Success with InvestGlass

Plan

Implement

Train

Enjoy

Plan

CREATE YOUR EMPLOYEE USERS

Understand the basics of user management and how to control access and visibility to your company’s sales data.

PLAN YOUR IMPLEMENTATION

Identify and prioritize your business objectives for a successful Sales Cloud implementation.

Implement

DEFINE YOUR SALES PROCESS

Map Leads and Opportunities to your sales process in order to track your deals from prospecting to close.

SET UP ACCOUNTS AND CONTACTS

Know your customers, competitors, and partners by bringing visibility to your most important sales data.

TRACK ACTIVITIES

Manage your Sales team’s day-to-day meetings and tasks to increase productivity.

CUSTOMIZE INVESTGLASS

Make Salesforce work the way you do with personalization options to support your business practices.

IMPORT AND MANAGE DATA

Understand the best practices and tools available to import and manage your data.

CUSTOMIZE INVESTGLASS

Make Salesforce work the way you do with personalization options to support your business practices.

EXPLORE SALESFORCE ANALYTICS

Transform the way you use data, find answers, and take action with Reports and Dashboards.

Train

TRAIN YOUR USERS

Learn how to turn your users into experts by providing effective training, support, and motivation techniques

Customer
Solutions

Donec quam felis ultricies nec, pretium vene natis vitae quis consequat massa justo rhoncus vitae egestas justo felis sit vehicula sem internis pede mollis enim.
All Rights Reserved © InvestGlass SA

Address:

2 rue de jargonnant, 1207, Genève, Suisse