Do you know how loyal your donors are? One key metric of donor loyalty is to look at how many consecutive years they have donated. Some folks call this concept a donor’s “streak”. I first heard about this metric and the desire to include it as a field on a donor’s Contact record in Salesforce…
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School Program Tracking EarthGen works with student and teacher coalitions inside over 400 Washington State schools to help schools become energy efficient and develop a culture of energy conservation and environmentalism. EarthGen approached Bigger Boat about replacing their rigid custom database software with a database that would support their capacity building efforts. They needed help keeping…
Childcare Referral Program Management Supporting Families Together Association (SFTA) is a statewide association of child care resource agencies and family resources agencies throughout Wisconsin. SFTA and eight participating child care resource agencies needed to replace an inefficient legacy system with a system that better supported their work. We worked with the agencies to create a system…
The Midwest Regional Children’s Advocacy Center (CAC) supports and facilitates centers that assist children who are victims of abuse. Midwest Regional CAC serves a 12-state region in the Midwestern United States. We worked with the Midwest Regional CAC team to create a system that enables their team to more effectively track work with member centers and…
Volunteer, Donor, and Client Management The Rainbow Center provides resources and a safe space for the LGBTQA community through education, advocacy and celebration. The Rainbow Center approached Bigger Boat looking to for a way to better manager their program and fundraising work. Bigger Boat Consulting worked with the Rainbow Center to implement Salesforce to manage…
Supporting Families Together Association (SFTA) is a statewide association of child care resource agencies and family resources agencies throughout Wisconsin. SFTA helps these agencies by providing program management, organizational development, systems building, and professional development services. This project focused on a tool for the eight participating child care resource agencies. This tool also provides aggregated…
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“Just like many other nonprofits Rainbow Center needs to be able to track not only each unduplicated individual who comes to the Center every year but also how many times they visit. With the program designed by Bigger Boat not only are we able to track those numbers for grant and internal metrics but it…
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…
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…
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+…