakeholders,” said Tim Vernon, Managing Director at Optevia. “This CRM system allows the Trust full flexibility and can continue to customise the platform to fit its exact needs, future proofing the investment.”

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