See What’s New with Public Sector, Education, and Nonprofit
Learning Objectives
After completing this unit, you’ll be able to:
- Explain how to ensure that benefit eligibility remains accurate even when circumstances change.
- Define how agencies can understand caseload trends, prioritize and distribute caseloads based on key factors, and visualize their impact.
- Determine how to help grantseekers build more collaborative workflows for completing grant applications.
- Explain how to speed up the process of completing grant applications.
Change of Circumstance Guided Flow
Public Sector
Ensure that benefit eligibility remains accurate even when circumstances change. Use guided flows to simplify the process for constituents to report a “change in circumstance” and for caseworkers to re-check eligibility and adjust disbursement amounts.
Learn more about Change of Circumstance Guided Flow.
Caseworker Productivity Dashboard
Public Sector
Analyze caseload trends, boost productivity, and see results. Out-of-the-box data insights empower agencies to understand caseload trends, prioritize and distribute caseloads based on key factors, and visualize their impact.
Learn more about Caseworker Productivity Dashboard.
Recruitment and Admissions Enhancements
Education
Increase application completions by simplifying application processes. Empower parents and agents to start and view applications, support applications to multiple programs, and keep applicants on track with checklists that are reusable across programs.
Mentorship Support
Education
Help students build deeper relationships. Connect students with mentors like alumni, faculty, or peers, and support them with a comprehensive portal experience.
Learn more about Mentorship Support.
Fundraising Enhancements
Nonprofit
Attribute revenue from recurring donation upgrade campaigns and understand ROI to make data-driven spend decisions. There is also a new object for payment information and a business process API that makes it easier to build integrations.
Learn more about Fundraising Enhancements.
Program Management Enhancements
Nonprofit
Save time and improve data quality with Automated Outcome Results. Experience Cloud Integration makes it possible to share your outcome strategy externally, and Care Plan Integration links individual care plans to outcomes.
Learn more about Program Management Enhancements.
Grantseeker Collaboration
Public Sector and Nonprofit
Enable teams to collaborate when they’re seeking grant funding. Applicants can securely share applications, for faster information gathering and application completion. And applicant owners can control who can view and edit.
Learn more about Grantseeker Collaboration.
Private Funding Opportunities
Nonprofit
Avoid unsolicited applications. Target projects closely aligned with funding priorities and manage the volume of applications you receive.
