Centric Consulting skilled volunteers helped Crisis Assistance Ministry Gastonia (CAMG) implement Salesforce. As a result of this project, CAMG anticipates aiding more clients in need by providing food, utility, and rent/mortgage assistance.
CAMG is a cooperative mission of the greater Gastonia faith community established in 1976. By providing direct emergency assistance through collaboration with other community resources, CAMG assists those facing financial crisis or struggling with the burden of poverty. CAMG serves about one-half of Gaston County by providing emergency food, utility, and rent/mortgage assistance to low-income households.
CAMG partnered with Apparo and a volunteer team in the summer of 2021 to identify a new direct case management system. The program identified to replace their previous client management system, Pervasive, was Salesforce. CAMG needed help implementing and configuring Salesforce to meet their needs. Centric Consulting skilled volunteers helped them by providing training and identifying a Salesforce administrator to best fit their needs.
- Volunteer team: Centric Consulting – Jennifer Elliott, Lukas Suders, Hugo Castellon, TJ Felice
- Nonprofit team: Kim Wheeler & Jenny Moran
Prior to implementation and configuration of Salesforce, CAMG listed these pain points:
- Social Security Number usage provided a security risk for potential applicants
- Difficulty matching documentation with applications
- Difficulty tracking the progress of applications to follow-up or help clients
- Overpaying on previous client requests
- Not having a Cloud based system required working in the office
As a result of the Salesforce implementation and software integration, CAMG anticipates the following:
- Saving 780 hours of staff time a year
- Elimination of Social Security Number as a client identifier will result in the following:
- Reduction of security risk to clients
- Reaching more undocumented clients who they previously could not serve
- Better interoffice communication system
- An easier client experience and potential for more applications to be received
- Better reporting system will help with accuracy of data
- Cloud-based system allows for remote work increasing staff satisfaction
Centric Consulting volunteers shared their experience working with CAMG:
TJ Felice shared, “This is exactly the reason why we do these kinds of projects to have this kind of impact and help our local community. That’s why we partner with Apparo to do these things for organizations who are committed to improving our community and making it a better place for all of us.”
Jennifer Elliott, “We implement Salesforce all day long. From our perspective, Lukas and I, feel passionately about what the tool can do, and there’s nothing better than being able to marry that with something that matters in the community. Seeing a tool like this make a difference is amazing.”
Hugo Castellon shared, “Partnering with Apparo and CAMG was a wonderful experience. Watching CAMG in action as they were handling calls for people in need was eye-opening. This Salesforce project will help them succeed in assisting more people, and I am honored to be a part of their success.”
The CAMG non-profit team sang the praises of the Centric Consulting skilled volunteers:
Kim Wheeler and Jenny Moran of CAMG shared, “Working with the Centric Volunteer team implementing Salesforce has been such a great experience. New technology can be scary, but we cannot emphasize enough how helpful the entire team has been. Both Jen and Hugo are local and actually came to our office to help, which was above and beyond! As we moved further through the process, Lukas and Jen have literally answered hundreds, if not thousands of our questions and in such a prompt and helpful way. We can not imagine a better team and cannot thank them enough.”
