Salesforce Case Studies: Nonprofit, Government, Public Sector & More

Case Studies

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Jessie Ball duPont Fund

Grant Management (Fluxx and Salesforce Integration)

The Jessie Ball duPont Fund’s philanthropy is guided by the Last Will & Testament of Jessie Ball duPont.  The Fund invests in communities through their work in the following areas: Building Organization Capacity, Building Assets of People, Families & Communities, and Promoting Civil Society.

Challenge

DuPont staff members engaged with current and potential grantees through a variety of ways including email, webinars, events and more.  Additionally, grantees submitted and maintained their grant details within Fluxx, a web-based Grant Management system. With information and activities happening in so many different locations, their staff could never get the fullest, most comprehensive view of all of the ways their organization was engaging with grantees. This would cause staff to overlap in communication or not have the most relevant information available to them when needed.

 

Solution

  • Utilizing the Nonprofit Success Pack as its base, Acutedge worked to make Salesforce their true CRM.
  • Built out native Salesforce features like Lightning for Outlook, configured integrations from the AppExchange and even 3rd party connectors like Cazoomi SyncApps + MailChimp.
  • To ensure that the CRM users had access to all of the grantees’ relevant grant information, Acutedge built scalable, user-friendly Apex to include real-time, bidirectional syncing between Contacts and Accounts in Salesforce to Fluxx Users and Organizations and one-way syncing from Fluxx to Salesforce with their grant information.

City Health Works

Streamlining Case Management for Secure Mobile Access

City Health Works (CHW) scales teams of locally hired individuals to support their peers in achieving better health, integrating local Health Coaches into clinics and social service providers to support health management in local neighborhoods. Using a systems approach to population health, CHW provides vulnerable populations with the personalized tools and support they need to make healthful choices at home and when speaking with their doctors, through personalized health coaching, by enhancing primary care and addressing social and economic needs.

Challenge

The cross-spectrum coordination that City Health Works provides requires its teams of health coaches to be completely mobile, often visiting areas with little to no Internet/Wi-Fi connection. Prior to implementing Salesforce, these teams relied on Google Sheets to enter client information; when connections were lost, so was the client data. Using paper forms meant double work for the staff, who had to then spend time entering the information gathered on paper into Google Sheets when the connections were stable.

Solution

Acutedge configured a truly mobile experience on the Salesforce Mobile Application that is HIPAA compliant and allows the coaches to manage clients 100% from the field. With its native offline capability, using Salesforce mobile enter and access their client data ensures the data is secure, even when kicked offline. Coaches can access pertinent health session information wherever they may have left off, directly from their mobile device.

Features include:

  • A streamlined client information/history page
  • Ability to initiate and continue coaching sessions within various CHW programs
  • Tracking doctor’s appointments and medications
  • Easy input and sharing of client notes
  • Creation of client-specific tasks and receipt of task notifications
  • Ability to refer and track/rate referrals to social service agencies
  • Tracking (client-specific) event information
  • Tracking shared educational materials
  • Monitoring ongoing progress and outcomes

NATIONAL COUNCIL ON AGING

Salesforce Communities to manage Programs, Payroll and Timesheets

The National Council on Aging (NCOA) is a respected national leader and trusted partner to help people aged 60+ meet the challenges of aging. Their mission is to improve the lives of older adults, especially those who are struggling.

Through innovative community programs and services, online help, and advocacy, NCOA is partnering with nonprofit organizations, government, and businesses to improve the health and economic security of 10 million older adults by 2020.

Challenge

NCOA empowers its partners to track and process payroll records for thousands of senior citizens participating in their programs. The challenge lies in updating and verifying information quickly, enforcing limits on entries verified by Senior Managers,  as well as the cadence each organization has for entering time sheets – one starts on Thursdays, another on Fridays, and yet another that begins on a different Thursday than the first!

Solution

  • Developed a method to automatically associate the payroll records with the correct start and end dates based on the partner organization’s payroll schedule using a custom object and APEX Triggers
  • Created a visualforce page, with popups, that would allow users to make changes and approve individual payroll entries
  • Developed a validation system that would ensure all payroll entries have been approved, and at least 75% of them are approved by Sr. Managers
  • Ensured user experience was enhanced by using popups and visual flags that would give at-a-glance insight into the state of the pay period. 

CATHOLIC RELIEF SERVICES

Creating Visibility and Tracking for Global Outreach Efforts

Catholic Relief Services (CRS) was formed in 1943 by the Catholic Bishops of the United States to serve World War II survivors in Europe and continue to help people across the globe today. Their mission is to assist impoverished and disadvantaged people overseas, working in the spirit of Catholic social teaching to promote the sacredness of human life and the dignity of the human person. Although their mission is rooted in the Catholic faith, CRS’s operations serve people based solely on need, regardless of their race, religion or ethnicity.

Challenge

CRS’s US Operations team (USOps) was using excel spreadsheets, SharePoint and Outlook to track their outreach efforts and found these tools to be limiting. They wanted a platform that would enable various teams within USOps to collaborate with each other; integrate with other systems in their organization (Convio / Blackbaud Luminate); and offer a 360-degree view of their data.

Solution

  • After initial discovery, Acutedge created an initial design
  • Salesforce platform was configured according to CRS’s specific needs
  • Data was loaded from various sources including spreadsheets, Pledgemaker, Legislative Directory and Official Catholic Directory
  • A custom Relationship Manager was built to track Organizational and Individual relationships
  • Cases were customized to track “Request for Information” by the call center team
  • Within sixty days a CRM prototype was released to the pilot user group
  • After user acceptance, the application was rolled out to the remaining users
  • Onsite and remote training was provided to all Staff

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