Sales Cloud Implementation

Hit the ground running and fully utilize the power of Sales Cloud.

Get Started on Sales Cloud Right the First Time

For your business to enjoy all the benefits Sales Cloud brings, it has to be set up correctly.
Don’t waste time and money. Contact us and let the certified experts at Simplus get Sales Cloud up and running fast.

Increase Revenue by Closing More Deals
  • Manage Contacts: Gain a 360 view of your customers by seeing activity history, social media insights, communication history and more.
  • Manage Deals: See the details on all of your team’s opportunities, including stage, probability of close, total amount and more.
  • Create Quotes: If your business uses simple pricing models, quickly create quotes in Salesforce. For more complex quoting, Simplus recommends utilizing Salesforce CPQ (click here for more information).
Give Your Business Accurate Data
  • Data Cleanse: It’s impossible to make smart decisions without clean data. Simplus will remove duplicated data after final data has been migrated from each system into Salesforce.
  • Data Validation: There’s more to good data than removing duplicates. To truly have good data, a business must improve data quality. Done manually, this process is time consuming and often contains human errors.
  • Data Modeling: Simplus works with clients to define the ideal data model based on Salesforce best practice recommendations, key performance indicators and known initiatives and growth plans.
Make Smarter Business Decisions
  • Forecasting: Easily make decisions and adjustments by seeing your sales team’s real-time forecasted totals.
  • Reports: Build reports on any part of your company’s pipeline quickly and easily with drag and drop functionality.
  • Dashboards: See all of your important data at a glance with Salesforce’s native dashboards.
Generate Better and More Leads
  • Marketing Data: Utilize Web-to-Lead forms, campaigns, reporting and more to understand your customer’s’ buying journey and invest marketing dollars confidently in campaigns with the highest ROI.
  • Automate Processes: Sales Cloud can automate basic processes to empower your sales and marketing teams. For more advanced marketing automation, Simplus recommends utilizing Pardot (click here for more information).
Simplus has been a great partner for us. We've been extremely impressed with their team, their expertise, and their commitment to our business.

David Jackson, Franklin Covey