Streamlining Team-Specific Intake Processes in Salesforce with Titan

Empowering Salesforce for Nonprofits – Make the Road New York

Based in New York state, Make the Road New York (MRNY) is a non-profit organization that builds the power of immigrant and working-class communities to achieve dignity and justice.

MRNY’s model incorporates four fundamental strategies that assist in their daily goals and community objectives:

Legal and Survival Services

Transformative Education

Community Organizing

Policy Innovation

Connecting Make the Road New York to Salesforce Solutions

MRNY is a multi-service organization that provides legal services, health services, education classes, and organizing of community events in New York. These essential services needed to be reorganized to ensure the MRNY staff had an easy, seamless process to spend more time on community tasks.

Make the Road New York’s Opportunity to Extend Salesforce Capabilities through Titan

One major challenge in MRNY’s discovery process was that lawyers and health case managers needed to track data across about ten objects in Salesforce during the intake phase. English is often a second or third language for many of MRNY’s staff, so the new intake process needs to be as simple as possible in Salesforce.

After using Salesforce for over a decade, MRNY decided it was time for a major architectural overhaul to its workflows.

Make the Road New York’s Salesforce Solution Provided by Titan

As a non-profit organization with low overheads, MRNY had never come close to hiring a Salesforce developer. After searching far and wide, Titan was the only zero code solution MRNY found to build technical, complex, team-specific intake processes.

The new MRNY system with Titan allows intake forms to populate information already in Salesforce, saving hours of frustrating data entry each week! MRNY staff can now spend dedicated time with clients.

Make the Road New York’s Results for the Nonprofit Cloud

MRNY couldn’t have successfully overhauled their Salesforce without Titan and the support from their incredibly responsive team. 

Using a single Salesforce form, MRNY can now update contact information, perform a conflict check, and guide staff through various screening flows in the Salesforce Nonprofit Cloud.

The complex intake process built for MRNY is simple, streamlined, and has transformed the experience for staff across multiple work sectors.

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