Centric Consulting volunteers support Mint Hill nonprofit through Salesforce implementation and optimization
Servant’s Heart of Mint Hill is a nonprofit organization and community boutique with a mission to assist Mint Hill community members with necessities for daily living. The vision of Servant’s Heart is to be the primary location for assistance in their community, compassionately providing resources with respect and dignity to those in need. Through their assistance programs and community boutique, they hope to guide community members in need toward financial stability.
Servant’s Heart has served the Mint Hill (Southeast Charlotte) community since 2016. In the last few years, the organization has experienced significant growth and needs a data management tool to support their growing operations. They decided to replace their previous program with Salesforce, which can manage their client data, metrics, and reporting. The organization was looking for assistance migrating data and customizing Salesforce to best fit their client management processes.
Through this Community Impact Project, Apparo paired the organization with a dedicated skilled volunteer team from Centric Consulting. Volunteers worked alongside Servant’s Heart to implement Salesforce and create recommendations for optimizations and customizations based on the nonprofit’s needs. The Servant’s Heart team is hopeful that this work will create many increased organizational efficiencies and ultimately bolster the nonprofit’s reach to fulfill their mission of being the primary location for assistance for their community members.
Centric volunteers supported the organization in creating a plan to migrate their data into Salesforce, providing a central portal for managing data, metrics, and reporting, which will improve the team’s overall data management processes. After assessing Servant Heart’s current state, they configured Salesforce to feature new automations, and finally trained staff on new configurations to help ensure sustainable implementation. Centric Consulting’s Jennifer Elliot reflects on the project, “I have loved working with the nonprofit teams. Witnessing the dedication and vision they have to positively impact people’s lives who are experiencing crisis was profound. My favorite part of each of these projects, aside from learning about the nonprofit work is keeping my skills fresh. There’s nothing better than knowing the most fun part of my work can make such a profound impact. ”
On a similar note, Centric volunteer Glenda Earnhardt shares, “Participating in this project for me was all about helping an organization who is making such a positive difference in our communities. You could hear the passion for the work that’s being done in the voices of the nonprofit team. It is great knowing that we could be helpful and create an impact in such a positive way.”
Additional Impacts of Implementing Nonprofit Salesforce Solutions:
- Improved reporting efficiencies – With curated reports to capture more accurate and accessible data, staff will save several hours weekly
- Bolstered client services – A new system enables streamlined communications and pre-session review of client-submitted documents, eliminating the need for follow-up visits and improving the overall client experience
- Mitigated risk – The transition to an encrypted software system minimizes data security risks compared to the prior processes of email-based file transfer
Upon implementing volunteer recommendations, the nonprofit anticipates saving 30+ minutes per client during the application process – with 1,845 services processed in 2024, this results in hundreds (900+) hours saved annually, significantly enhancing efficiencies. Servant’s Heart Founder and Executive Director Kim Rhodarmer shares, “The Centric volunteer team has been gracious, sticking with us through changes and ensuring we get the best possible outcomes, even when it meant extending timelines. I greatly appreciate their commitment to doing it right.”
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