Change Management: Tips for Successful Technology Transformation

Agentforce for Nonprofits: Digital Workers, Real Impact

The Power of Data Ownership for Nonprofit Impact Storytelling

Sustainably Funding Technology Innovation

AI Readiness for Nonprofits

Creating a Culture of Innovation at a Nonprofit

Adopting a new CRM isn't a walk in the park. Even after getting the technology up and running, you need staff to feel excited, supported, and willing to adapt to it. Otherwise, they won't properly use it. In this episode, Provisio VP of Client Success Sam Stoterau and Delivery Manager Blaine Cowart reveal how to build genuine enthusiasm and strong commitment among staff to squeeze every last drop of value from your technology investment!

Agentic AI is here, and Salesforce's Agentforce has placed this transformative technology at the fingertips of nonprofits and government agencies. These digital workers can contextualize complex questions, recommend interventions, and even handle tasks completely autonomously. Larry Fontillas, Salesforce Director of Solution Engineering for Nonprofits, joins the show to break down real-world use cases of Agentforce for nonprofits.

Urban Alchemy didn't truly own all their client data because they had to share it with several county HMIS systems. After harnessing Salesforce, they now can tell their comprehensive impact story in powerful new ways. Mike Anderer, Chief Administrative Officer at Urban Alchemy, dives deeper into the organization's unique theory of change and how investing in data ownership expanded the organization's footprint.

New technology is essential for delivering top-notch human services, but the challenge isn’t just the upfront cost—it’s securing the long-term funding to keep it running. Without sustained investment, even the best tools lose their impact. ⁠

Trellus⁠ Co-CEO⁠ Chris Shue⁠ shares how to break through funding barriers and keep innovation moving forward—even when internal buy-in is scarce.

We all know the transformative potential of AI, but many nonprofits are unsure how they could specifically use it. On top of that, the burning question is, "How does my organization even become AI-ready?"

Provisio Chief Innovation Officer Erica Cox and VP of Data Services John Patton explore the keys to a great AI data strategy and how Salesforce's Agentforce AI will boost impact and efficiency for human services organizations.