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Impact Labs: Service Match

By Salesforce Labs

Streamline how you find, make, and follow up on human services referrals.

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Free  

Never requires payment

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Requires
Sales Cloud
Service Cloud

Quickly refer clients to life-saving services through this free and open-source app. By using data already in your system, Service Match helps you spend less time researching services, and more time supporting clients to meet their goals.

  • Service Match Demo

Highlights

Provides a single system to view client history, review potential service providers, send referrals and reminders to clients by text and email, and track referral outcomes. No more toggling between multiple systems, spreadsheets, and paper files.

A matching algorithm automatically displays the most relevant services based on client data already in your system, eliminating the need for time-intensive online searches, phone calls, and emails. You can customize this to suit your needs.

Maintain a list of preferred service providers in your system or retrieve from a service directory like One Degree. Either way, you’ll have a centralized directory of human services providers that any case manager can access for referrals.

Provider Details

Salesforce Labs
San Francisco, CA, USA

Salesforce Labs is a program that lets salesforce.com engineers, professional services staff & other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.

Pricing Details

Free

You can fully use this solution without payment.

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