Services

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

  • Program and outcomes management
  • Field data collection
  • Training and technical assistance
  • Managed package development for clients in supported employment and affordable housing
  • Donor and grant management using the Nonprofit Starter Pack
  • Volunteer management using Volunteers for Salesforce
  • Reporting and dashboards to track organization metrics

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.