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.
Move from multiple source systems with full data validation and quality assurance.
Embed SharePoint, Box, and OneDrive directly into the interface for seamless access.
Improve data accuracy and searchability with enhanced structure and reduced duplication.
Automate case management, approvals, and other business processes for faster outcomes.
Access CRM content directly through Viva, Teams, and Outlook for better productivity.
Create tailored portals for clients, service agents, and internal teams to streamline engagement.
Leverage Microsoft Purview and retention policies to maintain governance from day one.
Combine Power BI with datasets for actionable insights in real time.
Behrad Behmardi
EVP Information Technology – Bionical Emas
Full-fidelity, validated migrations from legacy CRMs with rules-based cleansing
Embed SharePoint, Box, or Azure file storage into Salesforce case, contact, or opportunity views
Classify, tag, and automate case documentation and service workflows
Map Salesforce content to Microsoft Purview and enforce policy controls
Post-go-live optimization, content model evolution, adoption tracking
Proventeq offers an integrated approach to Salesforce success by aligning content, data, and AI services into a unified service model:
Patient case system with document-driven interactions across Salesforce + SharePoint
Client onboarding workflows with secure document upload and approval
Constituent records and supporting evidence structured via metadata and surfaced in portals
Matter file linking with secure client content access + legal hold alignment
Agent dashboard combining ticket info, delivery docs, and client comms in one Salesforce view
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.
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