68% Lower Salesforce User Costs, Zero Paperwork at Yeadim Northern Goals

Across both nonprofits, day-to-day operations depend on collecting and managing large volumes of sensitive information.

Manual, paper-based processes slowed down program operations and introduced unnecessary administrative overhead.

Core workflows relied on long forms and manual handling for parental consents, confidentiality waivers, registrations, clinical documentation, and employee evaluations. Data often reached Salesforce late or incomplete, making it difficult to scale programs reliably.

They needed one thing: a Salesforce-first way to replace paperwork with automated, secure workflows that move data directly into Salesforce.

Yeadim Northern Goals and Merkaz Ma’ase adopted Titan seven years ago to capture data at the source and sync it directly into Salesforce, removing manual data entry and reducing errors.

Early use cases focused on developmental units, where therapists completed intake forms and clinical documents through Titan. Data flowed directly into Salesforce, and employees generated signed PDFs with a single click.

Today, both nonprofits use Titan’s Experience Studio across five environments to run HR workflows, external provider submissions, trainee portals, and employee evaluations directly in Salesforce.

68% Reduction in SFDC User Costs
External providers submit data securely without Salesforce licenses or CRM exposure.

7+ Years on Titan: A long-term Salesforce automation platform, not a pilot.

5 Active Salesforce Environments: One platform supporting multiple Salesforce orgs and programs.

Manual Paperwork Replaced: Intake, clinical documents, consents, HR onboarding, and evaluations now run digitally in Salesforce.

Data Captured at the Source: Staff and external providers submit information directly into Salesforce.

Tool Consolidation: Forms, eSignatures, documents, and portals run on a single platform.

Faster Salesforce Delivery: Workflows and portals can be built and updated without long implementation cycles.

Scalable Operations: Salesforce workflows are easier to maintain as programs and teams grow.