Calendar of Trainings and Events

Jul
27
Thu
WEBINAR: Enhanced Volunteers in Salesforce: Groups @ Virtual
Jul 27 @ 12:00 pm – 12:30 pm
WEBINAR: Enhanced Volunteers in Salesforce: Groups @ Virtual

Organizations working with a high volume of volunteers or groups of volunteers need a solution that eases scheduling, reporting, and communication with group leaders. Learn how we’ve enhanced Salesforce’s native volunteer functionality with additional tools and features, allowing you to focus on nurturing relationships with your volunteers. You’ll see calendars and customizations for handling scheduling and communications, collecting waiver forms, and tracking hours served with a mobile check-in application.

Aug
3
Thu
WEBINAR: Case Management with Salesforce @ Virtual
Aug 3 @ 12:00 pm – 12:30 pm
WEBINAR: Case Management with Salesforce @ Virtual

This webinar demonstrates Case Management, our custom solution designed to capture the human component of case management. We’ll look at native tools available within email platforms and customization ideas to help streamline processes and track client milestones. Our solution allows organizations with call centers or one-on-one counseling services to easily and simultaneously collect reporting information, and includes automations and templates tailored to the unique needs of your human services organization. With our customizations, caseworkers have time to focus on clients, and you have usable data for managing to outcomes.