{"id":29196,"date":"2021-05-17T18:23:29","date_gmt":"2021-05-17T16:23:29","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=29196"},"modified":"2026-02-04T12:26:31","modified_gmt":"2026-02-04T11:26:31","slug":"outils-de-vente","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/fr\/sales-tools\/","title":{"rendered":"InvestGlass - Outils de vente pour une gestion efficace du CRM"},"content":{"rendered":"<h1><span class=\"ez-toc-section\" id=\"The_Swiss_CRM_to_close_deals_faster_with_Sales_AI_and_automated_workflows\"><\/span>\n<p class=\"uk-article-title\" style=\"text-align: left;\">The <em>Swiss CRM<\/em> to close deals<br \/>faster with Sales AI and automated workflows.<\/p>\n<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<div>\n<p><span>Automate the whole customer journey with #1 Swiss\u00a0<\/span>CRM<span>. <\/span>All data is hosted in Switzerland or on your own premise.<\/p>\n<\/div>\n<ul>\n<li>\n<p>\n        <a href=\"\/get-started-free\/\">Try for Free<\/a>\n    <\/p>\n<\/li>\n<li>\n<p>\n        <a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Book a call<\/a>\n    <\/p>\n<\/li>\n<\/ul>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/photo-1565993740284-6fb68e4f2a67-scaled.jpg\" alt=\"people walking on street near buildings during daytime\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/high-angle-employees-using-tablet-1.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/about-quotes-07-1.jpg\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/Image-45.png\" alt=\"\"><\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-12.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-12-1.png\" alt=\"\"><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Delight_customers_and_grow_revenue_on_the_1_SWISS_AI_CRM\"><\/span>Delight customers and grow revenue on the #1 SWISS AI CRM<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-smile8.png\" alt=\"\"><\/p>\n<div>\n<div class=\"bodyCopyComponent parbase section\">\n<h3 class=\"margin-10-top-lg margin-10-bottom-lg  text-size-default line-height-default        \" style=\"text-align: left;\"><span class=\"ez-toc-section\" id=\"Grow_revenue_with_confidence\"><\/span>Grow revenue with confidence<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"margin-10-top-lg margin-10-bottom-lg  text-size-default line-height-default        \" style=\"text-align: left;\">InvestGlass provides financial organizations with comprehensive wealth management tools, allowing them to confidently increase their revenues while maintaining extreme confidentiality.<\/div>\n<\/div>\n<div class=\"ghost section\"><\/div>\n<div class=\"headingComponent parbase section\"><\/div>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Smile9.png\" alt=\"\"><\/p>\n<div>\n<h3 style=\"text-align: left;\"><span class=\"ez-toc-section\" id=\"Make_digital_your_new_normal\"><\/span>Make digital your new normal<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: left;\">Whether they are on the go or at home, your team will have access to all of their essential tools with a single app. That means no more running around looking for different applications and wasting time.<\/p>\n<\/div>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-smile10.png\" alt=\"\"><\/p>\n<div>\n<h3 style=\"text-align: left;\"><span class=\"ez-toc-section\" id=\"Close_deals_faster\"><\/span>Close deals faster<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p style=\"text-align: left;\">Give your reps the tools to sell more and close deals faster with regular feature releases, a global community of experts &amp; free on-demand training.<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/08\/imseaeqsmbo.jpg\" alt=\"a manBuilding a winning AI neobank and woman sitting on a couch looking at a cell phone\"><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Sales_AI_on-premise\"><\/span>Sales AI on-premise?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div>\n<p>Boost sales efficiency with our sales automation tool, automating repetitive tasks, streamlining workflows, and maximizing productivity. Harnessing advanced features like lead scoring and automated follow-ups, it empowers sales teams to focus on high-value activities and drive revenue growth. Experience streamlined processes, increased accuracy, and accelerated sales cycles with our cutting-edge sales automation solution.<\/p>\n<\/div>\n<p><p>\n        <a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Talk to sales<\/a>\n    <\/p>\n<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Get_Closer_To_Your_Audience\"><\/span>\n<p style=\"text-align: center;\">Get Closer To Your Audience<\/p>\n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Pipeline-2024.png\" alt=\"\"><\/p>\n<div>\n<h2 class=\"et_pb_module_header\"><span class=\"ez-toc-section\" id=\"Pipelines\"><\/span><span>Pipelines<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div class=\"et_pb_blurb_description\">\n<p><span>To forecast and plan growth effectively, understand your product\/service life cycle. Track sales from start to finish, identify successful stages, and make improvements. InvestGlass&#8217;s pipeline feature keeps you organized, empowering data-driven decisions for future growth.