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

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…

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Salesforce Human Services Solutions

Salesforce Human Services Solutions

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Top Benefits of Salesforce as a CRM for Human Services Agencies

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,…

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Supportive Housing Case Study: Tenderloin Housing Clinic

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…

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BRIDGE Housing

BRIDGE Housing

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Where to find us at Dreamforce ’15

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 –…

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Ten Benefits of Salesforce as a Nonprofit CRM

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…

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Using Salesforce for Cohort Management

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…

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Implementing performance measurement systems

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…

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Salesforce Administrator Coaching

Salesforce Administrator Coaching

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