Client IMPACT
Client Impact pairs with Volunteer Impact to streamline processes and administrative workload.
Is Client Impact Right for my organization?
Below you’ll find plenty of information to help you make that decision, and if you’d like to speak with someone on the team to answer any questions, we’d be happy to make it happen.
Just click here to book some time with Amy or Micah.
Please note that Client Impact is not a stand-alone offering and must be used with Volunteer Impact. Its main purpose includes associating volunteers with clients so volunteers can have access to information related to their clients and can report on encounters with clients.
What do I WANT TO DO
with my new software?
Manage Client Profiles
Record client contact details and other important information
Add custom fields (short text, long text, drop down list, check box, date, file upload) to record just about anything
View the client’s photo to get to know them better
Track and Report
Produce reports on feedback provided by volunteers each time they engage with their clients
Report on data stored in the client profile custom fields
Save search queries and column selection on frequently used reports
Accept Online Applications
If applicable, link to a client application form from your website
Customize the application form to include the fields you need
Capture application data right into your volunteer and client management systems – no retyping
Search for Clients
Find client profiles from any screen
Search based on any information stored in the client profile
Save search queries and add links to them on your main page dashboard
Include relevant date ranges in saved searches (e.g. last month)
Email and Text
Email or send text messages to individual clients or sets of them directly from the software
Personalize the email by automatically inserting ‘First Name’
Dress up your emails with tables, fonts, colours or pictures
View prior emails sent
Link Clients and Volunteers
Volunteers can access limited information about clients with whom they are linked.
Volunteers can provide you with feedback after any engagement with clients with whom they are linked.
Configure It for our Needs
Brand the volunteer’s portal and the client's portal to your organization’s look and feel
Add custom fields to client profiles to capture relevant information
Save administrator time with Email templates
Apply different security levels to different administrators
Clients can:
Clients can update their contact details and other information
(Their web portal is compliant with WCAG 2.0 AA)
Ensure Data Security
ISO 27001 / 27017 certified
Data encrypted in transit over the internet and at rest on our servers
24x7x365 server intrusion prevention & third party penetration tests
Brute force protection to prevent password hacking & optional two-factor authentication
5 year uptime of 99.997%
How do I like to be trained and supported?
No matter what your preference is when it comes to learning new software, Better Impact has the experienced trainers and the training resources to get you up and running in the software and confident in your use of it quickly.
I like to teach myself
Learn at your own pace, guided by our complete library of training videos and further aided by our extensive help files. They're both included in every subscription.
If you'd like you can also book dedicated Q&A sessions with a Member Success Advisor.
Book full training sessions delivered in web meetings with a Member Success Advisor on any of the following:
Strategic Planning & ConfigurationConnecting Volunteers with Clients
Reporting on Your Volunteer - Client Interactions
Come to our office in Hamilton, Ontario or we can come to you. Book training sessions with a Member Success Advisor on any of the following:
Strategic Planning & ConfigurationConnecting Volunteers with Clients
Reporting on Your Volunteer - Client Interactions
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Descriptions of our Client Impact training sessions:
Planning and Configuration
This two-part training session is designed for the primary administrator to learn how to set-up their account. Its focus is on the configurable options to meet the organization’s recruitment, scheduling, data collection, reporting, communication and engagement needs, as well as how to add and limit others as administrators in your account.Connecting Volunteers with Clients
This training is designed for those administrators who are responsible for managing the pairing of volunteers and clients. It will focus on the strategies of connecting volunteers to clients, the administrative connection of profiles, and how to securely share information about your clients to your volunteers.Reporting on Your Volunteer - Client Interactions
This training is designed for those administrators who are responsible for collecting and running reports related to interactions with your clients. It will focus on the different ways that information can be collected from volunteers and how to generate the applicable reports.
We can all use a little help sometimes and the team at Better Impact loves to help.
Chat and Email
Friendly and personal support provided by Better Impact team members - Available 24 x 5
Guaranteed first response time of under 10 minutes
Former leaders of volunteers are part of the support team
Telephone
Sometimes it’s a whole lot easier just to talk to someone. In those situations, you can just give us a call at 800-844-1545 Ext 2.
And don’t be surprised if during a chat session, one of our Member Success Advisors suggests hopping on a phone call or quick web meeting together.
Peer to Peer
User group meetings - We're holding periodic virtual user group meeting and we'll be getting back to holding these in person in a growing number of regions once it is safe to do so.
Better Impact Buddies - Leaders of volunteers who use Volunteer Impact and are happy to share their knowledge about getting most out of the software.
DOES CLIENT IMPACT WORK THE WAY I WANT IT TO?
We’ve put together over 25 minutes of demonstration video so that you can get a good sense of how Client Impact works. If you have any questions based on what you see, you can book some one-on-one time with Amy or Micah. They'll be happy to learn about what you’re trying to accomplish, answer your questions and generally help you with whatever you need.
If what you see in the demonstration videos suggests Client Impact is a good fit for your organization, you can give the software a try with a free 30 day trial.
Please fill out the short form below to unlock the full video series.
Congratulations!
You’ll soon be the newest member of the Better Impact family.
To place your order (or create an official quote for approval first) click the button below.
If you’ve already created a quote, click on the link in the email with the quote and you’ll be able to complete your order from there. Need it resent? Just email us at sales@betterimpact.ca.