Streamline licensing, permitting, and inspections using your CRM

A guide to accelerating citizen services

Whether you oversee your company’s CRM platform, manage inbound reports, requests, and applications, handle case management, or perform inspections, this guide provides the steps to map, automate and optimize your program’s Licensing, Permitting, and Inspection (LPI) processes.

By implementing these strategies, you’ll be well on your way to delivering the benefits of streamlined LPI across your business:

• CRM Admin: Increase CRM ROI and staff experience with native experiences in Salesforce
• Case Manager: Simplify process approvals, inspection, and status report reviews
• Child Care Inspector: Ensure easy and accurate data collection online and offline
• Licensing Rep: Streamline digital creation and delivery of notices, certifications, and agreements