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Sales Cloud architecture, pipeline process and integrations for larger sales teams.

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01

What we do with Salesforce

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01

Sales Cloud configuration

Salesforce

We configure Sales Cloud objects, page layouts and permissions around how your team actually sells.

What’s included

  • Objects and page layouts
  • Profiles and permission sets
  • Validation rules
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02

Opportunity and forecast process

Salesforce

A clear opportunity process with stage criteria makes the Salesforce forecast reliable.

What’s included

  • Stage definitions and exit criteria
  • Forecast categories
  • Pipeline hygiene rules
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03

Marketing tool integrations

Salesforce

We connect Salesforce to HubSpot, Account Engagement, enrichment tools and your website.

What’s included

  • Sync design
  • Campaign influence
  • Lead-to-account matching
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04

Dashboards for leadership

Salesforce

Leadership dashboards show pipeline, win rate, cycle time and forecast in one view.

What’s included

  • Executive dashboard
  • Rep scorecards
  • Scheduled reports
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02

Pairs with

Management Consulting

Commercial strategy, operating models and go-to-market plans tied to revenue.

Solution Design & Automation

CRM architecture, integrations and workflow automation that remove manual work.

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Contact

Let’s get to work. Start a conversation.

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