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…
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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…
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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…
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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…
Our data isn’t very good, people don’t trust it. I’m always cleaning data. When will it end? Why do organizations get to the point where they don’t trust or can’t act on their data? Often the reason is poor data quality and integrity. How does that happen? There are a lot of reasons but the…
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…
Bigger Boat Consulting is a mission-driven consulting firm. We have deep expertise in building program management, case management, and donor management solutions for human services and housing organizations. We have technology and process chops, but we know that people and mission are at the core. We are a Salesforce.org partner. In 2022 we were named…
The result of our process is a system your organization takes ownership of. The system provides value to your organization where you have decided it matters most. Our mission is to empower organizations to own their data with Salesforce-based systems they can confidently maintain. We facilitate projects that are results-driven, collaborative, inclusive, and timely. When…