Simplified admin and program onboarding
Prior to implementing Salesforce, Youth Insearch had an on-premise database that kept breaking down and its small team was consumed with paperwork, data entry, and a lot of manual processes. Everything from program registration to donation processing was taking up too much time and there was always a risk that urgent forms and letters could be missed.
The adoption of Salesforce has helped to remove these pain points. Now, partners like schools and police can log onto Experience Cloud for Nonprofits and refer at-risk youth by entering their details into an online form. The details are sent automatically to a local program administrator who onboards referees and assigns them a peer group.
As part of this onboarding, referrers are invited to Experience Cloud for Nonprofits where they can complete their profile, share their story, and register for programs like the weekend workshops.
All forms are created using Form Assembly from the AppExchange and data flows through to Sales Cloud, helping to streamline administration. Youth Insearch also uses Socialsuite from the AppExchange to survey participants and measure the impact of programs. For instance, they can track how successful the programs have been in building resiliency or helping to alleviate addiction issues.
With all of this information tracked and managed in Salesforce, Youth Insearch has reduced the administration time for each program from four days to just a few hours. This adds up to savings of 560 hours per year. Youth Insearch has also saved time on risk management by using automated workflows to ensure currency of Working With Children Checks and to follow up on mental health concerns.
“By managing all of our processes in Salesforce, we’ve made it easier and faster to get youth into the program and engaged with a positive peer group. We’ve also been able to help employees to manage their workload with less stress,” said Lewin.
