Pipeline design
Opportunity stages, exit criteria and required fields agreed with your sales leads before anything is built.
📈 Salesforce Sales Cloud
Sales Cloud that your reps keep up to date
Most Sales Cloud problems are not technical. Stages nobody agrees on, fields nobody fills in, a forecast nobody trusts. We set up Sales Cloud around how your team really sells, then automate the admin so the data stays clean without nagging.
Salesforce
Sales Cloud
A good fit for
- Teams moving off spreadsheets or a simpler CRM
- Orgs where pipeline reports no longer match reality
- Sales leaders who need a forecast they can defend
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
🧰 What we do
What we do on Sales Cloud
Lead capture and routing
Web-to-Lead, form tools and ad platforms feeding Salesforce, with assignment rules and round robin so no lead waits.
Flow automation
Follow-up tasks, stage reminders, approvals and record updates handled by Flow instead of by hand.
Forecasts and dashboards
Collaborative forecasting, pipeline coverage and win-rate dashboards for reps, managers and the board.
Products and quotes
Price books, products and quote templates, with CPQ when your pricing outgrows the standard quote.
Org cleanup
Duplicate rules, field audits and a tidy page layout per role, so a messy org becomes usable again.
🗺️ How we work
Plan, build, then stay with you
Every Sales Cloud project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
- Discovery workshop
- Process and data audit
- Roadmap with a clear quote
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
- Configuration and data migration
- Automation and integrations
- Testing and a smooth go-live
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
- Team training and how-to videos
- Reports and dashboards
- Ongoing admin and support
🔗 Integrations
Sales Cloud connected to the rest of your tools
- Outlook and Gmail
- LinkedIn Sales Navigator
- HubSpot and Account Engagement
- DocuSign
- Slack
- QuickBooks and Xero
💬 FAQ
Sales Cloud questions, answered
Something else on your mind? Ask us on a free call.
A small team on standard objects can be live in about two weeks. Orgs with custom processes, integrations or data from several sources usually take four to eight weeks, planned in phases.
Usually, yes. We start with a health check of fields, automation and reports, then clean up in place. Starting from scratch is rarely needed.
Not always. Starter Suite or Pro Suite covers many small teams (Professional Edition is no longer sold to new customers). We look at your automation, API and sandbox needs before recommending an edition, and we review your licenses for savings.
Yes. We map your objects and fields, move contacts, companies, deals and activity history, and check the numbers against the source before you switch over.