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Case Management

Deliver personalized services to help participants progress towards their goals.

Gain a single view of your participants, services, and programs.

Case Management Features

Plan Your Day

Better manage your day as a provider.

  • Case Manager Home Page: Provide instant visibility to upcoming meetings, tasks, or incidents that need immediate attention.
  • Participant Snapshot: Quickly view key information on a participant like a picture, pronouns, preferred name, critical alerts like allergies and more.
  • Program Participant Notes: Create a note with prompts on information to capture, save it as a draft, and tag it with specific topics.

Client Support

Deliver personalized support.

  • Relationship Management: Understand how program participants, and their family members, are engaging with programs to provide holistic support.
  • Incident Reporting: Keep missed appointments or important changes front and center so you stay up to date on who needs follow-up.
  • Assessments: Determine your participant’s baseline status when they enter your program and visualize how their circumstances change over time.

Case Plans

Give participants agency in their case plans.

  • Case Plans: Create a personalized plan for an individual or household with just a few clicks and manage progress.
  • Tasks and Action Items: Participants and staff can manage tasks and action items to keep them on track.
  • Case Teams: Assign full teams to participants who can access the right information and keep program participants progressing.

Program Management

Create efficiencies in program management.

  • Intake and Referrals: Accelerate program enrollment by streamlining intake with templates.
  • Services and Attendance Tracking: Reduce manual data entry for group or individual recurring services for groups or individuals and track attendance.
  • Analytics and Reporting: Capture and learn from data by visualizing outcomes and and sharing with funders.
Salesforce Customer 360 wheel

The Platform

Build a complete program management solution.

Salesforce for Nonprofits enables organizations to deliver powerful programs at scale.

OC United customer story

Customer Story: OC United

Empowering individuals, families, and communities on one platform.

“We love how customizable Salesforce is but that it also allows for standardization. Previously case managers worked in silos with no transparency or consistency. Now there are standards on how our case managers create service plans and capture information.”

Renae Dupuis
Director of Trauma and Whole-Person Care

Additional support services.

Get the right level of support, no matter where you are on your journey.

Deliver more effective outcomes.

Nonprofit Cloud for Programs is built to help service providers deliver personalized services to program participants and give them access to their own case plans so they can make progress towards their goals, anytime.

Case Management FAQs

Have a question? Here are some popular frequently asked questions about case management for nonprofit organizations who deliver services.