Now for the big question: how do you significantly cut down on the amount of paper that you use? Implementing a CRM in your business is one of the most effective ways of cutting paper. You will see results immediately. Here are three ways that CRM systems reduce the paper that is currently burdening New Zealand’s immigration advisors:
- Client files – storing client files electronically is much more efficient than either a paper-based filing system or a hybrid system where some of the information is electronic and some is paper. Storing everything electronically is easier, more secure, and records are easier to find. And you’ll use less paper.
- Task lists and reminders – do you still use a notepad or a diary and a pen to write down task lists and leave notes to remind you of what you need to do? A CRM handles this task list electronically removing the need for paper. It also connects the task to a client file, and automates reminders, further improving efficiencies.
- Accounts – a tailored CRM system will also allow you to keep all invoices and statements for your client with the client file, rather than printing them. You can even send these documents to your clients electronically, with everything automatically recorded in the file. If you still stuff invoices into envelopes and dispatch them by snail-mail, it is time to make a change.
Going paperless (or as close to paperless as possible) is a key strategy for immigration advisors who want to improve their productivity. The Ezymigrate CRM can help with this as it has been customised specifically for New Zealand immigration advisors to deliver on each of the three points above. Find out more about it today.