Sales automation
Give your sales team a shared view of leads, accounts and opportunities in Sales Cloud. We configure ownership, follow-up, quotes and forecasts around your sales process, and connect the channels that feed it.
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What we can deliver
Capture enquiries from websites, campaigns and connected channels, preserving their source and consent details. Match duplicates, assign an owner and follow-up deadline, and define qualification and conversion into accounts, contacts and opportunities.
Define opportunity stages, qualification criteria, contact roles and next steps. Make required information and approval rules clear so teams can progress deals and record why business is won or lost.
Set up products, price books, quote versions and discount approvals. Assess advanced configuration, subscriptions or CPQ separately when standard quoting is not enough.
Build pipeline views, forecast categories, quotas and dashboards for each management level. Track conversion, stage ageing, slipped close dates and won or lost deals. Agree how products, currencies and sales teams contribute to the forecast.
Organise account hierarchies, contacts, buying roles, account teams and territory ownership. Use account plans and shared activity history to coordinate follow-up, while permissions protect customer information across teams and regions.
Connect email and calendar activity where supported. Configure tasks, reminders and sales cadences so representatives know whom to follow up with and when.
For more complex selling, assess CPQ, product bundles, contract changes and renewal workflows. Connect accepted quotes to orders or billing systems, with the selected revenue products and integrations scoped explicitly.
Give representatives focused work lists, mobile access and reusable email templates. Where licensed and useful, assess lead or opportunity scoring, conversation insights and AI-drafted follow-ups. Keep source context and review steps visible before an automated action changes a deal or contacts a customer.
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Watch on YouTube Contact OOBHow we approach it
We agree the sales stages and ownership rules before adding automation. That keeps the system useful to the people who use it every day.
How we workYes. We can link incoming leads to Salesforce campaigns and keep their source details available for follow-up and reporting.
It depends on your Salesforce edition and the tools selected. Sales Engagement, advanced quoting and some forecasting or territory features have their own requirements. We review your current licences before proposing them.
The number of sales processes, data quality, pricing rules and integrations drive the scope. We review sample records and your current process, then separate a usable first release from later improvements.
Yes. We can connect the accepted quote and opportunity to orders, onboarding, fulfilment or your billing platform. We agree which system owns prices and invoices, what information is required, and how amendments or failed transfers are handled so teams do not need to re-enter the deal.
Insights
An AI agent can find potential customers, research their businesses and draft a follow-up. Before letting it contact anyone, decide which actions need a salesperson’s approval.
Read the guideMarketing automationSomeone responds to an ad, but the salesperson sees only a name and an email address. Connecting marketing to Salesforce should also bring over the campaign, the person’s request and the information needed to follow up.
Read the guideOOB Consulting
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