Case Study: a California affordable housing nonprofit streamlines resident services case management with CUBE84 Salesforce implementation

California affordable housing nonprofit centralizes resident services on 1 Salesforce record per resident with CUBE84

A California affordable housing nonprofit faced challenges in managing its resident services programs. Their tools were not built for case management, leading to inconsistent intake processes, difficulty tracking long-term resident goals, and a lack of visibility for leadership into caseloads and critical tasks. To address this, they partnered with CUBE84 to implement a Salesforce Case Management solution.

CUBE84 built a centralized system in Salesforce, creating a single record for each resident that tracks everything from referrals to goal completion. The solution standardized intake with checklists, automated goal tracking, and provided role-based dashboards. As a result, case managers gained a complete view of each resident, administrative work was reduced, and leadership obtained real-time visibility into program effectiveness and overdue tasks.