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Case Study: Managing the Client Journey on Salesforce

Case Study: Managing the Client Journey on Salesforce

Homeless Prenatal Program (HPP) is a nationally-recognized family resource center in San Francisco that empowers homeless and low-income families, particularly mothers motivated by pregnancy and parenthood, to find the strength and confidence they need to transform their lives. HPP serves low-income and homeless families, providing…

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Moving legacy data into Salesforce: the Bigger Boat way

Moving legacy data into Salesforce: the Bigger Boat way

“I have all this data in my old system. How will you get it into Salesforce? What do we need to do?” These are questions we often get asked early in the process of talking to a client.   Each migration is unique. For example, a…

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Coaching your Nonprofit Salesforce Administrator: Our Philosophy

Coaching your Nonprofit Salesforce Administrator: Our Philosophy

At Bigger Boat Consulting, we believe an empowered Salesforce admin is the cornerstone of a successful system. You may already know that an admin is critical for Salesforce adoption and in-house ownership of your system, but how do you actually ensure they’re ready once your…

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Add on Reports: Front-line Staff Reports for the Program Management Module (PMM)

Add on Reports: Front-line Staff Reports for the Program Management Module (PMM)

Salesforce.org recently released a new open source Program Management Module (PMM). The PMM is applicable to a broad range of nonprofits who want to use Salesforce for program management, from human services to school-based programs and from housing to capacity-building organizations. We’ve created three easy…

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First look: Salesforce.org Program Management Module (PMM)

First look: Salesforce.org Program Management Module (PMM)

Salesforce.org just released two new products for human and social services agencies: a free Program Management Module (PMM) and a paid Nonprofit Cloud Case Management product. What does this mean for your organization’s existing (or future) Salesforce solution? We’ve become deeply familiar with these products’…

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Program Management Case Study: Foundation for Blind Children

Program Management Case Study: Foundation for Blind Children

“Consolidation of our data has been the greatest benefit of moving to Salesforce.  We are able to track data for students in one place rather than across multiple Excel spreadsheets and/or reporting systems. This has led to an increase in workflow effectiveness and reduced the…

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Salesforce Deep Dive: Setting up Program-Level Security for Human Services Organizations

Salesforce Deep Dive: Setting up Program-Level Security for Human Services Organizations

Human services organizations commonly need to limit data access for staff members to their specific caseload and programs. Limiting this access provides necessary privacy safeguards and simplifies data management by allowing staff to see only the records they need.  As a nonprofit Salesforce admin, you…

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Program Management Case Study: Sunnyvale Community Services

Program Management Case Study: Sunnyvale Community Services

Sunnyvale Community Services (SCS) provides food and financial assistance to low-income families and seniors in the Sunnyvale, CA area, serving over 3,500 families and more than 8,300 unique individuals annually.  In addition to assistance programs, SCS also provides case management services and engages over 2,500…

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How to get a Raiser’s Edge Migration done efficiently, fast, and focused

How to get a Raiser’s Edge Migration done efficiently, fast, and focused

Bigger Boat was able to help us assess what our needs were and get us on a path to success. We had a very short timetable for moving data from Raiser’s Edge to Salesforce. With Bigger Boat’s strong team, excellent project management, and agility we…

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Advanced NPSP Household Management for Human Services

Advanced NPSP Household Management for Human Services

A human services agency that focuses on homelessness and hunger prevention for low-income families and seniors in Silicon Valley approached Bigger Boat for help. They wanted to build a better system for managing, tracking and reporting on program delivery and case management. The goal of…

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