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 health and  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.