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Cloud Icon Salesforce Sales Cloud

Salesforce Sales Cloud is the world’s leading customer relationship management and sales automation platform, and Inovi Solutions works with companies large and small to help them seamlessly migrate from outdated CRM systems so they can digitally transform their sales and marketing operations.

Salesforce Sales Cloud helps fast-growing companies bring in more revenue and increase productivity by putting all of their sales activities on one platform. Easy-to-use apps empower employees and agents to virtually plan their pipeline, forecast sales, close orders and develop new business, and track progress on order fulfillment.

Inovi Solutions helps companies create the right process automations within the Sales Cloud platform to allow sales teams to streamline and automate repetitive tasks like activity tracking, email alerts, customer followups, preparation for upcoming sales meetings, predicting pipeline accuracy, and other critical workflows that can directly impact revenue growth.

Inovi Solutions guides businesses through developing a customized CRM configuration in Salesforce Sales Cloud so they can preserve and migrate valuable historical customer data from old platforms such as Copper, HubSpot, SQL Server database, SOAP, REST, Oracle and many others. We ensure that your other software platforms are seamlessly integrated and can talk back and forth with Salesforce to protect the integrity and security of your data.

We also help companies onboard and train their staff on how to use the new custom features we’ve developed to support their exact needs and unique business operations, and can create custom learning pathways through Salesforce Trailhead.