Case Study: Compass Working Capital achieves doubled clients served and thousands of staff-hours saved with Salesforce for Nonprofits

Managing the Program Lifecycle for Greater Efficiency, Effectiveness, and Impact

Compass Working Capital, a Boston-based nonprofit that helps about 1,200 families annually, faced the challenge of scaling impact with a staff of just 30 while relying on manual, error-prone processes (large Excel budgets, double data entry, and slow outcome reporting). Coaches needed tools to manage heavy caseloads, personalize communication, and get timely performance insights to keep clients on track.

By implementing Salesforce Nonprofit Cloud (Nonprofit Success Pack) with AppExchange tools, Compass consolidated client data, automated appointments, reminders, budget generation, and pulled in credit/debt data, while enabling email, text (Textey), and multilingual outreach. The result: they doubled the number of clients served each year, saved thousands of staff hours, improved client experience and program effectiveness, and grew their budget more than 150% over three years.

Compass Working Capital

George Reuter

Director of Learning and Knowledge Management