Modernize sales operations with Salesforce Sales Cloud
Connected processes from lead to revenue
Sales Cloud supports the core sales process, from lead capture and routing to pipeline management, forecasting, and opportunity management. We configure these capabilities around your sales process and connect them with billing, ERP, e-signature, marketing automation, and other systems your teams rely on.
We also extend this foundation with automation for effort estimation, invoicing, commission processing, and revenue reporting. This connects the broader deal lifecycle so sales, finance, and leadership can work from consistent information.
What our Sales Cloud experts do for you
Lead & Pipeline Management Setup
Configure lead capture, scoring, and routing, and set up pipeline stages around how your sales process works.
Opportunity & Forecasting Configuration
Set up opportunity stages, probability, forecast categories, and territory rules to give sales leaders a consistent view of the pipeline.
Sales Process Automation
Build approval processes, guided selling, and quote generation to reduce manual handoffs throughout the sales cycle.
Systems Integration
Connect Sales Cloud with billing, ERP, e-signature, and marketing systems so information moves between systems without repeated data entry.
Commission & Compensation Automation
Configure commission rules based on practice, region, project type, funding type, billing model, and annual compensation plans for Managed Services and Professional Services.
Revenue Operations Dashboards
Bring pipeline, billing, invoicing, and commission information into dashboards for sales teams, finance, and leadership.
Sales Cloud in action
Here are examples of how we’ve extended the core platform with automation across effort estimation, invoicing, commission processing, and reporting.
Automated commission management
Commission structures for Account Executives (AEs) and Solution Architects (SAs) can vary based on practice, region, project type, funding type, billing model, and the compensation plan for the year.
How it works
The solution brings opportunity, project, billing, invoicing, and compensation plan information together to determine commission eligibility and processing. It supports monthly commission processing for Managed Services and milestone-based processing for Professional Services, applying the appropriate rules for each practice and funding model.
Automated effort estimation
Project requirements can be shared in different formats, including documents, notes, or other details about the work.
How it works
Visitors upload their requirement documents through the upload option. The solution reviews the submitted information and provides an estimated level of effort for the project, giving them an early view of the expected time and effort.
AI-driven invoice generation
Once a project agreement is signed, the invoice needs to reflect the details agreed in the Statement of Work (SOW).
How it works
The signed SOW is uploaded, and the relevant details are used to generate the invoice automatically when the opportunity is marked closed won. This reduces manual re-entry and keeps the invoice aligned with the agreed project details.
Commission dashboard
AEs, SAs, and finance teams need a clear view of earned, upcoming, and pending commissions without combining information from multiple reports.
How it works
The Commission Dashboard brings commission information into one place, making it easier to track earned, upcoming, and pending commissions across practices and compensation plans.
Connecting sales processes with invoicing and commission workflows gives teams a clearer view of the full deal lifecycle.
FAQs
Can Sales Cloud be configured around our existing sales process?
Yes. We configure lead capture, pipeline stages, approval flows, and other sales processes around how your team currently works rather than applying a generic model.
Which systems can Sales Cloud integrate with?
It can connect with billing and ERP systems, e-signature tools, marketing automation platforms, and project or finance systems. We scope the integrations around the systems involved in your revenue process.
Does sales process automation replace our existing approval workflow?
No. Guided selling and quote generation can work within your existing approval structure while reducing manual handoffs between steps.
How does forecasting accuracy depend on Sales Cloud configuration?
Forecast accuracy also depends on how consistently teams maintain opportunity data. A well-configured model for stages, probability, and territories provides a consistent structure for forecasting.
Can commission rules account for multiple factors?
Yes. Commission processing can combine practice, region, project type, funding type, billing model, and the applicable annual compensation plan so eligibility and payout follow your defined rules.
Does the Revenue Operations Dashboard cover more than commissions and billing?
Yes. It can bring pipeline, billing, invoicing, and commission information together, giving sales, finance, and leadership a broader view of revenue operations.
What can we do for you
Consulting and Advisory
Conduct thorough business audits to craft tailored strategies for your success. Receive actionable insights and recommendations prioritized to meet your needs.
Platform Administration
Streamline your Salesforce operations with our expert administration services. From production releases to analytics, we ensure your platform is primed for success.
Custom Implementation
Tailor Salesforce solutions to fit your unique business requirements. Our seasoned experts guide you through seamless implementation processes aligned with your organization’s goals.
Integration
Seamlessly integrate tools to harness 360-degree customer insights. Align your marketing automation tools with Salesforce policies for enhanced data merging.