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Salesforce Sales Cloud Consulting

Just get your Salesforce licenses and not sure where to start? Or are you looking to optimize your Salesforce instance and gain user adoption? We can help you realize your investment by getting your sales team up and running in a short period of time. Get your most important Lead, Account, Contact, and Opportunity data and your sales users going.

We recognize that every business has unique needs and that no single solution is right for everyone. That is why we work with your team to understand your sales process and future goals to provide the right services to fit your situation.

Salesforce Sales Cloud Consulting Services:

Discovery Session 

In this session we work collaboratively with you to understand your business goals, organizational structure, and current Salesforce implementation. The key to any discovery session is having a defined sales process and understanding the data hand-offs, and we will help you build or refine that process in this session so that it can be implemented in Salesforce.


Based on your goals and desired use, we will customize your instance of Salesforce to suit your selling methodology. Here’s a look at what’s included in standard configuration:

  • Home tab
  • Leads
  • Accounts, Contacts
  • Opportunities
  • Activities
  • Reports

Configuration Checkpoint/demo

Following the discovery session and configuration, we conduct a meeting to do a walk-through of the sales process, to cover data entry, and to get your feedback.

Report Creation 

Based on your sales processes and reporting needs, we will create the reports that provide insight into the data that Salesforce will house for you and visibility into your sales pipeline.

Sales Cloud Training – End Users 

Finally, we bring our Sales Cloud training materials and experience, and you provide the staff. In this session we work with employees of all levels to understand how to utilize the Sales Cloud based on your processes and expectations.

Additional Services:

  • Customer Data Import/Migration
  • External Lead Capture
  • Lead Assignments, Conversions, and Queues
  • Product and Pricebook Configuration
  • Security Review and Implementation
  • Forecasting

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