Exponent Case Management - Case and Program Management for Human Services vs Conga Composer Salesforce Connector | document generation for anyone, anywhere

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.

With Conga Composer, easily create beautiful and accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers. Generate any document: ✔ Quotes ✔ Proposals ✔ Account plans ✔ Invoices/receipts ✔ Contracts ✔ Work orders ✔ Reports & charts ✔ Shipping documents ✔ And more! Into the following formats: ✔ Word ✔ Excel ✔ PowerPoint ✔ PDF ✔ HTML Extend efficiency with: ✔ Conga Batch: Create and send documents as a batch on a custom schedule ✔ Conga Trigger: Create documents with no clicks using customizable triggers ✔ Conga Composer API: Directly embed Composer into your website, portal, or application Integrations: ✔ Conga Contracts for Salesforce ✔ Conga Grid ✔ Conga Sign Compatible with Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud, Communities, Portals, Platform, Salesforce1 & Lightning