Categories
Case Study

Investing in a Data-driven Approach to Disrupt the Cycle of Homelessness

On any given night there are over 580,000 people in need of a home in the United States. Meanwhile, an estimated 3 million housing rental units sit unoccupied. This mismatch between supply and demand is driven by the fact that thousands of families and individuals are unable to access these homes due to barriers like…

Categories
Case Study

Case Study: Resident Services Management with Salesforce

Project Access (PA) is contracted to provide onsite health, education, economic stability, and community-building services at over 80 affordable housing sites across 19 states. At first, they had a legacy Microsoft Access system that tracked their program attendance. However, it took thousands of staff hours each month to gather the information. Reporting outcomes were bottlenecked…

Categories
Case Study

Case Study: Using Salesforce to Support Rapid Re-Housing Initiatives

With their new Salesforce system up and running, All Chicago surpassed their original goal of housing 1,000 households within nine months and is well on their way to meeting the total goal of 1,750 households.

Categories
Blog Case Study

Seattle Children’s Hospital Case Study: Making the Most of Salesforce

Seattle Children’s Partnership Access Line (PAL) fields over 3,200 calls a year from primary care providers (doctors, nurse practitioners, and physician assistants). PAL responds to mental health care questions like diagnostic clarification, medication adjustment, and treatment planning. Providers can get expert resources for their patients from the Line.  In addition to support for primary care…

Categories
Blog Case Study

Case Study: Workforce Case Management and Employer Engagement on Salesforce

WorkLife Partnership (WLP) engages with businesses to support the needs of front-line employees (who have been especially stretched during the COVID-19 pandemic). WLP’s employee assistance program uses specialized Navigators—proxy case managers—to assist employees with personal and financial challenges, yielding higher employee engagement and lower turnover costs for a participating business. Resource Navigators offer high-touch help…

Categories
Blog Case Study

Case Study: Managing the Client Journey on Salesforce

Homeless Prenatal Program (HPP) is a nationally-recognized family resource center in San Francisco that empowers homeless and low-income families, particularly mothers motivated by pregnancy and parenthood, to find the strength and confidence they need to transform their lives. HPP serves low-income and homeless families, providing programs and services to help families become healthy, stable, and…

Categories
Blog

Add on Reports: Front-line Staff Reports for the Program Management Module (PMM)

Salesforce.org recently released a new open source Program Management Module (PMM). The PMM is applicable to a broad range of nonprofits who want to use Salesforce for program management, from human services to school-based programs and from housing to capacity-building organizations. We’ve created three easy to install add-on reports for the Salesforce.org Program Management Module…

Categories
Blog

First look: Salesforce.org Program Management Module (PMM)

Salesforce.org just released two new products for human and social services agencies: a free Program Management Module (PMM) and a paid Nonprofit Cloud Case Management product. What does this mean for your organization’s existing (or future) Salesforce solution? We’ve become deeply familiar with these products’ capabilities and are excited to share the details. Human services…

Categories
Blog Case Study

Program Management Case Study: Foundation for Blind Children

“Consolidation of our data has been the greatest benefit of moving to Salesforce.  We are able to track data for students in one place rather than across multiple Excel spreadsheets and/or reporting systems. This has led to an increase in workflow effectiveness and reduced the workload for the administrative staff who manage student data.” –…

Categories
Blog

Salesforce Deep Dive: Setting up Program-Level Security for Human Services Organizations

Human services organizations commonly need to limit data access for staff members to their specific caseload and programs. Limiting this access provides necessary privacy safeguards and simplifies data management by allowing staff to see only the records they need.  As a nonprofit Salesforce admin, you may have already set up some basic privacy settings and…