Case Management Accelerator

A complete case management framework built on Salesforce Nonprofit Cloud that enables nonprofits to deliver high-quality, coordinated services. This accelerator provides standardized intake, assessments, case plans, goals, referrals, and progress tracking — all packaged into an intuitive, staff-friendly caseworker experience.

Perfect for human services, family services, housing, counseling, employment programs, mental health, and any organization delivering individualized support.

WHAT’S INCLUDED

Client intake & assessment forms

Case plan creation (goals, tasks, timelines)

Progress notes & session tracking

Referral workflows (internal & external partners)

Document uploads & case file management

Alerts for overdue tasks or high-risk indicators

Caseload dashboards for staff & leadership

Service delivery & outcomes reporting

Optional: Experience Cloud client portal for securecommunication

KEY BENEFITS

Streamlines casework and reduces administrative burden

Improves client outcomes through structured plans

Increases visibility across caseloads and service teams

Provides consistent reporting for funders & compliance

Reduces implementation timeline by 40–60%

Integrates seamlessly with Programs, Volunteers, and Grants Management

ADDITIONAL BENEFITS

Reduces foundational setup by 8–12 weeks

Accelerates downstream R&A / Success work

Ensures long-term scalability and governance

LET’S TALK ABOUT YOUR SALESFORCE GOALS

We’re here to help you navigate your Salesforce journey with ease. Tell us about your needs and we’ll follow up to schedule a free consultation.

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Case Management Accelerator​