June 26, 2024
Challenge
The big challenge for Caremark came when Local Authorities started to merge. This meant that, in some cases, the original geography used to create their territories no longer existed. They needed a new way to manage their territories to overcome this problem.
The territories were defined in franchise agreements and couldn’t be changed. Yet the business somehow needed to stay on top of demographic updates so they could keep making data-driven decisions. Solving this tricky issue required specialists in not just mapping but also franchising. That’s where we came in.
Solution
Caremark entrusted our experts to create bespoke boundaries that wouldn’t need to change in the future. Then, up-to-date population data could be estimated for these specially designed areas.
After plotting the new boundaries, we ran update sessions for the Caremark team so everyone could understand what had changed and why. We also created Caremark staff and client Sonar profiles to enable them to find future customers and team members more efficiently.
With an understanding of how much more efficient it would make them, Caremark also decided to implement the ‘Find Your Nearest” add-on in Vision so they could accurately allocate leads and jobs to the right franchisee.
Results
To enable them to make better data-driven decisions faster, Atlas Mapping has given Caremark a clearer picture of their territories, demographics, classifications, and territory performance, as well as their staff and client base.
We saved the team hours of work, now and in the future, with the use of ‘Find Your Nearest’, which has automated the whole process of job and client allocation.
Caremark can set its own rules on how calls are managed and this has led to big savings in time, cost and effort. Customer enquiries are now dealt with instantly and professionally, providing a top-notch customer experience.
Above all, Caremark now has the reassurance that, thanks to our expertise and Vision software, their territories are “future-proofed”.
The benefits of using Vision for Caremark
Easily access data
User-friendly system
Help is always on hand
Happier customers
Clear business growth
Happier franchisees
Customer testimonial
“We originally chose Vision to provide a “find your nearest” function for our website. As a franchise organisation, we needed to ensure that enquiries went to the relevant territory location, not just the nearest geographic location.
This has worked well, however Vision really took off for us when we started to make use of the demographic data it offers.
At a territory level, we can now analyse relevant trends and break down local areas by postcode sector, coupled with Census and Sonar demographics. This helps us to target the best places to recruit new care assistants, see where our competitors are, and identify where potential customers live.
The system is pretty simple. And the support from Vision has been really helpful. Whenever we get stuck, or want to know how to do something, their support team always respond quickly and solve our issue.
As a systems and data manager, I’ve no hesitation in recommending this product to any organisation considering a mapping software solution for their business.”
- Caremark
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