FiveCRM Resources
Managing Your TRS Data
While TRS is an incredibly useful part of RCC support work, the data can be overwhelming at times. FiveCRM is a telemarketing data tool that makes managing that work easier for you. This page breaks down FiveCRM to make sure that your RCC can use it effectively.
On this page, you’ll find other resources that discuss the key elements of FiveCRM. You can find the resources on this topic and a description of each item in the list below. You can click on the title of the resource to jump down to it on the page, or simply scroll down to see previews of each resource.
Available Resources
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How-To Guides
- How to Enter an In-Person Encounter
- How to Enter a Corrlinks/Other Encounter
- How to Use a Sign-In Form
- Account List Overview for Coaches and Staff
- Recoveree Profiles: Account Overview
- Recoveree Profiles: Account Details Panel
- Recoveree Profiles: BARC-10
- How to Use TRS Scripts
- How to Enter a TRS Call
- How to Use the RCC Activity Form
- How to Use the Notes Form
- How to Create a New Recoveree Profile
- Staff: Assigning Recovery Coaches
- Staff: Dashboards and Reporting
- How to Login to FiveCRM
- How to Set Up Your Account
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Articles and Blogs
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Other FiveCRM Resources
How-To Guides
This resource from FiveCRM discusses how to interact with a recoveree when meeting them in person. This may vary from how you would interact with them over the phone.
You may find that there are a variety of ways you come into contract with recoverees. This video discusses some strategies for entering those interactions.
It's important that sign-in forms are used correctly in FiveCRM. This resource discusses what they are, how to use them, and how they can benefit your RCC.
This video teaches you how to use your account list in FiveCRM, making sure that your data is well-organized and secure within the system.
For recoveree profiles, it's important that the data stays completely organized and completely secure. This guide gives you a step-by-step process for ensuring those goals.
This video provides you with a brief overview of what the account details panel is, how you can use it, and why it's important for your RCC.
This guide gives you an overview of what the Brief Assessment of Recovery Capital is and how it integrates into the recoveree profiles on FiveCRM.
Scripts are an important part of TRS management since they allow volunteers and staff to be organized in their efforts. This video showcases how to use them.
Entering a TRS call with a recoveree can feel incredibly different from an in-person or other meeting. This guide discusses how to navigate that situation.
Using an RCC activity form can help keep track of who is attending your activities, what those activities are, and their success rates. This guide explains how to use them.
Using the notes form can be essential to giving feedback to IowaHHS and other stakeholder organizations. This guide demonstrates how to use it effectively.
You'll likely find yourself needing to create a new profile in FiveCRM at some point. We recommend referring to this guide whenever you feel the need to do so.
Assigning recovery coaches to certain recoverees can make things easier both in the center and in the FiveCRM system. This guide shows you how.
As a center manager, you'll likely need to review several different reports and dashboards. This video gives you an overview of all the dashboards and reporting you'll need.
Just getting started? This short video will give you an overview on how to access your RCC's FiveCRM page whenever you may need it.
This video will demonstrate some of the basics of getting FiveCRM set up, including changing your password, two factor authentication, and more.
Articles and Blogs
This article from FiveCRM discusses how their tools are used by RCCs across the United States. It includes real testimonies from RCC leaders, as well as data points.
Videos
Want to know more about FiveCRM? Review this recording of a FiveCRM training session.