Sales Cloud Implementation

What we do

• Sales process design: We model the steps from lead to opportunity and from quote to order, along with approval flows and sales stages, around the way you work.
• Customer and account management: We bring your companies, contacts and relationships into Salesforce, including different customer types such as dealers, distributors and key accounts.
• Quotes and pricing: We set up the product catalog, price books, discount rules and quote templates.
• Forecasting and reporting: We prepare sales targets, forecasts and dashboards for managers.
• Field sales and mobile: Visit planning, activity tracking and the Salesforce mobile app make work easier for teams in the field.

How we work

We analyze your current sales process with your teams and make clear where standard Sales Cloud capabilities fit and where customization is needed (fit/gap). We show working prototypes in short iterations and go live together with data migration and user training. If connections to ERP or other systems are needed, we design those integrations within the same project.

What you gain

• The whole sales team accesses customer and opportunity information from one place.
• Clear visibility of which opportunity is at which stage, and more accurate forecasts.
• Less repetitive work thanks to automation, and more time for customers.
• Real-time reports and dashboards for managers.