Salesforce Customer360 & Lightning CRM Services

Blue Chord: CRM
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Salesforce Experts Found Here.

We're here to support your Salesforce goals and have the expertise to deliver results, from strategy to execution. We know Salesforce, we value real relationships, and we have the experts you want.

Put Salesforce to Work for Your Organization

Just getting started?

Getting started with Salesforce? We’ll put together a strategic plan, implementation plan, and handle setup and user training.

  • Marketing Tech & CRM Roadmap
  • Salesforce Implementation
  • Classic UI to Lightening Migration

Gain Momentum

Running on Salesforce but need more out of it? We can develop custom apps, automated workflows, and portals -- or anything else you need.

  • Application Development
  • Workflow Optimization
  • Communities & Portals

Complete the Connections

Let’s connect your Salesforce data with other platforms, increase data visibility and work with your users on training and adoption.

  • System Integration
  • KPIs, Reporting & Dashboards
  • Training & User Adoption

We support all organizations and have specific experience in:

Financial Services

Healthcare

Manufacturing
& Distribution

We've Got Your Salesforce Needs Covered

Whether you have a clearly defined project or are just trying to make sense of the shear size of the Salesforce ecosystem, we can support you with expertise across the entire platform. We're your guide to getting the most out of every area of Salesforce.

Sales

Kick your team into high-gear to exceed your sales goals. We'll help you build a solution fit to you needs powered by the number one CRM and sales platform.

Service

Ensure you're providing the best customer service experience - be it simple customer inquiries or complex service orders. Create wins for customers and efficiency for your team.

Marketing

Increase the impact of your marketing by utilizing powerful data and AI tools. Give your marketing team a true 1:1 omni-channel tool to dive deep into customer segmentation and automation.

Commerce

Meet your ecommerce goals through intelligent digital experiences both online and in-store. Convert more shoppers by optimizing conversion funnels, leveraging social connections, and the power of AI.

Finance

Create high-impact client connections in the wealth management, banking, insurance, and lending fields. Ensure new customers are accurately serviced and existing customers stay up-to-date in fast-changing markets.

Data & Analytics

Empower your users to directly turn complex raw data into actionable insights. When on-the-fly analytics, dashboards, and AI-signals are easy to understand, your teams will utilize them more frequently.

Operations

Get all your work done in Salesforce with collaboration tools, deep integrations, and real-time alerts. Access all your data in one place, make decisions faster, host all your internal and external resources in one place.

Everything Else

Salesforce as an operation platform and system of record means something different to each organization. We'll fit Salesforce to you, not the other way around.

We saw that compared to other Salesforce consulting companies, Provisions Group would provide us with a broader perspective to our business transformation efforts… they don’t work in the silo of CRM. They were careful to consider the impact our new CRM would have across all our business systems, processes and infrastructure.

– VP Sales, Industrial Distributor

Provisions Group was an excellent partner to work with. They absolutely catered to our needs and our ever-changing timeline. We developed a wonderful working relationship with them and I hope to have future projects to work with them again. I would recommend them to any colleague for their Salesforce implementation needs.

– Manufacturing

We saw that compared to other Salesforce consulting companies, Provisions Group would provide us with a broader perspective to our business transformation efforts… they don’t work in the silo of CRM. They were careful to consider the impact our new CRM would have across all our business systems, processes and infrastructure.

– VP Sales, Industrial Distributor

Recognized Salesforce Expertise You Can Trust

Our team holds an ever-growing set of Salesforce certifications. This ensures you have the highest-qualified professionals who are up-to-date with the latest Salesforce platform enhancements.

  • Sales Cloud Consultant x6
  • Service Cloud Consultant x2
  • Community Cloud Consultant x2
  • Platform Developer I x5
  • Platform Developer II x2
  • Salesforce Certified Platform App Builder x7
  • Dev. Lifecycle & Deployment Designer
  • Salesforce Certified Admin x13
  • Advanced Administrator x3
  • Marketing Cloud Admin
  • Field Service Lightning Consultant
  • Data Architecture & Management Designer

Our Detailed Approach to Your Projects

Total Lifecycle Support

From implementations to complex system integrations, we meet you where you are and can help at every phase of your project.

App Development at the Ready

Tackle any Salesforce development project: Apex, Visualforce, Apps, API’s, sophisticated integrations, and 3rd party data sources.

Flexible Engagement Models

A single consultant, end-to-end project staffing or your dedicated development and consulting partner. Our unique ConciergeIT engagement keeps things flexible.

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360º Approach to Your Salesforce Project

Leverage our in-house data, development and infrastructure experts and conquer the most difficult business challenges.

Local Teams (Onshore)

Our Salesforce experts are local. We don’t hand off your project to a 3rd party. Project teams are led by people you’ve met and trust.

Our Experience – Your Advantage

20+ years of experience leveraging Salesforce to produce double digit growth - qualified to help you succeed.

Our signature path
to the best Salesforce outcome, starts here.

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assess
deliver
prosper

You're in good company

Join over 1,000 companies from startups to Fortune 500 enterprises.

“Provisions Group's commitment to meeting the customer 'where they are,' was what made this project so successful. They didn’t bring judgment or criticism to the project —just a willingness to get things done, and the experience necessary to do it.”

Ernie C
CEO, Healthcare Company

"Provisions Group really kept us moving and that was just what we needed for the portal project. We are very pleased with how well they could scale with our demand, ...how they have helped us shape our overall strategy is quite a bonus. We’re looking forward to continued success."

Scott P
CIO, Medical Equipment Company

"By starting with our business strategy rather than merely our technology needs, Provisions Group was able to recommend and build technology solutions that would meet the demands of our business. And they were implemented on time and within budget."

Tim P. CEO
Healthcare Company