<\/span><\/p>\n<\/div>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">Try for free<\/a>\n    <\/p>\n<\/p>\n<div>\n<h2 class=\"et_pb_module_header\"><span class=\"ez-toc-section\" id=\"Fully_flexible_CRM\"><\/span><span>Fully flexible CRM<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div class=\"et_pb_blurb_description\">\n<p><span>InvestGlass is a flexible CRM, no coding needed. Customize tabs, records, fields, layouts. Access reports, dashboards for tracking and informed decisions. Perfect for all users, from beginners to experts.<\/span><\/p>\n<\/div>\n<\/div>\n<p><p>\n        <a href=\"\/book-a-meeting\/\">Book a call<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-main-CRM-2024.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Automation-2024.png\" alt=\"\"><\/p>\n<div>\n<h2 class=\"et_pb_module_header\"><span class=\"ez-toc-section\" id=\"Automation\"><\/span><span>Automation<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div class=\"et_pb_blurb_description\">\n<p><span>InvestGlass provides powerful automation for CRM management, streamlining approvals, emails, events, and notifications. It offers complex templates for banks and insurance companies, boosting customer service. Its functionality saves time and money, making it an ideal business tool.<\/span><\/p>\n<\/div>\n<\/div>\n<p><p>\n        <a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">See more features<\/a>\n    <\/p>\n<\/p>\n<div>\n<h2 class=\"et_pb_module_header\"><span class=\"ez-toc-section\" id=\"Approval_process\"><\/span><span>Approval process<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span>InvestGlass has a robust approval process for quality work. It requires dual manager\/group approval to ensure top-notch results. Catching problems early, it exemplifies how businesses ensure quality through multi-level approval.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">Try for free<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-ApprovalChain-2024.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-API-Audit-2024.png\" alt=\"Audit Trail \"><\/p>\n<div>\n<h2 class=\"et_pb_module_header\"><span class=\"ez-toc-section\" id=\"Record_permission_and_Audit\"><\/span><span>Record permission and Audit<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div class=\"et_pb_blurb_description\">\n<\/div>\n<p><span>InvestGlass ensures industry regulation compliance by controlling data access through object permissions. These permissions define user capability to create, read, edit, and delete records. Additionally, it offers a Field Audit Trail to maintain archived field history for up to 10 years.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Talk to an expert<\/a>\n    <\/p>\n<\/p>\n<div>\n<h2 class=\"et_pb_module_header\"><span class=\"ez-toc-section\" id=\"Calendar\"><\/span><span>Calendar<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span>InvestGlass&#8217;s Calendar organizes client meetings and prevents omissions with its auto-generated consolidated system. It allows easy event modification and color-coded categorization. Also, it ensures privacy with a clients-only calendar feature.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">Try for free<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Calendar-2024.png\" alt=\"Calendar\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-newtask-2024.png\" alt=\"Tasks\"><\/p>\n<div>\n<h2><span class=\"ez-toc-section\" id=\"Task_Management_and_Assignments\"><\/span>Task Management and Assignments<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>InvestGlass simplifies the process of managing tasks and assigning team responsibilities across accounts, contacts, and portfolios. With calendar reminders and ready-to-use templates, the platform enhances productivity and organization, ultimately saving you valuable time.<\/p>\n<\/div>\n<p><p>\n        <a href=\"https:\/\/www.investglass.com\/contact-our-sales-team\/\">Book a meeting<\/a>\n    <\/p>\n<\/p>\n<div>\n<h2 class=\"et_pb_module_header\"><span class=\"ez-toc-section\" id=\"Sales_Campaign\"><\/span><span>Sales Campaign\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span>InvestGlass facilitates GDPR-compliant, hyper-targeted email campaigns with audit trails. It provides detailed reports and personalization features. Start using InvestGlass today to actively reach your customers in their inboxes.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/watch-investglass-demo\/\">Watch demo<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-Campaign-2024-3.png\" alt=\"\"><\/p>\n<p><!--more--><br \/>\n<!-- {\"name\":\"Default 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\/>faster with Sales AI and automated workflows.