Solutions - Provisio Partners

Nonprofit Success Pack (NPSP)

Nonprofit Success Pack is the industry-standard Salesforce app for nonprofits. NPSP is the foundation of a flexible platform that empowers nonprofits of any size to run their organizations better and engage more deeply with constituents--and ultimately advance their missions.

Easily access tools to manage programs, donations, volunteers, and supporters--all in one place. Streamline your fundraising processes around deep donor engagement, not data entry. Confidently manage your mission in real-time with customizable reports and dashboards.

Nonprofit and Public Sector

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

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

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

Public Sector

WHY WE DRIVE IMPACT

We are a collaborative, experienced partner that understands the opportunities for technology to connect people to services and create impact across all levels of government.
We facilitate collaboration between state and local government and their service delivery partners, allowing information to be shared in new and more efficient ways.
We are motivated to reduce the workload of staff that are already working at or over capacity by developing solutions that streamline the daily work that goes into managing and delivering critical services to communities in need.
We are driven to help our clients exceed the expectations of the people they are serving by offering more responsive and intuitive tools to access resources that government agencies and their partners are sponsoring or providing.
We build solutions that help our clients connect the dots between formerly disparate data points, gain a clearer picture of their impact, and focus on their results.

WHY PROVISIO

We hold decades of public sector experience, inside and outside the firm
We are flexible and can meet the realities of changes to laws and regulations
We believe that building strong relationships is the key to a successful implementation
We have the experience in helping range of public sectors, from rural counties to largest cities in the country

EXPERIENCE:

Customer Quotes

"It’s a mixture of Provisio and the technology. WE can see lives like we’ve never seen before. The breadth at our fingertips... they (our people) are seeing data and information more than they ever have. We created a platform that broke all the silos down. (Before,) I could only see individuals in isolation. Now we can see how we are providing comprehensive care. We do more under on roof. Now we can prove it."

ASIAN HUMAN SERVICES

CRAIG MAKI

“Our overall mission is to provide support and advocacies for Chinese immigrants and (have a) leadership role in the Chinatown community. Provisio helps us because with immigrant population, people come to us with complex issues. Provisio helps us better understand and better react to those complexities. They do that by providing the technology and design process to track and respond better to those we serve.”

Chinese American Service League (CASL)

Jered Pruitt

"Provisio Partners took the time, at the outset, to understand our organization, its needs, and our goals for Salesforce. We were impressed at all stages of our work with their high level of communication to the superb quality of their interactions with our team. We felt well taken care of, and responded to. They delivered a high quality product, on time, and on budget. We give them our highest recommendation!”

St. Francis Community Services – St. Louis

K.W.

“Our team found the knowledge, skills, and ability of Provisio Partners to teach us how to make full use of Birdseye and Pardot invaluable. We went from being novices to people who are increasingly comfortable using Salesforce technology…We are deeply appreciative of the expertise, support, and guidance that Provisio Partners offered every step of the way. They are a super team, and we highly recommend them!”

CooperRiis Inc.

Marketing Cloud

for Nonprofit Human Services Organizations

The potential campaign measurements of using Pardot for outreach engagement has provided Nonprofit Human Services Organizations with the impact of:

0%

Donor Retention

0%

Improved Their Ability to Achieve Their Mission

0%

Constituent Engagement

Many Nonprofit Human Services Organizations are harnessing the power of Salesforce marketing technology using Pardot to help build automations that can result in marketing ROI by 34+%, and establish increased campaign effectiveness by 37+%. The Pardot platform is a great marketing technology fit for organizations looking to automate their appeal strategies and funding asks, by reaching out to the right individuals, at the right time, and with a relevant message, to track the success of those outreach campaigns.

Birdseye

Provisio clients are better serving their communities through birdseye by addressing historical challenges with the Salesforce platform. Provisio clients are achieving more.

What Birdseye IS:

PROVEN

Human services organizations across the country have leveraged birdseye to achieve improved time-to-value over ‘from scratch’ custom development.

FLEXIBLE

Birdseye is not a managed package, but a data model and components that can be customized to address your unique needs.

What Birdseye IS NOT:

A ONE-SIZE-FITS-ALL SOLUTION

Each instance of birdseye includes a custom implementation so you can be sure you’re getting the right view of YOUR organization.

JUST CASE MANAGEMENT

We’re a complete human services software solution, and we take an integrated approach to measuring impact.

FOR EVERYONE

We work only with human services nonprofits and no one else. Human services is our passion, just like you.

What Birdseye IS NOT:

A ONE-SIZE-FITS-ALL SOLUTION

Each instance of Birdseye includes a custom implementation so you can be sure you’re getting the right view of YOUR organization.

JUST CASE MANAGEMENT

We’re a complete human services software solution, and we take an integrated approach to measuring impact.

FOR EVERYONE

We work only with human services nonprofits and no one else. Human services is our passion, just like you.

What You Get

Organizations who embrace Social Determinants of Health, Evidenced Based Practices, and Theories of Change are best poised to leverage birdseye.

Our holistic approach to human services information systems provides:

Implementation Services

Human Services Platform

Data Migration

Training

Ongoing Support

Data Integration