Salesforce

Proventeq’s strategic partnership with Salesforce brings together Salesforce’s market-leading CRM, analytics, and experience platforms with our deep expertise in intelligent migration, governance, and cross-platform integration. We go beyond implementation to ensure Salesforce becomes a fully governed, AI-ready core of the digital workplace — seamlessly connected with Microsoft 365, Box, SAP, and other enterprise systems. By extending Salesforce with Tableau, we empower enterprises to turn governed CRM data into actionable, role-based insights and predictive analytics. Through integration with Informatica, we ensure data pipelines are trusted, enriched, and compliant, enabling enterprises to unlock secure, scalable AI adoption.

As a trusted transformation partner, we specialise in unlocking the full value of Salesforce by enriching data with metadata, automating compliance, and embedding CRM into everyday productivity tools. This ensures enterprises achieve measurable business outcomes: stronger client engagement, faster decision-making, and reduced compliance risk.

Together, we deliver:

• Simplify Platform Complexity – Integrate Salesforce natively with Microsoft 365, reducing IT sprawl and strengthening scalability.
• Build Trusted Data for AI – Enrich Salesforce records with metadata, governance, and classification to ensure AI-readiness.
• Reduce Compliance Exposure – Apply policy-based governance and audit-ready controls across CRM and collaboration estates.
• Improve Adoption and Productivity – Deliver intuitive experiences that connect Salesforce data directly into everyday productivity apps.
• Scale Safely with Maturity – Move from proof-of-value pilots to enterprise-wide adoption, aligned to digital transformation roadmaps.
• Full-fidelity migration –  of legacy CRM and content records into Salesforce.
• AI ready enrichment – with metadata, semantic tagging, and classification.
• Lifecycle automation – for records retention and audit alignment.
• Seamless integration – with ECM & ERP ecosystems.
• Low-code automation – to connect Salesforce workflows into Teams and Power Platform.
• Observability & cost tracking – to measure CRM adoption and optimise ROI.

Salesforce adoption delivers more than CRM, it drives strategic outcomes across the leadership table. Salesforce delivers a platform that extends beyond CRM into analytics, service, and experience. Proventeq ensures these capabilities are deployed with governance, scalability, and measurable impact. Our technical alignment ensures Salesforce delivers immediate operational benefits while preparing the enterprise for AI-driven transformation.