Formativ Group

Public Sector Consulting Services for Salesforce, Data & AI Success

Innovation that strengthens communities. Unlock the power of modern, purpose-built technology to improve service delivery, streamline operations, and build deeper trust with citizens. Empower agencies to do more in less time with Salesforce Public Sector Solutions and the power of the Government Cloud.

The Challenges Holding Public Sector Agencies Back

Fragmented Citizen Experience:

Residents face siloed, confusing portals for Medicaid, benefits, and grants. We deploy Experience Cloud omni-channel portals with personalized dashboards, multilingual support, and mobile-ready access for a seamless citizen experience.

Manual Case Intake & Routing:

Caseworkers spend hours on repetitive intake tasks and manual triage. We implement Service Cloud automation, AI-driven categorization, and rules-based routing to reduce manual work and speed up response times.

Data Silos:

Agencies lack a single view of citizens across programs like Medicaid, unemployment, and grants. We integrate Salesforce Data Cloud with Snowflake and other data sources to provide holistic insights and actionable analytics.

Inefficient Claims Management:

Claims are delayed with manual adjudication and lack of transparency for residents. We build Salesforce claims management modules with configurable rules, automated validations, audit logs, and real-time claimant status tracking.

Inefficient Eligibility & Benefits Determination:

Eligibility determination takes weeks due to manual reviews and disconnected systems. We automate workflows in Salesforce with decisioning rules, integrations to federal data hubs, and instant eligibility notifications.

Typical Client Results

65%

Reduction in Case Processing Time

45%

Increase in Citizen Self-Service Adoption

50%

Reduction in Manual Data Entry

35%

Increase in Staff Productivity

40%

Reduction in Operating Costs

55%

Improvement in Inter-Department Data Sharing

30%

Reduction in Compliance Backlogs

60%

Improvement in Case Resolution Accuracy

Benefits of Working with Us

Salesforce for the Public Sector is more than a modern CRM; it’s a unified platform that strengthens service delivery, streamlines operations, and improves transparency across agencies. Empower your teams to collaborate seamlessly, remove process bottlenecks, and put citizens at the center of every interaction. Build trust through efficient, connected, and responsive public services that scale with your community’s needs.

360° View of Operations & Citizens

Through centralized dashboards and unified data models, agencies gain a complete view of service operations, incidents, system changes, and citizen interactions across programs. Leadership teams can quickly understand performance, risks, and service demand without relying on disconnected spreadsheets or siloed systems.

Transparent Governance & Audit Readiness

Gain full operational transparency with structured audit trails, automated approvals, and real-time reporting. Agencies are better equipped for federal and state audits while ensuring every system change, event, and resolution is documented, traceable, and compliant.

Data-Driven Decision Making

Real-time dashboards and analytics empower agency leaders to track service performance, system health, and workload trends instantly. With actionable insights at their fingertips, leadership can allocate resources more effectively, plan modernization initiatives with confidence, and respond quickly to emerging risks.

Operational Efficiency at Scale

By automating manual processes such as system monitoring, change approvals, and release tracking, administrative burden is eliminated and response times accelerate. Teams spend less time on repetitive tasks and more time focused on delivering high-impact service.

Business Agility for Modern Government

Low-code Salesforce solutions allow agencies to adapt quickly as programs, policies, and compliance requirements continually evolve. With rapid configurations, scalable integrations, and future-ready infrastructures, system modernizations become effective and sustainable.

Core System Integration Expertise

Salesforce Government Integration Services

Windows Server & Salesforce Integration Services

Microsoft Power BI & Salesforce Integration Services

Microsoft Dynamics 365 & Salesforce Integration Services

Red Hat Enterprise & Salesforce Integration Services

Ubuntu LTS & Salesforce Integration Services

CentOS & Salesforce Integration Services

Granicus & Salesforce Integration Services

Oracle Public Sector CRM & Salesforce Integration Services

Tableau & Salesforce Integration Services

Customer Stories

Streamlined Customer Experiences with Custom Solutions

Get Started

Build systems that better support the people you serve.