Sparking Innovation

Salesforce is no longer building on NPSP. So in this episode, we unpack the major shift happening in the nonprofit Salesforce ecosystem with Agentforce Nonprofit and what it really means for organizations still using NPSP. Salesforce’s Maddy Earhart and Provisio’s Valerie Rogers explore why this transition is happening, how agentic AI is reshaping nonprofit technology, and what leaders should cons...

What happens when “managing Salesforce” gets added to your job description… by surprise? In this kickoff to Season 2 of Sparking Innovation , Tom Moran sits down with Pete Schweiss of Hope Ignites and Provisio’s own Blaine Cowart to unpack the very real (and very common) experience of the “accidental Salesforce admin” . Pete and Blaine share what it’s actually like to be handed the keys to your or...

In this Partner Spotlight episode, we explore how Provisio and Intellistack team up to streamline data capture and tedious workflows using Salesforce. Sarah Galyon, Senior Director of Healthcare Solutions at Intellistack, shares her powerful journey from the front lines of healthcare administration to shaping the future of digital transformation at Intellistack, formerly known as Formstack. The co...

Due to the threats of federal grant freezes, it's an uncertain time for nonprofits. Fearghal Reid, VP and co-founder of MASON Consulting Group, explores how nonprofits can thrive during uncertain times—not just survive. Fearghal explains what funders really want to see in a grant proposal, key considerations to develop a sustainable funding strategy, and how to use AI in the fundraising proces...

Long data sets are hard to comprehend. Charts, graphs, and maps are not. That's why data visualization is a key tool for nonprofits to demonstrate impact to funders, stakeholders, and the community. In this episode, Alex Montgomery, Senior Director of Impact & Advocacy at Chinese American Service League, reveals how CASL harnessed the power of data visualization to spearhead a data-sharing...

It’s a critical moment right now for the public sector. Government services are often regarded as slow and inefficient – think red tape. But major jumps in CRM technology, whether that’s standard Salesforce outcomes or the advent of agentic AI like Agentforce, are opening a window of opportunity for governments to flip the script once and for all on that narrative.  By investing in comprehensive d...

Mission drift is a common challenge for nonprofits. As the years fly by, it’s easy to lose focus of the original mission and of the core values that shaped your organization. This is particularly problematic during a technology transformation. If you don’t have a clear idea of what you're really trying to accomplish and how to measure success, your new CRM won’t be structured to deliver the be...

Adopting a new CRM like Salesforce 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 change management tips to ensure a successful technology transformati...

Agentic AI is here, and Salesforce's Agentforce has placed this transformative technology at the fingertips of nonprofits and government agencies. These digital workers are NOT chatbots. They can contextualize complex questions, recommend interventions, and even handle tasks completely autonomously. For nonprofits, that frees up human staffers to focus on more mission-critical work. Talk about...

If you don't own your own data, you can't tell your own story. Nonprofits in the homelessness & shelter spaces are required to share their client data with county HMIS systems. For San Francisco-based Urban Alchemy, this was a problem. They didn't have full access to their client data across all their service areas. To overcome this hurdle, Urban Alchemy harnessed Salesforce. Now, because they...

Innovation isn’t a one-time expense. It's a continuous investment. 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 innovatio...

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 current applications of AI in human services, the keys to a great data strategy for AI, and how P...

In this day and age, nonprofits must be tech-savvy to deliver the best services possible. Technology innovation is no longer a luxury. It's essential to having any real, lasting impact. Heath Parks, Information Systems & Salesforce Manager at Cincinnati Works, reveals how to create an organizational culture of innovation that sustains growth and boosts impact. Hint: It takes courage! Chapt...