Amexon Technologies created a CRM solution for FPWS to automate their operations as much as possible since there is a lot of document management, different legal procedures, and protocols.
When a client submits a form on the website or informs the office of the application, this becomes a new lead for Record Suspension. All the information that the client provides goes into the Lead section of the CRM system. Now before any decision is made. This information goes through a lot of processes first making sure that all the information provided is true and correct.
Once verified, Additional information is collected from the client and recorded into the file including the number of convictions, charges filed, courts his cases were present, dates of charges, and the outcome of the charges.
After the client agrees to proceed with the recommended service (pardon, waiver or removal) and all required preliminary data is collected, the lead is converted to “order”. At this point, a unique client or file ID is issued. The CRM system then automatically generates a PDF file to be sent out to respective departments to release all of the client’s information.
Now imagine if the CRM system did not exist. It would take weeks for a department to finish manually inputting all the information, search for existing files of the client, and gather all necessary data just for 1 client, how much more if they get a lot of clients in a day. It’d be a nightmare. This is why the CRM system works best for everyone, it’s a speedy way of getting information.