Lancashire trust deploys CRM system


Optevia solution captures member and stakeholder activity to enhance care

Lancashire Care NHS Foundation Trust has selected CRM specialist, Optevia, to capture its members and stakeholders and associated activity in an effort to better provide targeted health and wellbeing services for 1.5 million residents.

The system will be built on Microsoft Dynamics CRM, customised by Optevia, and will capture members’ details and manage engagement with stakeholders, such as GPs and MPs.

“The trust had a contract with an external partner to manage its membership database,” explained David Keddie, stakeholder engagement manager.

“The increasing scope and complexity of our stakeholder relationships meant 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 and we now store all information in our Microsoft Dynamics CRM solution and have benefited as the functionality is more advanced, so we have greater control and the cost of managing it is lower than previously.”

The project has taken six months to complete.

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“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 means it can continue to customise the platform to fit its exact needs, futureproofing the investment.”