Salesforce Human Services Solutions

The Bigger Boat consulting team has deep project expertise with a range of human services organizations, including:

  • Child welfare
  • Homelessness
  • Affordable housing
  • Supportive housing
  • Disability services
  • Food banks
  • Workforce development

Case Studies: Human Services Successes

Human Services Clients

Jubilee REACH
Housing Connector

Implementation Best Practices for Salesforce Housing Solutions

Areas of Expertise

Our implementations have included features such as:

  • Case management including the Nonprofit Cloud Case Management Product
  • Client intake
  • Assessments
  • Resident Services
  • Program enrollment and attendance
  • Program management
  • Technical assistance
  • Service Delivery
  • Help lines
  • Rental Assistance
  • Employee assistance programs
  • Program Management Module (PMM)


We first chose a slightly cheaper implementation partner and it was a costly negative experience. Bigger Boat is worth every penny. It felt like their team became part of our team for the duration of the project. They are SO knowledgeable, their project management is on point. We have very minimal knowledge of SF when the project started and we are now successfully managing our own org internally.

Megan Barrett, Seattle Children’s Hospital

We initially picked our implementation partner based on their skill set, communication skills, and size (we wanted a smaller company). When I looked at partners I was looking at their hard skills. I didn’t realize how important the PROCESS of implementation would be (i.e. ensuring we’re all communicating clearly every step of the way, knowing who’s in charge of what, etc.). Our consultants are great at both focusing on the task at hand, and also at stepping back and look at the bigger picture.

Kristin Dorage, Tenderloin Housing Clinic

Bigger Boat was able to understand our organization’s complex needs and processes. It was amazing to have such a complex and extensive project launch without any major hiccups. Within days of launching Salesforce, we saw improvements in our processes, which in turn had an immediate impact on the people we are trying to help.

Mike Plaisance, Sundown M Ranch

We loved the learn-while-creating approach as we began to build out the database and come up with unique solutions for our programs needs. Not only are they clearly experts on Salesforce and the many different ways to incorporate it into our organization, but they also helped us walk through workflow changes that have already made our work more efficient. 

Kori Stephens, Midwest Regional Children’s Advocacy Center