Webinar: From Mission to Impact: How Catholic Charities Use Salesforce to Serve More

Webinar: From Mission to Impact: How Catholic Charities Use Salesforce to Serve More

Catholic Charities organizations provide an extraordinary range of services—from housing and food assistance to immigration support, behavioral health, workforce development, and more. But growing demand, disconnected systems, and increasing pressure to demonstrate impact can make it harder for teams to focus on what matters most: serving their communities. 

Join experts from Salesforce and Galvin Technologies for this 60-minute webinar exploring how Catholic Charities agencies can use Salesforce to bring programs, people, fundraising, and data together in one platform. See what’s possible through a live demonstration, then learn practical strategies for moving from siloed systems and spreadsheets to a more connected approach—without taking on an all-at-once technology overhaul. 

Discover how Salesforce can help your organization create a 360-degree view of the people you serve while making everyday work easier for your team: 

  • Program and Case Management – Follow the client journey from referral and intake through enrollment and service delivery. See how caseworkers can manage wait lists, track services and relationships, communicate with clients, and access the information they need in one place. 
  • Client Self-Service – Explore how secure portals can give clients greater flexibility to complete intake forms and upload required documents while reducing time-consuming administrative work for staff. 
  • Outcomes and Fundraising – Connect program activities to measurable outcomes, track progress toward funder goals, and use that information to demonstrate impact. See how the same platform can help your fundraising team better understand, engage, and steward donors. 
  • Reporting and AI – Turn connected data into actionable insights with reports and dashboards tailored to executives, program managers, and other roles. Put AI to work, from drafting communications to quickly summarizing donor information.

Once you’ve seen what Salesforce makes possible, learn what it takes to get there. Galvin Technologies shares how it helps organizations assess disconnected systems, align technology with real-world processes, and create a phased implementation strategy that can start with a single program or department and grow over time.

Create More Capacity for What Matters Most

What if there was a new way to scale mission success? Discover how Salesforce is helping Catholic Charities organizations put more time back in their day, uncover new insights, and improve their impact. When your data can tell you where needs are greatest, where resources are making a difference, and where opportunities exist to do more, the platform becomes more than a system for managing the work—it becomes a tool integral to advancing the mission.

Presenters: 

  • Marissa Weiner, Senior Solution Engineer, Salesforce
  • Jordan Chirinos, Account Director, Salesforce
  • Mike Brown, Lead Solution Engineer, Salesforce
  • Gary Galvin, President, Galvin Technologies
  • Tobias Ward, Salesforce MVP; Principal Consultant, Nonprofit Practice, Galvin Technologies

WANT TO TALK WITH OUR CONSULTING TEAM?

We’d love to work with you on your Salesforce needs. Our team of certified Consultants can work closely with your team to close more deals. Call us at 317-297-2910 or complete the form below.

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