Single mothers work night and day at all their jobs: chief wage earner, only parent and household finance manager. But there is rarely enough money and home insecurity is always looming. The cycle of poverty becomes generational. Fellowship Housing enables the single mothers in their program with the financial knowledge and support to create a new legacy for their children. This proven approach has been so successful, the Fellowship Housing team wants to expand it beyond the current limited geography and give more moms and families the opportunity to participate. Unfortunately, Fellowship Housing’s own internal data processes and resources were scattered across multiple old systems and spreadsheets. To track and manage the program required many hands and hours – and was definitely not scalable.
The Fellowship Housing team needed a more coherent and consistent way to collect, store and manage programmatic information. In addition, with a very small team managing a plethora of moving parts, being able to automate communications, notifications and reminders was going to be key to allowing them to scale up the program reach.
Leveraging the flexibility of one of the premiere CRM systems (Salesforce NPSP), paired with the natively integrated web form software, FormTitan, we were able to create a centralized command center for Fellowship Housing. Salesforce’s inherent functionality that allows you to custom configure (without necessarily having to do custom development) for fields, record types, workflow/notifications and reporting provided them with just what they needed to support their current program participants, while providing the capabilities for future growth.