Salesforce Solutions

Customizing Salesforce technology and cloud solutions to meet the specialized needs of health and human service organizations

Provisio is the largest dedicated Salesforce consultancy solely focused on supporting health and human services. We are experts in aligning Salesforce solutions to deliver maximum value, quickly realize return on investment, and measure impact to your clients.

  • Up-to-date and in-depth insights to address health and human services organizations’ needs and emerging challenges
  • Custom implementation ensuring client satisfaction across a suite of Salesforce solutions from early deployment through end-user mentoring

Provisio Partners has:

41

Salesforce certified staff

177

Certifications across the Salesforce ecosystem

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Explore Our Salesforce Solutions

We are experts in the following Salesforce cloud offerings:

Nonprofit Success Pack (NPSP)

Salesforce’s NPSP is the leading industry-standard application for nonprofits. It is the foundation that empowers nonprofits of any size to run their organizations better and engage more deeply with your constituents.

Public Sector Solutions (PSS)

Transform delivery of public services with flexible, secure tools. Improve user experience while streamlining processes. Turn data into insights for more efficient operations and improved constituent outcomes with PSS.

Nonprofit Cloud (NPC)

For case managers, keeping up with countless administrative tasks and paperwork can be difficult. To keep your clients’ needs central, you can now manage a large caseload while personalizing your delivered care with Salesforce’s Nonprofit Cloud Case Management.

Experience Cloud

Built on Salesforce Customer360, Experience Cloud is a highly customizable digital engagement platform that allows human services organizations to connect with employees, partners, and your constituents.

Service Cloud

Service Cloud provides human-centric support anytime and anywhere. Whether you run an emergency helpline or a call center, Service Cloud lets you respond quickly - no matter the time or location.

Health Cloud

Seamlessly connect care teams to a 360-degree view of every patient on a single, HIPAA-compliant platform. Transform your call center, quickly connect patients to care, and act on social determinants of health to improve outcomes.

Marketing Cloud

Create impactful campaigns. Engage with your customers in new ways with relevant messaging by connecting all your data. Use Pardot to automate your email marketing and allow your organization to engage with prospective donors, volunteers, and constituents. ​

Field Service

Improve the safety and agility of your field service. Provide virtual support, prioritize essential jobs, increase team efficiencies, and gain real-time visibility into your operations.

Improving how Health & Human Organization Interact With Their Data

We leverage the Salesforce platform to deliver adaptable and scalable solutions. These solutions save time and money, reduce complications, and enhance insights and accountability.

Monitoring & Evaluation

Our solutions centralize beneficiary data, indicator management, and reporting, providing the insights you need to make informed decisions and improve program outcomes.

Program Management

We provide tools to manage your global portfolio of programs and services, helping you track activities, resources, and outcomes efficiently.

Grant Management

Streamline the grant-making process on a single platform to achieve better results for your organization and your grantees. Smart forms guide applicants through the application process and guide reviewers through the evaluation. A status bar monitors the grant through its entire lifecycle.

CRM & Fundraising

Enhance your relationships with partners, donors, volunteers, and beneficiaries, and boost your fundraising efforts with our CRM solutions and the Nonprofit Success Pack (NPSP).

Service Delivery

Our solutions allow you to access case information in one place and provide timely responses, even in remote areas, with mobile offline tools.

Community Engagement

Facilitate better collaboration and data-sharing by connecting and engaging with your partner or customer community through our engagement solutions.

Success Story

The Institute for Career Development (ICD) in New York City had a legacy system that hindered, rather than helped, the organization. Remote access limitations hampered staff collaboration on client support, and siloed data streams challenged ICD’s impact reporting and decision-making. Provisio Partners implemented Salesforce’s Nonprofit Cloud Case Management that provided dramatic improvements throughout the organization from streamlined billing to remote staff collaboration and more easily tracked performance metrics to benefit reporting and programming. These improvements are translating to an estimated $500,000 in expected reclaimed revenue as a result of our Salesforce solutions.
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Contact Provisio to Learn More About Our Salesforce Solutions

Our Salesforce solutions are designed to help health and human services organizations streamline their operations, enhance client engagement, and achieve their goals more efficiently. We are dedicated to delivering innovative and customized Salesforce implementations that address your unique challenges and opportunities. Don’t wait to optimize your systems and elevate your service delivery—contact Provisio today to get started or to learn more about how our comprehensive Salesforce solutions can benefit your organization. Let’s work together to create a brighter future for those you serve.
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FAQs

Our Salesforce solutions are tailored for health and human services organizations, including non-profits, social enterprises, and government agencies. These solutions are designed to streamline operations, enhance data management, and improve stakeholder engagement.
We design our Salesforce solutions to be flexible and scalable, accommodating the growth and changing needs of your organization. Whether you are expanding your programs or increasing your beneficiary base, our solutions can scale accordingly to support your evolving requirements.
Yes, our Salesforce solutions are built to integrate seamlessly with various other systems and software that your organization may already be using. This ensures a cohesive and efficient workflow without the need to overhaul your existing infrastructure.
Provisio provides comprehensive support during the implementation phase, including training and customization to fit your specific needs. After implementation, we offer ongoing support and maintenance to ensure your Salesforce solutions continue to operate smoothly and effectively.
The implementation timeline can vary depending on the complexity and scope of your project. However, we strive to complete implementations efficiently, typically within a few months, ensuring minimal disruption to your operations.