The client achieved enhanced cost optimization and customer engagement by implementing Salesforce Nonprofit Success Pack for their system.
About the Client
The client is a leading social service organization in Ohio that helps renters of affordable housing achieve better lives for their families and community. The organization also focuses on health and wellness equity through frequent intervention activities.
solution
- We reviewed the existing configuration of NPSP Quickstart to set up the best practices related to Accounts and Contacts objects.
- DemandBlue team implemented the Program Management Module to capture programs, enrollment, service delivery, and applications.
- Our team implemented and configured the outbound funds module to track equity savings programs and other funding distributors.
- The team installed and configured the Formstack for Salesforce and created custom objects to track application and intake data collected from 2 forms connected to Salesforce.
Benefits
- We improved the client’s overall productivity by implementing new features.
- Our team improved user engagement and oversight of their nonprofit business by upgrading their NPSP settings and implementing Program Management.
- The Outbound Funds Module enhanced the reporting and tracking of customer-generated funds.
Salesforce: Salesforce Nonprofit Success Pack, Program Management Module.
Technologies: Customer portal, Timesheet creation, Experience cloud, Intuitive portal
