Sales Cloud set up done right
You don’t just need a Sales Cloud setup. You need a RevOps system that fuels your revenue goals and works with the tools you already love. That’s where we come in.
Get help defining your sales processes
Most Salesforce consultants just install the tech and move on. Not us. We build your Sales Cloud along with providing RevOps strategy to drive pipeline and—most importantly—revenue.
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Get all your tools working together
Your Sales Cloud implementation should integrate seamlessly with the tools you already use. We’re experts at Salesforce integration services, we make sure data flow across your entire tech stack for a truly optimized sales process.
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Build sales solutions for the future
We’ll fine-tune your Sales Cloud implementation to keep up with you as you grow. No need to overhaul everything in a year or two when your team inevitably gets bigger!
Exclaimer launches Salesforce to optimize sales team effectiveness & visibility
Challenge
Exclaimer has a high transaction volume business, but their existing CRM was difficult and inefficient for the sales team to navigate and Sales KPIs were not easily reportable.
Solution
Exclaimer was not getting full funnel visibility from Lead to Cash and wanted to better tie their marketing efforts to sales results.
Our process for Salesforce Sales Cloud implementation
We’ll gather requirements for your new sales process
We’ll meet your sales, cs, and marketing teams to define your customer journey.
We’ll create an implementation roadmap
We’ll recommend configurations for Sales Cloud to support your sales strategy, and fully implement them.
We’ll work with your team to launch the new workflow
We’ll collaborate closely to roll out changes and train your staff so everyone is on the same page with the new processes.
Frequently asked sales cloud implementation questions
Can you customize Salesforce Sales Cloud to match our sales process?
Yes. One of the biggest benefits of working with a Salesforce Sales Cloud implementation partner is being able to tailor the platform to your unique sales stages, team structure, and reporting needs.
Can you help us migrate from another CRM to Salesforce?
Yes. We’ll help you migrate data from tools like HubSpot, Pipedrive, or Zoho, cleaning and organizing it so your team starts fresh with accurate records in Salesforce Sales Cloud.
Do you offer one-time projects or ongoing support?
Both! We offer one-time Salesforce Sales Cloud implementation services and ongoing support for teams that want a trusted partner as they scale. We typically do a scoped Sales Cloud implementation project followed by a RevOps-as-a-Service monthly engagement. RevOps-as-a-Service is similar to a monthly managed services agreement, but our intent is not only to support additional Salesforce admin work but also your broader operational goals.
What is involved in a Salesforce Sales Cloud implementation?
A Sales Cloud implementation typically includes setting up your lead and opportunity stages, customizing page layouts, creating reports and dashboards, and integrating with tools like email and calendars. It also includes training your team so they can hit the ground running.
