Customization & Implementation

Salesforce Platform brings cloud-based convenience, increasing productivity and expanded capacity to nonprofit organizations. User can create complex reports for quality assurance and quality improvement purposes in Salesforce Platform.

Such reports (and associated dashboards) can be integrated into daily operation and team meeting to improve the quality of social services provided by the organization.

For many small mid-size organizations, it can be challenging to either hire a dedicated Salesforce administrator or to train an existing staff to become an internal administrator. Due to staff turnover, the skills and knowledge developed by one internal administrator may not be passed down. Data Management System Consulting Service can help such organizations tap into the full potential of Salesforce Platform.

The consultant collaborates with executive director, program manager and quality assurance/improvement staff to ​
 

1. Identify the performance indicators required by the organization’s existing and future contracts.

2. Propose the specifications of reports that track the performance indicators.

3. Create reports and associated dashboards.

4. Deliver ad hoc report-related requests.

5. ​Train program manager and staff to utilize these reports.

The Service is renewed and billed every quarter (3 months). To discontinue the Service, the client shall notify CIRCE Software via email at least two work weeks prior to the start of next quarter.