Exponent Case Management - Case and Program Management for Human Services vs Geopointe for Salesforce

Exponent Case Management supports program management and performance management for the entire client lifecycle for any type of program, assessment, or outcome, and can be configured for any type of agency. Get up and running in 6 weeks! FUNCTIONALITY Intake: including assessments, screening, and eligibility determination Assessment: any type or framework Service Tracking: any services, including multiple services Service Planning: integrated with indicators and outcomes Tracking for Incidents, Households, Referrals, Groups and Classes Case Notes Case Records Client Records and Tracking: including tracking of multiple case records per client Outcomes Management Case Worker, Program Manager, and Executive Director Reporting and Dashboards EXAMPLES OF ORGANIZATIONS Workforce Development Youth Programs Economic Development Promise Neighborhoods Post-Incarceration and Anti-Recidivism Foster Care Homelessness and HMIS Refugee Support Support for Individuals with Disabilities Collective Impact Collaboratives Exponent Case Management is interoperable with common nonprofit apps, such as Nonprofit Success Pack. Implementation services are required.

Salesforce mapping made actionable. Geopointe turns Salesforce data into clear geographic insight—so teams can plan smarter, execute faster, and continuously optimize field activity. SALES TEAMS ✔ Plan efficient routes and reduce windshield time ✔ Capture meeting details and activity directly in Salesforce ✔ Stay productive when plans change OPERATIONS & REVENUE OPERATIONS ✔ Manage territories and assignments at scale ✔ Analyze geographic performance trends ✔ Automate updates without manual work MARKETING & LEADERSHIP ✔ Build geo-targeted campaigns ✔ Identify optimal event locations GEOGRAPHIC INTELLIGENCE & MAPPING ✔ Map standard and custom Salesforce objects ✔ Search by proximity, radius, or custom shape ✔ Visualize trends with advanced filters and layers ✔ Use multi-point driving directions ✔ Apply custom markers and geographic boundaries ✔ Enrich analysis with U.S. Census demographics ✔ Support KML, KMZ, and GeoRSS overlays EXECUTIVE VISIBILITY ✔ Analyze performance and coverage by region ✔ Identify geographic gaps and growth opportunities Geopointe is fully Lightning-enabled and built natively on Salesforce.