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Salesforce’s Nonprofit Cloud Announcement: What Nonprofits Need to Know

This week, Salesforce announced its new “Nonprofit Cloud” products, some of which will be available to customers this week. This new bundled suite of Salesforce products marks an architectural and price-point departure from open-source mainstays like the Nonprofit Success Pack (NPSP) and Program Management Module (PMM).  Here are the key takeaways for existing Salesforce customers…

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Case Study

Investing in a Data-driven Approach to Disrupt the Cycle of Homelessness

On any given night there are over 580,000 people in need of a home in the United States. Meanwhile, an estimated 3 million housing rental units sit unoccupied. This mismatch between supply and demand is driven by the fact that thousands of families and individuals are unable to access these homes due to barriers like…

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Case Study

Case Study: Resident Services Management with Salesforce

Project Access (PA) is contracted to provide onsite health, education, economic stability, and community-building services at over 80 affordable housing sites across 19 states. At first, they had a legacy Microsoft Access system that tracked their program attendance. However, it took thousands of staff hours each month to gather the information. Reporting outcomes were bottlenecked…

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News

2022 Salesforce.org Power of Us Success Partner of the Year

Bigger Boat Consulting was named Salesforce.org’s 2022 Power of Us Success Partner of the Year at the Salesforce.org Unite Partner Summit on June 1, 2022. We are honored to be recognized for our impact in the Salesforce nonprofit community. This award is based on our focus on client success as well as our involvement and…

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Case Study

How a Supportive Housing Organization Uses Nonprofit Cloud Case Management (NCCM)

Jamboree Housing is one of the 20 largest affordable housing developers in the US. Bigger Boat worked with the Jamboree supportive housing team to implement NCCM, enabling them to better track and manage their work.

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Case Study

Case Study: Using Salesforce to Support Rapid Re-Housing Initiatives

With their new Salesforce system up and running, All Chicago surpassed their original goal of housing 1,000 households within nine months and is well on their way to meeting the total goal of 1,750 households.

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Blog

Top Qualities in a Great CRM/Salesforce Administrator

This post by Tracy Kronzak was first published on the Heller Consulting website. This post is one of our favorites on the Salesforce administrator topic. Heller Consulting has graciously granted us permission to repost it here. If you want your nonprofit’s Constituent Relationship Management (CRM) system to function at its best, you need a good…

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Blog Case Study

Seattle Children’s Hospital Case Study: Making the Most of Salesforce

Seattle Children’s Partnership Access Line (PAL) fields over 3,200 calls a year from primary care providers (doctors, nurse practitioners, and physician assistants). PAL responds to mental health care questions like diagnostic clarification, medication adjustment, and treatment planning. Providers can get expert resources for their patients from the Line.  In addition to support for primary care…

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Blog Case Study

Case Study: Workforce Case Management and Employer Engagement on Salesforce

WorkLife Partnership (WLP) engages with businesses to support the needs of front-line employees (who have been especially stretched during the COVID-19 pandemic). WLP’s employee assistance program uses specialized Navigators—proxy case managers—to assist employees with personal and financial challenges, yielding higher employee engagement and lower turnover costs for a participating business. Resource Navigators offer high-touch help…

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Blog

Building iteratively: How to build a Salesforce system your nonprofit will actually love

“Why did your last implementation fail?” we asked. “Well, we got exactly what we asked for…” the program director said, “and it wasn’t what we needed.” Clients with existing systems often come to us for help getting it right. We like to start with the above question: “Why did the last implementation fail?” We’ve heard…