NurturedTX

Challenge

NurturedTX was using a spreadsheet-based data tracking system with limited security, which was manual, time-consuming and error-prone, with responsibilities split across users. Without a central database they were unable to link or track progress across their provider and client programs. They wanted to be able to track their impact, as well as improve data security, and streamline communications with workflows.

Solution

Blaze Your Trail assisted NurturedTX to become first-time Salesforce users, setting up the necessary branding, themes, privileges and permissions needed to manage a CRM securely and confidently. 

Zapier was implemented to automate the data transfer from Google Forms to Salesforce Leads. A Salesforce 'Approval Process' was built to track approvals of converted leads and automatically generate notifications and task assignments. A daily workflow was built to automatically send yearly subscription renewal reminders to therapists.

Salesforce Cases are now used to track program applications. Screen flows were built to guide users through the data entry of applications, eligibility screening and therapist assignment. Individual therapy sessions and reimbursements are tracked against a Case via a Custom Object. Salesforce Surveys were implemented to gather feedback from service users, and to track program effectiveness.

Benefits

Security

Moving data storage from spreadsheets to Salesforce means NurturedTX are able to take advantage of Salesforce’s highly secure cloud infrastructure and data security model that safeguards sensitive information and unauthorised accesses or breaches.    

Efficiency & Data Quality

Through automated data transfers, screen flows and the use of native Salesforce functionality, such as Approval Processes and Surveys, time-consuming manual processes were eliminated or streamlined, and data quality and consistency significantly improved. 

Communication

Utilising Approval Processes, tasks and reports provides an environment that enables better tracking and communication between users with split responsibilities. Embedded email templates and survey functionality ensures communications with external stakeholders is consistent, timely and ongoing.  

In their own words...

"Thanks to their hard work, we’ve been able to scale our programs, secure more funding, and serve more clients across Texas. They believed in our mission and treated it like their own. I’m beyond grateful and feel so lucky we had the chance to work with them. Blaze Your Trail didn’t just build a system—they helped build the foundation for our future."

Tori Tanner

Executive Director