:: Salesforce / Sales Cloud
Sales Cloud implementation your reps will actually use
A CRM only helps if reps keep it up to date. We set up Sales Cloud around how your team sells, cut the clicks, connect email and calendar, and build the pipeline and forecast views managers need. Then we help you add quoting or Agentforce when you are ready.
Pipeline and forecasting
CPQ and quoting
Email and calendar sync
:: What we do
What our Sales Cloud work covers
New setup, a rescue of an existing org, or the next phase after go-live.
01
Pipeline design
Lead and opportunity stages, required fields and assignment rules that match how deals really move.
02
Forecasting and dashboards
Forecast categories, quotas and dashboards that answer what managers ask in every pipeline review.
03
CPQ and quoting
Products, price books, discounts, approvals and quote documents, with Salesforce CPQ or Revenue Cloud where it fits.
04
Email, calendar and activity
Outlook or Gmail integration and activity capture, so reps stop logging calls by hand.
05
Automation
Lead routing, follow-up reminders, approval flows and handoffs to service or finance.
06
Agentforce for Sales
AI agents that qualify inbound leads, summarise accounts and draft follow-ups for reps to approve.
:: What Sales Cloud does
What Sales Cloud can do for a sales team
Sales Cloud is Salesforce’s CRM for selling. These are the parts most teams use, and how we set them up.
Pipeline
Opportunities and stages
Deals tracked through stages that match how you actually sell, with the next step always visible.
Read the blueprint
Forecasting
Collaborative forecasts
Forecasts by rep, team, region or product, with manager adjustments and history to compare against.
Quoting
Quotes and CPQ
Standard quotes for simple deals, and Salesforce CPQ for bundles, discount rules and approvals.
Read the blueprint
Outlook and Gmail
Emails and meetings logged automatically, with Salesforce records shown beside the inbox.
Territories
Territories and assignment
Accounts and leads routed by region, industry or size, so nothing sits unassigned.
Read the blueprint
AI
Agentforce for sales
Agents that qualify inbound leads, research accounts and draft follow-ups for reps to review.
:: How it works
How a Sales Cloud implementation runs
A typical Sales Cloud setup takes six to ten weeks.
Weeks 1 to 2
Discover
Ride along with reps and managers, map the sales process and list the reports leadership needs.
Weeks 3 to 6
Build
Stages, layouts, automations and dashboards in a sandbox, demoed every two weeks.
Weeks 6 to 8
Migrate
Accounts, contacts, open deals and history moved in and checked.
Weeks 8 to 10
Launch
Training by role, go-live and a usage review after 30 days.
:: Step by step
Sales Cloud implementation guide
A Sales Cloud setup that reps actually use follows the way they sell, not the way the software is organised.
01
Map your sales process
Write down each stage, what has to be true to move forward and who approves what. This becomes your opportunity stages and rules.
02
Design accounts, contacts and leads
Decide how leads convert, how accounts relate to each other and which fields are essential. Fewer fields means better data.
03
Set up forecasting and reports
Forecast categories, quotas and the five or six dashboards managers will open every week.
04
Connect email, calendar and phone
Activity capture so reps stop logging calls and emails by hand.
05
Migrate deals and history
Move accounts, contacts, open deals and key history from your old CRM or spreadsheets, cleaned first.
06
Train by role and launch
Short sessions for reps and managers, a mobile setup, then a launch with daily check-ins for the first two weeks.
:: Cost and timeline
How much does a Sales Cloud implementation cost?
Typical prices for our Sales Cloud work, based on a senior team at $25 to $35 an hour. Sales Cloud licences are billed separately by Salesforce, per user per month.
Starter setup
$5k – $15k
4 to 6 weeks
One sales team on standard Sales Cloud: pipeline, leads, email sync, reports and training.
Standard implementation
$15k – $40k
6 to 10 weeks
Several teams, custom stages and approvals, forecasting, data migration and one or two integrations.
Complex sales
$40k – $100k+
3 to 6 months
CPQ, territories, ERP integration and partner or channel sales, delivered in phases.
What it costs to run
Licences per user per month from Salesforce, plus a few days of admin work a month to keep stages, reports and users up to date.
What moves the price
Number of sales teams and processes
CPQ or complex pricing
ERP and quoting integrations
Data volume from the old CRM
Territory and forecasting rules
:: Adoption checklist
How to get reps to actually use Salesforce
Adoption is the difference between a CRM and an expensive address book. These are the habits we design for.
What works
Five or fewer required fields per stage
Email and calendar logged automatically
A mobile layout for reps on the road
Dashboards reps find useful for themselves
Managers run pipeline reviews from Salesforce
One place to ask for changes
What kills adoption
Copying every field from the old CRM
Reports only leadership looks at
Logging every call by hand
Long training sessions a week before launch
Changes nobody explains
:: Why Sterling
What you get
A sales process mapped into Salesforce
Forecast and pipeline dashboards
Email and calendar connected
Clean, migrated deal history
A plan for CPQ or Agentforce next
:: Tools we use
Sales Cloud
Salesforce CPQ
Revenue Cloud
Einstein Activity Capture
Outlook and Gmail
Flow
Tableau
Agentforce
Slack
4.9
Average rating on Clutch · 350+ projects since 2019
:: Questions
Questions about Sales Cloud
How long does a Sales Cloud implementation take?
Do we need Salesforce CPQ?
Can you move our deals from HubSpot or Pipedrive?
How do you get reps to use Salesforce?
What does Agentforce add to Sales Cloud?
What is Salesforce Sales Cloud?
What is the difference between Sales Cloud and Service Cloud?
How does forecasting work in Salesforce?
Who uses Salesforce Sales Cloud?
Can Sales Cloud integrate with Outlook and Gmail?
How much do Sales Cloud licences cost?
:: Related Salesforce services
Other ways we can help
Send us your brief. We’ll help turn it into reality
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