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Insight Powered, a Division of Provisions Group

Empowering your business through Salesforce and Data

Overview

  • System & Data Assessments: 1) Define current state system process and data flows 2) Highlight opportunities for improvement within current systems 3) Identify possible complimentary solutions to solve functionality gaps

  • Salesforce Build & Maintenance: 1) Design and deliver Salesforce platform configuration and development 2) Manage ongoing support needs without adding FTEs 3) Integrate systems with Salesforce to reduce manual entry

  • Reporting & Analytics: 1) Create visibility for producers to their actual metrics vs. goal 2) Establish automated and consistent reporting for management 3) Leverage data to build dynamic forecasts based on historical trends

Insight Powered, a division of Provisions Group, works with hundreds of clients to shape Salesforce to fit their existing business processes while implementing new features to streamline efforts, provide greater insight into data & analytics, and build more efficient systems. Our clients quickly realize significant ROI as Salesforce becomes an integrated extension of their team. Certified Salesforce Partner for Implementation, Optimization, & Support: → Analysis of business process compared to system configuration with recommendations to improve system adoption and data quality (e.g., optimized page layouts or customized quick actions). → Maintain your Salesforce ecosystem to ensure strategic advancement, including adding & removing fields, creating, and modifying validation rules & workflows, and configuring Salesforce functionality (e.g., territory management and forecasting). → Build custom Salesforce reports and dashboards to give you a clear and reliable view of your data. → Configuration of Salesforce integrations (e.g., marketing automation, sales, service, and productivity tools). → Custom Salesforce development to extend the platform beyond CRM functionality.

Categories

Geographic Focus
Shows the regions where the provider operates or has done business
United States
Ireland
Supported Languages
English

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