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…
“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.” –…
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…
Sunnyvale Community Services (SCS) provides food and financial assistance to low-income families and seniors in the Sunnyvale, CA area, serving over 3,500 families and more than 8,300 unique individuals annually. In addition to assistance programs, SCS also provides case management services and engages over 2,500 volunteers every year in the delivery of their services. …
A human services agency that focuses on homelessness and hunger prevention for low-income families and seniors in Silicon Valley approached Bigger Boat for help. They wanted to build a better system for managing, tracking and reporting on program delivery and case management. The goal of the agency is to support the stable housing of everyone…
Guest Post: Mikayla (Jamie) Little is the Salesforce Administrator at Childhaven. Childhaven uses Salesforce to track program management, program enrollment, behavioral assessments, case management, and individual treatment plans. In this guest blog post, she shares how Childhaven uses Salesforce automation tools for attendance tracking. Childhaven is a child welfare agency that provides classroom-based therapeutic services…
BRIDGE Housing provides housing, programs, and services to residents in 90 apartment communities across California, Oregon, and Washington. Bigger Boat helped BRIDGE Housing move their program tracking from Excel spreadsheets and paper files to Salesforce. Salesforce.org recently hosted a webinar with BRIDGE Housing. If you are in housing or human services, the webinar lets you…
In part 1 of this blog post series, we gave an overview of the Salesforce supported employment solution we built with PROVAIL. In part 2, we shared how Employment Counselors use the system. In part 3, we dive into how Billing Managers use the system to efficiently run the billing process. The primary sources…
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. …
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…