As we come to the end of Mental Health Awareness month, we wanted to highlight a San Francisco-based mental health nonprofit that is committed to advocating for and providing comprehensive services to meet the behavioral health, social, vocational, and educational needs of its participants. They provide services at more than 100 sites in several languages, transforming lives among the most underserved populations across their community.
Running several programs across dozens of locations presents challenges for this organization; one, in particular, was tracking participants when staff used a multitude of non-integrated systems. It is difficult to discern how many people are being served and what services they are receiving without a single system of record. This is why this organization made the decision to implement a Salesforce solution.
They partnered with Provisio to move their program data onto one platform. Through Salesforce, they can standardize their processes: from enrolling a participant in a program to creating service plans and performing assessments.
Benefits from the Salesforce Transition
For more information on how Salesforce can help mental health organizations get a fuller view of their clients and provide better service, please refer to this article. Provisio would love to speak to you if you are considering a technology pivot to see if Salesforce would be a good fit for your organization.

Marjorie lives in Saint Louis, Missouri. She received her Master’s degree in English from Truman State University. Her responsibilities at Provisio Partners include content creation and technical writing.