Salesforce MVP Hall of Fame · Certified Partner since 2010
Sales Cloud. Leads, opportunities, and the forecast on one desk.
Sales Cloud is the desk for leads, opportunities, and forecast. We implement it around the process the team already runs. The first week is in the org, reading what already exists.
Certified Partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE and US desks
In the org
What this cloud is actually for.
Sales Cloud is where your leads, opportunities, and forecast live. We implement it around the way your reps already sell, so the record is worth updating and the forecast is worth reading. If your reps keep a private spreadsheet after go-live, the org lost and we will say so.
Who this is for
The desks that live here.
The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.
Architecture
Where this cloud sits in your agent architecture.
Sales Cloud is a system of record. The agent work around it belongs on these planes.
Questions
What we actually say.
- Do you implement Sales Cloud as a greenfield org?
- Yes, when the process is named. We also inherit orgs that already have Sales Cloud and nobody trusts the forecast. The first week is in the records either way.
- Will you invent a pipeline-uplift percentage?
- No. We will tell you whether reps stopped keeping private sheets. That is the work we can stand behind.
- How does this sit next to Agentforce?
- Sales Cloud is the desk. Agentforce is a runtime that can act on those records if the users already live in Salesforce. They are not the same product.
The brief
Send the situation.
Name the cloud. Name the week.