CRM Consulting

Bigger Boat Consulting: Custom solutions for human services nonprofits

Specializing in nonprofit program, client, and case management

Summary

Highlights Our agile approach helps organizations take ownership of their system while keeping the project focused on key goals and solving pain points in current processes. We focus on guiding nonprofit organizations to successful user adoption. A core tenant of our work is installing ownership of the system with the organization. A key part of this is enabling internal staff administrators to support their team. We primarily work with human services agencies, ranging from affordable housing to supported employment to child welfare. These projects involve managing programs, clients, and case management. Description We focus on understanding your needs and turning them into a solution that moves your organization forward. Our team has expertise in building Salesforce solutions for human services nonprofits. Solution experience includes:- Affordable housing including inclusionary housing, shared equity models, and supportive housing- Human services client management, case management, program management, and intake- Cohort management- Program and outcomes management- Training and technical assistance- Volunteer management- Donor and grant management using the Nonprofit Success Pack (NPSP)Our 100% Salesforce certified consulting team have all been staff members at nonprofit organizations and understand how nonprofits work. The annual budget size of most clients is in the $2 million to $50 million dollar range.We are a Salesforce.org partner based in Seattle. Most of our nonprofit clients are in the western US, including Portland, San Francisco, Los Angeles, Seattle, and Denver.


  • Bigger Boat Consulting: Custom solutions for human services nonprofits
  • Bigger Boat Consulting: Custom solutions for human services nonprofits
  • Bigger Boat Consulting: Custom solutions for human services nonprofits
  • Bigger Boat Consulting: Custom solutions for human services nonprofits

# Focus

# Service lines

100%

# Salesforce Expertise

25%
25%
25%
25%

# Certifications (25)

# Portfolio

Key clients:

# Geographic Focus

Languages: English

International: United States

United States: Massachusetts, Washington

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