Transform customer relationships with the world's leading CRM platform
Complete implementation and optimization for revenue growth and customer satisfaction
Salesforce is the world's leading Customer Relationship Management (CRM) platform that helps companies manage customer relationships, sales processes, marketing campaigns, and customer service in an integrated and efficient way. With it, your company gains a system prepared for the digital era, with connected data, automated processes and capabilities to scale with security.
Impact Increases sales team productivity and improves predictability. Differentials Differentials: Funnel visualization, mobile, predictive AI, indicator management with dashboards and real-time reports.
Impact Increases campaign conversion and ROI. Differentials Differentials: Advanced segmentation, workflow automation, integration with other CRMs.
Impact Reduces resolution time and increases customer satisfaction. Differentials Support via WhatsApp, chat, email, phone, AI for response suggestions.
Impact Optimizes strategic and operational actions. Differentials Customizable dashboards, predictions, integration with any database.
01
Tailored Implementation
Customization with agility and security
02
Integration with legacy systems
Without losing what you already have
03
Technical and evolutionary support
Ongoing support, updates, continuous improvement
01
Tailored Implementation
Customization with agility and security
02
Integration with legacy systems
Without losing what you already have
03
Technical and evolutionary support
Ongoing support, updates, continuous improvement
Salesforce is a highly scalable platform that can be adapted for companies of all sizes, from growing startups to large corporations. With a wide range of solutions and customization possibilities, the platform serves different levels of digital maturity, allowing each organization to evolve at their own pace. Insi supports this journey with tailored approaches, respecting each client's moment.
At Insi, Salesforce implementation follows a structured, collaborative and results-oriented approach. We start with a discovery process, where we understand business objectives and operational challenges. From there, we design the ideal solution, configure and customize the platform, ensure integration with existing systems, and conduct a complete validation, training, and post-go-live support process. All with transparency, agility and ROI focus.
After go-live, we stay alongside your company with a continuous support and evolutionary maintenance model. We work with specialized teams to ensure stability, monitoring and agile incident resolution, in addition to making incremental improvements as new demands arise. Our goal is to ensure that Salesforce continues to generate value in daily operations, with governance, performance and constant solution evolution.
Yes. Salesforce is a highly integrable platform. Insi has expertise in connecting Salesforce to systems already used by your company, such as ERPs, legacy platforms, BI or automation tools, using APIs, ready-made connectors and custom architectures. With this, we ensure fluidity in data exchange, operational continuity and a unified customer view.
No. Meta helps define a phased roadmap, prioritizing what drives the most value for your business and evolving the solution with governance and security.
Speak with our Salesforce specialists and begin your transformation today.
