Are you a services-oriented organization struggling with misplaced data, fragmented systems, and lack of visibility into critical case or program workflows? Do you find it challenging to track constituent outcomes, monitor program progress, or ensure consistent service delivery across teams?
If so, join us for an enlightening webinar hosted by Belmar Consulting Group, where our experienced Salesforce practitioners will dive into the world of case and program management, and show you how to address these common pain-points with clarity and confidence.
???? Date & Time
October 26
10:00 – 11:00 AM PST
???? Your Hosts
Tom Kadota and Cole Berry have guided complex program and case-management projects across public-sector, nonprofit, and human-services environments. They specialize in bringing order to chaos—implementing structured processes, enhancing client-centric delivery, and enabling measurable outcomes. In this session, they’ll share first-hand insights and actionable strategies tailored for organizations like yours.
???? What You’ll Learn
- How to transition from unstructured case activities to organized, trackable workflows
- Techniques to centralize data, improve visibility, and protect against data-loss
- Best practices for structuring programs, defining milestones, and aligning teams
- Ways to deliver a consistent, positive experience for your constituents from intake to closure
- Real-world examples of how effective case and program management create community impact
✅ Why Attend
By participating, you’ll gain:
- Clear understanding of what case & program management truly means and how it applies to your organization
- Practical tools and frameworks to reduce inefficiencies, enhance oversight, and improve outcomes
- Direct access to industry-leading consultants from a trusted Salesforce Implementation Partner
- Opportunity to ask your burning questions and leave with actionable next steps
Don’t miss this opportunity to demystify case and program management and set the foundation for scalable, impactful service delivery. Reserve your spot now and begin your journey toward transformation.