CAUSE Solutions
Custom Accelerators Utilizing Sector Expertise
We have developed CAUSE Area functionality to enhance your Salesforce platform and provide time-to-value solutions
meeting the needs of various cause areas.

Shelter & Bed Management
Bed management logistics and guest tracking
- Visualize Bed Layout
- Monitor Special Needs
- Adjust Bed Assignments
- Meal Distribution Management
- Report on Census Counts
- Run Compliance Reports

Early Childhood
Centralized data source for early childhood programs including Head Start and Early Head Start program support
- Complete Enrollment and Determine Program Eligibility
- Manage Classroom and Attendance
- Track Meals and Immunizations
- Support Health and Mental Health Services
- Monitor Program Performance
- Meet Compliance, Monitoring and Other Reporting Needs
- Support Case Management
- Create Parent Portal for Self Service

Workforce Development
360-degree view of program participants’ employment status
- Foster Employer Relationships
- Maintain a Job Bank
- Manage Employment Placement
- Perform Retention Checks
- Handle Related Placements
- Manage Job Orders

Aging
Full-Service solution for Adult Day and In-Home Services
- Electronic Visit Verification (EVV)
- Scheduling
- Authorization Tracking
- Payroll Hours Reporting
- Manage Transportation

Housing
Housing Search and Subsidy Support
- Track Rentals and Leases
- Manage Building Locations
- Track Rental Payments
- Track Subsidies
- View Tenant Maintenance Requests
Provisio Proprietary Tools
Through our experience implementing Salesforce for hundreds of human services programs, we have developed functionality that automates and simplifies many common tasks.
- Automated Eligibility Engine: One-click eligibility determination for all of your grants.
- Document Management: Generate documents with data merged from Salesforce using templates developed in Word or PDF format.
- Electronic Signature: Staff members and clients can enter an electronic signature, saving you from relying on paper copies or having to upload a signed physical document.
- Income/Poverty-Level Calculator: Choose simplified or detailed income data collection, and the system will calculate both FPL and localized AMI.
- Barcode/ID Creation/Mobile Scanner: Create an ID with barcode, allowing your clients to scan into a class, event, or facility, saving time for both staff and clients.Â
- Secure Client ID: Sensitive identifiers like SSN and Medicaid ID numbers are visible on demand only to authorized users.
