Privia Integrations

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

Presenting Microsoft 365, formerly recognized as Microsoft Office 365, a comprehensive suite designed to enhance creativity and help you achieve your objectives through essential tools such as Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. By subscribing to Microsoft 365, you gain access to the most current versions of Office applications, available both on your desktop and online, along with regular updates as they become available. No matter if you're on a desktop, tablet, or smartphone, the combination of Microsoft 365, your device, and an internet connection enables you to stay productive from virtually anywhere. With OneDrive, your work is always within reach, promoting effortless collaboration and sharing opportunities with colleagues and friends. Furthermore, assistance is easily accessible through email, chat, or phone, ensuring you can connect with a real support representative whenever you require help. Take advantage of the capabilities of Office now and discover the subscription plan that aligns with your specific needs for maximum efficiency. Elevating your productivity has never been more attainable, so seize the moment and transform the way you work today!

GovWinIQ serves as a vital resource for conducting research on government contracts, providing essential support and assistance that keeps you in the lead. This platform specializes in government contracting intelligence, enabling businesses to efficiently manage opportunities within the public sector and expedite their pursuit of lucrative deals. Additionally, it empowers organizations to develop strategic plans that ensure they remain competitive in the marketplace. With over three decades of experience, GovWinIQ has proven instrumental in helping numerous organizations enhance their public sector sales and capture rates. In 2018, the platform became the benchmark for federal government contracting information when it merged with Onvia, a pioneer in state, local, and education contracting data, thus forming a robust solution that now dominates the public sector landscape. This collaboration has further solidified its position as an indispensable tool for organizations seeking to navigate the complexities of government contracting with confidence.

Sugar Connect seamlessly merges critical customer experience capabilities into the daily email and calendar applications used by Sales and Services teams. This cutting-edge tool guarantees that your CRM, email, and calendar systems remain in sync, eliminating the requirement for manual data input. By connecting your G Suite or Office 365 account with your Sugar platform, you gain immediate access to vital information while interacting with prospects and clients in real-time. Such integration is the most effective way to create genuinely personalized experiences that encourage enduring customer loyalty. With contextual insights about your correspondents readily available within your email platform, you can streamline your communication process. Forget the inconvenience of constantly switching between applications, as the automatic no-touch synchronization simplifies your workflow. Customize your messages using real-time insights that consider both the recipient and the timing of your emails. Moreover, you can easily monitor the status of your accounts, contacts, leads, and opportunities through G Suite or Office 365, thereby significantly boosting your operational efficiency. Ultimately, this integration not only enhances convenience but also empowers you to cultivate robust relationships with your clients, ensuring sustained success in your business endeavors.