Modernizing Housing & Support Services with Salesforce
One New York-based nonprofit works closely with community members, partners, fellow nonprofits, and government officials to provide dozens of services, including housing, education, workforce development, food delivery, and legal services, impacting thousands of lives each day. This organization needed a more efficient way to support clients and work with partners to provide their essential services.
Utilizing Salesforce for Improved Workflows
Provisio worked with this nonprofit to enhance their client tracking and support. It can now track if a client is eligible for rental assistance programs and view a list of housing-related referrals that need follow-up. They record the benefits families receive to determine if there are additional programs they can be referred to, allowing them to receive any wrap-around services for which they are eligible. Staff can also make internal referrals to Financial Coaching to ensure clients learn important financial management skills that will help them stay on track with paying their rent after participation in the rental assistance program.
Additionally, this nonprofit and their external partner now have the ability to rapidly upload clients into their system - transforming a spreadsheet provided by their partnering landlords into an array of Salesforce records with just a few quick clicks. This has enabled them to skip the cumbersome initial data entry process and immediately hit the ground running providing services to clients.
Once in Salesforce, this organization can now track clients’ arrears levels to determine whether the assistance provided to the client is impacting their ability to pay rent. They can also check off the client’s arrears level 15 months after enrollment to determine whether participation in the program helped clients reach and maintain rent stability.
This nonprofit closely monitors client outcomes to ensure they are getting the support they need. As part of this effort, they track if income has changed over time, comparing income at the point of intake and discharge.
Centralized Collaboration Platform for Transparent and Efficient Partnerships
Because this nonprofit works closely with many partners, they wanted a portal for improved collaboration and data sharing. Provisio built them a portal through Salesforce’s Experience Cloud, allowing their partners to:
View assigned clients and referrals
Manage referral statuses and update where clients are in the process
Enter and maintain client information
Track and update details of client interactions
View custom dashboard to quickly review real-time data
View custom reports to help them track payments and clients enrolled for certain time frames
As organizations like this grow and evolve, Experience Cloud is flexible and can accommodate new partners, changing needs, or more complex workflows.
Home 4 Good: Working to End Homelessness in New York
This organization, along with other stakeholders, participates in Home 4 Good, an eviction prevention program that works with affordable housing owners to identify and assist tenants with rental arrears. You can read about this innovative program here. Tracking payments in Salesforce is important to this nonprofit because that is how they are reimbursed for their services.
The improvements to workflows and reporting in Salesforce, plus the development of a partner portal, have significantly enhanced collaboration and efficiency. This initiative has optimized current operations and laid a foundation for future success and continued impact in their community.
Building a Stronger Future with Salesforce
By leveraging Salesforce, this New York-based nonprofit has transformed how it delivers critical services and collaborates with partners. From streamlining rental assistance workflows to enabling real-time data sharing across organizations, this Salesforce case study demonstrates the power of technology to drive meaningful impact.
If your organization is ready to modernize service delivery, improve partner collaboration, and make data work for your mission, Provisio is here to help. Contact us today to learn how we can support your Salesforce journey and build a scalable foundation for lasting change.
