Suddhodan Baidya 25 Jan 2013 Customer Relationship Management CRM

Collect service information Accurately Writing Report for Ministry Accurately Writing Report for Agency Use them for various purpose when needed Managers to monitor staff’s report activities

Client Database Intake Database UNIQUE RETURNING 1 RETURNING 2 RETURNING 3 o

Common error

Service Date Service Type Assisted Access Guided Pathway Referral To….. Participated In….. Service Area Presenting Issues Action Taken

Common error

Choosing ‘Unknown’ from drop down menu One client has two unique (or returning) intakes Same client has been input twice Several categories information have been left blank Client has no intake Service Area has not been marked Presenting Issues are blank Actions Taken are blank Care Giver family information has not been marked

2 1

Common error

Click Twice

1) Type 2) Client Name 3) Area 4) Language – language spoken at home 5) Gender 6) Age Group 7) Country – country of origin 8) Length of Residence in CA 9) Immigration Category 10) Immigration Status 11) Presenting Issues 12) Action Taken 13) Education 14) Language Served 15)participated in community connection activity 16) Participated in Life Skill series workshop 17) Participated in Life Skill Topical Workshop 18)participated in Orientation Workshop 19)Referral to Employment Related Services 20)ST Assisted Access to Services 21)ST Counselling – provided counselling 22)ST Guided Pathway – guided pathway client 23)ST Referral to Francophone 24)Transportation Support – provided bus pass etc 25)Principal Applicant 26)Spouse/Dependant 27)Length of Residence_c1

# of Unique Clients who participated in group Orientation Workshops # of Unique Clients who received Counselling service # of Unique Clients who received Assisted Access to other services (referrals and/or accompaniment) # of Unique Clients who participated in Life Skills and Education (attended topical workshops only) # of Unique Clients who participated in Life Skills and Education (a short-term program or course) # of Unique Clients who received Guided Pathways support # of Unique Clients who participated in employment mentoring # of Unique Clients who participated in youth mentoring # of Unique Clients who participated in other mentoring # of Unique Clients who participated in other types of Community Connections activities (i.e. group events, field trips, community events, cultural acitivites) # of Unique Clients who were referred to employment related services # of Unique Clients who were referred to Francophone agencies

Finding s of those who only speaks Mandarin Finding s of those who came to get help on Employment Finding s of those who lived for about 3 years for citizenship workshop

Condition: Client Database = Unique Intake Database You must input unique intake at the same time you input your client database to get accurate result Export both client database and unique intake database to Excel.

1.Export Client Database to Excel 2.Export Intake Unique Database to Excel 3.Sort it by client full name & place both data side by side

Total Number of Unique Clients Total Number of Returning Clients

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