Clients, Cases, and Care: Unifying Human Services Client Data in Salesforce

The Institute for Family Development, a human services organization in Washington State, uses Salesforce and Exponent Case Management to support data and results tracking for their HOMEBUILDERS® program. Through this program, over 30 practitioner teams at organizations around the country provide intensive, in-home crisis intervention, counseling, and life-skills

Categories: Human Services, Salesforce, Video, Webinar|

Exponent Partners QuickStarts for Fundraising Management on Salesforce

Whether you are a small local grassroots group or a growing national organization, an Exponent Partners QuickStart is a great affordable entry point for all new users to Salesforce. During the implementation we work closely with your organization to configure Salesforce and the Nonprofit Starter Pack tailored to

Categories: Salesforce, Video|

Nonprofit Technology Adoption: Why it Matters and How to Be Successful

Your organization has great expectations for your new technology solution. You researched and selected the best tool, and are investing significant resources to implement it. In order to increase efficiency, reduce manual processes, and collect the data you need to improve your program results, you need a technology

Categories: Featured - Resources, Salesforce, White Paper|

Getting Started with Salesforce for Nonprofits

It’s a big step to consider implementing Salesforce for your nonprofit organization. There’s a lot of information about what you could do, but it can be hard to cut through the noise online and find out what’s right for you. Join us for a free discussion that will

Categories: Getting Started, Salesforce, Video|

Improving Salesforce User Experience for Internal and External Constituents with SKUID

Looking for ways to ensure your internal and external constituents use and LOVE your system? View this webinar to learn about SKUID, a low cost solution for customizing pages within Salesforce. Create visually appealing portals, data entry screens, calendars, and dynamic reporting that make your users want

Categories: Salesforce, Video|