Learn how nonprofit Health Trust moved its programs, case management, and billing from paper to a fully connected digital system. Hear how this investment improves staff and client experiences.
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Making the Move: From Paper to Salesforce, a Programs Story
, Program Manager, The Health Trust
, Chief Administrative Officer, The Health Trust
, Program Manager, The Health Trust
Role: Administrator, Data Analyst, Operations
Industry: Nonprofit
Product: Agentforce Nonprofit
Session Level: Introductory
- Tuesday, Sep 121:00 PM - 1:40 PM PDT(8:00 PM - 8:40 PM GMT)Grand Ballroom A (InterContinental, Level 3)
Session Summary by Einstein: The Dreamforce session presented by the Salesforce for Nonprofits Industry team focused on the transformative power of Salesforce in streamlining and enhancing the operations of The Health Trust, a nonprofit organization based in San Jose, California. The session highlighted how Salesforce helped the organization centralize its data, improve cross-departmental collaboration, and reduce administrative burdens, thereby enabling staff to focus more on serving their clients. The team shared real-life examples of how Salesforce facilitated seamless integration and management of services, including direct case management, food delivery, and outcome reporting. The session also emphasized the importance of having a dedicated project manager and a good implementation partner for a successful Salesforce implementation. The session concluded with a strong message on the need for nonprofits to embrace change and invest in operational frameworks that enhance service delivery.
Key Takeaways by Einstein:
- • Salesforce has enabled the Health Trust to streamline processes, reduce paperwork, and improve collaboration between different departments, ultimately benefiting the clients they serve.
- • The Salesforce platform has allowed the Health Trust to have real-time access to client data, improving their ability to determine eligibility for different programs and track the services clients are receiving.
- • Despite the challenges and investment required in integrating a new system like Salesforce, the benefits in terms of operational efficiency and service delivery make it a worthwhile endeavor for nonprofits.
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