Accelerate Revenue Growth with Salesforce Sales Cloud Consulting
CloudMasonry helps organizations drive smarter sales processes and close deals faster with expert Salesforce Sales Cloud implementations. Leveraging deep Salesforce expertise and over 300 certifications, our consultants design customized Sales Cloud solutions that streamline lead management, automate sales workflows, and provide actionable pipeline insights. Whether you’re optimizing for complex B2B cycles, expanding into new markets, or enhancing forecasting accuracy, CloudMasonry delivers full-service consulting that aligns Sales Cloud capabilities with your unique business objectives. Trusted by clients across the US and UK, we empower sales teams to improve productivity, collaboration, and revenue performance at every stage of the customer journey.
Our Sales Cloud Offerings
CloudMasonry Implementation and Integration of Salesforce Sales Cloud
Ensure a smooth and effective Salesforce Sales Cloud implementation, customized to your organization’s unique requirements, with our expert guidance and support.
CloudMasonry Sales Cloud Configuration and Customization
Maximize the potential of your Sales Cloud platform by leveraging our consultants’ expertise in configuring and customizing Salesforce to align with your specific needs and goals.
CloudMasonry Sales Cloud Integration
Seamlessly integrate Salesforce Sales Cloud with your existing systems, processes, and workflows to create a unified and efficient sales ecosystem across your organization.
CloudMasonry Sales Cloud Optimization
Benefit from our Salesforce consultants’ insights to identify areas of improvement, implement best practices, and optimize your Sales Cloud solution for peak performance and scalability.
CloudMasonry Sales Cloud Training and Adoption
Accelerate user adoption and productivity with customized training programs and support materials designed to enhance your team’s Salesforce Sales Cloud proficiency.
Sales Cloud Implementation And Support
Implementation
CloudMasonry delivers Sales Cloud implementations that are fully aligned with each client's unique sales approach and operational structure. Our team works closely with sales and operations stakeholders to map out custom opportunity stages, sales paths, and automation that reflect real-world processes. From complex territory management to integrated quote generation, we configure Salesforce to not only support sales execution but to improve its efficiency and predictability at scale.
- In addition to core CRM setup, we optimize the lead-to-opportunity lifecycle by implementing scoring models, assignment rules, and campaign attribution mechanisms that enhance marketing-to-sales alignment. This ensures that sales teams receive highly qualified leads in real time, with the contextual insights they need to move quickly. We also activate advanced forecasting capabilities, giving leaders visibility into pipeline coverage, forecast trends, and rep performance across multiple dimensions of the business.
User Adoption
To ensure successful adoption, CloudMasonry places a strong emphasis on enablement strategies that cater to the distinct needs of sales reps, frontline managers, and executives. We develop onboarding programs that focus on key day-to-day workflows while providing training assets that reinforce best practices over time. Our goal is to make Sales Cloud feel like a helpful assistant to each user, not just another system they’re required to use.
- We enhance the user experience through personalized interfaces, including Lightning App customizations, role-specific dashboards, and shortcut configurations designed to reduce friction in daily tasks. By surfacing meaningful insights such as activity history, deal progression, and customer engagement metrics, we encourage consistent system use. With tools like Einstein Activity Capture and customizable Sales Paths, reps can focus on selling while leadership gains the reporting they need to coach effectively.
Ongoing Support
After go-live, CloudMasonry remains a strategic partner through continuous optimization and proactive system management. We conduct quarterly reviews to assess platform usage, data integrity, and overall performance. These touchpoints allow us to identify areas for improvement, retire unused features, and adapt to changes in your sales process, whether due to growth, reorganization, or evolving customer expectations.
- As Salesforce releases new capabilities, we help evaluate and implement features that can deliver additional value—such as Sales Engagement for cadencing outreach, Revenue Intelligence for pipeline analysis, or integration enhancements across marketing and service platforms. Whether you're expanding to new markets or integrating partner channels, CloudMasonry ensures your Sales Cloud instance evolves with your business, maintaining scalability, reliability, and strategic alignment.
CloudMasonry assists organizations in their implementation of Salesforce Sales Cloud. Our approach to system design is to balance the need for an easy and efficient user experience with the robust data and reporting requirements demanded by modern enterprise organizations.
Salesforce Sales Cloud engagements bring our resources into partnership with our client’s Sales and Marketing teams to collaboratively design and build a bespoke scalable solution the meets the needs of users today, with an eye on accommodating the requirements of tomorrow.
