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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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Automating attendance tracking for therapeutic day programs

Automating attendance tracking for therapeutic day programs

Guest Post: Jamie Little is the Salesforce Administrator at Childhaven. Childhaven uses Salesforce to track program management, program enrollment, behavioral assessments, case management, and individual treatment plans. In this guest blog post, she shares how Childhaven uses Salesforce automation tools for attendance tracking.   Childhaven…

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Guide: Staffing the Team for Success with Salesforce

Guide: Staffing the Team for Success with Salesforce

Salesforce has the potential to make a huge, positive impact on your nonprofit. But in order to get the most out of Salesforce, it’s critical to have the right internal team in place, from before the implementation project even starts until long after the project…

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