Make Salesforce Think Smarter
Proventeq empowers Salesforce customers to go beyond implementation by delivering clean, structured, AI-ready data and embedding governed content capabilities into the Salesforce experience. Whether you’re migrating from a legacy CRM, integrating document systems like SharePoint or Box, or building smarter service experiences our Salesforce partnership ensures data, content, and process come together to drive measurable value.
Executive Aligned Value
- Gain trusted, audit-ready data and fully governed CRM integration with Microsoft 365
- Achieve structured, de-duplicated records and rich metadata layers for insight
- Accelerate time-to-service through workflow automation, Teams-based access, and client-facing portals
- Improve agent productivity with content + case visibility in one place
- Embed retention, classification, and audit logs from day one
Salesforce is the world’s #1 CRM, powering customer experience, sales automation, and service workflows across industries. Proventeq makes it smarter by integrating:
Our Salesforce enhancement services combine intelligent data handling, seamless content integration, and advanced automation to create a more powerful CRM experience.
“Without Proventeq’s Migration Accelerator we would never have been able to convert our highly complex historical data into a modern cloud application.”
Gijs Boudens
Bionical Emas
Migration from IBM FileNet to SharePoint Online
We make Salesforce work harder for your business. From clean data migration to AI‑driven automation, content integration, and compliance mapping — our services give you a smarter, faster, and fully optimised CRM.
Proventeq offers an integrated approach to Salesforce success by aligning content, data, and AI services into a unified service model:
- Data Discovery & Cleanse: Profile, deduplicate, and validate legacy CRM and document datasets
- Metadata-Driven Migration: Bring structure and intelligence into Salesforce for improved automation
- Microsoft 365 Coexistence: Connect SharePoint, Teams, Viva, and Outlook directly to Salesforce workflows
- Portals & Experiences: Deliver client-facing or agent dashboards that blend content, case history, and workflow logic
- AI Activation: Enable summarization, classification, and Copilot prompts using well-governed CRM content
- Governance & Policy Mapping: Apply Microsoft Purview and Box Governance across Salesforce-integrated content
We tailor Salesforce to your industry. From healthcare and finance to retail and the public sector, our solutions combine clean data, integrated content, and smart automation to boost productivity, improve service, and ensure compliance.
Enhancing Salesforce with Intelligence, Accessibility, and AI-Ready Capability. Salesforce is your CRM core. Proventeq turns it into a content-enabled, insight-powered, workflow-intelligent platform aligned to compliance, driven by structure, and embedded into your everyday tools.
Let’s make Salesforce smarter and your customer experience sharper.
Proventeq experts will be in touch shortly after your first communication to establish a consultation or demonstration of products and services.
+44 118 907 9296
Reading Enterprise Centre,
Reading, Berkshire,
RG6 6BU, UK
+1 949 403 31806500 River Place Blvd., Bldg. 7,
Suite 250 Austin, TX 78730
USA
+91 775 698 9979
Unit No 104, Tower S-4,
Cybercity,
Magarpatta City, Pune,
Maharashtra 411013, India
+971 52 5960134
#3, PO Box 73000, Tecom, In5
Tech Innovation Center,
Dubai Internet City, Dubai,
UAE
Proventeq experts will be in touch shortly after your first communication to establish a consultation or demonstration of products and services.
+91 775 698 9979
Unit No 104, Tower S-4,
Cybercity,
Magarpatta City, Pune,
Maharashtra 411013, India
+971 52 5960134
#3, PO Box 73000, Tecom, In5
Tech Innovation Center,
Dubai Internet City, Dubai,
UAE