<\/p>\n\n\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"maxwidth\":\"xlarge\",\"position\":\"relative\",\"position_right\":\"0\",\"position_top\":\"0\",\"position_z_index\":\"1\",\"text_align\":\"left\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"title_element\":\"h1\",\"title_style\":\"heading-small\"}},{\"type\":\"text\",\"props\":{\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p><span>Automate the whole customer journey with #1 Swiss\u00a0<\/span>CRM<span>. <\/span>All data is hosted in Switzerland or on your own 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CRM\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"position_z_index\":\"1\",\"text_align\":\"center\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"title_element\":\"h2\"}},{\"type\":\"grid\",\"props\":{\"animation\":\"scale-down\",\"block_align\":\"right\",\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"content_column_breakpoint\":\"m\",\"filter_align\":\"left\",\"filter_all\":true,\"filter_grid_breakpoint\":\"m\",\"filter_grid_width\":\"auto\",\"filter_position\":\"top\",\"filter_style\":\"tab\",\"grid_column_align\":false,\"grid_default\":\"1\",\"grid_large\":\"3\",\"grid_medium\":\"3\",\"grid_parallax\":\"0\",\"grid_row_align\":false,\"grid_small\":\"1\",\"grid_xlarge\":\"3\",\"image_align\":\"top\",\"image_grid_breakpoint\":\"m\",\"image_grid_width\":\"auto\",\"image_loading\":true,\"image_svg_animate\":true,\"image_svg_color\":\"primary\",\"image_svg_inline\":true,\"item_animation\":true,\"lightbox_bg_close\":true,\"link_style\":\"default\",\"link_text\":\"Read 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id=\"Grow_revenue_with_confidence-2\"><\/span>Grow revenue with confidence<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\\n\n\n<div class=\\\"margin-10-top-lg margin-10-bottom-lg  text-size-default line-height-default        \\\" style=\\\"text-align: left;\\\">InvestGlass provides financial organizations with comprehensive wealth management tools, allowing them to confidently increase their revenues while maintaining extreme confidentiality.<\/div>\n\n\\n<\/div>\n\n\\n\n\n<div class=\\\"ghost section\\\"><\/div>\n\n\\n\n\n<div class=\\\"headingComponent parbase section\\\"><\/div>\n\n\",\"image\":\"wp-content\/uploads\/2024\/05\/InvestGlass-smile8.png\",\"panel_style\":\"card-default\",\"title\":\"\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<h3 style=\\\"text-align: left;\\\"><span class=\"ez-toc-section\" id=\"Make_digital_your_new_normal-2\"><\/span>Make digital your new normal<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\\n\n\n<p style=\\\"text-align: left;\\\">Whether they are on the go or at home, your team will have access to all of their essential tools with a single app. That means no more running around looking for different applications and wasting time.<\/p>\n\n\",\"image\":\"wp-content\/uploads\/2024\/05\/InvestGlass-Smile9.png\",\"panel_style\":\"card-default\",\"title\":\"\"}},{\"type\":\"grid_item\",\"props\":{\"content\":\"\n\n<h3 style=\\\"text-align: left;\\\"><span class=\"ez-toc-section\" id=\"Close_deals_faster-2\"><\/span>Close deals faster<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\\n\n\n<p style=\\\"text-align: left;\\\">Give your reps the tools to sell more and close deals faster with regular feature releases, a global community of experts &amp; free on-demand training.<\/p>\n\n\",\"image\":\"wp-content\/uploads\/2024\/05\/InvestGlass-smile10.png\",\"panel_style\":\"card-default\",\"title\":\"\"}}]}]}],\"props\":{\"column_gap\":\"large\",\"margin_bottom\":\"remove\",\"margin_top\":\"remove\",\"row_gap\":\"large\"}}],\"name\":\"About\",\"modified\":\"2021-01-08T13:56:27.050Z\"},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"}}]}]},{\"type\":\"section\",\"props\":{\"image_position\":\"center-center\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"props\":{\"layout\":\"3-5,2-5\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"width_medium\":\"3-5\"},\"children\":[{\"type\":\"image\",\"props\":{\"image\":\"wp-content\/uploads\/2023\/08\/imseaeqsmbo.jpg\",\"image_alt\":\"a manBuilding a winning AI neobank and woman sitting on a couch looking at a cell phone\",\"image_svg_color\":\"emphasis\",\"margin_bottom\":\"default\",\"margin_top\":\"default\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"width_medium\":\"2-5\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"Sales AI on-premise?\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"title_element\":\"h2\"}},{\"type\":\"text\",\"props\":{\"column_breakpoint\":\"m\",\"content\":\"\n\n<p>Boost sales efficiency with our sales automation tool, automating repetitive tasks, streamlining workflows, and maximizing productivity. Harnessing advanced features like lead scoring and automated follow-ups, it empowers sales teams to focus on high-value activities and drive revenue growth. 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