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Scalable Client Relationship Management and Program Tracking Application

https://soltech.net

Non-profit

Challenges

Santa Cruz Community Ventures faces challenges in effectively tracking client interactions, life events, and program milestones across a growing client base. Existing reliance on manual processes and disparate data sources (spreadsheets) hinders their ability to build strong client relationships, monitor program progress, and identify areas for improvement. The need for a scalable, cloud-based solution to manage client data and automate key workflows is critical to their mission.

About the Client

A non-profit organization focused on empowering individuals and families through community relationships, coaching, and financial support programs like Children Savings Accounts.

Objectives

Capture comprehensive client data (individuals, households, businesses).
Track all client interactions (conversations, calls, emails, etc.).
Manage donor relationships and donations, linking them to client accounts.
Track program milestones and automate actions based on milestone achievements.
Provide a single source of truth for client information and program tracking.
Enable a mobile-friendly, cloud-based solution for field staff access and reporting.
Ensure scalability to accommodate rapid growth and future integrations.

Functional Requirements

Client profile management (individual and household).
Interaction logging (calls, emails, meetings, notes).
Donor management and donation tracking.
Program milestone tracking and automation.
Reporting and dashboarding capabilities.
Mobile accessibility for field staff.
User role and permission management.

Preferred Technologies

Salesforce Nonprofit Cloud

Nonprofit Success Pack

Cloud-based architecture

Mobile-friendly design

Integrations Required

Potential integration with financial programs (e.g., Children Savings Accounts platform).
Potential integration with donor management systems.

Non-Functional Requirements

Scalability to handle a growing number of clients.
High availability and reliability.
Data security and privacy.
Mobile performance.
User-friendly interface.

Expected Business Impact

Implementing this application will enable SCCV to significantly improve client relationship management, streamline program operations, enhance data-driven decision-making, and facilitate future growth. By providing a centralized, scalable platform, SCCV can better serve its clients and achieve its mission of empowering individuals and families.