How Salesforce Helps Track Parent Matching Activities

Can you easily answer the following questions about your P2P program?

Where are the majority of my support parents located?
What else can they support on besides their child’s diagnosis?
How has my pool of support parents grown over time?
How many matches have you made with Spanish-speaking parents?
How many matches have you made in a certain region? For a certain diagnosis?
How many matches have been successfully followed-up by staff?

If you can’t, a move to Salesforce should be in your future!

In addition to providing answers to the above questions, Salesforce allows you to easily search for the right support parent based on a variety of factors. After making a match your follow-up process can be automated to make sure best practices are being consistently followed throughout your organization.

Here is a quick look at how it works:

Support parents and their children are entered into Salesforce (Support parent trainings are also tracked so you can see when they were trained and do follow-up if needed).

When a parent requests a match, information about them and their request is entered.

A custom search screen allows you to add and take away search criteria as needed to see support parents who might be a good fit.

A match is made which triggers automatic emails to be sent to one or both parents.

Tasks are automatically assigned to the staff to do follow-up at the correct intervals (ex. 2 days, 2 weeks and 6 months). Emails with links to surveys can also be sent.

You can run reports on a regular basis to gain clarity into your program. Dashboards give a visual so you can easily see what is happening.