What Is Inside Salesforce Sales Cloud
Pipeline management, forecasting, reporting and integrations, configured to how you sell.
From opportunity to close
Track every opportunity from first call to close
Opportunities move through defined stages with dates, value and notes, so everyone sees the status at a glance.
- Stage tracking with probability.
- Customer history and contact notes.
- Next-action reminders.
Know what will close before it does
Forecast updates automatically as deals progress, and reports show pipeline by rep, product and stage.
- Forecast by stage probability.
- Custom reports and dashboards.
- Pipeline by rep, region or product.
Sales data flows everywhere it needs to
Salesforce connects to your other systems, and workflows automate routine tasks so your team focuses on selling.
- Integration with ERP and accounting.
- Marketing and support connections.
- Workflow automation and approvals.
Everything the implementation covers
Process and fit review
What Salesforce covers and where we need to customize for your selling model.
Data migration
Accounts, contacts and opportunities moved and reconciled from your current system.
Integrations
Connections to marketing, accounting, support and other tools you run.
Reports and dashboards
Pipeline, forecast, activity and custom reports built on live Salesforce data.
Training and adoption
Role-based training and early wins so the team actually uses the system.
Managed support
A support desk, new reports, integrations as the business evolves, and update testing.
See Your Sales Pipeline in Salesforce
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