INSX

INSX is a Salesforce partner that sets up, extends and supports CRM systems for organisations. It treats Salesforce as the centre of a client's information system and adds certified consultants to configure and test each new product.

What INSX does

• Salesforce products: Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, CPQ, and Einstein with Tableau analytics.
• Integration and configuration: adding products to a client's environment, then running the configuration and test phases.
• Business specialists: certified experts for IAS and IOBSP processes who adapt Salesforce to specific business workflows.
• Document generation: PDF documents created from CRM data in one step.
• Data quality and backup: data quality and backup services for CRM records.
• Telephony and electronic invoicing: call centre telephony and electronic invoicing with follow-up.

Who it serves

Organisations that use Salesforce and want a set-up built around their own processes, including teams that work remotely and need secure data hosting.

Key facts

• Platform: Salesforce CRM
• Certified staff: consultants and business experts
• Language: the company website is in French