Program & Case Management Quick-Start

Harness the power of automation and so much more with Nonprofit Success Pack and pave a better pathway to an enhanced management experience. We offer quick-start implementation services for both of Salesforce's products: Programs Management Module (PMM) and Case Management (CM). Case Management builds upon the PMM data model but is more client-focused. It is designed for service-oriented nonprofits and empowers case managers to evaluate potential clients with intakes, develop comprehensive case plans, follow client progress with assessments, manage internal and external referrals, and take detailed, searchable client notes. Case Management is HIPAA compliant. Learn more about the differences between PMM vs. CM in this table.

A Case Management implementation can benefit nonprofits who:

Want to magnify program impact and constituent engagement.

Want to drill down into granular details of their programs, services, constituent engagement, and more.

Want to save time spent on administrative and reporting tasks.

Synopsis of Features & Capabilities

Track programs and cohorts at a high level and define services with each program.

Monitor constituent engagement with programs and record service deliveries; then report on your impact.

Meticulously track individual clients with client snapshots, client search, and client notes.

Access a full view of clients' participation lifecycles.

Measure and analyze inbound and outbound referrals.

Deliver personalized client support, stay up to date with client incidents, and be in the need-to-know with critical alerts.

Create custom case plans or use a template, setting goals and action items.

What's Included: Programs Management Quick-Start Tiers

Base tier quick-starts include:

Org and PMM settings with PMM object customization

Program, service, and client configurations

Service schedules and attendance configuration

Inbox setup

Topic specific, standardized training sessions and user resources

Rise tier quick-starts include these key additions:

Generic program signup form via a public Experience Cloud site or native Salesforce app

Custom service schedules and attendance

Horizon tier quick-starts include these key additions:

Advanced mapping of custom fields

Capacity for more programs and services

Custom intake form, custom reports and dashboards

Data migration of cleansed customer data

Final data import templates

Data workshops and additional training

What's Included: Case Management Quick-Start Tiers

Base tier quick-starts include:

Org settings, PMM & CM settings

Case management object customization

Configurations for intakes, referrals, programs, services, and assessments

Configurations for client search, client notes, and client cards

Topic specific, standardized training sessions and user resources

Rise tier quick-starts include these key additions:

Generic intake form via a public Experience Cloud site or native Salesforce app

Case plan templates

Horizon tier quick-starts include these key additions:

Advanced mapping of custom fields

Data migration of cleansed customer data

Final data import templates

Data workshops and additional training

Summit tier quick-starts include these key additions:

Capacity for multiple intake processes, assessment types, and additional case plan templates

Custom intake forms for each intake process

Salesforce Shield Event Monitoring and field audit trials

Return to Nonprofit Cloud

Our Process

Get Started

We're here to get you started and up and running smoothly with your Salesforce platform. From Discovery through Delivery, we make a point to clearly communicate with our clients and keep you updated with progress and resources.