Salesforce Program Management Module

Equip your nonprofit with Salesforce’s Program Management Module, offering comprehensive tools to manage programs and track outcomes effectively.


Amplify Your Nonprofits Programs

In the world of nonprofits, managing programs effectively is critical to delivering impact and achieving mission goals. With multiple projects, beneficiaries, and stakeholders, seamlessly orchestrating efforts can be challenging.

That’s where Salesforce’s Program Management module comes in. Built on the Nonprofit Success Pack (NPSP), it provides a powerful extension that allows organizations to manage their programs, services, and initiatives in one unified system.

“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

Party Relationship Groups

Automation Setup

Data Migration

Action Relationship Center Setup

Program Management Configuration

Interaction Summaries

Reports and Dashboards

Training and Enablement

Action Plans & Dynamic Assessments

Key Benefits of Program Management in Salesforce

By centralizing data, improving reporting, and boosting efficiency, Program Management in Salesforce empowers nonprofits to deliver greater impact and achieve their mission objectives more effectively.

Once implemented, you will be able to:

  • Create & Track Programs, Services and Benefits by centralizing key service information for real-time reporting on performance
  • Enroll Participants and track attendance to identify trends and drive impact.
  • Aggregate program and benefit insights for seamless stakeholder reporting.

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

Our Insights

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