Talbert House

The Challenge

Prior to partnering with Prolocity, the job matching process was largely manual, requiring staff to individually pair youth with employers, coordinate submissions, and manage communication across disparate systems. As demand grew, Talbert House encountered several critical challenges:

  • Manual pairing of youth clients with employers, creating bottlenecks
  • Lack of automation for job requests, approvals, and placements
  • Limited visibility into client progress and placement status
  • Inefficient follow-up processes and minimal reporting capabilities

To serve more youth effectively and reduce administrative overhead, Talbert House needed a scalable solution that could streamline operations while enhancing the user experience for both staff and participants.

The Solution

Experience Cloud

Agentforce

Salesforce Flows

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Salesforce Reports & Dashboards

Prolocity collaborated closely with SMCS to implement a custom Salesforce Nonprofit Cloud solution that brought together case management, program tracking, assessment tools, and volunteer management in a unified system. The project emphasized flexibility, collaboration, and outcomes-based design to reflect the needs of both staff and the families they serve.

Key components of the solution included:

  • Experience Cloud Setup: Deployed a branded, interactive portal where youth can submit job requests, track placement status, and manage personal profiles.
  • Agentforce Integration: Enabled AI-driven virtual support to guide users through the job placement process and reduce the burden on staff.
  • Process Automation: Configured automated workflows for job submissions, employer approvals, and follow-up communication to eliminate manual delays.
  • Comprehensive Training & Support: Delivered customized training and enablement for staff and administrators to ensure adoption and long-term success.

The Impact

Personalized Support

User Friendly Portal

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Enhanced Reporting

With Salesforce now at the center of its employment matching process, Talbert House is well-positioned to dramatically improve operational efficiency and service delivery. The new system is expected to reduce manual administrative work by approximately 80%, freeing staff to focus more deeply on personalized support for youth clients. Job seekers will benefit from faster placement confirmations and greater access to opportunities through an intuitive, user-friendly portal. The integration of AI-driven support will further streamline operations by reducing repetitive inquiries, easing the burden on staff, and enhancing the overall user experience. Enhanced reporting capabilities will also equip leadership with real-time insights into success metrics and program performance, enabling smarter, data-informed decisions.

By adopting a future-ready Salesforce solution, Talbert House has laid the foundation for sustainable growth and deeper community impact. Prolocity has remained a trusted partner since this implementation by continuing to support the organization with ongoing Salesforce enhancements and optimizations as its needs evolve.

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