A pipeline your sellers use and your board believes
We implement, rescue and streamline Sales Cloud so leads route instantly, opportunities stay current and the forecast stops being a guessing game.
Everything between first touch and closed-won
Implementation & re-implementation
Greenfield setup or a clean rebuild of an org that has grown messy: objects, stages, page layouts and permissions designed around your sales motion.
Lead management & routing
Capture, scoring, assignment and SLAs so the right rep gets the right lead in minutes, not days.
Pipeline & forecasting
Opportunity stages with real exit criteria, collaborative forecasting, pipeline inspection and dashboards leadership actually opens.
Automation with Flow
Replace manual steps and legacy Workflow/Process Builder with maintainable Flows, approvals and alerts.
Seller productivity
Sales Engagement cadences, Einstein Activity Capture, mobile and Slack so sellers spend time selling, not typing.
Territories & partners
Enterprise Territory Management, account teams and partner (PRM) portals for channel sales.
Signs it's time for a refill
- Reps keep a side spreadsheet because Salesforce is "too slow".
- The forecast call is spent arguing about whose numbers are right.
- Leads sit unworked because nobody knows who owns them.
- Dozens of old automations fire and nobody knows why.
- Dashboards exist, but nobody trusts them.
What good looks like
- One pipeline definition shared by sales, finance and marketing.
- Fast, rules-based lead and account assignment.
- Fewer clicks per update, with mobile and Slack access.
- Documented automation your admin can maintain.
- A clean path to quoting with Revenue Cloud and to AI with Agentforce.
Start with an Org Health Check
Two weeks, fixed fee, and a prioritized list of what to fix first in your Sales Cloud org.