Your business has been limping along for a while with a legacy customer relationship management
platform that you have clearly outgrown — and it’s starting to hold you back.
Stop suffering with limited functionality, a mediocre user interface and lack of sophistication.
Inovi Solutions works with fast-growing companies across numerous industries, nonprofits and other
organizations with evolving business needs who are ready for a CRM and digital marketing upgrade to
Salesforce Sales Cloud.
Migration & Integration of Legacy Systems
Many CRM systems hold their customers hostage by making it difficult to take your customer data and
historical email records with you when you choose to leave their platform.
Our team ensures that your most valuable customer data is secure and protected as we migrate it out
your legacy platform to Salesforce.
We have extensive experience in creating innovative solutions to preserve the entire body of emails
creating custom objects in Salesforce to mirror the way your team does business so you can grow your
convert new business, enhance business development and provide better service to your customers.
Inovi Solutions has experience with numerous CRM platforms including: Act!, Copper, Dynamics by
HubSpot, OnlyOffice, Pipedrive, Pivotal by Aptean, Sage, Streak, Sugar, Zoho
Excellent Use of Donor Resources
Better CRM, account management and customer support means happier clients. Custom Salesforce Sales
CRM solutions empower your team to provide better service, create proactive upselling opportunities,
business development, convert prospects and put more revenue on the board.
Bespoke development by Inovi Solutions can deliver immediate return on your investment in Salesforce
Sales Cloud because
our solutions empower your employees to do their best work. Time consuming and repetitive tasks can
be done in a fraction
of the time, while your team gains better insights into business development, prospect conversions,
revenue forecasts and account management.
Custom Salesforce Sales Cloud Solutions
Inovi’s dedicated team of Certified Salesforce Consultants works closely with the senior leadership
at each client to diagnose
and reveal CRM, digital marketing, account management and operational pain points that are impeding
We then architect and develop custom functionality within the Salesforce Sales Cloud platform To
mirror and support your unique CRM,
digital marketing needs and account management needs to solve your pain points so you can run your
business more efficiently,
effectively and smoothly.
Transform Digital Marketing
In addition to Sales Cloud, Inovi Solutions helps businesses transform their digital marketing with
Salesforce Marketing Cloud and Pardot.
We also create custom Salesforce integration with other third-party marketing platforms such as
HubSpot, Marketo, Google Ads and Google Analytics.
System Integration Expertise
Inovi Solutions ensures that Salesforce and other platforms talk to each other for continued data
integrity and operational smoothness.
We can integrate your Salesforce organization with third party specialty platforms such as human
resources, hiring and onboarding, payroll, employee
benefits, invoicing and billing, accounting, bookkeeping, digital asset management, digital
marketing and e-mail, etc.
Ongoing Development Support
As your business evolves and your needs change, Inovi can support your enterprise with ongoing
custom Salesforce development support. We can also
augment your existing staff or third party resources with flexible and affordable solutions on a
part-time, short-term or long-term basis.