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

Head Start icon

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



Full-Service solution for Adult Day and In-Home Services

  • Electronic Visit Verification (EVV)
  • Scheduling
  • Authorization Tracking
  • Payroll Hours Reporting
  • Manage Transportation

housing agencies icon


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. 
  • Secure Client ID: Sensitive identifiers like SSN and Medicaid ID numbers are visible on demand only to authorized users.