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The Only Salesforce Premium Partner

Solely Focused on Supporting Human Services

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Provisio Partners is the only Premium Salesforce Implementation Partner that specializes in supporting human services. Our goal is to find the right-fit Salesforce solution for nonprofit and public sector organizations that provide human services. We believe in the power of Salesforce; its integrative, automated, and easy-to-use system allows you to focus on your mission.

Learn more about the Salesforce solutions we specialize in implementing below.

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Nonprofit
Management

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Program
Management

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Case
Management

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Outreach
& Engagement

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Helpline Support

Constituent

Constituent
Communications

Data&Analytics

Data Analytics & Reporting

Nonprofit Cloud

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Nonprofit Success Pack (NPSP)

Salesforce’s Nonprofit Success Pack (NPSP) is the leading industry-standard application for nonprofits.

NPSP is the foundation of a flexible platform that empowers nonprofits of any size to run your organizations better and engage more deeply with your constituents - and ultimately advance your mission.

NPSP has easy access tools to manage programs, donations, volunteers, and supporters - all in one place. You will be able to streamline your fundraising processes around deep donor engagement, not data entry. You can also confidently manage your mission in real-time with customizable reports and dashboards.

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  • Donor Management

    A private donor base is key for all successful non-profits. We can help you to cultivate and track all donations, whether it is a $5 online donation or a $1,000,000 gift. We will work with you to understand and refine your donor strategy. Then we will configure Salesforce to maximize your strategy. Giving to your organization will be easier. The management of the donations, and, most importantly, your donor relationships will be enhanced by leveraging the world’s number one CRM.

DONOR MANAGEMENT

DONOR MANAGEMENT

DONOR MANAGEMENT

DONOR MANAGEMENT

DONOR MANAGEMENT

  • Volunteer management

    Volunteers are the life blood of non-profits. Many nonprofits rely on dedicated volunteers to ensure the success of their organization. What if your volunteers could sign up for opportunities online? What if they could view their calendar for upcoming commitments? Your volunteers will be happier, and the organization and management of the volunteers will be simplified.

VOLUNTEER MANAGEMENT

VOLUNTEER MANAGEMENT

VOLUNTEER MANAGEMENT

  • Grants-Mamagement

    The management of multiple private and public grants and contracts can be one of the most complicated aspects of running a successful non-profit. Let us help you manage your key dates, reporting requirements, deliverables, and approval processes in a centralized way within Salesforce.

    Most importantly, let us help you build your funder reports directly in birdseye using the necessary program data. Imagine a world where to report to a funder you only need to open a report rather than work for weeks to gather data and client stories.

GRANT MANAGEMENT

Program Management Module (PMM)

Amplify your program management with Salesforce’s Program Management Module (PMM). PMM in the Nonprofit Success Pack (NPSP), provides a standard framework that allows you to track any type of program or service, no matter their complexity or volume. You no longer have to worry about tracking on paper or spreadsheets; this can be translated into the Program Management Module to help you optimize, understand, and report your program outcomes.

Program Management Module is Here to Help You to:

  • Specify the programs and services that you provide.
  • Monitor the program participants, households, organizations, or other entities that have enrolled or applied for programs. This includes individuals on a waitlist.
  • View program recipients grouped together by common criteria. For example, individuals that receive services at the same place.
  • View the number of services provided, and to which individuals.
  • Report program utilization and other trends to know how well your programs and services are performing.
  • Say goodbye to spreadsheets!

Case Management Module (CMM)

For case managers, keeping up with countless administrative tasks and paperwork can be a strenuous process. To keep your clients' needs at the focal point of your work, you can now manage a large caseload while personalizing your delivered care with Salesforce's Nonprofit Cloud Case Management. Nonprofit Cloud Case Management allows case managers to get back to what they do best—serving others.

Case Management Module is Here to Help You:

  • See your daily events, open tasks, and client watchpoints all in one place.
  • Develop comprehensive case plans to support your clients' progress.
  • Track your clients' progress using client notes and assessments.
  • Schedule and log client calls, meetings, and other interactions.
  • Log and track incidents involving clients.
  • See which programs and services your clients are using.
  • Manage a pipeline of incoming and outgoing client referrals.
  • Evaluate and assist potential clients using a customizable intake process.
  • See reports summarizing everyday case plan action items and goals, inbound referrals, and client intakes' status and results.

Experience Cloud

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Built on Salesforce Customer360, Experience Cloud is a highly customizable digital engagement platform that allows human services organizations to connect with employees, partners, and, most importantly, your constituents. Using Experience Cloud, your organization can build and personalize websites, portals, mobile apps, and other digital touchpoints, to better serve your mission. Organizations can use Experience Cloud to create a resource hub for volunteers, a Community helpline to reach members, or a data management center to enable a seamless user journey.

Service Cloud

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Salesforce’s Service Cloud provides human-centric support anytime and anywhere.

Whether you run an emergency helpline or a call center, Service Cloud lets your people respond quickly - no matter the time or location. Its features include consistent support via chat, messaging, voice, and social media. Service Cloud also has an offline-first mobile app that streamlines information flow for those in the field.

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The Only Salesforce Premium Partner

Solely Focused on Supporting Human Services

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Tableau CRM

Salesforce's Tableau CRM, formerly known as Einstein Analytics, can help you visualize your data, providing you with a 360-degree view of your organization when using Salesforce CRM.

Our analytics team can help you build-out dashboards that will highlight your data utilization's most essential features, gaining insight into your complete data story— aiding you in your grants management and program decision-making.

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Tableau

Tableau is a data visualization software that can help you interactively present your data and showcase through data insights.

Tableau's data-rich dashboards and localized, multi-layered mapping allow your organization to be more data-driven—making it easy to review and control your data that can tell the story of your organization's performance.

Pardot

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pardot

Pardot is Salesforce's marketing automation solution that allows your organization to engage with prospective donors, volunteers, and constituents.

The Pardot platform is a great fit for organizations looking to automate their appeal strategies and funding tasks, by reaching out to the right individuals, at the right time, and with a relevant message to track the success of your outreach campaigns.

Pardot performance and reporting allow your organization to monitor and track how and when your audience engages with your content, on social or through email. Pardot helps build automation that can increase marketing ROI and can drive your campaign effectiveness forward.

Pardot for Human Services Organizations

The potential campaign measurements of using Pardot for outreach engagement have provided nonprofit human services organizations with the impact of:

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Donor Retention

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Improved Their Ability to Achieve Their Mission

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Constituent Engagement