Salesforce Service

Program Management for Salesforce

Maximize impact by optimizing your planning, control, resource management, and communication programs with our Salesforce program management solution

Gain Deeper Insight into Your Program Portfolio and Sharpen Your Focus on Impact

Are you struggling to gain insights into your program portfolio? Do you face issues with poor data quality? Do you find yourself spending a lot of time preparing reports for donors?

With Salesforce's Program Management, you can eliminate manual data entry to improve your data quality and validation. Additionally, you can set goals for your organization, measure impact, and link targets directly to these goals.

Program management will be much easier for you from now on, meaning you spend much less time on your administration and can devote more time to your core activities.

Why this service?

The Benefits of This Service

Eliminate Data Entry

Eliminate manual data entry to improve efficiency, reduce human errors and ensure higher accuracy in data management.

Improve Data Quality

Enhance the integrity and verification of data by improving data quality and implementing robust data validation measures.

Easy Reporting

Minimize time dedicated to reporting which leaves more time for essential activities.

Quantify Impact

Measure the effects of your actions, report your findings accurately, and use these results to guarantee ongoing impact.

Service overview

How We Work

Learn more about the steps, requirements, deliverables and audience and determine whether this solution fits your organization.

Steps

We help you determine the scope of the project, and work out the steps for a phased approach. We employ reference processes based on our extensive previous experience. Activities include:
  • Requirements workshops
  • Process workshops
  • Technical implementation
  • Data migration
  • Training

Requirements

  • Articulated need, budget and timeframe
  • Support for the project across the organization
  • Access to the legacy systems for the purpose of data migration
  • An inventory of users, groups, mail applications, and other elements

Deliverables

  • Get more insight into your project portfolio and pipeline
  • Maintain full accountability over your application process
  • Spend less time on repetitive tasks
  • Free up more resources to focus on your mission and impact
  • Create transparency for donors and other stakeholders

Audience

Non-profit organizations doing projects or grant management.