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Salesforce’s Nonprofit Cloud Case Management is designed to help charities manage and streamline their case management processes. Salesforce offers features like care plans, case referrals, and participant tracking to ensure comprehensive support for individuals. By providing a full view of each participant’s needs and progress, it enables case managers to deliver personalised care and collaborate effectively with other service providers
This solution helps charities enhance their service delivery, improve outcomes, and focus more on their mission of helping those in need.
We collaborated with Community Empowerment Network (CEN) to implement a tailored Salesforce-based system that addresses their specific challenges in data tracking and case management. By automating manual processes such as case logging, tracking client interactions, and managing service referrals, we enabled CEN to streamline their workflows. Our solution included an online enquiry form, automated case allocation, and seamless communication between the Triage Team and Education Advocates. With Salesforce, CEN can now efficiently track case progress, manage support requests, and ensure timely client follow-up. This system empowers CEN to deliver effective services, ensuring impactful outcomes for all involved.
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Case Referrals: Facilitate referrals to internal or external service providers, ensuring participants receive the necessary support.2.
Care Plans: Develop comprehensive care plans that include goals, subgoals, services, and specific tasks to help participants achieve their objectives.3.
Participant Tracking: Monitor participant progress through detailed tracking of attendance, benefits, and services received.4.
Dynamic Assessments: Conduct detailed intake assessments and client evaluations using customizable tools.5.
Case Tracking: Maintain meticulous records of individual or family cases, documenting all interactions and services providedBy partnering with ShoNet not only will you have access to our experienced Salesforce consultants but a wealth of knowledge of the challenges grassroot and international charities face. Our approach is to listen and understand you, your organisation and those you serve by assessing where you are and where want to be. At ShoNet we provide a tailored solution and strategic guidance, ensuring a seamless integration that aligns with your mission.
By partnering with ShoNet not only will you have access to our experienced Salesforce consultants but a wealth of knowledge of the challenges grassroot and international charities face. Our approach is to listen and understand you, your organisation and those you serve by assessing where you are and where want to be. At ShoNet we provide a tailored solution and strategic guidance, ensuring a seamless integration that aligns with your mission.