Bigger Boat builds custom Salesforce solutions for nonprofit organizations. The systems we build help organizations utilize data to be more efficient and effective in serving their diverse stakeholders.
The benefits of these new systems can include an improved ability to track and evaluate programs, better management of day-to-day staff workflow, more responsive client service, tracking key performance indicators, accurate reporting to funders, and the ability to analyze donors.
Our project expertise is focused in the following areas:
Human services including client management, case management, client intake, and supported employment.
Affordable housing including shared equity models, inclusionary housing, affordable housing, and supportive housing
Cohort management including online applications
Donor and grant management using the Nonprofit Starter Pack
For clients we have worked with previously, we also offer Salesforce administrator coaching. Our coaching service evolved out of our core belief (rooted in real experience) that every organization should have the in-house knowledge to get the most out of their database. This service is utilized when there are staff changes in the administrator role. Learn more about when to call in the coach.
Do you have questions about our services? Contact us to start the conversation.
The project team was highly engaged and very experienced with coming up with Salesforce solutions to solve our project needs. The project was not the typical CRM solution, it was complex and unique for a non-profit and Bigger Boat was able master the business requirements and deliver a project that provided us the ability to operationalize our emerging program.
– Jennifer Alden Sanchez, The Nature Conservancy
When I looked at partners I was looking at their hard skills. I didn’t realize how important the PROCESS of implementation would be. 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
They really work to understand clients’ needs and define the work needed to meet those needs. The amount of agility and collaboration at Bigger Boat brings obvious benefits to clients. Your lead is part of a team that talks, so even if someone isn’t not working on the same project, as a client, we have access to a whole team of knowledgeable people.
– Elizabeth Haney, Grounded Solutions Network
They were immensely helpful in guiding staff, empowering staff to learn development features and providing solutions to complex reporting and workflow management problems. Thank you, Bigger Boat, for helping our organization improve operations. The time we save on workflow management allows us to focus more on our programs and our impact.
– Neesha Oliver, Pacific Education Institute
Follow Us