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ConciergeIT Team
ConciergeIT: Fractional On-Demand Resources
If you have too many technology projects and not enough resources to get it all done, our approach to staff augmentation is what you're looking for.
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EMR EHR Systems
EMR / EHR SYSTEMS
Unlock the full potential of your EMR / EHR systems. Streamline operations, enhance security, ensure compliance, optimize workflows, and more.
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SUCCESS STORIES
Aultimate Website in Desktop and Mobile View
New Brand Strategy and Website Boosts Sales for Construction Sales Agency
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How We Transformed Aylo Health's Scheduling System with Salesforce
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LATEST ARTICLES
AI Healthcare
AI in Healthcare: Opportunities, Benefits, & More
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Using Salesforce for Healthcare Data Security and Compliance
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ABOUT US
Who We Are
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Why The Wheat
CRM SOLUTIONS

Get the Most Out of Your CRM.

Optimize your customer relationships with comprehensive CRM solutions designed to streamline workflows and drive growth. From system design and development to seamless implementation and ongoing management, we ensure your CRM is fully optimized to meet your business needs at every stage.

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Is Your CRM Really Working for You?

Did you know that 60% of CRM implementations fail? This is often due to poor integration and lack of customization, leading to inefficiencies and frustration. Many businesses struggle to find the right CRM system that works for their specific needs, which can result in wasted time, resources, and missed opportunities.

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Overwhelming Setup Process

Setting up a CRM from scratch can feel overwhelming. Users often struggle with configuring the system to match their business processes, leading to confusion and delays in getting it up and running.
Underutilized System

Many businesses invest in a CRM but don’t know how to effectively implement or optimize it. As a result, they miss out on key features like automation, reporting, and data integration, leading to inefficient processes and low ROI on their CRM investment.
Lack of Optimization

Even after initial implementation, maintaining and updating a CRM system requires continuous attention. Without proper maintenance, issues such as outdated data, integration breakdowns, and user adoption problems can arise, preventing the CRM from delivering value long-term.

ALIGN WITH MARKETING AND TECHNOLOGY NEEDS

A Custom CRM Solution Designed to Grow with You 

Provisions Group offers comprehensive CRM systems designed to meet you where you are, whether you’re just getting started, struggling to implement, or need ongoing maintenance. For new users, we streamline CRM setup and configuration to ensure your CRM is tailored to your business needs. If you already have a CRM but aren’t seeing results, our experts optimize and implement solutions to maximize its potential. And for long-term success, we provide ongoing CRM support and maintenance to keep your CRM running smoothly and evolving with your business. 

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PARTNERS AND PLATFORMS

We Work with the Best Tools in the Industry

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Featured Partner Success Stories

Challenge Scheduling System
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How We Transformed Aylo Health's Scheduling System With Salesforce

Aylo Health, a growing primary healthcare provider, was using a tool to engage with patients to facilitate scheduling and automate flows. The tool was intended to send patients appointment reminders, check them in, input intake data, assist patient advocates in navigating the office, and more...

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HIT Project Management
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HIT Project Management

Healthcare Industry Using HIT Project Management to Save Millions in Overhead Services Provided Security EMR Training Automation Compliance Implementation The Challenge: Missing Deadlines This client is a multi-billion-dollar hospital management company in 22 states...

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Hospital Chain Case Study
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Migrating Hospitals into a Centralized Workforce Management System Saves $3.5 Million

The Challenge: Migration Our client is the nation’s largest hospital company, owning, leasing, or operating nearly 200 hospitals in 29 states...

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Technology Upgrade
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Upgrading 18,000 Computers to New, Innovative Tech

Our client invested over $36M a year to build a health network spanning 14 hospitals and 12,000 employees. Past the support deadline for 18,000 computers, a growing health network turned to...

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Virtual CIO
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Using HIT Project Management to Save Millions in Overhead

Process gaps were causing the company to miss implementation targets when acquiring new clinics regularly. When our client...

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Weight Loss Clinic
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How we standardized a statewide weight loss clinic's Salesforce system for business success

The clinic has a strong online presence and runs local ads to drive prospects to the top of its marketing funnel. At the lead stage...

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OUR EXPERTISE

Your CRM: Optimized for Results and Peace of Mind

Provisions Group is your trusted partner with expertise in delivering successful CRM implementations across platforms like Microsoft Dynamics, Salesforce, and HubSpot CRM. Our tailored approach ensures that your CRM is optimized for your business, giving you confidence and peace of mind.

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Our Proven Process. We make it easy!

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Design

We start by analyzing your business needs and creating a customized CRM design that fits your workflow.
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Implementation

We ensure a smooth, seamless rollout, handling every step of the CRM implementation process.
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Development

Get a CRM platform that integrates with your existing systems, whether it’s Microsoft Dynamics CRM, Salesforce, or another tool.
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Ongoing Management

We provide continuous support, training, and management to help you maximize the value of your CRM long-term.

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Confidence in Your CRM and Workflows.

A scalable CRM that functions the way you need it to. 

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Get on the Right Platform

We partner with the best. Microsoft Dynamics, HubSpot, Salesforce, and more. 

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Relief from Technology Hassles

We streamline implementation, so you don’t have to worry about managing complex systems.

Marketing Technologies our experts use everyday.

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WHAT MATTERS MOST

Kind Words from Our Clients

“I can't recommend Provisions Group enough. With their team's expertise, we've revamped our strategic marketing approach and devised a vibrant go-to-market strategy. Their addition as consultants to our executive team has injected a fresh, unbiased viewpoint that's significantly enhancing our Marketing and IT strategy. Thank you, Provisions Group!”
Rick Peyton
Rick PeytonChief Technology Officer
“Provisions Group transformed our healthcare IT product. They were tasked with an almost impossible task of making what is very complicated appear simple—and on such they knocked it out of the park. Usability, design…they handled it all. They have been phenomenal to work with."
Brian Fengler
Brian Fengler, MDChief Medical Officer and Founder
“Redesigning and developing our family of Medicare Advantage plan websites was a massive undertaking and we couldn’t have done it without you. You guys are always on top of it and it made the process smooth."
Kierstin Kibler
Kierstin KiblerMarketing Director
“Provisions Group is a great partner for web design, development and technology services. They are extremely responsive when we need support and continuously offer strategic recommendations on platform updates and user experience.”
Tracey Campbell
Tracey CampbellVice President, Marketing
“Provisions Group's work has met the mark across the board. Their efficient work allows their client to be flexible in the projects they take on, which has helped us immensely. Customers can expect a transparent team that gets the job done.”
Ryan Boyd
Ryan BoydVice President of Technology

Ready to Take Your CRM to the Next Level?

Contact us for a free consultation.