Categories
Blog Case Study

Salesforce Supported Employment: Deep Dive into Managing Employment Counselor Caseload (Post 2 of 3)

In part 1 of this blog post series, we gave an overview of the Salesforce supported employment solution we built with PROVAIL. In this post, we dive into the details on how Employment Counselors use the system. In part 3, we share how Billing Managers use the system to efficiently run the billing process.  …

Categories
Blog Case Study

Building a Scalable Supported Employment Solution on Salesforce (Post 1 of 3)

PROVAIL’s Employment Services program provides community-based vocational assessments, individualized job placement, job coaching, and supported employment for adults with disabilities. They partner with the business community to recruit, hire, and train employees with disabilities. These services are all managed out of a Salesforce system. PROVAIL’s Salesforce journey actually started over 10 years ago. Their legacy…

Categories
Blog Case Study

Tracking Training and Technical Assistance

We have worked with a number of organizations that provide training and technical assistance to member organizations. One example is Children’s Advocacy Centers who support dozens of local agencies. These local agencies provide direct support to children who are victims of abuse. The goal of the regional training and technical assistance programs is to support…

PROVAIL

Supported Employment Program Tracking and Billing PROVAIL’s Employment Services program provides community-based vocational assessments, individualized job placement, job coaching, and supported employment for adults with disabilities. They partner with the business community to recruit, hire, and train employees with disabilities. Their Employment Services program uses Salesforce to track program participants’ information, business contacts, job development…

Categories
Blog

PROVAIL’s Lightning Migration: “From Brontosaurus to Pterodactyl”

PROVAIL is a nonprofit supporting children and adults with disabilities in primarily King and Snohomish Counties of Washington State. PROVAIL’s Employment Services program provides community-based vocational assessments, individualized job placement, job coaching, and supportive employment for adults with disabilities. They partner with the business community to recruit, hire, and train employees with disabilities. Their Employment…

Categories
Blog

Calculating Donor “Streak” in The NPSP (No code required!)

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…

Categories
Blog

The Power of Investing in Your Team: A Salesforce Staffing Benchmark Study

Today’s guest post is by Matt Eldridge. Matt served as IslandWood’s Senior Vice President. IslandWood’s mission is to inspire lifelong environmental and community stewardship. They do this through events and programs at several facilities, including their flagship 250-acre outdoor learning center on Bainbridge Island in Washington. IslandWood uses Salesforce to help their team manage events,…

Categories
Blog Case Study

Case Study: On-site Attendance Made Easy at BRIDGE Housing (Part 2 of 2)

In Part 1 of this case study, we shared with you how we built a system for affordable housing developer BRIDGE Housing that tracks complex funding compliance requirements and boils them down to helpful visual indicators. Today we expand on that story and share how we replaced a paper-based class attendance system with a tablet-based…

Categories
Blog

Easy Volunteer and Client Sign-in

“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…

Categories
Blog

Navigating Salesforce Licensing for Nonprofits

Salesforce.org (and Salesforce.com) recently changed their pricing, configuration, and naming for licenses. This blog post reflects these changes. Through the Power of Us program, Salesforce.org provides a great benefit for every qualified 501c3: a grant for 10 Lighting Enterprise Edition licenses. They also provide a significant discount for licenses needed beyond those 10. Even with…