This 1-hour session will focus on Nonprofit Cloud program and case management. Participants will learn about the Nonprofit Cloud data architecture to support your organization’s programs and clients. Using a fictional nonprofit organization based on our real project experience, we’ll showcase our favorite out-of-the-box features and functionality that drive impact for your program and caseworkers.
Meet Community Connect, a fictional nonprofit organization committed to fostering community connections and providing accessible support services. Their mission is to empower individuals from all backgrounds through compassionate assistance and inclusive programming. However, managing data efficiently poses several challenges, including tracking participant attendance in program activities, measuring impact for walk-in and anonymous program recipients, measuring client progress towards goals, and fostering collaboration in a centralized location. Overcoming these obstacles requires strategic planning, investment in technology solutions, staff training, and adherence to best practices in data management. Knowing their goals to enhance operational efficiency and better fulfill their mission, Community Connect seeks a better CRM system to manage their data and support their staff. Their research leads them to Salesforce Nonprofit Cloud.
Register for this webinar to learn more about how Nonprofit Cloud can help your organization:
– Manage intakes and referrals
– Track program participants and benefit recipients
– Define benefit schedules and track participant attendance
– Disperse program benefits to individuals, groups, walk-ins, and anonymous recipients
– Record interactions with clients and participants to foster visibility and collaboration amongst your team
– Create, deliver, and report on client assessments
– Build unique care plans and measure client progress toward goals
– Reduce repetitive task creation with action plan templates
Don’t miss out on this opportunity to discover how Nonprofit Cloud can revolutionize your program and case management practices. Register now to secure your spot and take the first step towards maximizing your impact!