Resources Match

An online screening and referral tool that has revolutionized the intake, screening and referral process. Built on the Salesforce CRM platform, the system effectively and efficiently connects low-income people to an array of government programs, community services and financial products. Presently used by 36 community-based organizations, schools, and public departments, Resources Match matches individual socio-economic profiles against eligibility criteria and utilizes a sophisticated scoring engine to match client data to services in the system.  In addition to matching individuals to resources, the RED application’s key features include:

SORTING: Produces an individually customized results page listing programs and services for which a client may be eligible.

REFERRALS: Allows partner organizations to send, track and report on client referrals. An email is sent to present the referred entity with the option of contacting the client directly. Three weeks later, a follow up email is sent to both partners asking for a status update on the referral.

FORMS: Completes application forms for a select number of services. After reviewing the service descriptions in the results page, the client may elect to complete and print a completed application form for a select number of services.

REPORTS: Creates custom reports based on referrals made, received and completed.

Resources Match is a powerful, user-friendly and intuitive tool with the capacity to revolutionize the resource and referral field by effectively matching clients to services, a critical step in fostering collaboration among industry partners and creating a smoother and more cohesive service delivery system. Intended to serve as a long-term program, Resources Match was originally designed to link Mission area residents to services; however, the system has been met with great enthusiasm from service providers citywide. Further, Resources Match has the capacity for replication in other communities beyond San Francisco.