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Salesforce CRM

Transform customer relationships with the world's leading CRM platform

Complete implementation and optimization for revenue growth and customer satisfaction

What is Salesforce?

Salesforce is the world's leading CRM platform, cloud-based and built to empower your teams with integrated data, automated processes, and a 360° customer view.

Key benefits

  • Sales productivity
  • Conversions with less effort
  • Integrated omnichannel service
  • Predictive insights with AI
  • Faster, data-driven decisions

Salesforce Modules

Sales Cloud (Sales)

Increases sales team productivity and improves forecasting.

Automate funnels, track leads, and close deals with intelligence. Differentiators: Visual funnel, mobile, predictive AI, KPI management with real-time dashboards and reports.

Principais pilares de atuação

    Marketing Cloud / Pardot (Marketing)

    Increases conversion and ROI of campaigns.

    Plan omnichannel campaigns and increase engagement with personalization at scale. Differentiators: Advanced segmentation, workflow automation, integration with other CRMs.

    Principais pilares de atuação

      Service Cloud (Service/CS)

      Reduces resolution time and increases customer satisfaction.

      Turn support into a competitive advantage with fast, decisive, and integrated service. Support via WhatsApp, chat, email, phone, and AI-powered response suggestions.

      Principais pilares de atuação

        How INSI delivers value with Salesforce

        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

        INSI's Differentiators

        +10 years of experience in corporate solutions

        Certified and specialized team

        Experience with large-scale CRM projects

        Business vision, not just technical

        Multidisciplinary team: technology, data, marketing, sales, and CS

        Ready to transform your operation with Salesforce?

        Speak with our Salesforce specialists and begin your transformation today.