Program / Case Management

The “North Star” for many nonprofit organizations is delivering impact.

Salesforce Nonprofit Success Pack

Being able to quantify impact and report on key program metrics can be critical to ensuring continued funding. Salesforce NPSP is a unified platform for program management with point-and-click, data-driven configuration to match your organization’s specific needs.

As the #1 CRM in the world, Salesforce provides a 360-degree view of your constituents, including contact and demographic information. Salesforce can be configured for case management, with an easy method of creating workflows and task automations. Automation allows staff members to focus on the things only they can do, eliminating time-consuming data entry and manipulation. Customizable dashboards and reports provide real-time insight into program health and make it easy to measure and share outcomes. Fíonta has developed a number of right-sized solution packages for case management for health and human service organizations.

Systems Salesforce can replace for program management include Apricot, EveryAction, NeonCRM, ZohoCRM, NetSuite, and others.