Connecting Frontline Care to Your Core System
Even with a modern CRM in place, direct-service delivery often relies on paper forms and spreadsheets. See how Soldiers’ Angels adapted Salesforce to end the “clipboard scramble” and run over 180 field events this year alone.
Single-Screen Check-In
How a one-click mobile screen cut check-in times to under a minute.
Pre-Event Verification
How moving client vetting to online registration protects on-site privacy.
Automated Service Records
How logging attendance in real time saves over three hours of admin per event.
Meet the Speakers
Susie Turner
Soliders’ Angels
Salesforce Administrator
Melissa Taliaferro
Coastal
Vice President of Delivery
Max Meinhardt
Coastal
Senior Consultant
Sophie Young
Coastal
Senior Associate Consultant