Salesforce Case Management for Nonprofits

Transform your nonprofit’s customer service by centralizing all inquiries into one intuitive platform, enabling faster resolutions and higher customer satisfaction.


Resolve Issues Quickly and Efficiently

Salesforce Nonprofit Case Management software is designed to help you efficiently handle every aspect of your casework, from initial intake to resolution. Empower your team with real-time insights and automated workflows to deliver more personalized experiences to your customers.

Equip your nonprofits case managers with the tools they need to track and analyze client data efficiently and provide high-quality services to your community, all in one platform.

“As an organization invested in a community-centered approach to transforming the administration of justice in the most disenfranchised communities. The Plative team helped us build a Salesforce platform that allows us to stay connected with our key stakeholders and ensure we can work toward a society that believes in justice, fairness, and equity.”

SHAROIA TAYLOR-CORNEJO

Senior Manager of Operations

What’s Included

Core Setup

Case Referrals

Dynamic Assessments

Data Migration

Action Relationship Center Setup

Case Management Configuration

Action Plan Configuration

Case Submission Form

Training and Enablement

Care Plan Templates

Key Benefits of Case Management in Salesforce

See how your customers engage with your programs and enable your providers and case managers to work together, have more transparency, and deliver a more tailored service to your participants.

Once implemented, you will be able to:

  • Better manage your day as a service provider through a home page with instant visibility into upcoming tasks.
  • Save time and improve service consistency by creating case plans tailored to your constituents’ needs.
  • Track your case efficiency in order to improve your constituent service.
salesforce case management

A Proven Methodology, Made Possible by Hundreds of Deployments

Unlike most implementations, Plative Launch is structured to quickly deploy pre-built modules that we’ve meticulously perfected over hundreds of implementations. This means that you can realize value in record-time and leverage the best practices from hundreds of other similar companies.

Team introductions
Administrative access
Timeline & key dates

Provisioning
Process walkthroughs
Personalized sessions

Clarify
Build
Optimize
Migrate

User acceptance testing
Admin training
End-user training

Deployment
Post go-live support
Ongoing innovation

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