Exponent Partners 2016 Benefit Corporation Report

As a California Benefit Corporation, Exponent Partners publishes an annual report to review our achievements towards our "public benefit" (our mission) to build technology for social change. We believe in transparency internally and externally, so we encourage you to review our annual report to hear more about our impact

Categories: Best Practices, Featured - Resources, Getting Started|

What Case Management Teams Need to Survive in 2018 and Beyond

Thomas Horst Human Services Account Manager A new year is often a time for optimism and fresh goals. That being said, we’ve heard anxiety from those we know in the human services sector throughout into 2018. There is greater

Categories: Best Practices, Blog, Getting Started, Human Services|

Your Nonprofit Technology Plan: Lessons From Catholic Charities Fort Worth

Amy Willard Sr. Technical Project Manager As your organization starts the year, you’re likely building your strategic plan for 2018. You want to do even better this year, for your mission and those you serve. And if you’re thinking about increases in efficiency, you

Best Practices for a New Case Management System with Community Housing Partnership

Tilly Josephson Human Services Account Manager Homelessness is a pervasive problem, and it hits U.S. families hard. Our client Community Housing Partnership (CHP) helps San Francisco families and individuals break the cycle of homelessness, housing nearly 200 families in the city’s Tenderloin

Categories: Best Practices, Blog, Getting Started, Human Services|

Exploring the Future of Case Management with Community Housing Partnership

Human services agency Community Housing Partnership (CHP) uses Exponent Case Management to support its work with homeless individuals and families. Watch this video to learn their best practices for reducing data entry burdens and successfully adopting a system. CHP also shares how they have automated manual processes while

Categories: Best Practices, Human Services, Video|

Partial Copy Sandboxes! + Salesforce Sandboxes 101 for Nonprofits

James Bullard Solution Architect Great news, nonprofit admins: Partial Copy sandboxes are free for Salesforce Lightning Enterprise Edition (which every Nonprofit Success Pack user has)! You may not be jumping for joy yet, but let me tell you why you should be. A

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Driving Impact for Students: Salesforce for Education and Youth Development Nonprofits

Education and youth development organizations can benefit from Salesforce to save significant staff time while monitoring student progress and organizational results.  Breakthrough New York is an education nonprofit that transforms the lives of motivated, low-income students by preparing them for college graduation. In this webinar with Salesforce.org, Breakthrough New York will demo

Categories: Best Practices, Education, Video|

Nonprofit Cheat Sheet For Partnering with a Salesforce Consultant (Part II)

Eric Magnuson Director of Sales Patrick Shaw Human Services Practice Manager Are you ready to partner with a Salesforce consultant? What does it take? In Part I, we discussed realistic expectations, language

Categories: Best Practices, Blog, Getting Started|

Nonprofit Cheat Sheet For Partnering with a Salesforce Consultant (Part I)

Eric Magnuson Director of Sales Patrick Shaw Human Services Practice Manager So you’ve moved through selection and decided on your winning Salesforce partner. Or your organization is prudently thinking ahead. How do you

Categories: Best Practices, Blog, Getting Started|

Data Backup Best Practices: Learnings from a NA14 Service Disruption

Kelsey Hermann Customer Success & Support Manager In the past, some of you may have been affected by an outage on one of Salesforce’s instances, NA14. Only clients on this instance were affected, but Salesforce has reported that any attempts

Categories: Best Practices, Blog|