Salesforce Nonprofit Cloud for Benefits Management

Presented by Kelly Naylor, Provisio Senior Product Manager

Disconnected systems and manual benefit tracking can slow service and create compliance risks. With Provisio’s Benefits Management solution in Salesforce, your organization can simplify, automate, and scale support delivery with confidence.

In this session, you’ll explore:

• How to configure and track program enrollments, benefit assignments, and disbursements from one centralized platform

• How to automate attendance-based and ad hoc benefit delivery across multiple service types

• How to ensure audit-ready data and real-time visibility into client service histories

Watch the demo now and see how your organization can reduce manual processes, boost operational efficiency, and deliver the right services at the right time.

Complete the form to unlock on-demand access.