Salesforce Sales Cloud Implementation

30% increase in sales with the help of digital transformation

Get straight to the approximate project cost
Many companies possess huge potential for business growth,
achievable via the productivity boost of their sales teams

The typical fields of improvement of Sales systems

  • 1
    Timely capture, controlled nurturing and effective conversion of Leads
  • 2
    Data-driven Accounts classification, prioritization and assignment
  • 3
    Sales Opportunity management to close more deals
  • 4
    Sales Forecasting enhanced with AI insights for tactical planning
  • 5
    Priority-based Activity management for maximal performance
  • 6
    Case management to address customer requests and ensure recurring sales
  • 7
    Mobile enablement to be on top of sales from any device, anywhere
  • 8
    Automated flows to reduce manual operations and focus on customer interactions
  • 9
    Dynamic Reporting to ensure high quality of decision making
  • 10
    Permissions and Approvals management for security and mitigation of risks
  • 11
    Cross-team Collaboration to ensure 360° view of the customer
Salesforce Sales Cloud is the ultimate scalable solution - the technical basement of all Sales-related business improvements, that unleashes the power of the whole Salesforce platform starting from the very first license.
Need a quick start with Salesforce? We have a simple solution to get you up and running efficiently.

Lead Management

  • Automatic Lead capturing (Web-to-Lead)
  • Duplicate Blocking
  • Lead Classification and automatic Assignment
  • Campaign Management and Mass Email enablement
  • Email Templates
  • It's easier and less time-consuming for Sales reps to reach out to prospects
  • Sales managers are able to trace and manage the efficiency of promotional channels, Leads are revealed on the upper layers of Sales Funnel
  • It's possible to analyse the reasons of losing Leads
  • The number of Leads converted into Accounts is increased
  • Outbound communication is better unified and looks professional
Area of Optimization
Must-Have Implementations
Business Impact
Run your email conversations right in the system

Account and Contact Management

  • Account Types (Customers, Partners, Suppliers, etc.)
  • Additional Account and Contact attributes
  • Account Classification and automatic Assignment
  • Account Lifecycle Management
  • The customers' database is well structured and categorized
  • The potential issues are easily revealed and prioritized
  • Decision making (for instance, pricing) becomes data-driven
Area of Optimization
Must-Have Implementations
Business Impact
Discover new opportunities
Run your email conversations right in the system

Sales Funnel Management

  • Types of Opportunities and correspondent sales processes
  • Probability evaluation
  • Notifications
  • Automations of sales funnel
  • Sales process for each type of deal is guided and standardized
  • Notifications for all milestones allow not to miss any important step in sales process
  • Productivity of sales people becomes easier measurable
  • Number of deals successfully closed is increased
  • Manual efforts decreased
Area of Optimization
Must-Have Implementations
Business Impact
Customize your sales process
  • Contracts Management
  • Quote Management
  • Order Management
  • Product Catalogue
  • Pricebooks Configuration
  • Customer Notifications on Sales Execution
  • Sales execution process is tracked in Salesforce and can be integrated with other systems (ERP, accounting, etc)
  • Versioning of proposals for Opportunities is maintained
  • Sales department is provided with accurate pricing information to cover the complete sales process
  • The complete sales conversion report makes teams' sales performance measurable
  • Increased level of service
Area of Optimization
Must-Have Implementations
Business Impact

Sales Planning and Forecasting

  • Collaborative Forecasting, Mobile Enabled
  • Custom Forecasting Attributes
  • Data-driven budgeting
  • More accurate tactical planning becomes possible
  • Business-specific data focus for forecasting
  • Possibility to divide commission basing on contribution of sales teams
  • More accurate resource and financial management - better decisions
Area of Optimization
Must-Have Implementations
Business Impact
Track all your work in a single place

Activity Management

  • Task Management
  • Proactive Customer Interactions Planning
  • Workload Management
  • Possibility to measure the workload and prioritize the commercial activities of the sales teams
  • Ability to focus activities on the most perspective accounts
  • Capability of automatic tasks generation for sales reps, based on data-driven prioritization
  • Increase of team's productivity achieved via optimal customer focus
Area of Optimization
Must-Have Implementations
Business Impact
Track your activities

