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Whole Agency Solutions

Our goal is to transform your organization’s relationship with data, whether you are just getting started building a technology strategy, need to plan a specific system, or are ready to implement and support systems.


Fundraising and Engagement

Recruit new donors and engage your constituents.
human services

Relationship Management

Capture every touchpoint for a 360-degree view of your organization's contacts.
nonprofit consulting jobs growth potential

Grants and Program Management

Align programs, nurture grantees, and evaluate trends for improved outcomes.

Case Management

Track client intake, program enrollment, service delivery, and referrals with a secure, HIPAA compliant platform.

Outcomes and Impact

Move beyond data collection and measure program impacts for funders and stakeholders.
nonprofit education services strategy

Strategic Planning

Map your technology to fit your organization's mission and program model.

Data Integration

Break up data silos for game-changing reports and dashboards.

Customer Support

Leverage a team of technology experts when you need help.

Exponent Case Management

Built on Salesforce, ECM directly connects your program data to performance reporting.

Ideal for case workers, program managers, and agency leaders, the application is a fully-featured, customizable solution with intake, assessment, service tracking, case records, outcomes reporting, referral tracking, and more.

Exponent Case Management

“ECM helps us capture, analyze, and act on empirical data. The data informs the way that we provide excellent services and helps to secure resources to further our mission.”

  • California Human Development
  • Ashoka_Logo
  • Breakthrough-Logo
  • Campbell Foundation
  • institute family development
  • KIPP
  • OneGoal
  • Phipps
  • William Penn FOundation

Get started with a free consultation.

Reach out to us and we’ll walk you through how we can help you achieve your mission and make an impact using Salesforce.