Cloud Computing Service Company

INSX

Salesforce partner that integrates and configures CRM products with certified consultants and business specialists

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About INSX

Salesforce consulting for insurance and financial sales

Setting up, extending and supporting CRM systems for organisations is the work of INSX, a Salesforce partner. It places Salesforce at the heart of a client's information system, and it adds certified consultants to configure, integrate and test each product it introduces. The firm's material is in French and is aimed at businesses that want their CRM to fit closely with their own processes, particularly in insurance and financial advice.

Salesforce products and their setup

INSX works with the Salesforce range, covering the sales, service, marketing and community clouds, configure price quote tools, and Einstein analytics with Tableau. It integrates a product into the client's environment, adds any supporting solutions, and then handles the configuration and testing phases before the system goes live. Real-time reports and dashboards are used to automate processes and remove repetitive tasks.

Business specialists for insurance and financial advice

The company names certified business experts for the IAS and IOBSP processes, which are French frameworks for insurance and financial advice intermediaries. Its specialists adapt Salesforce to each firm's workflow. Its material covers work on needs analysis and subscriptions, premiums, claims, cancellations, retention and additional sales. It also refers to French consumer contract rules, the duty of advice owed in insurance, and personal data protection under the GDPR.

Documents, billing and call centre tools

Other pieces include generating PDF documents from CRM data in one step, electronic invoicing with follow-up, and telephony and call centre integration. Data quality and backup services are provided, and secure hosting is part of the offer. The firm says these tools let a centralised system replace manual steps that used to take place outside the CRM.

Remote working and support

The material highlights remote teamwork and secure data hosting for organisations working in a hybrid way. It describes an approach in which each product is added, configured and tested by consultants who understand both the software and the client's business.

TrustList summary

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

Summary written by TrustList from the business's own published information, Nov 2026.

Categories & features

INSX rankings

INSX is ranked on 2 TrustList rankings: #14 on 1 and #48 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. INSX has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Cloud computing service company · 2 rankings

#14of 18
Sales
It is the only one of the 18 here listing VOIP and one of 4 here listing administration.
Its profile: “INSX works with the Salesforce range, covering the sales, service, marketing and community clouds, configure price quote tools, and Einstein analytics with Tableau.”
Of the 18 here, 32 also cover cloud and 17 also cover security; 3 also work in Dubai and 3 also work in Delhi.
Behind Infolytics, ahead of IT Pro Global.
#48of 59
Marketing
It is one of 6 here listing salesforce and one of 7 here listing production.
Its profile: “INSX works with the Salesforce range, covering the sales, service, marketing and community clouds, configure price quote tools, and Einstein analytics with Tableau.”
Of the 59 here, 25 also cover eCommerce and 24 also cover android; 5 also work in Texas and 3 also work in New York.
Behind Instoweb, ahead of ISOLS Group Private Limited.