Year End Donations Fund Running Water
Salesforce and FormAssembly Integration to Meet Greater Demand
Improving lives by connecting those in need with a network of resources.
The Community Resource Center of Teton Valley (CRCTV) is a small, regionally-focused nonprofit in Idaho that provides critical resources and case management to community members facing crises.
Their many vital services include assistance with housing, utilities, funding for basic needs like medications, food sources, healthcare, and employment assistance.
Prior to the 2020 Pandemic, CRCTV conducted their case management services in person, filling out applications manually and conducting interviews face-to-face.
However, the pandemic created unprecedented, widespread job loss and housing insecurity.
In just weeks, they encountered more than five times the number of individuals who had asked for assistance in the prior year.
This spike in requests for help overwhelmed their typical processes, requiring a dramatic change in procedure.
In addition to enabling a successful fundraising launch, our technology implementation addressed CRCTV’s most pressing concerns by:
- Conducting a four-day design sprint to quickly implement Salesforce as a nonprofit CRM
- Transition in-person applications to an online process via a simplified and integrated Salesforce and FormAssembly solution
- Leveraging smart technology and key performance metrics to evaluate progress
- Integrated CRCTV’s fundraising platform, CRM, and email service provider to save time