Lilly Pad Haven - Salesforce Optimization

Project Description

The founder of Lily Pad Haven developed a custom database using .ASP & MySQL years ago. They are currently using this as their CRM to track client data, staff time sheets, and volunteer information. The staff is unable to access the historical data and perform any type of reporting. Lily Pad Haven would like to use Salesforce as their CRM to track this information efficiently and be able to pull reports. They are licensed for Salesforce but need skill-volunteers to help them create the business process for tracking clients, daily staff notes/time, volunteer information, and potentially maintenance requests then customize Salesforce to fit these needs.

Nonprofit Agency Overview

Lily Pad Haven provides housing for survivors of human trafficking. They have a network of safe houses throughout Charlotte. Their guests are referred by Government and Non-government organizations that work with victims of human trafficking. LPH also provides services and programs to help these women transition back into society.