All the benefits a CRM will bring to your immigration business look good, but let’s be honest: they’re just theory. They’re completely real, of course, but you know your business better than anyone. For your business, they’re just theory.

I get this, I really do (even though I’m the greatest advocate for Ezymigrate on the planet).

After all, for a CRM to work in your business, you’ve got to manage the change process. This means effectively transferring your data, applying letter templates, uploading contracts, and more.

You and your team must also learn the system and adapt it to your processes. This all takes time, something which is probably in short supply.

You must also manage staff resistance to change. This can take many forms and there can be many reasons for the resistance, as explained by Susan M. Heathfield on The Balance. You still must deal with it, though.

There’s also the challenge of user adoption – will your team and partners use the system? Jeffrey Fotta explains on Entrepreneur why user adoption is crucial to CRM implementation success. Again, though, it’s up to you to achieve this.

Well, not exactly, as with Ezymigrate, you’re not alone.

With You Every Step of the Way

 At Ezymigrate, we take onboarding seriously and we understand the crucial importance of change management. As a result, we help you through every step of the change process. We take one step at a time, though, only moving to the next stage when you’re ready.

 We’ll customise our onboarding support to the needs of your business, but here are some of the things we do:

 ·     Setting up your account – uploading your data, transferring letter and contract templates, integrating Ezymigrate with your internal processes, and more

 ·     Training your team – we’ll spend time with you and your team training you on how to use the system

 ·     Providing ongoing support – we’re always available when you need us

 From my experience, it only takes a few days to set up, train, and integrate Ezymigrate in your business. In other words, with our help and a small investment in your time, you’ll get all the benefits the Ezymigrate system has to offer.

You will be familiar with that horrible feeling you get when you hear your immigration adviser’s licence renewal application will go through the inspection process. You get that feeling not because there is any problem with your business but because of the huge amounts of time you will have to spend preparing the selected client file. I’ve seen first-hand how much productive time is lost by good immigration advisers trying to renew their licence.

I also know the solution to this problem is simple. That solution is a CRM system. Among the many benefits of operating a CRM system is having easier access to customer data. In fact, a survey by Software Advice found that 74 percent of CRM users said their system improved access to client data.

This is because CRM systems centralise data. This brings many additional benefits to your business, as explained by Jeff Orloff on the Toolbox.com blog.

Preparing a client file for an Immigration Adviser licence renewal inspection requires more than centralised data, though. There also needs to be the ability to present and access the data in the format required by the Immigration Advisers Authority.

Print Case Feature

 This is where the Ezymigrate Print Case feature can help. In fact, it will save you hours of work preparing your licence renewal application.

The Print Case feature prints everything relating to the required client file in chronological order. This includes emails, file notes, tasks, letters, agreements and more.

Image :- Ezymigrate – Print Case Feature

The benefits of the Ezymigrate Print Case feature include:

• Save time – you won’t have to spend time accessing multiple files and systems to pull together all the required information
• Ordered automatically – not only does the feature give you all the information, it also orders it sequentially
• Improves accuracy – using the feature removes the risk of omitting something that should be included

In other words, the Print Case feature in Ezymigrate is a huge productivity boost that will let you stay focused on what is most important – running your business.