A Salesforce Partner

Visios exists to help organizations scale using technology, primarily leveraging Salesforce’s platform to manage and measure goals that align with your vision. Additionally, we are committed to generosity, donating 5% of our revenue to nonprofits focused on improving people's lives.

Our core values include:

• Customer First: Prioritizing your needs and goals.
• Veteran Owned: Proudly owned and operated by veterans.
• Hope Filled: Driven by optimism and a commitment to positive change.
• Transparent: We believe in open communication and honesty in all our dealings.
• Generous: Dedicated to giving back to the community through charitable contributions.

Salesforce aligns perfectly with our mission to help organizations scale using technology while staying true to their vision. It offers:

• Customizability: Tailor-made solutions to fit specific needs.
• Integration: Seamless integration with other platforms.
• Enhanced Engagement: A comprehensive view of each individual’s engagement.
• Advanced Analytics: Powerful tools for data-driven decision-making.

We primarily serve:

• Faith-based organizations: Including churches, mission agencies, and rescue missions.
• Veteran Support Organizations: Focused on rehabilitation, housing, employment, and more.

Visios Accelerators are ready-to-use solutions designed to empower organizations by streamlining operations and enhancing engagement. They include:

• Church Management: Enhances engagement, reduces manual tasks, and offers insightful data.
• Volunteer Management: Simplifies volunteer processes and engagement.
• Case Management: Captures individual needs, tracks progress, and supports effective case management.

We offer three tiers of support packages:

• Basic: Ideal for small businesses or new Salesforce users needing basic setup and guidance.
• Professional: For growing companies requiring customization and integration.
• Enterprise: For large organizations needing comprehensive customization, integration, and strategic oversight.

We believe in "profit for purpose." Visios donates 5% of all revenue to nonprofits whose purpose is to improve people's lives, reflecting our commitment to making a positive impact in the world.

To get started, simply visit our website and fill out the form under "Take the Next Step" or contact us directly. We’ll guide you through the process of choosing the right accelerator or support package for your needs.

The Power of Us Program by Salesforce provides nonprofits with access to Salesforce technology at reduced costs. Eligible nonprofits receive up to 10 free licenses and discounts on additional products. You can apply by checking your eligibility, submitting an application through the Power of Us portal, and selecting the products and services that best suit your organization.

Yes, we offer integrations with several platforms, including Bless.Giving, Subsplash, Pushpay, Print, and Verified First, to enhance the capabilities of your Salesforce setup.

The Church Management Accelerator is a comprehensive solution designed to increase engagement, streamline administrative tasks, and provide valuable insights into your church's operations. It includes features such as People 360 for tracking member interactions, Donations management, Volunteer coordination, Group management, Pastoral Care tools, Automations, and data-driven Insights. It’s tailored to help churches manage their community more effectively and grow their impact.

The Volunteer Management Accelerator simplifies the process of recruiting, training, managing, and scheduling volunteers. Key features include an intuitive Volunteer Application form, tracking of Certifications and Training, organizing Teams and Jobs, managing Rosters and Schedules, and automated workflows. This accelerator helps keep volunteers engaged, ensures adequate staffing, and promotes efficient coordination.

The Case Management Accelerator is designed to assist organizations in capturing client needs, creating personalized support plans, and tracking progress towards goals. It includes features like structured Intake and Assessment forms, Support Plan development, Progress Tracking, and detailed Sessions and Notes. This accelerator provides a robust framework for delivering personalized care and measuring outcomes effectively.

Absolutely! While our accelerators are designed to provide ready-to-use solutions, they are also highly customizable. We can tailor the features and workflows to match your organization's unique requirements, ensuring that the solution aligns perfectly with your goals and processes.

The Church Management Accelerator is ideal for faith-based organizations such as churches, mission agencies, and child sponsorship programs. It helps these organizations manage their operations, engage with their members, and gain insights that drive growth and community impact.

The Insights features in our accelerators provide access to data-driven analytics and reporting tools that allow organizations to monitor performance, track trends, and optimize strategies. Whether it’s understanding donor behavior, volunteer engagement, or the effectiveness of care programs, these insights enable informed decision-making and strategic planning.

The Church Management Accelerator integrates with several platforms to enhance functionality, including Bless.Giving for donation management, Subsplash and Pushpay for digital giving and engagement, Print for printing branded tags, and Verified First for background checks. These integrations provide a seamless experience for managing various aspects of church operations.

The Automations feature streamlines your organization’s operations by reducing manual tasks and ensuring timely follow-ups, notifications, and other processes. For example, in the Church Management Accelerator, automations can be set up for event check-ins, volunteer scheduling, or donor acknowledgments, allowing your team to focus on more strategic initiatives.

The implementation process starts with a discovery session to understand your specific needs. We then customize the accelerator to fit those requirements, followed by configuration and setup within your Salesforce environment. Training and ongoing support are provided to ensure your team is equipped to fully leverage the solution.

Yes, we offer various support packages tailored to different organizational needs. Whether you need basic support for day-to-day operations, professional support with more advanced features, or enterprise-level support with custom development and strategic consulting, our packages are designed to provide ongoing assistance and ensure the continued success of your Salesforce solution.