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Community Resource Center of Teton Valley

Salesforce & FormAssembly Implementation for a Community Nonprofit

In four days, CRCTV digitized its in-person application process to meet a 400% surge in client demand.

The Challenge

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 vital services include assistance with housing, utilities, funding for basic needs like medications, food sources, healthcare, and employment assistance.

Prior to the pandemic, CRCTV conducted their case management services in person, filling out applications manually and conducting interviews face to face.

During the pandemic, that wasn’t an option. With unprecedented, widespread job loss and housing insecurity, CRCTV faced five times the requests for assistance than they had pre-pandemic.

Their typical processes were overwhelmed. They needed to make a dramatic change in procedure.

the teton mountain range with a forest in the foreground

To overcome the surge in demand from community members in need, CRCTV needed to answer two critical questions fast:

  • How do we move our in-person application process online?
  • How do we ensure our tech stack is prepared to meet increased need?

Our Solutions

We guided CRCTV in quickly replacing their manual intake process with connected technology that could keep up with the surge in demand.

Salesforce & FormAssembly Implementation

  • Our team conducted a four-day design sprint to quickly implement Salesforce as CRCTV’s nonprofit CRM.
  • We then transitioned CRCTV’s in-person applications to an online process via FormAssembly, integrating it with Salesforce to save time and provide complete, accurate reporting.

The Results

  • CRCTV’s two-person program team was empowered to meet the growing demand for services and gain process efficiencies.
  • The optimized intake process scaled their capacity to manage a rapidly expanding caseload, saving significant time.
  • Now-digitized forms have been translated into both Spanish and English, expanding CRCTV’s reach to even more people in need.

 

In just four days, their team launched a fully automated system to streamline our application process, enabling us to better manage the 400% increased client load.
We could not be more pleased with the communications throughout the process, their overall professionalism, and of course, the results.

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