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Program and Outcome Management

Unify your nonprofit program management, delivery, and evaluation with tools you and your program participants can trust. Make strategic decisions on what is and isn't working so you can maximize impact.

Leading nonprofits measure outcomes to deliver more impactful programs and services.

Simplify planning, managing, and delivering your programs.

Reduce program complexity and capacity with Nonprofit Cloud. Know when you're not on track toward meeting program goals. Save time by streamlining attendance, service, and participant tracking.

An action plan dashboard for youth training program planning.

Gain a holistic view of interactions to understand which participants have urgent needs and should be prioritized. Deliver wraparound care by making it easier to share information with external partners.

A holistic program management dashboard containing alerts, participation, and overview.

Schedule individual service sessions and enroll participants in bulk, saving hundreds of staff hours in preparation for service delivery.

Desktop and mobile view of attendance summary portal.

Improve the participant and volunteer experience with a secure, self-service portal with Experience Cloud. Give participants and clients faster access to care by allowing them to directly enroll in programs and services.

A look at a self-service client portal.
An action plan dashboard for youth training program planning.
A holistic program management dashboard containing alerts, participation, and overview.
Desktop and mobile view of attendance summary portal.
A look at a self-service client portal.

Deliver personalized services.

Build personalized case plans based on a program participant or client's individual needs, no matter the size of your case load. Work at scale with a guided intake process, manage inbound and outbound referrals, assign an entire case team, and assess a client's progress at multiple intervals.

Case management dashboard containing client details and status.

Save time and improve consistency by creating case plans from reusable templates. Personalize plans to meet your participants’ unique needs. Track tasks, checklists, and milestones, and capture HIPPA-compliant case notes. Then, view notes in chronological order to get up to speed on a client's history.

Case management dashboard containing case plan for the participant.

Get clients the right support quickly with a guided flow from referral to intake to program enrollment.

Referrals dashboard containing new intake details.

Gain a holistic understanding of a participants’ journey through a unified profile, visual timelines, and dynamic assessments showing progress before and after various engagements.

An internal staff view into how you setup a program participant's program enrollments.
Case management dashboard containing client details and status.
Case management dashboard containing case plan for the participant.
Referrals dashboard containing new intake details.
An internal staff view into how you setup a program participant's program enrollments.

Ensure stronger outcomes by investing in what works.

Track desired outcomes and efforts that move the needle. Use Outcome Activities to connect programs or benefits that contribute to the desired end goal.

A dashboard to view open indicator performance.

Consistently measure your impact by building your library of indicators. Connect them to multiple outcomes or programs to measure different aspects of your work. Use time-bound performance periods to track a program's starting point and end goal when measuring your efforts.

Dashboard containing indicator performance details.

Pivot from what's not working. Get a quick summary view to understand if your indicators are on target, see recent results, manage assessments, and more.

A dashboard to manage outcomes.
A dashboard to view open indicator performance.
Dashboard containing indicator performance details.
A dashboard to manage outcomes.
Learn more about trusted AI

Build the perfect Program and Outcome Management solution with our help.

Get in touch today and our experts will guide you through the process, step by step:

  • Choose the right Nonprofit Cloud edition.
  • Add products/services needed, if not already included.
  • Customize the final result with apps, services, and support.
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Get trusted AI for nonprofits.

Salesforce delivers trusted, extensible AI built into the fabric of our nonprofit CRM platform. Use our AI to create customizable, predictive, and generative AI experiences to fit all your organizational needs, safely. Bring conversational AI to any workflow, user, and department with Einstein.

Learn new skills with free, guided learning on Trailhead.

Program and Outcome Management FAQ

Program and outcome management software helps program managers, service providers, case workers, and others set up programs and services so data is connected.

Managing programs with spreadsheets or multiple systems prevents deep understanding of what's working or not. Centralizing programs and services in a unified view means you can identify what is driving progress and create greater outcomes by gleaning insights across the entire program lifecycle.

When looking at options, identify systems that are flexible to meet the unique needs of your programs. Decide on the data and information you want to capture and KPIs you want to report on. Be able to automate repetitive manual processes, supporting staff capacity to focus on higher value projects.

There are several options available for nonprofits to get started with Salesforce solutions. The Power of Us Program gives eligible nonprofits the first 10 subscriptions free. Visit our pricing page for more information.