Government CRM
Salesforce for Government & Public Sector Agencies
Handle applications, cases and public requests at volume, with portals residents can use and an audit trail for every decision. Brazen Group works with four New York State agencies on Salesforce.
- AppExchange rating
- 5.0
- AppExchange rating
- Salesforce certifications
- 100+
- Salesforce certifications
- as a Salesforce Partner
- 10 Years
- as a Salesforce Partner
Why Agencies Choose Salesforce with Brazen Group
Trusted by New York State
The Department of Labor, Office of Cannabis Management, Department of State and Department of Environmental Conservation.
Built for accountability
Permissions by role, approval steps and field history on every record.
AI with guardrails
Agentforce and Claude on your Salesforce data, scoped in a fixed-price Claudeforce Assessment.
A 5.0-rated Salesforce partner
100+ Salesforce certifications and 10 years as a Salesforce Partner, rated 5.0 on AppExchange.
Applications and case management
Take every application, complaint or request from intake to decision in one place, with the full history of who did what, and when.
Talk to us about case managementCapabilities
- Intake from web forms, email and phone into cases
- Queues and routing rules by program, region or skill
- Review and approval steps built with Flow
- Case history, documents and correspondence on one record
Controls
- Permissions by role, down to individual fields
- Field history and approval records for audits
Portals for residents, businesses and members
Let people apply, upload documents and check their status online, instead of calling to ask.
Ask about public portalsCapabilities
- Self-service portals on Salesforce Experience Cloud
- Guided application forms with document upload
- Status updates and notifications by email
- Mobile-friendly pages people can use on any device
Controls
- Each applicant sees only their own records
- Verified sign-in before sensitive details are shown
Licensing, permits and inspections
Issue and renew licences and permits on time, with inspections and fees tracked on the same record.
See Salesforce for public sector and energyCapabilities
- Licence and permit records with renewal dates
- Inspections scheduled and recorded in the field on mobile
- Fees and payments tracked against each application
- Salesforce Public Sector Solutions where it fits
Controls
- Renewal reminders before a licence lapses
- Every status change recorded with a reason
AI and innovation for public agencies
Give staff more time for decisions and less for paperwork, with AI that stays inside your rules.
See the Claudeforce AssessmentCapabilities
- Agentforce agents that answer common questions and route requests to the right team
- Claude summarizes long case files and drafts replies for staff to review
- Dashboards on volumes, backlogs and processing times, updated live
Controls
- A person reviews anything AI drafts before it goes out
- Built on your existing Salesforce permissions
Implementation and long-term support
Start with the processes that matter most and grow from there. We plan the rollout with you, migrate and connect your data, train your team and stay on for support, as we have for Sologistics.
See Salesforce implementation servicesCapabilities
- Discovery workshops that map your real processes
- Configuration first, custom development only where it pays off
- Data migration and integration through APIs or Jitterbit
- Training, adoption support and ongoing optimization
Controls
- Sandboxes and testing before anything reaches production
- Admin training and documentation at hand-over
The Salesforce Tools Agencies Use
One customer record, shared by your teams and the portals your customers use.
- Service Cloud
- Experience Cloud
- Public Sector Solutions
- Flow
- Shield
- Reports and Dashboards
- Agentforce
Connected with
Odoo
Connect Salesforce to Odoo when the ERP runs there, so teams see orders, stock and invoices.
Claude
Ask your Salesforce data questions in plain language, with Claude connected to your org.
Your systems
Connect Salesforce to the systems you already run, through APIs or Jitterbit.
Agencies We Work With
Public sector clients running on Salesforce with Brazen Group.
Clients we work with
Salesforce
Salesforce
Salesforce
Salesforce
Salesforce
Related Industries
See Salesforce Working for Your Team
Tell us about the programs you run and how applications flow today. We’ll show you how it would work in Salesforce, and what it takes to get there.
- A walkthrough built around your programs, customers and processes
- An honest view of scope, phases and timeline
- Answers from certified Salesforce consultants
Talk to a Brazen Group expert
Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.
Salesforce for Government FAQ
Which government organizations has Brazen Group worked with?
Clients include the New York State Department of Labor, the New York State Office of Cannabis Management, the New York State Department of State, the New York State Department of Environmental Conservation, and GTA, all on Salesforce.
Can Salesforce meet government security requirements?
Salesforce offers Government Cloud for agencies with specific compliance needs, and Shield adds encryption, event monitoring and field audit history. We design permissions and audit trails with your security team; your agency stays responsible for its compliance decisions.
Can residents apply and check status online?
Yes. An Experience Cloud portal lets residents and businesses apply, upload documents and follow their status, with every step recorded against the case in Salesforce.
Where does AI fit for public agencies?
Agentforce agents can answer routine questions and route work inside Salesforce, and Claude can summarize records and draft replies over your Salesforce data, with a person reviewing before anything goes out. Our fixed-price Claudeforce Assessment shows where it would help your team first.
How long does a Salesforce implementation take?
It depends on how many teams, processes and integrations are in scope and how much data you are moving. We agree the scope and timeline with you after a short discovery, and many public agencies start with one team or program and expand in phases.
