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…
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…
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…
“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…
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…
“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…
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 implementation ends? Let’s talk about the value of admin coaching.…
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 to install add-on reports for the Salesforce.org Program Management Module…
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’ capabilities and are excited to share the details. Human services…
“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 workload for the administrative staff who manage student data.” –…