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Christians Against Poverty logo

Christians Against Poverty (CAP) helps bring holistic debt support with Salesforce.

CAP transitioned to Nonprofit Cloud and Experience Cloud to deliver debt advice and manage case progression through partner churches, aiming for improved efficiency and better outcome tracking.

Summary

CAP transitioned to Nonprofit Cloud and Experience Cloud to deliver debt advice and manage case progression through partner churches, aiming for improved efficiency and better outcome tracking.

About

Christians Against Poverty (CAP) stands as a vital lifeline for individuals across the U.K. grappling with the crushing burden of debt.

Salesforce products used

Positive Impact

+ 9 %
additional clients served today
356
hours staff are saving per year

Christians Against Poverty (CAP) stands as a vital lifeline for individuals across the U.K. grappling with the crushing burden of debt.

CAP partners with over a thousand local churches in approximately 890 locations to deliver professional debt advice and holistic support directly within communities, particularly in areas of deprivation. 

Helping over 10,000 people on their journey out of debt each year, CAP has its sights on expanding the mission and impact, to ensure every client receives the best possible care.

To support this goal, CAP embarked on a transformative journey to consolidate operations onto a single platform.

Fragmented Systems Hinder Holistic Support

For two decades, CAP relied on a bespoke, open-source system that, while serving its purpose, became increasingly difficult to manage and scale. Front-line workers ‌ — ‌ including dedicated debt coaches and local church partners ‌ — ‌ found themselves navigating many disconnected systems to manage client data, track progress, and generate debt advice. This fragmented approach stifled efficiency and limited flexibility, creating barriers to optimized service delivery.

“The move to a single platform solution was crucial to reduce the number of systems users needed to access, from five to one, improving efficiency and flexibility.” Edward Parker, Head of Debt Help Product Innovation

Beyond operational hurdles, CAP recognized the need to track long-term client outcomes to meet evolving regulatory requirements. The goal was to understand the “transformative changes” in clients’ lives, moving beyond mere process adherence. 

Furthermore, managing client intake and providing comprehensive, unified reporting to its 30,000 supporters presented significant challenges.

Using Salesforce since 2017 for donor management, CAP expanded their product portfolio, selecting Nonprofit Cloud and Experience Cloud as the foundation for its new unified platform.

The advice teams now use Nonprofit Cloud for case management, capturing all client data from the moment a client makes contact. Simultaneously, local church partners use Experience Cloud to gather essential client financial information and build detailed income/expenditure sheets, ensuring a consistent and thorough data collection process.

This shift helps improve the entire debt advice process: from initial client calls and booking visits with debt coaches to the review of budgets by case officers and the generation of detailed advice letters.

In addition to Salesforce, CAP uses specialized tools from the AppExchange including S-Docs for document generation and GoMeddo for client appointment booking and calendar management, creating a more seamless and efficient workflow and experience for everyone.

Since the debt help platform went live in 2024, even in its pilot phase, CAP has already demonstrated significant impact, serving over 1,000 clients and advising 300+ individuals. 

  • CAP can advise an additional 9% of clients today, helping even more people find their way out of debt
  • Staff are saving 356 hours per year, allowing them to focus on higher-value work.
  • The transition to a single platform has dramatically improved the user experience, with collaboration between staff and local CAP workers easier and more effective as a result of integrated systems.

      By consolidating multiple legacy systems into one unified platform, CAP has gained significantly better control over its technology roadmap. This allows the organization to focus its resources on delivering high-quality, efficient service and fostering improved flexibility. The adoption of custom Lightning Web Component (LWC) within Experience Cloud enables debt coaches to efficiently capture client data, powering a structured and rapid advice generation process.

      CAP is actively exploring the power of AI to further enhance its service delivery. Edward Parker expressed enthusiasm for AI’s potential, particularly in matching clients to volunteers for their “befriender” program, intelligent document processing and streamlining case progression by performing actions for agents.

      “The intake management is critical for CAP’s future as we expand our Nonprofit Cloud platform to incorporate broader service delivery, church, and supporter engagement journeys,” noted Edward Parker.

      With plans to migrate all remaining systems onto Nonprofit Cloud over the next 18 months and to implement Marketing Cloud and Data 360, it’s all go for this organization. Beyond that, the vision is to use tools like Tableau and Slack for automated, impactful reporting to its 30,000 supporters, CAP is building a robust, agile foundation for sustained growth.

      By continually innovating and getting the best from Salesforce, Christians Against Poverty is dedicated to empowering more individuals to break free from the cycle of debt and experience lasting financial freedom, driven by a deep commitment to holistic support and community partnership.

      "The move to a single platform solution was crucial to reduce the number of systems users needed to access, from five to one, improving efficiency and flexibility".

      Edward Parker
      Head of Debt Help Product Innovation, Christians Against Poverty