Salesforce Training

Help Coordinated Behavioral Care by providing a comprehensive Salesforce training to address the organization's most pertinent needs.
Coordinated Behavioral Care
New York, NY, USA
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Coordinated Behavioral Care
New York, NY, USA

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Posted September 30th

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Project details

What we need
  • A one-day intensive Salesforce training for up to five staff members
  • A document summarizing topics covered during training
Additional details

Looking for ADMIN training, rather than end-user training. Sending with Docusign and generating reports are key features we want to master.

What we have in place
  • We currently have a built and populated Salesforce database w/user licenses, which should make it easy for you to get started. We also have an office with Zoom videoconferencing software/licenses, and the ability to provide any other information you need.
How this will help
This project will save us $7,888 , allowing us to devote an even greater portion of our time and resources to what we excel at--ensuring low-income New Yorkers have access to quality behavioral care.

Coordinated Behavioral Care knits together behavioral health services for low income New Yorkers via its diverse and far-reaching network of community-based providers. We're leveraging Salesforce software to create a new hub for our business documents and partner information. We'll be able to streamline operations considerably once fully implemented.

Project plan

P
Prep: Training Preparation
  • Professional, Volunteer Manager and trainees meet to discuss goals and objectives for the training, create an agenda, and set a date
1
Milestone 1: Training Session
  • Professional leads a full-day Salesforce training session
2
Milestone 2: Follow-up
  • Professional delivers document detailing training topics
  • Professional remains available to Volunteer Manager for up to a week for follow up questions
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About the org

Coordinated Behavioral Care
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Our mission

We are dedicated to realizing the unprecedented opportunities under Medicaid redesign to improve the quality of care for members and their families, while reducing potentially preventable inpatient and emergency services use by people with serious mental illness, chronic health conditions and/or substance use disorders.

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