Case Management and Collaboration

  • Case Management
  • Knowledge Base
  • Files and Documents
  • Chatter
  • Email integration
  • Possibility to register customers inquiries and route them for quick resolution
  • Complete view of customer's interaction with the organization
  • Tips and Recommendations for the sales process
  • Teamwork based on internal communication channel (Chatter), files and documents exchange
  • Emailing (Gmail, Outlook) integrated in Salesforce interface
  • Increase of the level of service leading to more recurring purchases
Area of Optimization
Must-Have Implementations
Business Impact

Mobile Enablement

  • Salesforce Mobile Configuration
  • Custom UX Mobile Adoption
  • Access to all Sales information from anywhere
  • Quicker turnarounds on customer requests - higher level of service
  • More effective time planning - higher sales results
Area of Optimization
Must-Have Implementations
Business Impact

Business Flows Automation

  • Configuration of Automatic Actions, Notifications, Sales Data Management
  • Reduction of manual efforts
  • Standardized sales processes - predictable flow outcomes, higher level of service
  • Automated customer interactions: follow up sales, regular touchpoints - increase of recurring sales
  • Automatic generation of new leads and opportunities
Area of Optimization
Must-Have Implementations
Business Impact

Permissions Configuration

  • Corporate Structure Implementation
  • Access and Sharing Rules Configuration
  • Approval Flow Configuration
  • Increased security
  • Hierarchy in commercial decisions for their better quality
  • Control on commercial terms and discounts provided
Area of Optimization
Must-Have Implementations
Business Impact

Reporting

  • Dynamic Reports
  • Automatic Stakeholder Notifications
  • KPI Measurement
  • Data-driven decision-making with higher quality
  • KPI tracking with timely notifications on deviations
  • Setting sales targets basing on actionable insights
Area of Optimization
Must-Have Implementations
Business Impact
View your own summary
Visualize your deals
  • Accounting Systems Integration
  • ERP Systems Integration
  • External Document Storage
  • Payment Gateway Integrations
  • External Emailing Systems
  • Internal Legacy Systems of Companies
Area of Optimization
Must-Have Implementations
Business Impact
  • Custom API-based (direct, middleware, Mulesoft etc.)
  • File-based exchange
  • Packages from AppExchange
  • Salesforce becomes an integrated data-management hub of the organization
  • UX of employees is unified in onne system, considerably simplifying onboarding
  • Customer data is available in one place - higher level of service, better decisions
  • Business flows are covered with automations end-to-end

Companies who implemented Sales Cloud claim to get:

26%
Higher Win Rate
32%
Lead Conversion Increase
38%
Higher Forecast Accuracy
38%
Higher Sales Productivity
Implementation of Sales Cloud is accompanied by considerable organizational challenges, and the project's success relies on the human factors even more than on the technical track.

Twistellar is a professional Salesforce Consulting company with huge business experience. We can speed up the process, highlight and help to mitigate typical risks, and will allow your organization to focus on customers, people and processes - the key factors of the expected improvements.

Sales trends of 2023
according to Salesforce's State of Sales

Grab yourself a copy: Salesforce's State of Sales
  • Long term relationships have never been more important
    01
  • Outside reps face additional challenges in remote sales
    02
  • New Sales landscape provides new sales responsibilities
    03
  • Organizations try to keep better control of remote work of sales reps
    04
  • High performing teams benefit on automations and AI insights
    05
  • Sales Operations play a bigger role in company's success
    06
  • 85% of Sales Operations admit that digital transformation has accelerated since 2019
    07
Sales trends of 2021
according to Salesforce's State of Sales
Grab yourself a copy: Salesforce's State of Sales
  • Long term relationships have never been more important
    01
  • Outside reps face additional challenges in remote sales
    02
  • New Sales landscape provides new sales responsibilities
    03
  • Organizations try to keep better control of remote work of sales reps
    04
  • High performing teams benefit on automations and AI insights
    05
  • Sales Operations play a bigger role in company's success
    06
  • 85% of Sales Operations admit that digital transformation has accelerated since 2019
    07

Expected ranges of Sales Cloud Implementation Costs*:

*Actual implementation costs vary on the individual requirements of an organization
Mid-Sized Organizations
$15,000 - $50,000
Enterprise Organizations
$50,000 - $500,000
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