Hilltop is a nonprofit corporation that was established with two goals in mind: to provide affordable housing for individuals aged 62 and older; and to nurture independence through innovative programs that help maintain, enhance and improve the lives of all who live there.
Residency at Hilltop is open to all qualified, eligible persons 62 years of age or older, without regard to race, color, creed, national origin, handicap status, religion, familial status, political persuasion, sex or sexual preference. Its 124-unit, equal-opportunity facility provides affordable apartments, many with subsidies provided by HUD or the Seattle Housing Authority.
About The Project
Hilltop reached out to DaizyLogik to help them implement Salesforce CRM with the Nonprofit Success Pack. Prior to the organization’s adoption of Salesforce CRM, Hilltop relied mainly on Excel spreadsheets and paper files to manage business operations, applicants and residents. Since many of the Hilltop residents are recipients of subsidies, the organization needed a more efficient and timely way to track activities while still maintaining compliance with the subsidy requirements for certification purposes. Hilltop also wanted to have a clearer picture of its vendors and contracts as well as keep track of communications with applicants – tracking their journey to becoming residents.
DaizyLogik used an incremental, agile, and transparent approach to build the new system that meets Hilltop’s needs. Since most staff had no prior experience with Salesforce CRM, we made sure that every new piece was built, demonstrated, and then tested and validated by staff who were provided clear testing instructions.
Resident and Property Management with Salesforce CRM
To accomplish the goals of this project DaizyLogik leveraged the Salesforce Nonprofit Success Pack (NPSP) and built additional custom structures and processes to model the organization’s business operations. This allows Hilltop to track the whole journey for applicants from the moment they are waitlisted for a unit on the property to officially becoming residents.
Hilltop builds community and we helped built the database to support them. Read more about this project.