Leads & Prospecting
Capture, score and automatically assign leads, then convert them into accounts, contacts and opportunities.
Sales Cloud
Give your sales teams what they need to sell more.
Sales Cloud is Salesforce's sales CRM. It covers the entire sales cycle, from lead to signed contract, with reliable forecasts and AI that helps every rep focus on the right opportunities.
Key features
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What Sales Cloud brings you
Opportunities & Pipeline
Track deals by sales stage, product, amount and win probability, with Pipeline Inspection.
Forecasting
Collaborative forecasts by team, territory or product to steer revenue with precision.
Sales Engagement
Guided prospecting cadences: emails, calls and tasks sequenced automatically for every rep.
Quotes & Product Catalog
Catalogs, price books and quotes generated from the opportunity, extendable with Revenue Cloud (CPQ).
Territories & Dashboards
Sales territory management, real-time reports and the Salesforce mobile app.
AI & Agentforce
AI at the heart of Sales Cloud
Einstein prioritizes leads and opportunities by likelihood to convert, analyzes calls (Conversation Insights) and helps draft emails. Agentforce Sales agents can qualify inbound leads and prepare meetings.
Sales Cloud · Agentforce
Use cases
Projects I deliver
- Structuring the sales cycle and qualification stages (BANT, MEDDIC)
- Migrating an existing CRM (HubSpot, Dynamics, spreadsheets) to Sales Cloud
- Sales forecasting and executive dashboards
- Integration with ERP, e-signature and Slack
Metrics
What we measure
- Lead-to-opportunity conversion rate
- Win rate
- Sales cycle length
- Forecast accuracy
How I help
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From assessment to adoption
Assessment & scoping
Review of your processes and your Sales Cloud org, followed by a prioritized roadmap.
Implementation
Configuration, automation (Flow), integrations and data migration, delivered with an agile approach.
Adoption & improvement
User training, tracking dashboards and continuous optimization.