Discover how Salesforce's program and case management tools empower nonprofit organizations to streamline operations, manage cases efficiently, and enhance program effectiveness.
Presented by Jeremiah Kincaid, VP of Salesforce Consulting at DB Services, this session explored the benefits of Salesforce's program and case management tools and discussed how you can use these tools in your own organization to maximize impact. You'll get access to live demos of different use cases for program and case management in Salesforce, like tracking client progress, setting up impact reporting and benefit schedules, and summarizing made easy with AI tools.
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Presenters
Jeremiah Kincaid
Jeremiah is a Certified Salesforce Architect and Consultant who has been with DB Services since 2007. A Purdue University graduate, Jeremiah earned dual bachelors in Chemistry and Philosophy. His educational background and natural smarts gives him the ability to be successful both in the trenches of scripts as well as in collaboration with co-workers and clients. A rarity, indeed.
