Author - Dawnrae Oliveira

1
What Disruptive Technology Means for Your Nonprofit
2
Leveraging Service Cloud for Multi-channel Support
3
Salesforce’s Web-to-Case for Targeted Support
4
Enabling Salesforce’s Email-to-Case for Support Requests
5
Supporting a Strategy with Salesforce Cases

What Disruptive Technology Means for Your Nonprofit

disruptive technology means nonprofits

In the last few years, a prominent theme in the nonprofit technology sector–and the Salesforce space in particular–has been the concept of “disruptive technology”. But what does this really mean, and how does it impact the way nonprofits function and approach technology innovation?

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Leveraging Service Cloud for Multi-channel Support

Salesforce-Cases-Management-4

Welcome back again! This is the final part of a four-part series with our fictitious nonprofit Coalition Against Homelessness (CAH). CAH helps us generalize and illustrate problems we have faced in many organizations over the years. In the first three parts of this series (Part 1, Part 2, Part 3), we looked at ways in which CAH leveraged native functionality within the Salesforce Cases module to increase efficiency and transparency in their internal support processes; streamline inbound requests and routing; and drive constituents to automated engagement channels.

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Salesforce’s Web-to-Case for Targeted Support

Salesforce-Cases-Management-3

Welcome to part three of our four-part series with our fictitious nonprofit Coalition Against Homelessness (CAH). CAH is a combination of the issues we have seen in hundreds of organizations over the last 20 years, and helps us generalize and illustrate problems we have faced. In the previous post we saw how CAH implemented Email-to-Case to improve their support of external constituents. Now they are ready for the next phase: expanding their use of Salesforce Cases even further so that they can encourage and support increased growth of their constituent base.

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Enabling Salesforce’s Email-to-Case for Support Requests

Salesforce Case Management Email to Case

Welcome back! This is part two of a four-part series with our fictitious nonprofit Coalition Against Homelessness (CAH) to illustrate common situations we have faced with real organizations. In the previous post we saw how CAH used basic Cases functionality to optimize their internal support request processes and provide structure and efficiency around the fulfillment process. These improvements have been a huge success, and now Coalition Against Homelessness is ready for the next phase: extending this functionality to their external constituent requests.

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Supporting a Strategy with Salesforce Cases

Salesforce-Cases-Management-1

There is a wide variety of mission-supporting technology available for nonprofit organizations today. As organizations grow and enhance their systems, they are challenged with selecting the best technology to adopt. The key to making the right decision rests not in technology feature comparison, but in clearly defining the strategy and goals of the organization, and matching the technology to those goals and overall mission. It’s not always easy, but with a combination of input from leadership and department staff, it’s well worth the effort.

In this four-part series we’ll follow a purely fictitious nonprofit, Coalition Against Homelessness (CAH), to illustrate common situations we have faced with real organizations. We will travel with CAH through several phases as they utilize their existing Salesforce capability to build everything from an internal ticketing system to a high-volume inbound support center. Each post in the series will build upon concepts from the previous step, starting with the straight-forward functionality that exists within native Salesforce Cases, and ending with a look ahead at a full Service Cloud implementation.

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