Salesforce Implementation & Customization
The Client:
A Youth & Community Outreach Organization with a focus in community service and various programs
The Challenge:
A community focused nonprofit organization was struggling to manage its outreach and community service programs using paper-based methods. Their approach made it nearly impossible to track fieldwork or community service hours. The lack of reporting artificially constrained the organization’s growth.
The Solution:
We took the time to thoroughly understand the nonprofit's business model and built a series of custom objects to support their Outreach and Community Service programs. Using Salesforce, we customized the platform to track outreach services (e.g. meals or individual counseling), while keeping the data capture process simple for field workers. We also customized Salesforce to track community service hours served by defendants against their court-ordered community service.
The Results:
The end result was a fully customized Salesforce application that organized the nonprofit’s work efficiently and effectively. This new system not only streamlined their internal processes but also enhanced their reporting capabilities, allowing them to secure a 37% increase in funding from the county due to improved data transparency and accountability.