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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: Resident Services Management with the Salesforce Program Management Module (PMM)

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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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: 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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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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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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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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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…

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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 programs and services to help families become healthy, stable, and…

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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 migration from Raiser’s Edge for one client may be different…