Calendar of Trainings and Events

Apr
12
Thu
Cancelled–WEBINAR: 501CaseManager @ Virtual
Apr 12 @ 12:00 pm – 12:30 pm

We created 501CaseManager to simplify data entry for end users such as case managers and call center representatives. Track program participants through the lifecycle of their engagement with your organization. From enrollment to service provision to participation in multiple programs, it allows your case managers to track critical engagements and capture outcomes. Because it’s based on Salesforce, 501CaseManager provides powerful reporting across multiple data points. Another perk? You don’t need to have any knowledge of coding to edit and customize it for your organization.

Apr
26
Thu
WEBINAR: 501CaseManager @ Virtual
Apr 26 @ 12:00 pm – 12:30 pm

We created 501CaseManager to simplify data entry for end users such as case managers and call center representatives. Track program participants through the lifecycle of their engagement with your organization. From enrollment to service provision to participation in multiple programs, it allows your case managers to track critical engagements and capture outcomes.

Because it’s based on Salesforce, 501CaseManager provides powerful reporting across multiple data points. Another perk? You don’t need to have any knowledge of coding to edit and customize it for your organization.

 

May
24
Thu
WEBINAR: 501CaseManager @ Virtual
May 24 @ 12:00 pm – 12:30 pm

We created 501CaseManager to simplify data entry for end users such as case managers and call center representatives. Track program participants through the lifecycle of their engagement with your organization. From enrollment to service provision to participation in multiple programs, it allows your case managers to track critical engagements and capture outcomes.

Because it’s based on Salesforce, 501CaseManager provides powerful reporting across multiple data points. Another perk? You don’t need to have any knowledge of coding to edit and customize it for your organization.

 

Jun
7
Thu
WEBINAR: 501CaseManager for Youth-Serving Organizations @ Virtual
Jun 7 @ 12:00 pm – 12:30 pm

501CaseManager is perfect for youth-serving organizations. Staff want simple data entry and an intuitive user interface, and to easily track program participants throughout their engagement with the organization. From enrollment to service provision to participation in multiple programs, 501CaseManager allows your case managers to track critical engagements and capture outcomes.

Because it’s based on Salesforce, 501CaseManager provides powerful reporting across multiple data points. Another perk? You don’t need to have any knowledge of coding to edit and customize it for your organization.

 

Jun
28
Thu
WEBINAR: 501CaseManager for Call Centers @ Virtual
Jun 28 @ 12:00 pm – 12:30 pm

Call centers have unique needs. Staff need to identify a caller’s history with the organization. They need to document the interaction quickly, efficiently, and point the caller to a solution. Supervisors want to know that staff are managing calls properly, documenting accurately, and need to access reporting data and other vital statistics in real time.

Find out how 501CaseManager meets the needs of call centers:

  • Quickly find the caller in the system, or add a new person without creating duplicate records
  • Interactions are tracked in an easy-to-use dashboard and data entered via an intuitive interface
  • Notes are easily created and shared with appropriate staff; documents are easily attached and accessible
  • Ability to start typing notes immediately, especially important if a caller is in distress
  • Replicates an organization’s existing processesfrom intake to discharge or solution
  • Require fields and customize page layouts to minimize mistakes and guarantee accurate reports

Because it’s based on Salesforce, 501CaseManager provides powerful reporting across multiple data points. Another perk? You don’t need to have any knowledge of coding to edit and customize it for your organization.

 

Jul
26
Thu
WEBINAR: 501CaseManager and RollCall: Better Together @ Virtual
Jul 26 @ 12:00 pm – 12:30 pm

Many multi-service organizations have found that two of our products for Salesforce–501CaseManager and RollCall–meet their needs best when used together. RollCall automates attendance tracking and record management, while 501CaseManager allows end users to easily enter client data and track these cases through multiple programs and engagements.

Because our solutions are based on Salesforce, they provide powerful reporting across multiple data points. 

Attend our free webinar and see why 501CaseManager and Roll are better together!

 

 

Aug
9
Thu
WEBINAR: 501CaseManager for Youth-Serving Organizations @ Virtual
Aug 9 @ 12:00 pm – 12:30 pm

501CaseManager is perfect for youth-serving organizations. Staff want simple data entry and an intuitive user interface, and to easily track program participants throughout their engagement with the organization. From enrollment to service provision to participation in multiple programs, 501CaseManager allows your case managers to track critical engagements and capture outcomes.

Because it’s based on Salesforce, 501CaseManager provides powerful reporting across multiple data points. Another perk? You don’t need to have any knowledge of coding to edit and customize it for your organization.

 

Aug
23
Thu
WEBINAR: 501CaseManager for Call Centers @ Virtual
Aug 23 @ 12:00 pm – 12:30 pm

Call centers have unique needs. Staff need to identify a caller’s history with the organization. They need to document the interaction quickly, efficiently, and point the caller to a solution. Supervisors want to know that staff are managing calls properly, documenting accurately, and need to access reporting data and other vital statistics in real time.

Find out how 501CaseManager meets the needs of call centers:

  • Quickly find the caller in the system, or add a new person without creating duplicate records
  • Interactions are tracked in an easy-to-use dashboard and data entered via an intuitive interface
  • Notes are easily created and shared with appropriate staff; documents are easily attached and accessible
  • Ability to start typing notes immediately, especially important if a caller is in distress
  • Replicates an organization’s existing processesfrom intake to discharge or solution
  • Require fields and customize page layouts to minimize mistakes and guarantee accurate reports

Because it’s based on Salesforce, 501CaseManager provides powerful reporting across multiple data points. Another perk? You don’t need to have any knowledge of coding to edit and customize it for your organization.