Categories
Blog Case Study

The History of HomeKeeper: From local impact to national shared measurement

HomeKeeper is a Salesforce-based system for affordable homeownership organizations. It combines a day-to-day program management system with a shared measurement system. It is currently in use by over seventy organizations across the country. This post shares the history of how the HomeKeeper system came together over many years. The story is of local impact and taking social change…

Categories
Blog

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…

Categories
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+…

BRIDGE Housing

Funder Compliance and Attendance Tracking BRIDGE Housing provides affordable housing in more than 90 communities across California, Oregon, and Washington. They develop and manage properties as well as provide rich programs and services to their residents. The majority of their funding comes from a small number of funders with strict stipulations about the kind of programs that must be…

Categories
Blog Misc

Where to find us at Dreamforce ’15

The entire Bigger Boat team will be at Dreamforce ‘15, Salesforce’s annual conference in San Francisco. Here are some of the places you can find us speaking, sponsoring, and helping out:   Innovator Demo: Real-time Data Collection in the Field Tuesday, September 15, 9am – Beth Breisnes and staff from The Nature Conservancy Come see…

Categories
Blog

Ten Benefits of Salesforce as a Nonprofit CRM

Choosing the right database platform for your organization is a critical decision. In our (and many other people’s) experience, Salesforce is an excellent choice for nonprofit organizations. Here’s why: Eliminates data silos The Salesforce platform is powerful and flexible enough to centralize or integrate a nonprofit’s data management needs into a single system. This single…

Categories
Blog

Using Salesforce for Cohort Management

Many nonprofit organizations manage cohort groups.  This includes leadership development organizations, educational cohorts, and alumni organizations. The requirements of these organizations typically include: Nominations and/or applications via a website. Tracking where the nominee is in the process for cohort selection. Sending communication to cohorts and/or individual members. Tracking the progress of cohort members through the…

Categories
Blog

Implementing performance measurement systems

The following post is an excerpt from David Hunter’s excellent book Working Hard–and Working Well, a “roll–up–your–sleeves” companion to Leap of Reason by Mario Morino. We have consistently found we can build more effective Salesforce systems for organizations that have a clear vision for the outcomes they want to achieve. This excerpt includes important tactics to employ when driving user adoption…

Categories
Administrator Blog

What a nonprofit Salesforce administrator needs to know — the basics

Congratulations! You are a new Salesforce Administrator at a nonprofit organization. As the Salesforce administrator, you are responsible for driving user adoption, providing training, and ensuring data integrity. You will also need to be a reliable go-to person for reports and help. This is a critical role in the organization that requires training and organizational…

About Us

Bigger Boat Consulting is a mission-driven consulting firm. We are excited about working with organizations that want to change the world and their communities. We have technology and process chops, but we know that people and mission are at the core. We are a Salesforce.org partner and run a business focused on doing good in…