Discover our indiGO! Kit Sales Cloud

Let's GO!

Make informed decisions

  • Optimize your decision-making processes
  • Visualize all your data in efficient reports & dashboards
  • Grasp a better understanding of your current VS future performance, needs and business processes
  • Automate forecasting processes

Close sales faster

  • Track critical projects through an easy-to-access social feed
  • Automate inbound contacts and opportunities
  • Bridge the gap between Marketing and Sales

Accelerate productivity

  • Automate your sales funnel
  • Integrate all emails from your business
  • Synchronize your important files
  • Manage internal workflows and approvals

Manage prospects

  • Maximize the efficiency of your sales team
  • Reach the right prospects at the right time
  • Help increase your conversion rate

Let’s GO!

Take flight and migrate to the Cloud with
our indi
GO! Kit Sales Cloud

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Implementation process

In two weeks, be functional with your new CRM!

What’s included in your indiGO! kit Sales Cloud

  • Sales Cloud environment configured
  • Profile and user configuration
  • Enable Lightning features such as Home Page, Workspace, Path, Tips for Success, Kanban
  • Configure the Lead to Opportunity business process (Manage Leads, Opportunities, Accounts and Contacts)
  • Custom fields
  • Up to 2 custom objects
  • Create 3 to 5 reports and 1 to 2 dashboards
  • Standard Duplicate and Match Rules
  • Configure the Salesforce Inbox – Outlook 365 or Gmail integration (no legacy servers/browsers)
  • 30-45 minutes in-depth analysis (up to 2 hours) – Counsel and/or additional work on standard features and related data migration

What can be added to your indiGO! Kit Sales Cloud

  • Process automation – Approvals, workflows, etc.
  • Integrations and development
  • Advanced features like products, price books, quote setups, flows, process builder, etc.
  • Custom code (for example: Apex triggers, Apex code, custom components)
  • Lightning Sync, Einstein Activity Capture & Sales Cloud Einstein
  • Advanced training

Our indiGO! Kits form the foundations of your CRM.
At your request, we will be happy to assess the addition of “out of scope” elements (impacts, delays, costs, etc.)

Discover the other indiGO! Kits – Salesforce

For some time now, for both employees and decision-makers, the need for real-time visibility into your operations and customers has led you to consider various technological solutions.

Your choice has fallen on Salesforce Sales Cloud technology, and you are on the way to realizing your vision and implementing a cloud solution. Whether for your Sales team, Customer Service or to allow smoother communications between different internal and external teams, your needs will be met by these indiGO! Kits – Salesforce .