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Top Benefits of Salesforce as a CRM for Human Services Agencies

Choosing the right database platform for a human services organization is a critical decision. In our experience, Salesforce is an excellent choice for a wide range of human services organizations. Salesforce combines ease of use and ease of administration with powerful features to report and analyze data, manage security, and automate workflow. Eliminates data silos The Salesforce…

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Blog Case Study

Grief-support agency upgrades to NPSP v3 to gain a more complete view of their constituents

By upgrading to Nonprofits Starter Pack v3, we now have a more powerful platform to track our work. Finding answers is also easier with the NPSP v3 documentation and the Power of Us Hub community. – Stephanie Murray, Development Director, The Healing Center   Situation The Healing Center is a grief-support community for adults, children and…

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Blog Case Study

Supportive Housing Case Study: Tenderloin Housing Clinic

There is a trust component that is built into the work we’re doing with implementing Salesforce and that has huge implications in terms of ownership and buy-in. Salesforce is changing the way we think about the programs and services we provide to clients. The system will connect all of our staff (who operate in 20+…

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Exception Reporting: An Admin’s Best Friend

This week, I’ve been working in an org that was first built out almost 8 years ago. They’re a tiny staff, and don’t have a dedicated admin. Now, having an admin is absolutely crucial to long term success with Salesforce, but sometimes that just doesn’t happen. And if you don’t have an admin, or you’ve…

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Blog Case Study

Data Collection in the Field with the Nature Conservancy

Five and a half million ducks, geese, swans, and shorebirds migrate through California’s Central Valley each year, but they are struggling. In the Central Valley, 95% of shorebird habitat has been lost to development, leaving just 5% to support the entire population on their journey. The Nature Conservancy has taken an innovative approach to solving…

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Blog Case Study

School Program Tracking Case Study: Lean, Web-Integrated, and Maintainable

This past summer, Bigger Boat started our partnership with EarthGen. EarthGen is an organization that helps Washington schools form collaborative groups to make the school more energy efficient, environmentally friendly, and a healthier place to learn. With over 400 participating schools, EarthGen impacts the day-to-day learning environment of 78,000 students across the state. Our previous…

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Custom Metadata Types for easier deployments

You can now use Custom Metadata Types to define and store your own metadata settings — and you can deploy these between orgs! Previously you had to use Custom Objects or Custom Settings, which don’t bring data over when you deploy them. Using Custom Metadata makes managing your deployments easier and lets you think about…

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Tracking Complicated Human Services Client-Relationships in Salesforce

We recently collaborated with an organization who does highly-effective therapeutic work with at-risk children in the Seattle area. Children served by this organization often have a complex web of caregivers, relatives, foster parents, siblings, half-siblings, case workers, and other significant people in their lives. These children frequently change living situations. It is critical for this organization…

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Top Qualities of a Great Client-Side Project Lead

The foundation of a successful Salesforce implementation project is a great project team, and key to that project team is a great client-side project lead. That’s not us, and it’s not necessarily the client’s internal Salesforce administrator, either! (Though it can be the same person. We’ve covered in depth before why you definitely need an admin,…

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Administrator Blog

You don’t have to be a Coder to be a NPSP Contributor

On October 22nd and 23rd, almost 60 passionate folks gathered in Seattle (and a handful more, remotely) for the latest Nonprofit Starter Pack Community Sprint. We came together to spend two full days focused on making the Nonprofit Starter Pack even more awesome — and nothing else. A few weeks before the event, a friend from…