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From small nonprofits to statewide organizations, we've worked throughout the Midwest and across the country for many years, helping to get the best results from nonprofit case management software. During this time, human services has become our passion. Put simply, we love to help you serve your people better. It's what we choose to do. Our proprietary Salesforce case management framework saves you time, automates processes, and provides the data you need more efficiently, freeing you to focus even more on the needs of your community.

We consult in:


Donor Management


Volunteer Management


Program Management


Outreach & Engagement


Impact Measurement

Marketing Outreach and Engagement

Across both nonprofit and public sectors of Human Services organizations, funders, executive directors, program and marketing managers face continued pressures to demonstrate impact effectiveness through measurable outcomes.

Using strategic best practices, Provisio Partners can help organizations create actionable insight into their donor and constituent outreach and engagement through Salesforce data.


Review and Insight


Provisio Partners starts by reviewing levels of data segmentation and previous outreach communication samples as a benchmark guide to associate specific campaign messaging around annual event fundraising, donor cultivation, and giving appeal efforts. The goal is to define and better understand the year-over-year trends, based on the campaign channels, messaging asks, calls-to-action, and the resulting giving that has occurred unique to each appeal and/or event.

The result is a trending overview that will provide actionable insight to developing more strategic best practices that will help build effective campaign messaging and deeper levels of donor engagement that potentially include:



  • A clearer understanding of what is working in your organization's general outreach, advocacy, and fundraising efforts - as well as what can be improved
  • A well-documented map of outreach communications including donor attributes/programs, fundraising strategies, communication channels, branding, and messaging
  • Understanding of how to revitalize and sustain momentum within your organization’s outreach and advocacy programs that measure progress and drive improvements
  • Guiding principles for managing the life cycle of donor acquisition, cultivation, retention, and reactivation


  • Combining offline and online communication strategies with coordinated timing, messaging, and creative elements
  • Continuously build engagement through segmentation and messaging strategies that uniquely differentiates audience attributes by scoring and providing added insight to giving organizations, donors, and constituents
  • Reactivating lapsed donors with calling campaigns, matching gift campaigns, and specific messaging in segmented appeals
  • Creating trending reports that will help you understand your outreach campaigns’ success and track progress over time

Case Management


The Provisio Team is a special group of Mission-driven professionals that genuinely care about the work you are doing in your community. Members of our team have led non-profits across the country. We understand case management because we have done it. Teammates have also implemented Salesforce for case management within non-profit organizations as clients. We know you have many choices in partners because we have made those choices when we were in your shoes.

Case management is complex and unique at every level. All clients require different approaches and our flexible model allows organizations to truly build a system that reflects the unique needs of their clients, staff, and funders.

We believe in engaging individuals across organizations when designing your system so that we can gain insight from all perspectives on what is needed in your situation. We understand that your work is hard and most impactful when working with the people you serve, not doing data entry.